Portfolio (Quarterly)
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Family Investment Center, Inc.
· CIK 0001897700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,243.0 | $399K | 0.08% | +111.0 | +5.2% | $177.75 | +1.2% |
| 62 | BA | BOEING CO | Industrials | 1,781.0 | $387K | 0.08% | NEW | — | $217.12 | -1.3% |
| 63 | VOE | VANGUARD INDEX FDS | — | 2,171.0 | $385K | 0.08% | — | — | $177.40 | +17.6% |
| 64 | IHDG | WISDOMTREE TR | — | 7,892.0 | $384K | 0.08% | -3K | -24.7% | $48.66 | +9.6% |
| 65 | NEM | NEWMONT CORP | Basic Materials | 3,737.0 | $373K | 0.07% | -58.0 | -1.5% | $99.85 | +31.8% |
| 66 | TBUX | T ROWE PRICE ETF INC | — | 7,208.0 | $359K | 0.07% | NEW | — | $49.85 | +0.2% |
| 67 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 3,930.0 | $358K | 0.07% | — | — | $91.21 | -2.3% |
| 68 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,640.0 | $351K | 0.07% | -1K | -45.8% | $214.16 | +121.0% |
| 69 | RTX | RTX CORPORATION | Industrials | 1,876.0 | $344K | 0.07% | -417.0 | -18.2% | $183.35 | +14.5% |
| 70 | SGOV | ISHARES TR | — | 3,228.0 | $324K | 0.07% | -223.0 | -6.5% | $100.37 | +0.3% |
| 71 | F | FORD MTR CO | Consumer Cyclical | 24,364.0 | $320K | 0.07% | — | — | $13.12 | +9.8% |
| 72 | GILD | GILEAD SCIENCES INC | Healthcare | 2,587.0 | $318K | 0.06% | +375.0 | +16.9% | $122.74 | +19.0% |
| 73 | INCY | INCYTE CORP | Healthcare | 3,079.0 | $304K | 0.06% | +356.0 | +13.1% | $98.77 | +29.4% |
| 74 | CVX | CHEVRON CORP NEW | Energy | 1,986.0 | $303K | 0.06% | — | — | $152.41 | +34.7% |
| 75 | UBER | UBER TECHNOLOGIES INC | Technology | 3,639.0 | $297K | 0.06% | +484.0 | +15.3% | $81.71 | -3.6% |
| 76 | MUB | ISHARES TR | — | 2,723.0 | $292K | 0.06% | — | — | $107.12 | -1.7% |
| 77 | SCHX | SCHWAB STRATEGIC TR | — | 10,779.0 | $290K | 0.06% | — | — | $26.91 | +12.3% |
| 78 | SHOP | SHOPIFY INC | Technology | 1,735.0 | $279K | 0.06% | NEW | — | $160.97 | -7.3% |
| 79 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,908.0 | $273K | 0.06% | — | — | $143.31 | +1.0% |
| 80 | TSLA | TESLA INC | Consumer Cyclical | 602.0 | $271K | 0.06% | — | — | $449.72 | -19.3% |
① 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
Technology
35.9%
Financial Services
16.8%
Industrials
14.3%
Consumer Cyclical
9.4%
Energy
6.6%
Healthcare
6.3%
Consumer Defensive
4.8%
Communication Services
2.1%
Basic Materials
1.8%
Utilities
1.2%