Independent Family Office, LLC
Independent Family Office, LLC reported 85 holdings worth US$249M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Independent Family Office, LLC reported 85 holdings worth US$249M as of Jun 30, 2026. Largest: Ptc Inc., Berkshire Hathaway Inc. and Toast, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ptc Inc. | 112K | US$12.7M | 5.1% |
| Berkshire Hathaway Inc. | 15,208 | US$7.61M | 3.1% |
| Toast, Inc. | 250K | US$6.96M | 2.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,366 | US$4.95M | 2.0% |
| Alphabet Inc (google) Class C | 11,133 | US$3.98M | 1.6% |
| Apple Inc | 8,957 | US$2.59M | 1.0% |
| Scotts Miracle-gro Company (the) | 29,342 | US$2M | 0.80% |
| Sherwin-williams Company (the) | 5,600 | US$1.93M | 0.77% |
| Microsoft Corp. | 4,677 | US$1.74M | 0.70% |
| Golub Capital Bdc, Inc. | 119K | US$1.53M | 0.62% |
| Thermo Fisher Scientific Inc | 2,257 | US$1.13M | 0.45% |
| Amazon.com, Inc. | 3,472 | US$828K | 0.33% |
| Meta Platforms, Inc. | 1,410 | US$794K | 0.32% |
| Nvidia Corporation | 3,820 | US$764K | 0.31% |
| Costco Wholesale Corporation | 742 | US$694K | 0.28% |
| Coeur Mining, Inc. | 41,712 | US$681K | 0.27% |
| Agnico Eagle Mines Limited | 4,275 | US$663K | 0.27% |
| American Express Company | 1,932 | US$653K | 0.26% |
| Monster Beverage Corporation | 6,355 | US$611K | 0.25% |
| Modine Manufacturing Company | 2,000 | US$534K | 0.21% |
| Jp Morgan Chase & Co. | 1,600 | US$524K | 0.21% |
| Newmont Corporation | 5,593 | US$522K | 0.21% |
| Arista Networks, Inc. | 2,848 | US$484K | 0.19% |
| Progressive Corporation (the) | 2,159 | US$472K | 0.19% |
| Johnson & Johnson | 1,699 | US$431K | 0.17% |
| Jabil Inc. | 1,000 | US$385K | 0.15% |
| T-mobile Us, Inc. | 2,268 | US$380K | 0.15% |
| Onto Innovation Inc. | 1,000 | US$378K | 0.15% |
| Illinois Tool Works Inc. | 1,271 | US$344K | 0.14% |
| Visa Inc. | 952 | US$327K | 0.13% |
| Intuitive Surgical, Inc. | 816 | US$325K | 0.13% |
| Chipotle Mexican Grill, Inc. | 9,350 | US$318K | 0.13% |
| Emcor Group, Inc. | 371 | US$308K | 0.12% |
| Penguin Solutions, Inc. | 4,000 | US$304K | 0.12% |
| Walmart Inc. | 2,520 | US$285K | 0.11% |
| Oracle Corporation | 1,884 | US$276K | 0.11% |
| Strategy Inc | 3,100 | US$269K | 0.11% |
| Unitedhealth Group Incorporated | 600 | US$249K | 0.10% |
| Pnc Financial Services Group, Inc. (the) | 1,000 | US$246K | 0.10% |
| Mastercard Incorporated | 467 | US$240K | 0.10% |
| Tactile Systems Technology, Inc. | 8,000 | US$238K | 0.10% |
| Automatic Data Processing, Inc. | 1,058 | US$237K | 0.10% |
| The Pennant Group, Inc. | 6,000 | US$222K | 0.09% |
| Pepsico, Inc. | 1,635 | US$221K | 0.09% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Teck Resources Limited Class A | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Hilton Grand Vacations Inc. | 0 | US$0 | 0.00% |
| Novo Nordisk A/s Class B | 0 | US$0 | 0.00% |
| Primoris Services Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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