INTREPID FAMILY OFFICE LLC

data from 30/09/2025

Capitalization

$ 119.562 M -2.10 %

Average holding period

3 ans

Performance

$ 621.293 K -1.52 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in INTREPID FAMILY OFFICE LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VTI VANGUARD INDEX FDS 16.47% 19.690 M $ 60000 2024/12/31 727.200 K $ 7.98 %
2025/09/30 GLD SPDR GOLD TR 14.87% 17.774 M $ 50000 2025/06/30 3.038 M $ 16.61 %
2025/09/30 TLT ISHARES TR 7.47% 8.937 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PPLT ABRDN PLATINUM ETF TRUST 6.57% 7.858 M $ 55000 2024/12/31 1.000 M $ 16.29 %
2025/09/30 SPY SPDR S&P 500 ETF TR 5.57% 6.662 M $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADX ADAMS DIVERSIFIED EQUITY FD 4.89% 5.843 M $ 262000 2024/12/31 151.873 K $ 2.72 %
2025/09/30 GDXJ VANECK ETF TRUST 4.14% 4.952 M $ 50000 2025/06/30 2.201 M $ 46.52 %
2025/09/30 SIVR ABRDN SILVER ETF TRUST 3.72% 4.448 M $ 100000 2024/12/31 1.007 M $ 29.26 %
2025/09/30 SLRC SLR INVESTMENT CORP 3.20% 3.823 M $ 250000 2024/12/31 -212.500 K $ -5.27 %
2025/09/30 INFL LISTED FDS TR 3.18% 3.799 M $ 85000 2024/12/31 215.050 K $ 6.00 %
2025/09/30 SHEL SHELL PLC 2.99% 3.577 M $ 50000 2024/12/31 56.000 K $ 1.59 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 2.98% 3.569 M $ 50000 2025/03/31 207.500 K $ 6.17 %
2025/09/30 PEO ADAM NAT RES FD INC 2.70% 3.228 M $ 150000 2024/12/31 26.128 K $ 0.70 %
2025/09/30 NICE NICE LTD 2.42% 2.896 M $ 20000 2025/09/30 0.000 $ 0.00 %
2025/09/30 INDA ISHARES TR 2.39% 2.863 M $ 55000 2024/12/31 -199.099 K $ -6.50 %
2025/09/30 ASML ASML HOLDING N V 2.23% 2.662 M $ 2750 2024/12/31 458.425 K $ 20.80 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 1.90% 2.277 M $ 10000 2024/12/31 92.399 K $ 4.23 %
2025/09/30 BSTZ BLACKROCK SCIENCE & TECHNOLO 1.48% 1.773 M $ 80000 2024/12/31 112.347 K $ 6.80 %
2025/09/30 RVT ROYCE SMALL CAP TRUST INC 1.16% 1.393 M $ 86335 2025/06/30 53.999 K $ 7.18 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.14% 1.368 M $ 7500 2025/06/30 230.499 K $ 33.82 %
2025/09/30 SNPS SYNOPSYS INC 1.07% 1.283 M $ 2600 2025/09/30 0.000 $ 0.00 %
2025/09/30 GSY INVESCO ACTIVELY MANAGED EXC 1.05% 1.256 M $ 25000 2024/12/31 1.799 K $ 0.18 %
2025/09/30 LSAK LESAKA TECHNOLOGIES INC 0.87% 1.038 M $ 250000 2024/12/31 -84.999 K $ -7.57 %
2025/09/30 EIS ISHARES INC 0.84% 1.003 M $ 10000 2025/06/30 21.994 K $ 5.71 %
2025/09/30 NVDA NVIDIA CORPORATION 0.78% 932.900 K $ 5000 2025/06/30 142.950 K $ 18.10 %
2025/09/30 SSSS SURO CAPITAL CORP 0.75% 900.000 K $ 100000 2024/12/31 78.999 K $ 9.62 %
2025/09/30 NTRA NATERA INC 0.67% 804.850 K $ 5000 2024/12/31 -43.834 K $ -4.72 %
2025/09/30 ARGT GLOBAL X FDS 0.58% 697.600 K $ 10000 2025/03/31 -224.549 K $ -17.67 %
2025/09/30 RFIX SIMPLIFY EXCHANGE TRADED FUN 0.54% 640.650 K $ 15000 2025/03/31 -88.649 K $ -12.43 %
2025/09/30 ORGO ORGANOGENESIS HLDGS INC 0.28% 338.022 K $ 80100 2024/12/31 61.599 K $ 15.30 %
2025/09/30 HE HAWAIIAN ELEC INDUSTRIES 0.28% 331.200 K $ 30000 2025/03/31 12.503 K $ 3.86 %
2025/09/30 ROIV ROIVANT SCIENCES LTD 0.25% 302.600 K $ 20000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPRO SPERO THERAPEUTICS INC 0.17% 206.800 K $ 110000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCCC C4 THERAPEUTICS INC 0.13% 155.400 K $ 70000 2024/12/31 31.600 K $ 55.24 %
2025/09/30 CLMT CALUMET INC 0.12% 138.700 K $ 7600 2025/09/30 0.000 $ 0.00 %
2025/09/30 IOVA IOVANCE BIOTHERAPEUTICS INC 0.07% 86.800 K $ 40000 2024/12/31 11.249 K $ 26.16 %
2025/09/30 EDAP EDAP TMS S A 0.05% 57.750 K $ 25000 2024/12/31 16.000 K $ 39.02 %
2025/09/30 SJT SAN JUAN BASIN RTY TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 OEC ORION S.A. 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 TRP TC ENERGY CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BHP BHP GROUP LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MDT MEDTRONIC PLC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INDV INDIVIOR PLC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %