Family Investment Center, Inc.
CIK 1897700 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $602.2M
- Posisi
- 120
- Per tanggal
- 30 Juni 2026
#3.370 dari 9.443 berdasarkan nilai 13F · top 35.7%
Nilai portofolio QoQ: +15.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,49%
- Bobot 25 kepemilikan teratas
- 90,36%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 15,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,81% Perkiraan pembelian $54.780.872 · penjualan $15.736.541
- Posisi baru
- 33
- Meningkat
- 41
- Menurun
- 34
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,1%
Industrials
0,9%
Energy
0,5%
Retail
0,5%
Communication Services
0,3%
Healthcare
0,3%
Consumer Discretionary
0,2%
Materials
0,1%
Real Estate
0,1%
Financials
0,1%
Communications
0,1%
Consumer Staples
0,1%
Consumer products
0,0%
Lainnya/Tidak terpetakan
94,8%
Portofolio lengkap 120 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BIV | $79.669.379 | 13,23% | 1.038.714 | $5.039.527 | Naik ×1 | ||
| PYLD | $63.445.820 | 10,54% | 2.392.376 | $7.583.862 | Naik ×1 | ||
| SPMO | $53.333.818 | 8,86% | 330.159 | $13.053.797 | Turun ×1 | ||
| RISR | $48.586.972 | 8,07% | 1.342.182 | $5.232.192 | Naik ×1 | ||
| SPHQ | $48.231.483 | 8,01% | 535.311 | $9.069.155 | Naik ×1 | ||
| AVDE | $45.699.233 | 7,59% | 512.323 | $6.978.121 | Naik ×1 | ||
| DFEV | $25.774.927 | 4,28% | 604.094 | $5.398.942 | Naik ×1 | ||
| JPST | $22.242.075 | 3,69% | 439.827 | $-3.639.368 | Turun ×1 | ||
| JIRE | $20.628.155 | 3,43% | 250.069 | $-160.561 | Turun ×1 | ||
| AVUV | $16.877.927 | 2,80% | 135.283 | $2.360.361 | Naik ×1 | ||
| VIG | $15.989.681 | 2,66% | 67.575 | $1.115.394 | Turun ×1 | ||
| XMMO | $15.835.362 | 2,63% | 93.073 | $1.665.688 | Turun ×1 | ||
| AVMV | $13.930.562 | 2,31% | 172.975 | $1.993.739 | Naik ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $13.742.668 | 2,28% | 139.946 | $385.241 | Turun ×1 | ||
| XSMO | $10.341.808 | 1,72% | 110.454 | $2.423.413 | Naik ×1 | ||
| VO | $8.348.529 | 1,39% | 103.618 | $812.521 | Naik ×1 | ||
| VB | $7.155.726 | 1,19% | 23.607 | $915.460 | Turun ×1 | ||
| SCHD | $7.109.456 | 1,18% | 224.202 | $44.045 | Turun ×1 | ||
| SCHM | $5.321.876 | 0,88% | 144.342 | $808.574 | Turun ×1 | ||
| VOO | $4.632.943 | 0,77% | 6.746 | $565.282 | Turun ×1 | ||
| ONEY | $4.478.081 | 0,74% | 34.958 | $167.665 | Turun ×1 | ||
| AGG | $4.039.062 | 0,67% | 40.807 | $82.367 | Naik ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $3.337.743 | 0,55% | 35.744 | $298.826 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $2.768.986 | 0,46% | 32.390 | $258.830 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.605.523 | 0,43% | 9.004 | $463.096 | Naik ×1 | ||
| LDUR | $2.446.503 | 0,41% | 25.588 | $-27.015 | Turun ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $2.047.981 | 0,34% | 6.510 | $179.611 | |||
| MU Micron Technology, Inc. - Common Stock | $2.007.310 | 0,33% | 1.739 | $1.686.637 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.962.984 | 0,33% | 2.666 | $98.895 | Turun ×1 | ||
| XMHQ | $1.727.163 | 0,29% | 15.301 | $-295.480 | Turun ×1 | ||
| IEMG | $1.571.145 | 0,26% | 18.966 | $241.761 | Turun ×1 | ||
| XLU XLU | $1.521.367 | 0,25% | 33.555 | $369.195 | Naik ×1 | ||
| JMUB | $1.501.819 | 0,25% | 29.648 | $856.798 | Naik ×1 | ||
| FLJH | $1.459.500 | 0,24% | 31.973 | $155.105 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.385.231 | 0,23% | 6.923 | $879.291 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.350.605 | 0,22% | 9.879 | $-325.296 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.325.056 | 0,22% | 2.281 | ||||
| WDC Western Digital Corporation - Common Stock | $1.287.660 | 0,21% | 2.016 | $1.006.350 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1.254.842 | 0,21% | 1.068 | $1.047.965 | Naik ×1 | ||
| SCHA | $1.040.027 | 0,17% | 28.786 | $195.062 | Turun ×1 | ||
| IGE | $1.018.937 | 0,17% | 18.137 | $-15.356 | Naik ×1 | ||
| VDC | $985.842 | 0,16% | 4.372 | $299.944 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $978.624 | 0,16% | 4.106 | $698.917 | Naik ×1 | ||
| DFUS | $975.453 | 0,16% | 11.904 | $123.924 | Turun ×1 | ||
| SCHO | $923.757 | 0,15% | 38.267 | $25.605 | Naik ×1 | ||
| VTI | $917.224 | 0,15% | 2.479 | $117.560 | Turun ×1 | ||
| SPEM | $892.861 | 0,15% | 17.243 | $81.239 | Turun ×1 | ||
| IWF | $842.245 | 0,14% | 6.783 | $110.543 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $805.946 | 0,13% | 2.281 | $567.278 | Naik ×1 | ||
| BRKB | $759.592 | 0,13% | 1.518 | $32.166 | |||
| SNDK Sandisk Corporation - Common Stock | $625.276 | 0,10% | 275 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $624.903 | 0,10% | 521 | Naik ×1 | |||
| GLW Corning Incorporated Common Stock | $623.249 | 0,10% | 2.440 | Naik ×1 | |||
| VBR | $604.059 | 0,10% | 2.486 | $65.590 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $592.312 | 0,10% | 1.568 | ||||
| INCY Incyte Corporation - Common Stock | $589.359 | 0,10% | 5.199 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $568.792 | 0,09% | 5.022 | $-55.342 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $566.885 | 0,09% | 1.903 | Naik ×1 | |||
| SCHR | $563.420 | 0,09% | 22.848 | $-187 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $545.596 | 0,09% | 1.547 | $28.252 | Turun ×1 | ||
| AVEM | $544.047 | 0,09% | 5.638 | $103.825 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $538.831 | 0,09% | 576 | ||||
| GILD Gilead Sciences, Inc. - Common Stock | $523.553 | 0,09% | 4.144 | $317.007 | Naik ×1 | ||
| SCHF | $515.394 | 0,09% | 18.606 | $56.444 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $508.397 | 0,08% | 8.272 | $166.338 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $470.180 | 0,08% | 4.030 | ||||
| JBL Jabil Inc. Common Stock | $460.649 | 0,08% | 1.195 | Naik ×1 | |||
| IAUM | $432.268 | 0,07% | 10.804 | $-401.374 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $429.318 | 0,07% | 1.201 | $150.097 | Naik ×1 | ||
| VOE | $425.667 | 0,07% | 2.154 | $27.721 | Turun ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $405.894 | 0,07% | 2.778 | Naik ×1 | |||
| BKR Baker Hughes Company - Common Stock | $400.100 | 0,07% | 7.209 | Naik ×1 | |||
| NEM Newmont Corporation | $367.342 | 0,06% | 3.933 | Naik ×1 | |||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $366.058 | 0,06% | 3.975 | $-874 | |||
| BA Boeing Company (The) Common Stock | $362.804 | 0,06% | 1.676 | $29.230 | |||
| VLO Valero Energy Corporation Common Stock | $360.449 | 0,06% | 1.384 | Naik ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $355.637 | 0,06% | 1.391 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $348.028 | 0,06% | 933 | $-330.494 | Turun ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $344.700 | 0,06% | 2.729 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $340.751 | 0,06% | 1.041 | $10.115 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $336.480 | 0,06% | 800 | $39.080 | |||
| F Ford Motor Company Common Stock | $331.971 | 0,06% | 23.883 | $56.076 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $328.371 | 0,05% | 1.981 | $-96.395 | Turun ×1 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $322.631 | 0,05% | 376 | Naik ×1 | |||
| SCHX | $318.195 | 0,05% | 10.812 | $41.831 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $316.746 | 0,05% | 3.146 | $-3.962 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $316.006 | 0,05% | 561 | $106.034 | Naik ×1 | ||
| MNST Monster Beverage Corporation - Common Stock | $315.754 | 0,05% | 3.285 | Naik ×1 | |||
| EXPE Expedia Group, Inc. - Common Stock | $314.988 | 0,05% | 1.231 | Naik ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $313.586 | 0,05% | 683 | ||||
| APP Applovin Corporation - Class A Common Stock | $310.684 | 0,05% | 603 | ||||
| TER Teradyne, Inc. - Common Stock | $304.819 | 0,05% | 630 | Naik ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $301.591 | 0,05% | 699 | Naik ×1 | |||
| CTVA Corteva, Inc. Common Stock | $295.822 | 0,05% | 3.493 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $294.746 | 0,05% | 2.010 | $4.422 | |||
| MUB | $293.081 | 0,05% | 2.723 | $4.003 | |||
| DLTR Dollar Tree, Inc. - Common Stock | $291.610 | 0,05% | 2.411 | Naik ×1 | |||
| DFAS | $283.908 | 0,05% | 3.448 | $38.652 | |||
| ILCG | $280.639 | 0,05% | 2.398 | $51.657 | |||
| XLP XLP | $263.083 | 0,04% | 3.167 | $4.026 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AMD | $1.325.056 | 2.281 | 0,22% |
| SNDK | $625.276 | 275 | 0,10% |
| LLY | $624.903 | 521 | 0,10% |
| GLW | $623.249 | 2.440 | 0,10% |
| AVGO | $592.312 | 1.568 | 0,10% |
| INCY | $589.359 | 5.199 | 0,10% |
| MRVL | $566.885 | 1.903 | 0,09% |
| COST | $538.831 | 576 | 0,09% |
| PLTR | $470.180 | 4.030 | 0,08% |
| JBL | $460.649 | 1.195 | 0,08% |
| JCI | $405.894 | 2.778 | 0,07% |
| BKR | $400.100 | 7.209 | 0,07% |
| NEM | $367.342 | 3.933 | 0,06% |
| VLO | $360.449 | 1.384 | 0,06% |
| MPC | $355.637 | 1.391 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPMO | Dipangkas | -29K | +$13.1M |
| SPHQ | Beli lebih banyak | +14K | +$9.1M |
| PYLD | Beli lebih banyak | +260K | +$7.6M |
| AVDE | Beli lebih banyak | +56K | +$7.0M |
| DFEV | Beli lebih banyak | +35K | +$5.4M |
| RISR | Beli lebih banyak | +145K | +$5.2M |
| BIV | Beli lebih banyak | +72K | +$5.0M |
| JPST | Dipangkas | -72K | -$3.6M |
| XSMO | Beli lebih banyak | +6K | +$2.4M |
| AVUV | Beli lebih banyak | +4K | +$2.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.