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Latest Independent Family Office, LLC Stock Portfolio

$243Million– No. of Holdings #90

Independent Family Office, LLC Performance:
2026 Q1: -1.34%YTD: -1.34%2025: 17.98%
Performance for 2026 Q1 is -1.34%, and YTD is -1.34%, and 2025 is 17.98%.

About Independent Family Office, LLC and 13F Hedge Fund Stock Holdings

Independent Family Office, LLC is a hedge fund based in Albany, NY. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Family Office, LLC reported an equity portfolio of $243 Millions as of 31 Mar, 2026.

The top stock holdings of Independent Family Office, LLC are IAU, SPY, IJR. The fund has invested 13.6% of it's portfolio in ISHARES GOLD TR and 12.4% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off NEW GOLD INC CDA (NGD), ISHARES TR (IJR) and AMERIPRISE FINL INC (AMP) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), SPDR GOLD TR (GLD) and JPMORGAN CHASE & CO (JPM). Independent Family Office, LLC opened new stock positions in GOLUB CAP BDC INC (GBDC), COEUR MNG INC (CDE) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), META PLATFORMS INC (META) and MONSTER BEVERAGE CORP NEW (MNST).
Independent Family Office, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

Independent Family Office, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Independent Family Office, LLC made a return of -1.34% in the last quarter. In trailing 12 months, it's portfolio return was 17.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
golub cap bdc inc1,506,700
coeur mng inc782,934
nvidia corporation666,208
emcor group inc495,406
arista networks inc460,548
intuitive surgical inc376,168
synopsys inc308,858
chipotle mexican grill inc299,294
New stocks bought by Independent Family Office, LLC

Additions

Ticker% Inc.
amazon com inc166
meta platforms inc138
monster beverage corp new134
progressive corp124
costco wholesale corporation60.75
alphabet inc47.53
taiwan semiconductor manufac19.01
apple inc17.35
Additions to existing portfolio by Independent Family Office, LLC

Reductions

Ticker% Reduced
vanguard bd index fds-24.45
spdr gold tr-8.86
jpmorgan chase & co-7.95
listed fds tr-7.05
ishares tr-6.22
ptc inc-4.58
ishares gold tr-3.42
ishares tr-2.58
Independent Family Office, LLC reduced stake in above stock

Sold off

Ticker$ Sold
new gold inc cda-732,633
ishares tr-267,878
ameriprise finl inc-209,866
Independent Family Office, LLC got rid off the above stocks

Sector Distribution

Independent Family Office, LLC has about 74.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Basic Materials
  • Financial Services
  • Utilities
  • Healthcare
Sector%
Others74.8
Technology12
Communication Services5.1
Basic Materials2
Financial Services1.6
Utilities1.1
Healthcare1.1

Market Cap. Distribution

Independent Family Office, LLC has about 22.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED74.8
LARGE-CAP13.1
MEGA-CAP9.3
MID-CAP2.7

Stocks belong to which Index?

About 20.9% of the stocks held by Independent Family Office, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others79.1
S&P 50019
RUSSELL 20001.9
Top 5 Winners (%)%
AAXJ
ishares tr
39.9 %
AEM
agnico eagle mines ltd
19.7 %
JNJ
johnson & johnson
16.6 %
META
listed fds tr
16.5 %
PRIM
primoris svcs corp
15.2 %
Top 5 Winners ($)$
IAU
ishares gold tr
2.7 M
META
listed fds tr
1.2 M
GLD
spdr gold tr
1.0 M
AAXJ
ishares tr
0.5 M
TSM
taiwan semiconductor manufac
0.3 M
Top 5 Losers (%)%
TOST
toast inc
-25.3 %
ishares bitcoin trust etf
-24.6 %
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.4 %
ADP
automatic data processing in
-21.0 %
Top 5 Losers ($)$
PTC
ptc inc
-3.7 M
TOST
toast inc
-2.2 M
SPY
state str spdr s&p 500 etf t
-1.5 M
VB
vanguard index fds
-0.7 M
MSFT
microsoft corp
-0.5 M

Independent Family Office, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Independent Family Office, LLC

Independent Family Office, LLC has 90 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. PTC proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Independent Family Office, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions