Standard Family Office is an investment fund managing more than $77.7 billion ran by Kelsey Olson. There are currently 47 companies in Mrs. Olson’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Intl Equity Index F, together worth $70.5 billion.
As of 7th August 2024, Standard Family Office’s top holding is 125,136 shares of Vanguard Index Fds currently worth over $62.6 billion and making up 80.5% of the portfolio value.
In addition, the fund holds 181,722 shares of Vanguard Intl Equity Index F worth $7.95 billion.
The third-largest holding is Apple Inc worth $736 million and the next is Select Sector Spdr Tr worth $690 million, with 3,049 shares owned.
Currently, Standard Family Office's portfolio is worth at least $77.7 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Standard Family Office office and employees reside in Sioux Falls, South Dakota. According to the last 13-F report filed with the SEC, Kelsey Olson serves as the Chief Compliance Officer at Standard Family Office.
In the most recent 13F filing, Standard Family Office revealed that it had opened a new position in Apple Inc and bought 3,493 shares worth $736 million.
The two most similar investment funds to Standard Family Office are Oppenheimerfunds and Dean Capital Management. They manage $77.7 billion and $77.7 billion respectively.
Standard Family Office’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 1.7% of
the total portfolio value.
The fund focuses on investments in the United States as
53.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
57% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $366 billion.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
No change
125,136
|
$62,584,268,000 | 80.52% |
| Vanguard Intl Equity Index F |
No change
181,722
|
$7,952,155,000 | 10.23% |
| Apple Inc |
Opened
3,493
|
$735,696,000 | 0.95% |
| Select Sector Spdr Tr |
Opened
3,049
|
$689,775,000 | 0.89% |
| Ishares Tr |
Opened
6,681
|
$942,790,000 | 1.21% |
| Microsoft Corporation |
Opened
1,081
|
$483,153,000 | 0.62% |
| NVIDIA Corp |
Opened
3,500
|
$432,390,000 | 0.56% |
| Amazon.com Inc. |
Opened
1,505
|
$290,841,000 | 0.37% |
| Unitedhealth Group Inc |
Opened
567
|
$288,750,000 | 0.37% |
| Alphabet Inc |
Opened
1,550
|
$284,301,000 | 0.37% |
| Visa Inc |
Opened
1,071
|
$281,105,000 | 0.36% |
| Jpmorgan Chase Co. |
Opened
1,011
|
$204,485,000 | 0.26% |
| Home Depot, Inc. |
Opened
518
|
$178,316,000 | 0.23% |
| Union Pac Corp |
Opened
756
|
$171,053,000 | 0.22% |
| Thermo Fisher Scientific Inc. |
Opened
255
|
$141,015,000 | 0.18% |
| Chevron Corp. |
Opened
882
|
$137,962,000 | 0.18% |
| Tjx Cos Inc New |
Opened
1,190
|
$131,019,000 | 0.17% |
| Oracle Corp. |
Opened
833
|
$117,620,000 | 0.15% |
| Aflac Inc. |
Opened
1,288
|
$115,031,000 | 0.15% |
| Ecolab, Inc. |
Opened
483
|
$114,954,000 | 0.15% |
| Spdr Sp 500 Etf Tr |
Opened
210
|
$114,286,000 | 0.15% |
| Berkshire Hathaway Inc. |
Opened
256
|
$104,141,000 | 0.13% |
| Vanguard Index |
Opened
1,232
|
$103,192,000 | 0.13% |
| Disney Walt Co |
Opened
1,026
|
$101,872,000 | 0.13% |
| Abbvie Inc |
Opened
567
|
$97,252,000 | 0.13% |
| Eaton Corp Plc |
Opened
280
|
$87,794,000 | 0.11% |
| Procter And Gamble Co |
Opened
462
|
$76,193,000 | 0.10% |
| Johnson Johnson |
Opened
455
|
$66,503,000 | 0.09% |
| Target Corp |
Opened
441
|
$65,286,000 | 0.08% |
| Capital One Finl Corp |
Opened
469
|
$64,933,000 | 0.08% |
| Comcast Corp New |
Opened
1,477
|
$57,839,000 | 0.07% |
| 3M Co. |
Opened
497
|
$50,788,000 | 0.07% |
| Diageo plc |
Opened
402
|
$50,684,000 | 0.07% |
| CVS Health Corp |
Opened
854
|
$50,437,000 | 0.06% |
| Abbott Labs |
Opened
473
|
$49,149,000 | 0.06% |
| Goldman Sachs Group, Inc. |
Opened
108
|
$48,851,000 | 0.06% |
| Conocophillips |
Opened
350
|
$40,033,000 | 0.05% |
| Novartis AG |
Opened
336
|
$35,771,000 | 0.05% |
| Mondelez International Inc. |
Opened
522
|
$34,160,000 | 0.04% |
| Centene Corp. |
Opened
476
|
$31,559,000 | 0.04% |
| General Mls Inc |
Opened
458
|
$28,973,000 | 0.04% |
| Cummins Inc. |
Opened
94
|
$26,031,000 | 0.03% |
| Gilead Sciences, Inc. |
Opened
315
|
$21,612,000 | 0.03% |
| Intel Corp. |
Opened
693
|
$21,462,000 | 0.03% |
| Verizon Communications Inc |
Opened
196
|
$8,083,000 | 0.01% |
| Solventum Corp |
Opened
124
|
$6,557,000 | 0.01% |
| Alcon Ag |
Opened
63
|
$5,612,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 47 holdings | |||