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INTREPID FAMILY OFFICE LLC

SEC Form 13F institutional filer · CIK 0001596197

13F-HR · 10 reported holdings · 2026-03-31

Reported long-US-equity value

$0.03B

Top-10 concentration

100.0%

INTREPID FAMILY OFFICE LLC — $31.7M AUM allocation strategy

INTREPID FAMILY OFFICE LLC files SEC Form 13F and reports $31.7M of long US equity value across 10 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 39.1%, followed by Financials 10.9% and Materials 1.9%.

The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

INTREPID FAMILY OFFICE LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$31.7M

total across 10 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

100% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$BEN$SNPS

+$BEN +49.4K sh · +$872K+$SNPS +4K sh · +$1.15M

Added from nil (new positions)

$XLI$KLAC$ON$SCHW$FCX

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$IVZ$GOOG

$IVZ ($1.63M last qtr)$GOOG ($1.56M last qtr)

Sector allocation (share of reported value)

ETFs 48%Information Technology 39%Financials 11%Materials 2%SECTORS
  • ETFs48.1%
  • $XLKInformation Technology39.1%
  • $XLFFinancials10.9%
  • $XLBMaterials1.9%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 21%Application Software 13%Asset Management & Custody Banks 8%Semiconductor Materials & Equipment 6%Investment Banking & Brokerage 3%Copper 2%Other holdings 48%INDUSTRIES
  • Semiconductors20.9%
  • Application Software12.5%
  • Asset Management & Custody Banks8.0%
  • Semiconductor Materials & Equipment5.8%
  • Investment Banking & Brokerage3.0%
  • Copper1.9%
  • Other holdings47.9%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NXPINXP Semiconductors N.V23.2K$4.57M+014.4%
$SNPSSynopsys Inc10K$3.96M+4K12.5%
$BENFranklin Templeton Inc153K$2.54M+49.4K8.0%
$KLACKLA Corporation1.25K$1.84M5.8%
$ONON Semiconductor Corporation25K$1.55M4.9%
$SCHWCharles Schwab Corporation10K$940K3.0%
$FCXFreeport-McMoRan Inc10K$588K1.9%
$MUMicron Technology Inc1.5K$507K1.6%

…and 2 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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