WhaleCreep

Intrepid Family Office LLC 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

Intrepid Family Office LLC disclosed 30 US equity positions worth $67.2m in its Q1 2025 13F filing. The largest position was VTI at 22.5% of the reported book, followed by SHEL and ADAMS DIVERSIFIED EQUITY FD. Against the Q4 2024 filing, it opened 7 new positions, added to 6 and reduced 9 among the top 30 holdings.

← Q4 2024 · Q2 2025 →

What did Intrepid Family Office LLC own in Q1 2025? Top 30 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 VTI VANGUARD INDEX FDS 22.5%$15.1m55,000 -50% reduced
2 SHEL SHELL PLC Energy 8.2%$5.5m75,000 -25% reduced
3 ADAMS DIVERSIFIED EQUITY FD 7.3%$4.9m257,412 2% added
4 ADAM NAT RES FD INC 6.5%$4.4m192,668 2% added
5 SLR INVESTMENT CORP 5.8%$3.9m231,400 0% held
6 MDT MEDTRONIC PLC Healthcare 5.3%$3.6m40,000 -33% reduced
7 INFL LISTED FD TR 5.1%$3.5m85,000 0% held
8 NXPI NXP SEMICONDUCTORS N V Technology 4.2%$2.9m15,000 -23% reduced
9 INDA ISHARES TR 3.8%$2.6m50,000 0% held
10 OEC ORION S.A. Basic Materials 2.8%$1.9m143,700 -13% reduced
11 GSY INVESCO ACTIVELY MANAGED EXC 2.6%$1.8m35,000 40% added
12 TRP TC ENERGY CORP Energy 2.5%$1.7m35,000 – new
13 PFE PFIZER INC Healthcare 2.4%$1.6m65,000 0% held
14 BLACKROCK SCIENCE & TECHNOLO 2.4%$1.6m92,517 -11% reduced
15 SIVR ABRDN SILVER ETF TRUST 2.4%$1.6m50,000 0% held
16 VEU VANGUARD INTL EQUITY INDEX F 2.3%$1.5m25,000 – new
17 ASML ASML HOLDING N V Technology 2.2%$1.5m2,250 -18% reduced
18 WY WEYERHAEUSER CO MTN BE Real Estate 2.2%$1.5m50,000 67% added
19 NTRA NATERA INC Healthcare 1.8%$1.2m8,500 -6% reduced
20 LSAK LESAKA TECHNOLOGIES INC Technology 1.8%$1.2m250,000 5% added
21 ARGT GLOBAL X FDS 1.2%$807.7k10,000 – new
22 SIMPLIFY EXCHANGE TRADED FUN 1.2%$802.5k15,000 – new
23 WYNN WYNN RESORTS LTD Consumer Cyclical 0.9%$626.2k7,500 – new
24 NSLR SURO CAPITAL CORP 0.7%$497.0k100,000 0% held
25 ORGO ORGANOGENESIS HLDGS INC Healthcare 0.6%$432.0k100,000 -5% reduced
26 HE HAWAIIAN ELEC INDUSTRIES Utilities 0.4%$273.8k25,000 – new
27 INDIVIOR PLC 0.4%$238.2k25,000 – new
28 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 0.2%$133.2k40,000 33% added
29 CCCC C4 THERAPEUTICS INC Healthcare 0.1%$64.0k40,000 0% held
30 EDAP TMS S A 0.1%$49.0k25,000 0% held

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.