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Michels Family Financial, LLC
Updated 3 days agoManaged by Michels Family Financial, Llc • Latest filing Q3 2026
Portfolio value
$161.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $128.4M |
| Q4 2025 | $136.1M |
| Q1 2026 | $138.6M |
| Q2 2026 | $156M |
| Q3 2026 | $161.5M |
Top holdings
154 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $10.3M | 13.6K | 6.40% | — | |
| 2 | $8.8M | 271.0K | 5.46% | — | |
| 3 | $5.4M | 7.3K | 3.33% | — | |
| 4 | $4.9M | 30.2K | 3.04% | — | |
| 5 | $4.8M | 37.0K | 2.95% | — | |
| 6 | $4.7M | 6.2K | 2.92% | — | |
| 7 | $4.2M | 6.1K | 2.63% | — | |
| 8 | $3.2M | 143.3K | 2.00% | — | |
| 9 | $3.2M | 88.1K | 1.96% | — | |
| 10 | $3.1M | 33.2K | 1.94% | — | |
| 11 | $3.1M | 43.9K | 1.91% | — | |
| 12 | $2.5M | 12.6K | 1.52% | — | |
| 13 | $2.3M | 11.1K | 1.40% | — | |
| 14 | $2.2M | 3.1K | 1.39% | — | |
| 15 | $2.1M | 47.0K | 1.30% | — | |
| 16 | $2.1M | 41.1K | 1.28% | — | |
| 17 | $2M | 42.8K | 1.24% | — | |
| 18 | $2M | 5.9K | 1.23% | — | |
| 19 | $1.9M | 3.7K | 1.17% | — | |
| 20 | $1.9M | 17.9K | 1.15% | — |