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Portfolio (Quarterly) Guide ↗

Family Office Research LLC

· CIK 0002041267
13F Portfolio $230M AUM 75 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 13 Added 27 Reduced 10 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW ISHARES TR 4,350.0 $492K 0.21% -65.0 -1.5% $113.11 +22.3%
22 PTNQ PACER FDS TR 6,360.0 $464K 0.20% -395.0 -5.8% $72.96 +20.1%
23 GOOGL ALPHABET INC Communication Services 1,277.0 $367K 0.16% -90.0 -6.6% $287.57 +34.6%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 325.0 $324K 0.14% -42.0 -11.4% $997.58 +0.7%
25 DE DEERE & CO Industrials 477.0 $269K 0.12% -69.0 -12.6% $563.26 -6.6%
26 IJH ISHARES TR 3,777.0 $255K 0.11% -505.0 -11.8% $67.53 +9.3%
27 BOTZ GLOBAL X FDS 6,800.0 $226K 0.10% -3K -30.9% $33.22 +20.0%
Page 2 of 2  ·  27 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
Consumer Cyclical 65.5%
Financial Services 17.8%
Industrials 8.6%
Technology 6.1%
Communication Services 0.9%
Healthcare 0.5%
Consumer Defensive 0.4%
Utilities 0.2%