Family Manage LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
305
Total value ($000)
$833,949
Net value change ($000)
+42,643 (5.4%)
New positions
49
Sold out positions
29
Turnover %
17.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DSCO 41,800 NEW
FLXR 15,440 99.1%
RSP 12,278 7921.3%
SPY 8,459 28.4%
XOM 5,365 669.8%
VLO 5,077 2151.3%
VWO 4,157 20785.0%
DFAW 3,893 NEW
NOW 3,862 660.2%
MRK 3,845 904.7%
Top Reduces (Value $000, Stocks/ETFs)
BIL -8,954 -57.4%
EXPE -6,985 -100.0%
C -6,949 -61.9%
MTBA -6,784 -100.0%
CRM -6,218 -100.0%
JLL -6,089 -93.9%
INCY -5,771 -100.0%
IWY -5,366 -38.5%
FOXA -5,179 -100.0%
SYF -4,875 -89.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type