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IFO

Intrepid Family Office Portfolio holdings

AUM $124M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
-1.15%
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
Cap. Flow
+$98.7M
Cap. Flow %
102.81%
Top 10 Hldgs %
71.67%
Holding
35
New
35
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 9.76%
2 Healthcare 9.09%
3 Energy 6.53%
4 Financials 4.51%
5 Materials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$654B
$31.9M 33.22%
+110,000
New +$32.1M
SHEL icon
2
Shell
SHEL
$245B
$6.26M 6.53%
+100,000
New +$6.55M
ADX icon
3
Adams Diversified Equity Fund
ADX
$3.17B
$5.09M 5.3%
+251,746
New +$5.37M
MDT icon
4
Medtronic
MDT
$107B
$4.79M 4.99%
+60,000
New +$5.19M
PEO
5
Adams Natural Resources Fund
PEO
$759M
$4.09M 4.26%
+188,221
New +$4.29M
NXPI icon
6
NXP Semiconductors
NXPI
$68B
$4.05M 4.22%
+19,500
New +$4.44M
SLRC icon
7
SLR Investment Corp
SLRC
$706M
$3.74M 3.9%
+231,400
New +$3.68M
INFL icon
8
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
$3.24M 3.37%
+85,000
New +$3.4M
IGV icon
9
iShares Expanded Tech-Software Sector ETF
IGV
$11.8B
$3M 3.13%
+30,000
New +$2.97M
INDA icon
10
iShares MSCI India ETF
INDA
$6.65B
$2.63M 2.74%
+50,000
New +$2.75M
OEC icon
11
Orion
OEC
$394M
$2.61M 2.71%
+165,000
New +$2.79M
BSTZ icon
12
BlackRock Science and Technology Term Trust
BSTZ
$1.97B
$2.16M 2.25%
+104,174
New +$2.15M
MSFT icon
13
Microsoft
MSFT
$2.84T
$2.11M 2.2%
+5,000
New +$2.13M
ASML icon
14
ASML
ASML
$675B
$1.91M 1.99%
+2,750
New +$1.97M
PFE icon
15
Pfizer
PFE
$140B
$1.72M 1.8%
+65,000
New +$1.76M
ICSH icon
16
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$1.64M 1.71%
+32,500
New +$1.64M
NTRA icon
17
Natera
NTRA
$37.5B
$1.42M 1.48%
+9,000
New +$1.31M
SIVR icon
18
abrdn Physical Silver Shares ETF
SIVR
$4.04B
$1.38M 1.44%
+50,000
New +$1.5M
PPLT
19
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
$1.36M 1.42%
+163,540
New +$1.45M
LSAK icon
20
Lesaka Technologies
LSAK
$388M
$1.3M 1.35%
+237,896
New +$1.24M
SCUS
21
Schwab Ultra-Short Income ETF
SCUS
$242M
$1.26M 1.31%
+50,000
New +$1.26M
GSY icon
22
Invesco Ultra Short Duration ETF
GSY
$3.82B
$1.25M 1.31%
+25,000
New +$1.25M
VUSB icon
23
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$1.24M 1.29%
+25,000
New +$1.24M
JPST icon
24
JPMorgan Ultra-Short Income ETF
JPST
$40B
$1.13M 1.18%
+22,500
New +$1.14M
PULS icon
25
PGIM Ultra Short Bond ETF
PULS
$17.7B
$1.11M 1.16%
+22,500
New +$1.12M

Similar funds

Intrepid Family Office's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Intrepid Family Office, which disclosed 35 positions worth $96M. Its ten largest holdings account for 72% of the portfolio.

Its largest position is Vanguard Total Stock Market ETF: 110,000 shares worth $31.9M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Healthcare and Energy.

  • Intrepid Family Office's largest Q4 2024 buy was Vanguard Total Stock Market ETF: 110,000 shares worth $31.9M.
  • Intrepid Family Office's ten largest holdings make up 72% of its $96M portfolio in Q4 2024.
  • Intrepid Family Office disclosed 35 positions in Q4 2024, its first 13F filing on record.

Based on Intrepid Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.