Family Investment Center, Inc.

CIK 0001897700 · Q2 2026

13F Equity AUM

$602.2M

+15.9% QoQ

Positions

120

+29 QoQ

AUM Rank

#4,458

Top 36%

Skill Alpha (FF)

-3.1%/yr^ns

No Clear Edge

Rank #6,950 · Top 84%

vs S&P -8.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 48.7%Top 10: 70.5%Top 20: 87.5%

BIV13.2%

PYLD10.5%

SPMO8.9%

RISR8.1%

SPHQ8.0%

AVDE7.6%

DFEV4.3%

JPST3.7%

JIRE3.4%

AVUV2.8%

Others (110)29.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.8%

Technology2.3%

Other2.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 120Median: 0.09%Avg: 0.83%

0–0.5%

97(10.5%)

0.5–1%

5(3.6%)

1–3%

9(18.2%)

3–5%

3(11.4%)

5%+

6(56.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 120vs 20 funds

0%Low

120

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New33Increased41Decreased34Exited4

New Positions

AMD0.2%

+2K

INCY0.1%

+5K

AVGO0.1%

+2K

LLY0.1%

+521

SNDK0.1%

+275

GLW0.1%

+2K

COST0.1%

+576

MRVL0.1%

+2K

PLTR0.1%

+4K

JBL0.1%

+1K

Increased

PYLD10.5%

+260K(+12%)

RISR8.1%

+145K(+12%)

VO1.4%

+77K(+295%)

BIV13.2%

+72K(+7%)

AVDE7.6%

+56K(+12%)

DFEV4.3%

+35K(+6%)

JMUB0.3%

+17K(+130%)

SPHQ8.0%

+14K(+3%)

AVMV2.3%

+12K(+7%)

XLU0.3%

+8K(+34%)

Decreased

JPST3.7%

-71,563(-14%)

SPMO8.9%

-29,131(-8%)

JIRE3.4%

-24,406(-9%)

TBUX0.0%

-9,202(-66%)

IAUM0.1%

-7,047(-39%)

SCHD1.2%

-6,092(-3%)

XMMO2.6%

-4,635(-5%)

XMHQ0.3%

-4,266(-22%)

VYMI2.3%

-1,792(-1%)

VIG2.7%

-1,588(-2%)

Exited

FLIN

-13,773

COP

-1,922

RTX

-1,324

-801

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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