TF
Timonier Family Office, LTD.
13F filer · CIK 0002038170Reported Aug 3, 2026
13F portfolio value$354MU.S. long equity reported on 13F
Positions13Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight3.1%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 3, 202613 positions | |||||
| $5.54M | 1.56% | 0.00% | Not reported | Q1 2025 | |
| $1.41M | 0.40% | 0.00% | 0.0% | Q1 2025 | |
| $684K | 0.19% | 0.00% | Not reported | Q1 2025 | |
| $575K | 0.16% | Not reported | Not reported | Q1 2025 | |
| $537K | 0.15% | Not reported | +0.3% | Q1 2025 | |
| $461K | 0.13% | 0.00% | Not reported | Q1 2025 | |
| $426K | 0.12% | 0.01% | -7.7% | Q1 2025 | |
| $422K | 0.12% | 0.00% | Not reported | Q1 2025 | |
| DEDUKDuke Energy CORP | $410K | 0.12% | 0.00% | +0.1% | Q1 2025 |
| $376K | 0.11% | 0.00% | Not reported | Q1 2025 | |
| $329K | 0.09% | Not reported | Not reported | Q3 2025 | |
| $296K | 0.08% | 0.00% | Not reported | Q1 2025 | |
| $213K | 0.06% | 0.00% | New | Q2 2026 | |
| Q4 2025Reported Feb 4, 202612 positions | |||||
| $6.06M | 1.92% | 0.00% | -2.0% | Q1 2025 | |
| $1.32M | 0.42% | 0.00% | 0.0% | Q1 2025 | |
| $887K | 0.28% | 0.00% | -24.7% | Q1 2025 | |
| $578K | 0.18% | Not reported | Not reported | Q1 2025 | |
| $496K | 0.16% | 0.01% | Not reported | Q1 2025 | |
| $489K | 0.16% | Not reported | Not reported | Q1 2025 | |
| $447K | 0.14% | 0.00% | Not reported | Q1 2025 | |
| $432K | 0.14% | 0.00% | Not reported | Q1 2025 | |
| DEDUKDuke Energy CORP | $380K | 0.12% | 0.00% | +0.1% | Q1 2025 |
| $331K | 0.10% | 0.00% | Not reported | Q1 2025 | |
| $292K | 0.09% | 0.00% | Not reported | Q1 2025 | |
| $292K | 0.09% | Not reported | Not reported | Q3 2025 | |
| Q3 2025Reported Nov 5, 202514 positions | |||||
| $6.44M | 2.11% | 0.00% | -2.1% | Q1 2025 | |
| $1.26M | 0.41% | 0.00% | Not reported | Q1 2025 | |
| $1.24M | 0.41% | 0.00% | 0.0% | Q1 2025 | |
| $578K | 0.19% | Not reported | Not reported | Q1 2025 | |
| $477K | 0.16% | Not reported | +0.1% | Q1 2025 | |
| $445K | 0.15% | 0.01% | Not reported | Q1 2025 | |
| $425K | 0.14% | 0.00% | Not reported | Q1 2025 | |
| $420K | 0.14% | 0.00% | Not reported | Q1 2025 | |
| DEDUKDuke Energy CORP | $401K | 0.13% | 0.00% | 0.0% | Q1 2025 |
| $310K | 0.10% | 0.00% | Not reported | Q1 2025 | |
| $272K | 0.09% | 0.00% | Not reported | Q1 2025 | |
| $248K | 0.08% | 0.00% | Not reported | Q2 2025 | |
| $227K | 0.07% | Not reported | New | Q3 2025 | |
| $201K | 0.07% | Not reported | New | Q3 2025 | |
| Q2 2025Reported Aug 7, 202511 positions | |||||
| $5.81M | 2.17% | 0.00% | +830.6% | Q1 2025 | |
| $1.21M | 0.45% | 0.00% | Not reported | Q1 2025 | |
| $996K | 0.37% | 0.00% | 0.0% | Q1 2025 | |
| $559K | 0.21% | Not reported | Not reported | Q1 2025 | |
| $442K | 0.17% | Not reported | +1.9% | Q1 2025 | |
| $437K | 0.16% | 0.00% | Not reported | Q1 2025 | |
| $425K | 0.16% | 0.00% | Not reported | Q1 2025 | |
| DEDUKDuke Energy CORP | $382K | 0.14% | 0.00% | +0.1% | Q1 2025 |
| $296K | 0.11% | 0.00% | Not reported | Q1 2025 | |
| $277K | 0.10% | 0.00% | New | Q2 2025 | |
| $255K | 0.10% | 0.00% | Not reported | Q1 2025 | |
Premium opens every quarter this fund has filed