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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
+1.27%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$82.6M
AUM Growth
+$271K
Cap. Flow
-$620K
Cap. Flow %
-0.75%
Top 10 Hldgs %
96.43%
Holding
49
New
–
Increased
–
Reduced
19
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
TJX icon
TJX Companies
TJX
+$81.2K
2
CVX icon
Chevron
CVX
+$77.1K
3
DIS icon
Walt Disney
DIS
+$61.8K
4
ETN icon
Eaton
ETN
+$56.2K
5
PG icon
Procter & Gamble
PG
+$45K

Sector Composition

Rank Sector Weight
1 Technology 2.36%
2 Financials 1.18%
3 Healthcare 0.87%
4 Consumer Discretionary 0.72%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
26
Goldman Sachs
GS
$303B
$61.8K 0.07%
108
– –
TJX icon
27
TJX Companies
TJX
$178B
$61.6K 0.07%
510
-680
-57% -$81.2K
CMCSA icon
28
Comcast
CMCSA
$90B
$55.4K 0.07%
1,477
– –
CVX icon
29
Chevron
CVX
$366B
$54.8K 0.07%
378
-504
-57% -$77.1K
ABT icon
30
Abbott
ABT
$187B
$53.5K 0.06%
473
– –
DIS icon
31
Walt Disney
DIS
$181B
$48.8K 0.06%
438
-588
-57% -$61.8K
ETN icon
32
Eaton
ETN
$174B
$39.8K 0.05%
120
-160
-57% -$56.2K
CVS icon
33
CVS Health
CVS
$122B
$38.3K 0.05%
854
– –
PG icon
34
Procter & Gamble
PG
$339B
$33.2K 0.04%
198
-264
-57% -$45K
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$15.1B
$28.5K 0.03%
99
-136
-58% -$40.2K
MMM icon
36
3M
MMM
$94.3B
$27.5K 0.03%
213
-284
-57% -$37.3K
TGT icon
37
Target
TGT
$68B
$25.5K 0.03%
189
-252
-57% -$36.1K
DEO icon
38
Diageo
DEO
$53.6B
$22.1K 0.03%
174
-228
-57% -$29K
COP icon
39
ConocoPhillips
COP
$141B
$14.9K 0.02%
150
-200
-57% -$21.2K
CMI icon
40
Cummins
CMI
$88.7B
$14.6K 0.02%
42
-52
-55% -$18.3K
NVS icon
41
Novartis
NVS
$297B
$14K 0.02%
144
-192
-57% -$20.5K
MDLZ icon
42
Mondelez International
MDLZ
$79.9B
$13.3K 0.02%
222
-300
-57% -$19.8K
GIS icon
43
General Mills
GIS
$19.7B
$12.6K 0.02%
198
-260
-57% -$17.4K
GILD icon
44
Gilead Sciences
GILD
$165B
$12.5K 0.02%
135
-180
-57% -$16.2K
CNC icon
45
Centene
CNC
$32.5B
$12.4K 0.02%
204
-272
-57% -$17K
INTC icon
46
Intel
INTC
$513B
$5.96K 0.01%
297
-396
-57% -$8.93K
SOLV icon
47
Solventum
SOLV
$14.1B
$3.5K ﹤0.01%
53
-71
-57% -$4.97K
ALC icon
48
Alcon
ALC
$35B
$2.29K ﹤0.01%
27
-36
-57% -$3.25K
VZ icon
49
Verizon
VZ
$196B
– –
-196
Closed -$8.8K
1
2

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WAM
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SIM
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ACM
Arrington Capital Management Miami, Florida $97.1M AUM
CSW
Cogent Strategic Wealth Chicago, Illinois $97.3M AUM
JKSF
John & Kathleen Schreiber Foundation Lake Forest, Illinois $97.5M AUM 13.8% 1-Year Est. Return
BFA
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BJB
Broadhurst Jeffrey B $97.6M AUM

Standard Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Standard Family Office held 49 positions worth $82.6M, up 0.33% from $82.3M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 2%. Standard Family Office opened no new positions and exited 1, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.4% of assets, up from 2.3% a quarter earlier, followed by Financials and Healthcare.

  • Standard Family Office's biggest Q4 2024 reduction was TJX Companies, cutting an estimated $81.2K.
  • Standard Family Office fully exited Verizon in Q4 2024, selling an estimated $8.8K.
  • Standard Family Office's ten largest holdings make up 96% of its $82.6M portfolio in Q4 2024.
  • Standard Family Office opened 0 new positions and closed 1 in Q4 2024.
  • Standard Family Office's portfolio value rose 0.33% quarter-over-quarter to $82.6M.

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