Latest Standard Family Office LLC Stock Portfolio
Standard Family Office LLC Performance:
2024 Q3: 0.45%YTD: 1.27%2023: 0.01%
Performance for 2024 Q3 is 0.45%, and YTD is 1.27%, and 2023 is 0.01%.
About Standard Family Office LLC and 13F Hedge Fund Stock Holdings
Standard Family Office LLC is a hedge fund based in SIOUX FALLS, SD. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $868.5 Millions. In it's latest 13F Holdings report, Standard Family Office LLC reported an equity portfolio of $82.3 Millions as of 30 Sep, 2024.
The top stock holdings of Standard Family Office LLC are VB, VEU, AAPL. The fund has invested 80.2% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD INTL EQUITY INDEX F.
The top stock holdings of Standard Family Office LLC are VB, VEU, AAPL. The fund has invested 80.2% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD INTL EQUITY INDEX F.
Standard Family Office LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Standard Family Office LLC made a return of 0.45% in the last quarter. In trailing 12 months, it's portfolio return was 1.27%.
New Buys
Additions
Reductions
Sold off
Sector Distribution
Standard Family Office LLC has about 93.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.5 |
| Technology | 2.3 |
Market Cap. Distribution
Standard Family Office LLC has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.5 |
| MEGA-CAP | 4.8 |
| LARGE-CAP | 1.7 |
Stocks belong to which Index?
About 6.6% of the stocks held by Standard Family Office LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.4 |
| S&P 500 | 6.6 |
Standard Family Office LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Standard Family Office LLC
Standard Family Office LLC has 49 stocks in it's portfolio. About 95.6% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Standard Family Office LLC last quarter.
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.99 | 3,493 | 813,869 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.14 | 567 | 111,971 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.07 | 473 | 53,927 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.17 | 1,288 | 143,998 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.34 | 1,505 | 280,427 | unchanged | 0.00 | ||
| CMCSA | comcast corp new | 0.07 | 1,477 | 61,694 | unchanged | 0.00 | ||
| CMI | cummins inc | 0.04 | 94.00 | 30,436 | unchanged | 0.00 | ||
| CNC | centene corp del | 0.04 | 476 | 35,833 | unchanged | 0.00 | ||
| COF | capital one finl corp | 0.09 | 469 | 70,223 | unchanged | 0.00 | ||
| COP | conocophillips | 0.04 | 350 | 36,848 | unchanged | 0.00 | ||
| CVS | cvs health corp | 0.06 | 854 | 53,700 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.16 | 882 | 129,892 | unchanged | 0.00 | ||
| DEO | diageo plc | 0.07 | 402 | 56,417 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.12 | 1,026 | 98,691 | unchanged | 0.00 | ||
| ECL | ecolab inc | 0.15 | 483 | 123,324 | unchanged | 0.00 | ||
| ETN | eaton corp plc | 0.11 | 280 | 92,803 | unchanged | 0.00 | ||
| GILD | gilead sciences inc | 0.03 | 315 | 26,410 | unchanged | 0.00 | ||
| GIS | general mls inc | 0.04 | 458 | 33,823 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.32 | 1,550 | 259,145 | unchanged | 0.00 | ||
| GS | goldman sachs group inc | 0.06 | 108 | 53,472 | unchanged | 0.00 | ||