Family Management Corp - Q12026 Holdings

Family Management Corp holds 305 stocks with a total portfolio value of $ 833.95M as of Q12026. In Q12026, Family Management Corp added 50 new positions, increased stakes in 136 stocks, reduced 66 holdings, and fully exited 29 positions. The largest holding is Pimco Etf Tr (MINT), representing 5.39% of the total portfolio.