FO
Family Office Research LLC
13F filer · CIK 0002041267Reported Jul 27, 2026
Net buyer this quarter
13F portfolio value$267MU.S. long equity reported on 13F
Positions3810 new · 3 closed
Net flow last quarter+$1.91MBuys minus sells
Top 10 positions weight37.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 27, 202638 positions | |||||
| $56.3M | 21.13% | 0.06% | -9.6% | Q4 2024 | |
| $15.3M | 5.75% | Not reported | -0.9% | Q4 2024 | |
| $10.2M | 3.83% | 0.02% | Not reported | Q4 2024 | |
| $3.66M | 1.37% | 0.00% | Not reported | Q4 2024 | |
| $3.49M | 1.31% | Not reported | +15.0% | Q4 2025 | |
| $2.54M | 0.95% | 0.00% | +0.7% | Q4 2024 | |
| $2.54M | 0.95% | Not reported | +1.6% | Q4 2025 | |
| $2.18M | 0.82% | 1.13% | +189.8% | Q1 2026 | |
| $2.06M | 0.77% | Not reported | Not reported | Q4 2024 | |
| $1.62M | 0.61% | Not reported | Not reported | Q4 2024 | |
| $1.5M | 0.56% | 0.00% | +62.5% | Q2 2025 | |
| $1.1M | 0.41% | 0.00% | +5.4% | Q4 2024 | |
| $918K | 0.34% | Not reported | +9.7% | Q4 2024 | |
| $890K | 0.33% | 0.00% | -2.7% | Q4 2024 | |
| $881K | 0.33% | Not reported | New | Q2 2026 | |
| $861K | 0.32% | Not reported | Not reported | Q3 2025 | |
| $634K | 0.24% | Not reported | +18.1% | Q4 2024 | |
| $607K | 0.23% | 0.00% | +2.2% | Q4 2024 | |
| $586K | 0.22% | 0.00% | +10.8% | Q4 2024 | |
| $462K | 0.17% | 0.00% | +1.3% | Q4 2024 | |
| $450K | 0.17% | Not reported | +1.3% | Q3 2025 | |
| $414K | 0.16% | 0.00% | -70.1% | Q4 2024 | |
| $414K | 0.16% | Not reported | -48.9% | Q1 2026 | |
| $375K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $307K | 0.12% | 0.00% | Not reported | Q4 2024 | |
| $302K | 0.11% | 0.00% | -0.4% | Q4 2024 | |
| $278K | 0.10% | 0.00% | +11.9% | Q3 2025 | |
| $274K | 0.10% | 0.00% | -9.9% | Q4 2024 | |
| $266K | 0.10% | 0.01% | New | Q2 2026 | |
| $237K | 0.09% | 0.00% | New | Q2 2026 | |
| $226K | 0.08% | Not reported | Not reported | Q4 2025 | |
| $226K | 0.08% | 0.00% | New | Q2 2026 | |
| $223K | 0.08% | 0.00% | New | Q2 2026 | |
| $218K | 0.08% | 0.20% | Not reported | Q1 2026 | |
| $213K | 0.08% | 0.00% | -49.3% | Q1 2025 | |
| $208K | 0.08% | 0.00% | Not reported | Q4 2024 | |
| $205K | 0.08% | 0.00% | +0.5% | Q1 2025 | |
| $204K | 0.08% | 0.00% | New | Q2 2026 | |
| Q1 2026Reported May 13, 202631 positions | |||||
| $55M | 23.89% | 0.06% | -5.2% | Q4 2024 | |
| $12.1M | 5.27% | Not reported | -1.4% | Q4 2024 | |
| $7.25M | 3.15% | 0.02% | Not reported | Q4 2024 | |
| $3.19M | 1.39% | Not reported | +0.9% | Q4 2025 | |
| $2.97M | 1.29% | Not reported | +99.5% | Q4 2025 | |
| $2.21M | 0.96% | 0.00% | -0.1% | Q4 2024 | |
| $1.41M | 0.61% | Not reported | +0.1% | Q4 2024 | |
| $1.21M | 0.52% | 0.00% | +0.9% | Q4 2024 | |
| $939K | 0.41% | Not reported | -6.5% | Q4 2024 | |
| $913K | 0.40% | 0.00% | -0.7% | Q4 2024 | |
| $896K | 0.39% | Not reported | New | Q1 2026 | |
| $818K | 0.36% | 0.00% | -61.8% | Q2 2025 | |
| $765K | 0.33% | Not reported | -0.4% | Q4 2024 | |
| $694K | 0.30% | 0.00% | +0.8% | Q4 2024 | |
| $682K | 0.30% | 0.00% | -32.6% | Q4 2024 | |
| $670K | 0.29% | Not reported | Not reported | Q3 2025 | |
| $525K | 0.23% | 0.00% | +0.1% | Q4 2024 | |
| $511K | 0.22% | 0.01% | +53.9% | Q1 2025 | |
| $436K | 0.19% | Not reported | +0.1% | Q4 2024 | |
| $417K | 0.18% | 0.39% | New | Q1 2026 | |
| $405K | 0.18% | 0.01% | +2.6% | Q4 2025 | |
| $367K | 0.16% | 0.00% | -6.6% | Q4 2024 | |
| $362K | 0.16% | 0.00% | Not reported | Q4 2024 | |
| $324K | 0.14% | 0.00% | -11.4% | Q4 2024 | |
| $269K | 0.12% | 0.00% | -12.6% | Q4 2024 | |
| $260K | 0.11% | Not reported | +0.2% | Q3 2025 | |
| $249K | 0.11% | 0.00% | +10.6% | Q3 2025 | |
| $214K | 0.09% | 0.00% | +0.1% | Q4 2024 | |
| $212K | 0.09% | 0.20% | New | Q1 2026 | |
| $209K | 0.09% | 0.00% | Not reported | Q4 2024 | |
| $208K | 0.09% | 0.00% | Not reported | Q1 2025 | |
| Q4 2025Reported Feb 9, 202632 positions | |||||
| $55.8M | 22.79% | 0.07% | -1.4% | Q4 2024 | |
| $13.2M | 5.41% | Not reported | +1.4% | Q4 2024 | |
| $7.58M | 3.10% | 0.02% | Not reported | Q4 2024 | |
| $3.56M | 1.45% | 0.00% | 0.0% | Q4 2024 | |
| $2.89M | 1.18% | Not reported | New | Q4 2025 | |
| $2.64M | 1.08% | 0.00% | +26.7% | Q2 2025 | |
| $2.39M | 0.98% | 0.00% | -0.8% | Q4 2024 | |
| $1.49M | 0.61% | Not reported | New | Q4 2025 | |
| $1.49M | 0.61% | Not reported | +4.5% | Q4 2024 | |
| $1.29M | 0.53% | 0.00% | +269.1% | Q4 2024 | |
| $1.1M | 0.45% | 0.06% | Not reported | Q4 2024 | |
| $1.05M | 0.43% | Not reported | -3.2% | Q4 2024 | |
| $1.03M | 0.42% | 0.00% | -3.7% | Q4 2024 | |
| $1.01M | 0.41% | 0.00% | -15.0% | Q4 2024 | |
| $746K | 0.30% | Not reported | +5.7% | Q4 2024 | |
| $691K | 0.28% | 0.00% | -3.3% | Q4 2024 | |
| $648K | 0.27% | Not reported | +0.2% | Q3 2025 | |
| $638K | 0.26% | 0.00% | -1.8% | Q4 2024 | |
| $630K | 0.26% | 0.01% | Not reported | Q4 2024 | |
| $551K | 0.23% | 0.00% | New | Q4 2025 | |
| $478K | 0.20% | Not reported | -2.7% | Q4 2024 | |
| $429K | 0.18% | 0.00% | +1.2% | Q4 2024 | |
| $405K | 0.17% | 0.00% | Not reported | Q4 2024 | |
| $335K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $319K | 0.13% | 0.00% | Not reported | Q4 2024 | |
| $301K | 0.12% | 0.00% | -12.2% | Q1 2025 | |
| $299K | 0.12% | 0.00% | +0.1% | Q3 2025 | |
| $288K | 0.12% | 0.00% | Not reported | Q4 2024 | |
| $257K | 0.11% | 0.00% | -7.8% | Q4 2024 | |
| $247K | 0.10% | Not reported | +0.3% | Q3 2025 | |
| $217K | 0.09% | 0.00% | -58.7% | Q1 2025 | |
| $201K | 0.08% | Not reported | New | Q4 2025 | |
| Q3 2025Reported Nov 4, 202529 positions | |||||
| $46.9M | 20.49% | 0.07% | -1.9% | Q4 2024 | |
| $12.6M | 5.52% | Not reported | -0.2% | Q4 2024 | |
| $6.19M | 2.71% | 0.02% | -0.3% | Q4 2024 | |
| $3.23M | 1.41% | 0.00% | -0.3% | Q4 2024 | |
| $2.24M | 0.98% | 0.00% | -6.9% | Q4 2024 | |
| $2.02M | 0.88% | 0.00% | +429.6% | Q2 2025 | |
| $1.38M | 0.60% | Not reported | +0.1% | Q4 2024 | |
| $1.26M | 0.55% | 0.05% | Not reported | Q4 2024 | |
| $1.24M | 0.54% | 0.00% | -2.5% | Q4 2024 | |
| $1.18M | 0.52% | Not reported | New | Q3 2025 | |
| $1.09M | 0.48% | Not reported | Not reported | Q4 2024 | |
| $1.01M | 0.44% | 0.00% | -8.3% | Q4 2024 | |
| $759K | 0.33% | 0.00% | -18.2% | Q4 2024 | |
| $724K | 0.32% | Not reported | -15.7% | Q4 2024 | |
| $692K | 0.30% | 0.00% | +93.7% | Q1 2025 | |
| $583K | 0.25% | 0.01% | -0.1% | Q4 2024 | |
| $579K | 0.25% | 0.00% | Not reported | Q4 2024 | |
| $442K | 0.19% | 0.00% | Not reported | Q4 2024 | |
| $430K | 0.19% | 0.00% | New | Q3 2025 | |
| $380K | 0.17% | Not reported | -11.4% | Q4 2024 | |
| $367K | 0.16% | 0.00% | +0.1% | Q1 2025 | |
| $347K | 0.15% | 0.00% | -0.3% | Q4 2024 | |
| $347K | 0.15% | 0.00% | -36.4% | Q4 2024 | |
| $340K | 0.15% | 0.00% | -5.2% | Q4 2024 | |
| $329K | 0.14% | 0.00% | -15.8% | Q4 2024 | |
| $276K | 0.12% | 0.00% | -2.7% | Q4 2024 | |
| $271K | 0.12% | 0.00% | -1.5% | Q4 2024 | |
| $225K | 0.10% | 0.03% | +1.0% | Q4 2024 | |
| $220K | 0.10% | Not reported | New | Q3 2025 | |
Premium opens every quarter this fund has filed