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Tarbox Family Office, Inc. Last Quarter Change: USA Stocks, New

Tarbox Family Office, Inc. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Tarbox Family Office, Inc. opened 4 positions, added to 1, reduced 7, sold out of 2 and left 39 unchanged. The largest increase in value was AVGO (+$8,119,359); the largest decrease was ABT (-$614,405).

  • AVGO: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 21,494.
  • NVDA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,145.
  • KMB: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,023.
  • PNBK: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 15,000.

Two Form 13F-HR filings compared (SEC CIK 1599603): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-03). 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
AVGO
BROADCOM INC
United StatesCOM021,494+21,494$0$8,119,359+$8,119,359
NVDA
NVIDIA CORPORATION
United StatesCOM01,145+1,145$0$229,118+$229,118
KMB
KIMBERLY-CLARK CORP
United StatesCOM02,023+2,023$0$222,067+$222,067
PNBK
PATRIOT NATL BANCORP INC
United StatesCOM NEW015,000+15,000$0$14,363+$14,363

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