Stock Taper 
INDEPENDENT FAMILY OFFICE, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Toast, Inc. | TOST | 250K | $6.96M |
 Golub Capital BDC, Inc. | GBDC | 119.01K | $1.53M |
 PTC Inc. | PTC | 111.81K | $12.7M |
 Coeur Mining, Inc. | CDE | 41.71K | $680.74K |
 The Scotts Miracle-Gro Company | SMG | 29.34K | $2M |
 Berkshire Hathaway Inc. | BRK-B | 12.21K | $6.11M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 10.37K | $4.95M |
 Chipotle Mexican Grill, Inc. | CMG | 9.35K | $317.9K |
 Apple Inc. | AAPL | 8.96K | $2.59M |
 Tactile Systems Technology, Inc. | TCMD | 8K | $238.24K |
 Tri-Continental Corporation | TY | 6.99K | $240.49K |
 Monster Beverage Corporation | MNST | 6.36K | $610.84K |
 Alphabet Inc. | GOOG | 6.03K | $2.13M |
 The Pennant Group, Inc. | PNTG | 6K | $221.7K |
 The Sherwin-Williams Company | SHW | 5.6K | $1.93M |
 Newmont Corporation | NEM | 5.59K | $522.39K |
 Alphabet Inc. | GOOGL | 5.17K | $1.85M |
 Microsoft Corporation | MSFT | 4.68K | $1.74M |
 Agnico Eagle Mines Limited | AEM | 4.28K | $663.18K |
 Penguin Solutions, Inc. | PENG | 4K | $304.04K |