Advertisement
Screener

Independent Family Office, LLC Historic Quarter Change: USA Stocks, New

Add as a preferred source on Google

Independent Family Office, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Independent Family Office, LLC opened 41 positions, added to 52, reduced 82 and sold out of 27.

  • Q2 2026: Stock MOD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock JBL; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ONTO; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock PENG; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1756485), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MOD
MODINE MFG CO		United StatesCOM02,000+2,000$0$534,040+$534,0402026-08-11
Q2 2026JBL
JABIL INC		United StatesCOM01,000+1,000$0$385,480+$385,4802026-08-11
Q2 2026ONTO
ONTO INNOVATION INC		United StatesCOM01,000+1,000$0$378,450+$378,4502026-08-11
Q2 2026PENG
PENGUIN SOLUTIONS INC		United StatesCOM04,000+4,000$0$304,040+$304,0402026-08-11
Q2 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM0600+600$0$249,378+$249,3782026-08-11
Q2 2026TCMD
TACTILE SYS TECHNOLOGY INC		United StatesCOM08,000+8,000$0$238,240+$238,2402026-08-11
Q2 2026PNTG
PENNANT GROUP INC		United StatesCOM06,000+6,000$0$221,700+$221,7002026-08-11
Q1 2026GBDC
GOLUB CAP BDC INC		United StatesCOM0119,013+119,013$0$1,506,705+$1,506,7052026-05-15
Q1 2026CDE
COEUR MNG INC		United StatesCOM NEW041,712+41,712$0$782,934+$782,9342026-05-15
Q1 2026NVDA
NVIDIA CORPORATION		United StatesCOM03,820+3,820$0$666,208+$666,2082026-05-15
Q1 2026EME
EMCOR GROUP INC		United StatesCOM0671+671$0$495,406+$495,4062026-05-15
Q1 2026ANET
ARISTA NETWORKS INC		United StatesCOM SHS03,751+3,751$0$460,548+$460,5482026-05-15
Q1 2026ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0816+816$0$376,168+$376,1682026-05-15
Q1 2026SNPS
SYNOPSYS INC		United StatesCOM0779+779$0$308,858+$308,8582026-05-15
Q1 2026CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM09,350+9,350$0$299,294+$299,2942026-05-15
Q1 2026V
VISA INC		United StatesCOM CL A0952+952$0$287,732+$287,7322026-05-15
Q1 2026TSCO
TRACTOR SUPPLY CO		United StatesCOM05,357+5,357$0$242,672+$242,6722026-05-15
Q1 2026MA
MASTERCARD INCORPORATED		United StatesCL A0467+467$0$233,341+$233,3412026-05-15
Q1 2026BKNG
BOOKING HOLDINGS INC		United StatesCOM051+51$0$214,726+$214,7262026-05-15
Q1 2026XOMXXXX
EXXON MOBIL CORP		COM01,228+1,228$0$208,342+$208,3422026-05-15
Q4 2025MNST
MONSTER BEVERAGE CORP NEW		United StatesCOM03,667+3,667$0$281,149+$281,1492026-02-13
Q4 2025PGR
PROGRESSIVE CORP		United StatesCOM01,109+1,109$0$252,541+$252,5412026-02-13
Q3 2025PHYS
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD TR051,316+51,316$0$1,519,980+$1,519,9802025-11-13
Q3 2025CEF
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD AN015,140+15,140$0$555,487+$555,4872025-11-13
Q3 2025PRIM
PRIMORIS SVCS CORP		United StatesCOM02,000+2,000$0$274,660+$274,6602025-11-13
Q3 2025PNC
PNC FINL SVCS GROUP INC		United StatesCOM01,000+1,000$0$200,930+$200,9302025-11-13
Q2 2025LLY
ELI LILLY & CO		United StatesCOM0500+500$0$389,765+$389,7652025-08-13
Q2 2025IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM0921+921$0$271,492+$271,4922025-08-13
Q2 2025ABBV
ABBVIE INC		United StatesCOM01,157+1,157$0$214,762+$214,7622025-08-13
Q2 2025AMZN
AMAZON COM INC		United StatesCOM0933+933$0$204,691+$204,6912025-08-13
Q1 2025PGR
PROGRESSIVE CORP		United StatesCOM0778+778$0$220,182+$220,1822025-05-13
Q4 2024HGV
HILTON GRAND VACATIONS INC		United StatesCOM016,085+16,085$0$626,511+$626,5112025-02-10
Q4 2024AMZN
AMAZON COM INC		United StatesCOM0933+933$0$204,691+$204,6912025-02-10
Q3 2024ITW
ILLINOIS TOOL WKS INC		United StatesCOM01,271+1,271$0$333,091+$333,0912024-11-14
Q3 2024NGD
NEW GOLD INC CDA		COM084,114+84,114$0$242,248+$242,2482024-11-14
Q3 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW04,100+4,100$0$211,873+$211,8732024-11-14
Q3 2024AMP
AMERIPRISE FINL INC		United StatesCOM0428+428$0$201,079+$201,0792024-11-14
Q2 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM04,000+4,000$0$250,600+$250,6002024-08-14
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM01,850+1,850$0$228,549+$228,5492024-08-14
Q1 2024ORCL
ORACLE CORP		United StatesCOM01,884+1,884$0$236,649+$236,6492024-04-29
Q1 2024AMZN
AMAZON COM INC		United StatesCOM01,158+1,158$0$208,880+$208,8802024-04-29

Similar Firms

Firm NameCountry13F ValueHoldings
QUARRY HILL ADVISORS, LLCUnited States$0.243B51
Visualize Group LPUnited States$0.243B10
SFG Wealth Management, LLC.United States$0.243B100
LGL PARTNERS, LLCUnited States$0.243B66
Creekside PartnersUnited States$0.243B183
WealthCollab, LLCUnited States$0.243B1,059
HOWARD BAILEY SECURITIES, LLCUnited States$0.243B122
YANKCOM PartnershipUnited States$0.243B634
GUARDIAN POINT CAPITAL, LPUnited States$0.243B11
HUTNER CAPITAL MANAGEMENT INCUnited States$0.243B44
Advertisement