Portfolio (Quarterly)
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Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | LMT | LOCKHEED MARTIN CORP | Industrials | 84.0 | $41K | 0.03% | NEW | — | $483.67 | +10.2% |
| 82 | GD | GENERAL DYNAMICS CORP | Industrials | 120.0 | $40K | 0.03% | NEW | — | $336.66 | +1.9% |
| 83 | CHWY | CHEWY INC | Consumer Cyclical | 1,200.0 | $40K | 0.03% | NEW | — | $33.05 | -37.3% |
| 84 | KWEB | KRANESHARES TRUST | — | 1,160.0 | $39K | 0.03% | NEW | — | $34.05 | -21.0% |
| 85 | XLF | SELECT SECTOR SPDR TR | — | 688.0 | $38K | 0.03% | NEW | — | $54.77 | -5.2% |
| 86 | VCSH | VANGUARD SCOTTSDALE FDS | — | 458.0 | $37K | 0.03% | NEW | — | $79.73 | -1.1% |
| 87 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 75.0 | $36K | 0.02% | NEW | — | $480.57 | +5.3% |
| 88 | VEU | VANGUARD INTL EQUITY INDEX F | — | 481.0 | $35K | 0.02% | NEW | — | $73.56 | +12.1% |
| 89 | C | CITIGROUP INC | Financial Services | 300.0 | $35K | 0.02% | NEW | — | $116.69 | +7.2% |
| 90 | FDX | FEDEX CORP | Industrials | 120.0 | $35K | 0.02% | NEW | — | $288.86 | +36.5% |
| 91 | GEV | GE VERNOVA INC | Utilities | 53.0 | $35K | 0.02% | NEW | — | $653.57 | +58.9% |
| 92 | DXJ | WISDOMTREE TR | — | 240.0 | $35K | 0.02% | NEW | — | $144.16 | +17.6% |
| 93 | AMD | ADVANCED MICRO DEVICES INC | Technology | 160.0 | $34K | 0.02% | NEW | — | $214.16 | +118.3% |
| 94 | — | PETROLEO BRASILEIRO SA PETRO | — | 3,000.0 | $34K | 0.02% | NEW | — | $11.27 | — |
| 95 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 200.0 | $32K | 0.02% | NEW | — | $160.40 | +17.8% |
| 96 | KO | COCA COLA CO | Consumer Defensive | 450.0 | $31K | 0.02% | NEW | — | $69.91 | +16.5% |
| 97 | INTC | INTEL CORP | Technology | 850.0 | $31K | 0.02% | NEW | — | $36.90 | +224.8% |
| 98 | XOM | EXXON MOBIL CORP | Energy | 260.0 | $31K | 0.02% | NEW | — | $120.34 | +28.7% |
| 99 | LOMA | LOMA NEGRA C I A S A MTN 14 | Basic Materials | 2,350.0 | $30K | 0.02% | NEW | — | $12.95 | -15.4% |
| 100 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 200.0 | $29K | 0.02% | NEW | — | $146.58 | -11.3% |
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
Financial Services
81.4%
Technology
7.0%
Consumer Cyclical
3.0%
Healthcare
2.9%
Communication Services
2.2%
Consumer Defensive
1.8%
Energy
0.9%
Industrials
0.6%
Basic Materials
0.2%
Utilities
0.1%