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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $444.2B AUM 156 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 38 Added 87 Reduced 7 Exited
Page 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DELL DELL TECHNOLOGIES INC Technology 1,723.0 $283K 0.06% -2K -49.2% $164.13 +44.7%
142 YORW YORK WTR CO Utilities 9,171.0 $279K 0.06% -300.0 -3.2% $30.45 -3.5%
143 SGOL ETFS GOLD TR Financial Services 6,174.0 $275K 0.06% -673.0 -9.8% $44.62 -3.8%
144 XLE SELECT SECTOR SPDR TR 4,298.0 $263K 0.06% -500.0 -10.4% $61.26 -0.2%
145 MLM MARTIN MARIETTA MATLS INC Basic Materials 440.0 $259K 0.06% -25.0 -5.4% $588.68 -8.6%
146 BAC BANK AMERICA CORP Financial Services 5,196.0 $253K 0.06% -348.0 -6.3% $48.75 +4.8%
147 SCHV SCHWAB STRATEGIC TR 8,163.0 $249K 0.06% $30.50 +7.1%
148 PNC PNC FINL SVCS GROUP INC Financial Services 1,192.0 $248K 0.06% -28.0 -2.3% $208.08 +3.2%
149 SCHX SCHWAB STRATEGIC TR 9,590.0 $246K 0.06% -300.0 -3.0% $25.64 +12.8%
150 NEE NEXTERA ENERGY INC Utilities 2,416.0 $224K 0.05% NEW $92.88 -3.0%
151 DVN DEVON ENERGY CORP NEW Energy 4,268.0 $215K 0.05% -4K -46.2% $50.32 -1.4%
152 ABT ABBOTT LABS Healthcare 2,085.0 $214K 0.05% -87.0 -4.0% $102.67 -13.7%
153 DVY ISHARES TR 1,345.0 $204K 0.05% NEW $151.41 +1.0%
154 IWR ISHARES TR 2,058.0 $200K 0.04% NEW $97.23 +6.3%
155 NEXT NEXTDECADE CORP Energy 15,161.0 $116K 0.03% NEW $7.66 +15.9%
156 DOUG DOUGLAS ELLIMAN INC Real Estate 16,000.0 $26K 0.01% $1.64 +0.6%
Page 8 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.5%
Technology 21.7%
Energy 13.8%
Communication Services 8.8%
Healthcare 8.4%
Industrials 6.8%
Consumer Cyclical 5.2%
Consumer Defensive 2.9%
Utilities 1.2%
Basic Materials 0.6%