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IFO

Independent Family Office Portfolio holdings

AUM $243M
1-Year Est. Return 21.81%
This Fund
S&P 500
This Quarter Est. Return
+2.44%
1 Year Est. Return
+21.81%
3 Year Est. Return
+66.8%
5 Year Est. Return
+75.33%
10 Year Est. Return
–
AUM
$240M
AUM Growth
+$3.16M
Cap. Flow
-$741K
Cap. Flow %
-0.31%
Top 10 Hldgs %
66.66%
Holding
81
New
2
Increased
12
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$687K
2
MNST icon
Monster Beverage
MNST
+$263K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$259K
4
PGR icon
Progressive
PGR
+$250K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$121K

Top Sells

Rank Stock Value
1
TOST icon
Toast
TOST
+$721K
2
PTC icon
PTC
PTC
+$545K
3
IAU icon
iShares Gold Trust
IAU
+$409K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$408K
5
IBM icon
IBM
IBM
+$260K

Sector Composition

Rank Sector Weight
1 Technology 15.82%
2 Financials 3.97%
3 Materials 2.43%
4 Communication Services 1.52%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TY icon
76
TRI-Continental Corp
TY
$1.91B
$228K 0.1%
6,987
– –
AMP icon
77
Ameriprise Financial
AMP
$49.2B
$210K 0.09%
428
– –
PNC icon
78
PNC Financial Services
PNC
$100B
$209K 0.09%
1,000
– –
IWR icon
79
iShares Russell Mid-Cap ETF
IWR
$57.5B
$202K 0.08%
2,100
– –
IBM icon
80
IBM
IBM
$223B
– –
-921
Closed -$260K
UNH icon
81
UnitedHealth
UNH
$371B
– –
-600
Closed -$207K
1 2 3
4

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HCM
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SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
SC
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EW
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MA
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GIM
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Independent Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Independent Family Office held 81 positions worth $240M, up 1.3% from $236M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.9%. Independent Family Office opened 2 new positions and exited 2, leaving the 81-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 19% a quarter earlier, followed by Financials and Materials.

  • Independent Family Office's largest Q4 2025 buy was Monster Beverage: 3,667 shares worth $281K.
  • Independent Family Office added most to iShares 0-5 Year TIPS Bond ETF in Q4 2025, an estimated $687K increase.
  • Independent Family Office's biggest Q4 2025 reduction was Toast, cutting an estimated $721K.
  • Independent Family Office fully exited IBM in Q4 2025, selling an estimated $260K.
  • Independent Family Office's ten largest holdings make up 67% of its $240M portfolio in Q4 2025.
  • Independent Family Office opened 2 new positions and closed 2 in Q4 2025.
  • Independent Family Office's portfolio value rose 1.3% quarter-over-quarter to $240M.

Based on Independent Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.