Family Manage LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
330
Total value ($000)
$972,958
Net value change ($000)
-1,709 (-0.2%)
New positions
42
Sold out positions
38
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CGMU 8,603 247.5%
MSFT 7,919 39.1%
KO 4,503 1868.5%
KEYS 4,502 NEW
CSCO 4,443 325.5%
FLXR 4,402 12.9%
AAPL 4,400 11.3%
BMY 3,962 335.2%
NVDA 3,913 10.4%
MMM 3,869 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHV -9,685 -32.6%
LRCX -4,111 -62.8%
TSM -4,072 -37.7%
JLL -3,423 -92.8%
MINT -3,344 -8.5%
DHI -3,274 -100.0%
UBER -3,263 -100.0%
AMP -3,181 -47.3%
CCK -3,133 -100.0%
SSNC -3,111 -88.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,653 (0.3% of total reported value)
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