Portfolio (Quarterly)
Guide ↗
Pioneer Family Office, LLC
· CIK 0002135110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | INOVIO PHARMACEUTICALS INC | — | 291.0 | $506.0 | — | — | — | $1.74 | — |
| 122 | LCID | LUCID GROUP INC | Consumer Cyclical | 50.0 | $476.0 | — | — | — | $9.52 | -38.7% |
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
85.1%
Technology
5.0%
Consumer Cyclical
2.3%
Communication Services
1.9%
Consumer Defensive
1.9%
Healthcare
1.8%
Energy
1.5%
Industrials
0.4%