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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWB ISHARES TR 776.0 $277K 0.12% $356.36 +15.5%
62 DE DEERE & CO Industrials 477.0 $269K 0.12% -69.0 -12.6% $563.26 -4.5%
63 SMH VANECK ETF TRUST 677.0 $260K 0.11% $383.32 +57.0%
64 IJH ISHARES TR 3,777.0 $255K 0.11% -505.0 -11.8% $67.53 +10.4%
65 HGER HARBOR ETF TRUST 8,195.0 $254K 0.11% NEW $31.01 +1.8%
66 ESPO VANECK ETF TRUST 2,792.0 $253K 0.11% $90.51 -1.5%
67 ORCL ORACLE CORP Technology 1,693.0 $249K 0.11% +162.0 +10.6% $147.07 +38.0%
68 TSLL DIREXION SHARES ETF TRUST 20,173.0 $245K 0.11% NEW $12.15 +35.0%
69 DFAU DIMENSIONAL ETF TRUST 5,386.0 $243K 0.11% $45.12 +15.1%
70 BOTZ GLOBAL X FDS 6,800.0 $226K 0.10% -3K -30.9% $33.22 +21.3%
71 QCOM QUALCOMM INC Technology 1,662.0 $214K 0.09% $128.77 +92.7%
72 CALAMOS ETF TR 7,794.0 $212K 0.09% NEW $27.23
73 IT GARTNER INC Technology 1,321.0 $209K 0.09% $158.34 +1.5%
74 ED CONSOLIDATED EDISON INC Utilities 1,840.0 $208K 0.09% NEW $113.20 -5.2%
75 CAIQ CALAMOS ETF TR 8,414.0 $201K 0.09% NEW $23.84 +14.3%
Page 4 of 4  ·  75 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%