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Timonier Family Office, LTD.

13F filer · CIK 0002038170
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 3, 202613 positions
LOWLowes Companies Inc$5.54M1.56%0.00%Not reportedQ1 2025
AAPLApple Inc.$1.41M0.40%0.00%0.0%Q1 2025
MSFTMicrosoft Corp$684K0.19%0.00%Not reportedQ1 2025
BRK.BBerkshire Hathaway Inc$575K0.16%Not reportedNot reportedQ1 2025
SPYSPDR S&P 500 ETF Trust$537K0.15%Not reported+0.3%Q1 2025
AMZNAmazon Com Inc$461K0.13%0.00%Not reportedQ1 2025
SGOLabrdn Gold ETF Trust$426K0.12%0.01%-7.7%Q1 2025
VVisa Inc.$422K0.12%0.00%Not reportedQ1 2025
DUKDuke Energy CORP$410K0.12%0.00%+0.1%Q1 2025
XOMExxonMobil Holdings Corp$376K0.11%0.00%Not reportedQ1 2025
GOOGAlphabet Inc.$329K0.09%Not reportedNot reportedQ3 2025
TFCTruist Financial Corp$296K0.08%0.00%Not reportedQ1 2025
UNPUnion Pacific Corp$213K0.06%0.00%NewQ2 2026
Q4 2025Reported Feb 4, 202612 positions
LOWLowes Companies Inc$6.06M1.92%0.00%-2.0%Q1 2025
AAPLApple Inc.$1.32M0.42%0.00%0.0%Q1 2025
MSFTMicrosoft Corp$887K0.28%0.00%-24.7%Q1 2025
BRK.BBerkshire Hathaway Inc$578K0.18%Not reportedNot reportedQ1 2025
SGOLabrdn Gold ETF Trust$496K0.16%0.01%Not reportedQ1 2025
SPYSPDR S&P 500 ETF Trust$489K0.16%Not reportedNot reportedQ1 2025
AMZNAmazon Com Inc$447K0.14%0.00%Not reportedQ1 2025
VVisa Inc.$432K0.14%0.00%Not reportedQ1 2025
DUKDuke Energy CORP$380K0.12%0.00%+0.1%Q1 2025
XOMExxonMobil Holdings Corp$331K0.10%0.00%Not reportedQ1 2025
TFCTruist Financial Corp$292K0.09%0.00%Not reportedQ1 2025
GOOGAlphabet Inc.$292K0.09%Not reportedNot reportedQ3 2025
Q3 2025Reported Nov 5, 202514 positions
LOWLowes Companies Inc$6.44M2.11%0.00%-2.1%Q1 2025
MSFTMicrosoft Corp$1.26M0.41%0.00%Not reportedQ1 2025
AAPLApple Inc.$1.24M0.41%0.00%0.0%Q1 2025
BRK.BBerkshire Hathaway Inc$578K0.19%Not reportedNot reportedQ1 2025
SPYSPDR S&P 500 ETF Trust$477K0.16%Not reported+0.1%Q1 2025
SGOLabrdn Gold ETF Trust$445K0.15%0.01%Not reportedQ1 2025
AMZNAmazon Com Inc$425K0.14%0.00%Not reportedQ1 2025
VVisa Inc.$420K0.14%0.00%Not reportedQ1 2025
DUKDuke Energy CORP$401K0.13%0.00%0.0%Q1 2025
XOMExxonMobil Holdings Corp$310K0.10%0.00%Not reportedQ1 2025
TFCTruist Financial Corp$272K0.09%0.00%Not reportedQ1 2025
NFLXNetflix Inc$248K0.08%0.00%Not reportedQ2 2025
GOOGAlphabet Inc.$227K0.07%Not reportedNewQ3 2025
IRENIREN Ltd$201K0.07%Not reportedNewQ3 2025
Q2 2025Reported Aug 7, 202511 positions
LOWLowes Companies Inc$5.81M2.17%0.00%+830.6%Q1 2025
MSFTMicrosoft Corp$1.21M0.45%0.00%Not reportedQ1 2025
AAPLApple Inc.$996K0.37%0.00%0.0%Q1 2025
BRK.BBerkshire Hathaway Inc$559K0.21%Not reportedNot reportedQ1 2025
SPYSPDR S&P 500 ETF Trust$442K0.17%Not reported+1.9%Q1 2025
VVisa Inc.$437K0.16%0.00%Not reportedQ1 2025
AMZNAmazon Com Inc$425K0.16%0.00%Not reportedQ1 2025
DUKDuke Energy CORP$382K0.14%0.00%+0.1%Q1 2025
XOMExxonMobil Holdings Corp$296K0.11%0.00%Not reportedQ1 2025
NFLXNetflix Inc$277K0.10%0.00%NewQ2 2025
TFCTruist Financial Corp$255K0.10%0.00%Not reportedQ1 2025
Premium opens every quarter this fund has filed

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