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Mary Sigler

@Tarbox Family Office, Inc.

Latest period2024 - Q4ReportedManaged Assets$606.287MTotal holdings107
Assets growth rate-0.64%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tarbox Family Office, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Tarbox Family Office, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 606.287M in assets, with a quarterly growth rate of -0.64% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Mary Sigler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CATCaterpillar Inc
Recent Activity
Increased 0.2%
0.13%
$751,639
2,072 shares@ $362.77 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.41%
0.13%
$744,374
964 shares@ $772.18 avg price
IAUIshares Gold Tr
Recent Activity
0.13%
$742,650
15,000 shares@ $49.51 avg price
VOOVanguard Index Fds
Recent Activity
0.11%
$654,866
1,215 shares@ $538.99 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.11%
$629,478
2,626 shares@ $239.71 avg price
VTVVanguard Index Fds
Recent Activity
0.11%
$622,374
3,676 shares@ $169.31 avg price
CHDNChurchill Downs Inc
Recent Activity
0.11%
$608,942
4,560 shares@ $133.54 avg price
KOCoca Cola Co
Recent Activity
0.11%
$608,204
9,769 shares@ $62.26 avg price
ORealty Income Corp
Recent Activity
Decreased -3.54%
0.1%
$602,104
11,273 shares@ $53.42 avg price
MLMMartin Marietta Matls Inc
Recent Activity
0.1%
$597,074
1,156 shares@ $516.5 avg price