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Family Investment Center, Inc. Last Quarter Change: USA Stocks, Reduced

Family Investment Center, Inc. quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Family Investment Center, Inc. opened 28 positions, added to 12, reduced 6, sold out of 4 and left 9 unchanged. The largest increase in value was MU (+$1,686,637); the largest decrease was IAUM (-$833,642).

  • HUBS: Country of operation United States; Class COM; Shares 2026-03-31 2,500; Shares 2026-06-30 1,289.
  • MSFT: Country of operation United States; Class COM; Shares 2026-03-31 1,833; Shares 2026-06-30 933.
  • CVX: Country of operation United States; Class COM; Shares 2026-03-31 2,053; Shares 2026-06-30 1,981.
  • F: Country of operation United States; Class COM; Shares 2026-03-31 23,908; Shares 2026-06-30 23,883.

Two Form 13F-HR filings compared (SEC CIK 1897700): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
HUBS
HUBSPOT INC
United StatesCOM2,5001,289-1,211$610,250$235,255-$374,995
MSFT
MICROSOFT CORP
United StatesCOM1,833933-900$678,522$348,028-$330,494
CVX
CHEVRON CORPORATION
United StatesCOM2,0531,981-72$424,766$328,371-$96,395
F
FORD MTR CO
United StatesCOM23,90823,883-25$275,895$331,971+$56,076
HD
HOME DEPOT INC
United StatesCOM1,5731,547-26$517,344$545,596+$28,252
JPM
JPMORGAN CHASE & CO
United StatesCOM1,1241,041-83$330,636$340,751+$10,115

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