Family Office Research LLC Portfolio Holdings by Sector

Family Office Research LLC

$229 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SMLF MOAT DFAC QQQ AVUS DFIC AVDE 44 stocks	$134 Million 65.97% of portfolio	22	17	3	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$46.9 Million 23.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$6.19 Million 3.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$3.23 Million 1.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.24 Million 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2.02 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$1.26 Million 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.19 Million 0.59% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.09 Million 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.01 Million 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$708,836 0.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$697,305 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$623,617 0.31% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate HST 1 stocks	$582,822 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$441,906 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$347,251 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$340,001 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$270,982 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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