INDEPENDENT FAMILY OFFICE, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 250K | $6.63M |
 | GBDC | 119K | $1.51M |
 | PTC | 114K | $16.18M |
 | CDE | 42K | $782.93K |
 | SMG | 29K | $1.78M |
 | HGV | 13K | $494.95K |
 | BRK-B | 12K | $5.85M |
 | TSM | 10K | $3.49M |
 | CMG | 9K | $299.29K |
 | AAPL | 9K | $2.27M |
 | MNST | 9K | $624.32K |
 | NVO | 7K | $272.87K |
 | TY | 7K | $220.72K |
 | GOOG | 6K | $1.73M |
 | SHW | 6K | $1.80M |
 | NEM | 6K | $605.44K |
 | TECK | 6K | $284.63K |
 | TSCO | 5K | $242.67K |
 | GOOGL | 5K | $1.49M |
 | MSFT | 5K | $1.75M |
Toast, Inc.
TOST
Shares Held
250K
Value
$6.63M
Golub Capital BDC, Inc.
GBDC
Shares Held
119K
Value
$1.51M
PTC Inc.
PTC
Shares Held
114K
Value
$16.18M
Coeur Mining, Inc.
CDE
Shares Held
42K
Value
$782.93K
The Scotts Miracle-Gro Company
SMG
Shares Held
29K
Value
$1.78M
Hilton Grand Vacations Inc.
HGV
Shares Held
13K
Value
$494.95K
Berkshire Hathaway Inc.
BRK-B
Shares Held
12K
Value
$5.85M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
10K
Value
$3.49M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
9K
Value
$299.29K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.27M
Monster Beverage Corporation
MNST
Shares Held
9K
Value
$624.32K
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$272.87K
Tri-Continental Corporation
TY
Shares Held
7K
Value
$220.72K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.73M
The Sherwin-Williams Company
SHW
Shares Held
6K
Value
$1.80M
Newmont Corporation
NEM
Shares Held
6K
Value
$605.44K
Teck Resources Limited
TECK
Shares Held
6K
Value
$284.63K
Tractor Supply Company
TSCO
Shares Held
5K
Value
$242.67K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.49M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.75M