Family Office Research Llc Investment Activity in Q2 2026
This report details observable purchases and sales by Family Office Research Llc during the second quarter of 2026, based on available data.
As of June 30th, 2026, Family Office Research Llc, a significant investor with a portfolio valued at approximately $259 million, showed active changes in its holdings during the quarter.
Major Purchases Observed This Quarter
The investment strategy of Family Office Research Llc appears to have focused on specific sectors and assets. Notably, there was a substantial increase in their position in OCX (Insight Molecular Diagnostics Inc), which experienced an 189.83% jump in shares held during the quarter.
Additionally, the investor established a new position with META (Meta Platforms Inc). This indicates a potential diversification move or confidence in this technology sector player. Furthermore, there was an impressive 652.18% increase in shares of VGT (Vanguard Total Stock Market ETF), suggesting a strong belief in broad market exposure or specific sectors within the stock market.
Significant Sales and Reductions
The investor also made notable adjustments to existing positions. A large sale was observed in NVDA (NVIDIA Corporation), where shares decreased by 70.12%, representing a significant reduction or exit from this highly weighted technology holding.
Similarly, the position in HST (Host Hotels & Resorts Inc) saw an 84% decline due to a 74.36% reduction in shares held during the quarter.
New Positions and Minor Activity
Beyond these major shifts, Family Office Research Llc initiated or significantly increased positions in several other holdings this quarter:
- BALT (Innovator ETF Trust) with a 15.03% increase
- SCHB (Schwab Strategic Trust ETF) by establishing it as a new position
- JAAA (Janus Capital Group Inc.) with an increase of 45.23%
- CGMU (Capital Group ETF) by establishing it as a new position
The investor also slightly increased their stake in DFIC (Dimensional Fund Trust Co.), which grew by 3.87%.
Overall Portfolio Implications
The observed changes reflect a dynamic investment approach focused on specific opportunities and risk management. The portfolio's allocation remains dominated by MAR (Marriott International Inc), which still holds the largest position at 21.13% of the total, despite a slight reduction in shares (-9.59%).
Technology remains heavily represented with TBIL (RBB FD Inc), META, and VGT combined accounting for a significant portion of the allocation. The substantial reduction in high-weighted tech holdings like NVDA suggests a rebalancing or strategic shift away from certain technology sub-sectors.
The addition of healthcare (OCX) and communication services (META) positions, along with the slight increase in consumer cyclical holdings (despite share reduction), points towards a targeted growth strategy. Conversely, exiting real estate (HST) and another ETF indicates pruning less favored areas or adjusting risk profiles.