Holdings
Independent Family Office, LLC
As of Jun 30, 2026, Independent Family Office, LLC reported 44 positions worth US$61.3M. Largest: Ptc Inc., Berkshire Hathaway Inc. and Toast, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ptc Inc. | 112K | US$12.7M | −1,742 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 15,208 | US$7.61M | −4 | Jun 30, 2026 |
| Toast, Inc. | 250K | US$6.96M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,366 | US$4.95M | +30 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,133 | US$3.98M | −53 | Jun 30, 2026 |
| Apple Inc | 8,957 | US$2.59M | no change | Jun 30, 2026 |
| Scotts Miracle-gro Company (the) | 29,342 | US$2M | no change | Jun 30, 2026 |
| Sherwin-williams Company (the) | 5,600 | US$1.93M | no change | Jun 30, 2026 |
| Microsoft Corp. | 4,677 | US$1.74M | −63 | Jun 30, 2026 |
| Golub Capital Bdc, Inc. | 119K | US$1.53M | no change | Jun 30, 2026 |