Family Office Research LLC Portfolio Holdings by Sector

Family Office Research LLC

$211 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SMLF MOAT DFAC QQQ AVUS DFIC AVDE 41 stocks	$124 Million 64.12% of portfolio	15	18	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$50.1 Million 25.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$5.38 Million 2.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$2.83 Million 1.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.94 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.6 Million 0.83% of portfolio	3	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$1.37 Million 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.1 Million 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$891,667 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$734,334 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$644,126 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$535,592 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate HST 1 stocks	$526,531 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$406,211 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CDNA 1 stocks	$389,432 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$383,396 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$305,995 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$272,434 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts

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