Family Management Corp has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $629 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Enhanced Sht Matu with a value of $57.8M, Ishares Tr with a value of $37.5M, Nvidia Corp with a value of $28.4M, Ishares Msci Usa Quality Facto with a value of $27.8M, and Spdr S&P 500 ETF Trust with a value of $26.3M.
Examining the 13F form we can see an increase of $46.5M in the current position value, from $582M to 629M.
Family Management Corp is based out at New York, NY
Below you can find more details about Family Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$629 Million
ETFs: $291 Million
Technology: $105 Million
Financial Services: $58.7 Million
Communication Services: $35.2 Million
Healthcare: $32.1 Million
Consumer Cyclical: $31.2 Million
Industrials: $19.1 Million
Energy: $18.7 Million
Other: $36.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
