$107 Million is the total value of Family Management Corp's 61 reported holdings in Q4 2011. The portfolio turnover from Q3 2011 to Q4 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 11.5% |
| AMAZON COM INC | 45 | Q2 2024 | 4.5% |
| INTERNATIONAL BUSINESS MACHS | 45 | Q2 2024 | 4.2% |
| HOME DEPOT INC | 45 | Q2 2024 | 3.8% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 3.2% |
| EXXON MOBIL CORP | 44 | Q2 2024 | 3.5% |
| AMGEN INC | 44 | Q2 2024 | 3.2% |
| MERCK & CO INC NEW | 44 | Q2 2024 | 3.3% |
| MICROSOFT CORP | 43 | Q2 2024 | 5.4% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 3.5% |
View Family Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Family Management Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.