Family-Firm

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  "RF",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "EHC",
  null,
  "FAX",
  "HD",
  "BHK",
  "MCD",
  "INTU",
  "FFC",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RMT",
  null,
  null,
  "LRCX",
  "ICF",
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "MPC",
  "EMF",
  "MSFT",
  "MS",
  "GE",
  null,
  null,
  "ODFL",
  null,
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  null,
  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  "PNC",
  null,
  null,
  "PGR",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  null,
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TRV",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "SNV",
  "VWO",
  "VSS",
  null,
  "IWV",
  null,
  null,
  "IWO",
  "IWN",
  "IEF",
  null,
  "GPN",
  null,
  "GHC",
  null,
  "AFL",
  "AMD",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  "IVE",
  null,
  null,
  "VEA",
  "VGK",
  null,
  "BLV",
  "VOOV",
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  null,
  "VT",
  "VB",
  "V",
  "WMT",
  "WFC",
  "WTW",
  "YUM",
  "IUSG",
  "SCHF",
  "SCHA",
  null,
  "SYY",
  null,
  null,
  "MCK",
  null,
  null,
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "CBRE",
  "CVX",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "ED",
  "COST",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "MCO",
  "IWB",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "MLM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 214
Total Value: 447730619
Accession Number: 0001602603-25-000002
Form Type: 13F-HR
CIK: family-firm
Manager Name: Family-Firm

Data Enrichment

69% identified

147 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $447.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Motorola Solutions, Inc.

MSI|620076307

Shares:488

Value:$213.5K

% of Portfolio:0.0% ($213.5K/$447.7M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.5K

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$447.7M)

SYSCO CORP

SYY|871829107

Shares:2.8K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$447.7M)

92204A884

Shares:1.4K

Value:$211.2K

% of Portfolio:0.0% ($211.2K/$447.7M)

46434G822

EWJ|46434G822

Shares:3.1K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$447.7M)

Walt Disney Co

DIS|254687106

Shares:2.1K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$447.7M)

Shell plc

SHEL|780259305

Shares:2.8K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$447.7M)

921935870

Shares:2.1K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$447.7M)

464288679

Shares:1.8K

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$447.7M)

MORGAN STANLEY

MS|617446448

Shares:1.7K

Value:$203.8K

% of Portfolio:0.0% ($203.8K/$447.7M)

921937819

BIV|921937819

Shares:2.6K

Value:$202.5K

% of Portfolio:0.0% ($202.5K/$447.7M)

SYNOVUS FINANCIAL CORP

SNV|87161C501

Shares:4.3K

Value:$200.7K

% of Portfolio:0.0% ($200.7K/$447.7M)

AMGEN INC

AMGN|031162100

Shares:643

Value:$200.4K

% of Portfolio:0.0% ($200.4K/$447.7M)

880198205

Shares:11.2K

Value:$97.7K

% of Portfolio:0.0% ($97.7K/$447.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Motorola Solutions, Inc.(MSIcusip620076307)	488	QoQ +0.41% (-2) YoY NEW(+488)	All Managers (Combined)	$213.5K	0.0% ($213.5K/$447.7M)	QoQ -5.12% (-$11.5K) YoY NEW(+$213.5K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.5K	QoQ +0.68% (+10) YoY -45.33% (-1.2K)	All Managers (Combined)	$213.2K	0.0% ($213.2K/$447.7M)	QoQ +5.12% (+$10.4K) YoY -60.47% (-$326.3K)
SYSCO CORP(SYYcusip871829107)	2.8K	QoQ +0.60% (-17) YoY +3.43% (-94)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$447.7M)	QoQ -1.28% (-$2.8K) YoY -4.37% (-$9.7K)
(cusip92204A884)✕	1.4K	QoQ +0.28% (-4) YoY NEW(+1.4K)	All Managers (Combined)	$211.2K	0.0% ($211.2K/$447.7M)	QoQ -4.00% (-$8.8K) YoY NEW(+$211.2K)
(EWJcusip46434G822)	3.1K	QoQ +0.03% (+1) YoY +2.40% (-72)	All Managers (Combined)	$210.5K	0.0% ($210.5K/$447.7M)	QoQ +2.17% (+$4.5K) YoY -1.62% (-$3.5K)
Walt Disney Co(DIScusip254687106)	2.1K	QoQ +0.23% (-5) YoY -13.57% (-332)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$447.7M)	QoQ -11.16% (-$26.2K) YoY -30.29% (-$90.6K)
Shell plc(SHELcusip780259305)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$208.3K	0.0% ($208.3K/$447.7M)	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
(cusip921935870)✕	2.1K	QoQ +0.48% (+10) YoY NEW(+2.1K)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$447.7M)	QoQ +0.73% (+$1.5K) YoY NEW(+$206.7K)
(cusip464288679)✕	1.8K	QoQ +0.76% (+14) YoY NEW(+1.8K)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$447.7M)	QoQ +1.01% (+$2.0K) YoY NEW(+$203.9K)
MORGAN STANLEY(MScusip617446448)	1.7K	QoQ -13.47% (-272) YoY NEW(+1.7K)	All Managers (Combined)	$203.8K	0.0% ($203.8K/$447.7M)	QoQ -19.73% (-$50.1K) YoY NEW(+$203.8K)
(BIVcusip921937819)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$202.5K	0.0% ($202.5K/$447.7M)	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
SYNOVUS FINANCIAL CORP(SNVcusip87161C501)	4.3K	QoQ 0.00% (-0) YoY NEW(+4.3K)	All Managers (Combined)	$200.7K	0.0% ($200.7K/$447.7M)	QoQ -8.76% (-$19.3K) YoY NEW(+$200.7K)
AMGEN INC(AMGNcusip031162100)	643	QoQ NEW(+643) YoY NEW(+643)	All Managers (Combined)	$200.4K	0.0% ($200.4K/$447.7M)	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
(cusip880198205)✕	11.2K	QoQ +1.92% (-212) YoY NEW(+11.2K)	All Managers (Combined)	$97.7K	0.0% ($97.7K/$447.7M)	QoQ -2.12% (-$2.1K) YoY NEW(+$97.7K)