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Intrepid Family Office LLC 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

Intrepid Family Office LLC disclosed 33 US equity positions worth $94.8m in its Q4 2024 13F filing. The largest position was VTI at 33.6% of the reported book, followed by SHEL and ADAMS DIVERSIFIED EQUITY FD.

· Q1 2025 →

What did Intrepid Family Office LLC own in Q4 2024? Top 33 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 VTI VANGUARD INDEX FDS 33.6%$31.9m110,000 –
2 SHEL SHELL PLC Energy 6.6%$6.3m100,000 –
3 ADAMS DIVERSIFIED EQUITY FD 5.4%$5.1m251,746 –
4 MDT MEDTRONIC PLC Healthcare 5.1%$4.8m60,000 –
5 ADAM NAT RES FD INC 4.3%$4.1m188,221 –
6 NXPI NXP SEMICONDUCTORS N V Technology 4.3%$4.1m19,500 –
7 SLR INVESTMENT CORP 3.9%$3.7m231,400 –
8 INFL LISTED FD TR 3.4%$3.2m85,000 –
9 IGV ISHARES TR 3.2%$3.0m30,000 –
10 INDA ISHARES TR 2.8%$2.6m50,000 –
11 OEC ORION S.A. Basic Materials 2.7%$2.6m165,000 –
12 BLACKROCK SCIENCE & TECHNOLO 2.3%$2.2m104,174 –
13 MSFT MICROSOFT CORP Technology 2.2%$2.1m5,000 –
14 ASML ASML HOLDING N V Technology 2.0%$1.9m2,750 –
15 PFE PFIZER INC Healthcare 1.8%$1.7m65,000 –
16 ICSH ISHARES TR 1.7%$1.6m32,500 –
17 NTRA NATERA INC Healthcare 1.5%$1.4m9,000 –
18 SIVR ABRDN SILVER ETF TRUST 1.5%$1.4m50,000 –
19 PPLT ABRDN PLATINUM ETF TRUST 1.4%$1.4m16,354 –
20 LSAK LESAKA TECHNOLOGIES INC Technology 1.4%$1.3m237,896 –
21 SCHWAB STRATEGIC TR 1.3%$1.3m50,000 –
22 GSY INVESCO ACTIVELY MANAGED EXC 1.3%$1.3m25,000 –
23 VUSB VANGUARD BD INDEX FDS 1.3%$1.2m25,000 –
24 JPST J P MORGAN EXCHANGE TRADED F 1.2%$1.1m22,500 –
25 PULS PGIM ETF TR 1.2%$1.1m22,500 –
26 WY WEYERHAEUSER CO MTN BE Real Estate 0.9%$844.5k30,000 –
27 NSLR SURO CAPITAL CORP 0.6%$588.0k100,000 –
28 ORGO ORGANOGENESIS HLDGS INC Healthcare 0.4%$336.0k105,000 –
29 BHP BHP GROUP LTD Basic Materials 0.3%$244.2k5,000 –
30 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 0.2%$222.0k30,000 –
31 CCCC C4 THERAPEUTICS INC Healthcare 0.2%$144.0k40,000 –
32 EDAP TMS S A 0.1%$55.2k25,000 –
33 FLNA CASSAVA SCIENCES INC 0.0%$23.6k10,000 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.