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Portfolio (Quarterly) Guide ↗

COLLECTIVE FAMILY OFFICE LLC

· CIK 0001845066
13F Portfolio $489M AUM 161 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 51 Added 67 Reduced 3 Exited
Page 9 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DOUG DOUGLAS ELLIMAN INC Real Estate 16,000.0 $28K 0.01% $1.77 +10.2%
Page 9 of 9  ·  161 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 30.3%
Technology 26.7%
Energy 11.0%
Healthcare 8.2%
Communication Services 7.3%
Industrials 7.3%
Consumer Cyclical 5.1%
Consumer Defensive 2.4%
Utilities 1.0%
Basic Materials 0.5%