Family Management Corp
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnew york, NY
- CIK0001539947
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
199 | $622.50M | MINT, SHV, QUAL, AAPL | 13F-HR | Feb 14, 2025 | 000139834425002872 | ||
190 | $605.77M | MINT, SHV, QUAL, MSFT | 13F-HR | Nov 14, 2024 | 000139834424020770 | ||
177 | $569.27M | MINT, SHV, QUAL, MSFT | 13F-HR | Aug 14, 2024 | 000139834424014614 | ||
179 | $543.29M | MINT, SHV, IGSB, QUAL | 13F-HR | May 15, 2024 | 000139834424009616 | ||
165 | $481.74M | SHV, MINT, SPY, IGSB | 13F-HR | Feb 14, 2024 | 000139834424002893 | ||
157 | $440.35M | SHV, MINT, SPY, FLTR | 13F-HR | Nov 14, 2023 | 000139834423020679 | ||
162 | $456.77M | SHV, MINT, FLTR, VIG | 13F-HR | Aug 14, 2023 | 000139834423014849 | ||
151 | $434.37M | SHV, MINT, SHY, VIG | 13F-HR | May 15, 2023 | 000139834423009776 | ||
173 | $410.30M | SHV, VIG, SHY, KRE | 13F-HR | Feb 14, 2023 | 000139834423003427 | ||
156 | $388.71M | SHV, KRE, VIG, AAPL | 13F-HR | Nov 14, 2022 | 000139834422022133 | ||
175 | $371.42M | SHV, VIG, VCSH, HYG | 13F-HR | Aug 15, 2022 | 000139834422015631 | ||
167 | $360.78M | AAPL, GOOGL, AMZN, MSFT | 13F-HR | May 16, 2022 | 000139834422009679 | ||
181 | $384.91M | AAPL, MSFT, GOOGL, USMV | 13F-HR | Feb 14, 2022 | 000139834422003314 | ||
174 | $362.39M | AAPL, GOOGL, USMV, AMZN | 13F-HR | Nov 15, 2021 | 000139834421021607 | ||
198 | $377.73M | USMV, AAPL, AMZN, JPST | 13F-HR | Aug 13, 2021 | 000139834421016194 | ||
163 | $318.27M | USMV, AAPL, MINT, GOOGL | 13F-HR | May 14, 2021 | 000139834421010742 | ||
172 | $291.85M | AAPL, ITOT, MSFT, MINT | 13F-HR | Feb 10, 2021 | 000139834421002896 | ||
123 | $227.95M | AAPL, MINT, ITOT, MSFT | 13F-HR | Nov 13, 2020 | 000139834420022613 | ||
158 | $245.71M | AAPL, IGIB, MSFT, MINT | 13F-HR | Aug 13, 2020 | 000139834420015675 | ||
154 | $200.18M | AAPL, ITOT, IGIB, MSFT | 13F-HR | May 6, 2020 | 000139834420009568 | ||
186 | $289.86M | IGSB, AAPL, BOND, ITOT | 13F-HR | Feb 11, 2020 | 000139834420002622 | ||
186 | $268.39M | IGSB, BOND, ITOT, MINT | RESTATEMENT | Nov 15, 2019 | 000139834419020384 | ||
178 | $254.81M | IGSB, ITOT, BOND, AAPL | 13F-HR | Aug 14, 2019 | 000139834419014429 | ||
132 | $231.94M | IGSB, SHV, ITOT, BOND | 13F-HR | May 14, 2019 | 000153994719000004 | ||
125 | $238.70M | IGSB, SHV, AAPL, BOND | 13F-HR | Feb 14, 2019 | 000153994719000002 | ||
71 | $171.23M | AAPL, MSFT, TEXAS PAC LD TR, GOOGL | 13F-HR | Nov 13, 2018 | 000153994718000008 | ||
76 | $161.31M | AAPL, MSFT, TEXAS PAC LD TR, GOOGL | 13F-HR | Aug 15, 2018 | 000153994718000006 | ||
64 | $132.99M | AAPL, GOOGL, MSFT, AMZN | 13F-HR | May 11, 2018 | 000153994718000004 | ||
59 | $143.20M | AAPL, GOOGL, MSFT, DOWDUPONT INC | 13F-HR | Feb 15, 2018 | 000153994718000002 | ||
67 | $146.00M | AAPL, GOOGL, PACW, MSFT | 13F-HR | Nov 13, 2017 | 000153994717000009 | ||
70 | $145.43M | AAPL, GOOGL, AMZN, IBM | 13F-HR | Aug 18, 2017 | 000153994717000007 | ||
70 | $145.28M | AAPL, GOOGL, CSCO, AMZN | 13F-HR | May 15, 2017 | 000153994717000005 | ||
68 | $146.13M | AAPL, GOOGL, GE, CSCO | 13F-HR | Feb 10, 2017 | 000153994717000002 | ||
77 | $176.88M | AAPL, GOOGL, CSCO, ABBV | 13F-HR | Nov 30, 2016 | 000153994716000015 | ||
80 | $176.69M | AAPL, GOOGL, BAC, GE | 13F-HR | Aug 16, 2016 | 000153994716000013 | ||
72 | $154.20M | AAPL, BAC, GOOGL, GE | 13F-HR | May 16, 2016 | 000153994716000011 | ||
77 | $193.57M | AAPL, GOOGL, GE, BAC | 13F-HR | Feb 9, 2016 | 000153994716000009 | ||
97 | $226.55M | AAPL, GOOGL, SBUX, 1697067D | 13F-HR | Nov 13, 2015 | 000153994715000007 | ||
97 | $242.50M | AAPL, 1697067D, GOOGL, BMY | 13F-HR | Aug 14, 2015 | 000153994715000005 | ||
82 | $216.90M | AAPL, 1697067D, PG, BMY | 13F-HR | May 19, 2015 | 000153994715000004 | ||
89 | $220.45M | AAPL, PG, GE, BAC | 13F-HR | Mar 3, 2015 | 000153994715000002 | ||
90 | $219.78M | AAPL, GE, PG, BAC | 13F-HR | Nov 14, 2014 | 000153994714000010 | ||
84 | $205.41M | AAPL, GE, PG, BAC | 13F-HR | Aug 13, 2014 | 000153994714000008 | ||
76 | $192.37M | AAPL, GE, IBM, YUM | 13F-HR | May 15, 2014 | 000153994714000006 | ||
68 | $173.91M | AAPL, GE, IBM, VGK | 13F-HR | Feb 14, 2014 | 000153994714000004 |