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Institutional Investment Manager
Family Firm, Inc.
Family Firm, Inc. (CIK: 0001602603) incorporated in Maryland, located at 4800 Hampden Lane, Bethesda, MD. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Portfolio Summary: 109 holdings with a total value of $196,425,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ROYAL DUTCH SHELL PLC 3,691 220,000 0.11%
102 ORACLE CORP 5,078 219,000 0.11%
103 HONEYWELL INTL INC 2,104 219,000 0.11%
104 CVS HEALTH CORP 2,072 214,000 0.11%
105 PRICE T ROWE GROUP INC 2,633 213,000 0.11%
106 ISHARES TR 1,889 209,000 0.11%
107 GAP 4,701 204,000 0.10%
108 DU PONT E I DE NEMOURS & CO 2,835 203,000 0.10%
109 FRONTIER COMMUNICATIONS CORP 10,912 77,000 0.04%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602603-15-000006, filed 2015.04.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.