Family Management Corp
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$833.9M
Holdings
314
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MINT
PIMCO ETF TR
Q3 2025: Sold 6.3% (574.7k → 538.3k shares)
5.4%
02
$DSCO
DOUBLELINE ETF TRUST
Held since at least Q1 2024
5.0%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (6.0k shares)
4.6%
04
$SHV
ISHARES TR
Q3 2025: Sold 2.1% (339.5k → 332.2k shares)
4.1%
05
$FLXR
TCW ETF TRUST
Held since at least Q1 2024
3.7%
06
$QUAL
ISHARES TR
Q3 2025: Sold 0.9% (152.0k → 150.6k shares)
3.6%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (2.7k shares)
3.5%
08
$AAPL
APPLE INC
Q1 2026: New position (28.6k shares)
3.5%
09
$GOOGL
ALPHABET INC
Q1 2026: New position (1.1k shares)
3.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (5.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:56 UTC.