Family Office Research LLC
Long book
$230.2M
Q1 2026
Positions
75
Top-10 weight
73%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsFamily Office Research LLC is a wealth-management firm allocating client money, specialised in services_media (74% of the long book), running a $230.2M US long book across 75 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: MARRIOTT INTERNATIONAL -CL A, VANGUARD S&P 500 ETF, ISHARES US SMALLCAP EQUITY F, VANECK MORNINGSTAR WIDE MOAT, DIMENSIONAL US CORE EQUITY 2.
Over the last 6 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-7.2%
Q1 2025
+10.4%
Q2 2025
+4.8%
Q3 2025
+6.3%
Q4 2025
-0.2%
Q1 2026
+13.9%
Sector allocation
Services media 75%
Industrials 12%
Technology 8%
Financials 2%
Consumer discretionary 2%
Materials 1%
Utilities 0%
Long book by quarter
What does Family Office own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 168.1K | $55.0M | 23.9% | -5.2% |
| DAL DELTA AIR LINES INC | Industrials | 109.0K | $7.2M | 3.1% | Held |
| AAPL APPLE INC | Technology | 8.7K | $2.2M | 1.0% | 0.0% |
| NVDA NVIDIA CORP | Technology | 6.9K | $1.2M | 0.5% | +0.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.0K | $939K | 0.4% | -6.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.4K | $913K | 0.4% | -0.7% |
| FIGR FIGURE TECHNOLOGY SOLUT-CL A | Financials | 26.4K | $896K | 0.4% | New |
| TSLA TESLA INC | Industrials | 2.2K | $818K | 0.4% | -61.7% |
| CRWV COREWEAVE INC-CL A | Technology | 8.7K | $670K | 0.3% | Held |
| MSFT MICROSOFT CORP | Technology | 1.4K | $525K | 0.2% | +0.1% |
| GOOG ALPHABET INC-CL C | Technology | 1.5K | $436K | 0.2% | +0.1% |
| IMDX INSIGHT MOLECULAR DIAGNOSTIC | Materials | 127.3K | $417K | 0.2% | New |
| GOOGL ALPHABET INC-CL A | Technology | 1.3K | $367K | 0.2% | -6.6% |
| NVR NVR INC | Industrials | 55 | $362K | 0.2% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 325 | $324K | 0.1% | -11.4% |
| DE DEERE & CO | Industrials | 477 | $269K | 0.1% | -12.6% |
| ORCL ORACLE CORP | Technology | 1.7K | $249K | 0.1% | +10.6% |
| QCOM QUALCOMM INC | Technology | 1.7K | $214K | 0.1% | +0.1% |
| IT GARTNER INC | Services media | 1.3K | $209K | 0.1% | Held |
| ED CONSOLIDATED EDISON INC | Utilities | 1.8K | $208K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 75 | $230.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 77 | $244.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 72 | $228.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 67 | $211.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 70 | $205.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 75 | $228.1M | canonical | SEC ↗ |
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