Stenger Family Office, LLC
SEC Form 13F institutional filer · CIK 0002056106
13F-HR · 85 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
47.4%
Stenger Family Office, LLC — $396M AUM allocation strategy
Stenger Family Office, LLC files SEC Form 13F and reports $396M of long US equity value across 85 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.7%, followed by Financials 13.2% and Communication Services 11.2%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. 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.
Stenger Family Office, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$396M
total across 85 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +15.1K sh · +$938K+$HOOD +9.73K sh · −$653K+$MSFT +9.6K sh · −$4.19M
Biggest trims (shares)
−$EXC −581 sh · +$92.6K−$UNH −548 sh · −$546K−$SPY −511 sh · −$83K
Sector allocation (share of reported value)
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)
- Interactive Media & Services9.4%—
- Systems Software7.2%—
- Semiconductors6.8%—
- Technology Hardware, Storage & Peripherals6.6%—
- Diversified Banks5.3%—
- Integrated Oil & Gas5.2%—
- Broadline Retail4.0%—
- Financial Exchanges & Data2.5%—
- Other holdings52.9%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 77.9K | $28.8M | +9.6K | 7.3% |
| $NVDA | NVIDIA Corporation | 155K | $27M | +15.1K | 6.8% |
| $AAPL | Apple Inc | 103K | $26.1M | +8.29K | 6.6% |
| $JPM | JP Morgan Chase & Co | 71.3K | $21M | +7.89K | 5.3% |
| $XOM | ExxonMobil Holdings Corporation | 122K | $20.7M | +2.38K | 5.2% |
| $AMZN | Amazon.com Inc | 76.7K | $16M | +7.4K | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 51.7K | $14.9M | -195 | 3.8% |
| $META | Meta Platforms Inc | 25.3K | $14.5M | +3.08K | 3.7% |
| $SPGI | S&P Global Inc | 61.7K | $9.86M | -48 | 2.5% |
| $COST | Costco Wholesale Corporation | 8.94K | $8.91M | +778 | 2.2% |
…and 75 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 IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-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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