Family Management Corp - Q42025 Holdings

Family Management Corp holds 284 stocks with a total portfolio value of $ 791.31M as of Q42025. In Q42025, Family Management Corp added 63 new positions, increased stakes in 121 stocks, reduced 49 holdings, and fully exited 36 positions. The largest holding is Pimco Etf Tr (MINT), representing 5.67% of the total portfolio.