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Timonier Family Office, LTD.

Family Office

Timonier Family Office, LTD. is a Family Office based in Winston Salem, NC led by Janice Jacoby French, reporting $388.8M in AUM as of Q3 2025 with 96% ETF concentration and 70% concentrated in top 10 holdings.

PresidentJanice Jacoby French
Portfolio Value
$305.2M
Positions
58
Top Holding
DUHP at 12.42%
Last Reported
Q3 2025
Address121 Reynolda Village, Suite B, Winston Salem, NC, 27106, United States

Top Holdings

Largest long holdings in Timonier Family Office, LTD.'s portfolio (69.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$37.9M
12.42%
+$3.6M
Bought
1.0M shares
ETF
ETF
$35.3M
11.55%
+$1.6M
Bought
788.8K shares
ETF
ETF
$33.4M
10.94%
+$3.5M
Bought
729.6K shares
ETF
ETF
$29.1M
9.54%
+$968.1K
Bought
402.1K shares
ETF
ETF
$20.0M
6.54%
+$1.2M
Bought
291.7K shares
ETF
ETF
$13.0M
4.26%
+$1.2M
Bought
396.6K shares
ETF
ETF
$12.8M
4.20%
+$1.4M
Bought
402.3K shares
ETF
ETF
$10.5M
3.43%
+$1.2M
Bought
345.5K shares
ETF
ETF
$10.4M
3.41%
+$950.8K
Bought
103.7K shares
ETF
ETF
$10.1M
3.32%
+$878.5K
Bought
320.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Timonier Family Office, LTD.'s latest filing

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Market Value
$305.2M
Prior: $267.4M
Q/Q Change
+14.15%
+$37.8M
Net Flows % of MV
+6.84%
Turnover Ratio
3.76%
New Purchases
3 stocks
$640.7K
Added To
25 stocks
+$21.0M
Sold Out Of
0 stocks
-
Reduced Holdings
12 stocks
-$814.7K

Increased Positions

PositionShares Δ
New
New
New
+34.22%
+19.94%

Decreased Positions

PositionShares Δ
-19.42%
-7.04%
-4.89%
-3.33%
-2.45%

Analytics

Portfolio insights and performance metrics for Timonier Family Office, LTD.

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Sector Allocation

ETF: 95.90%ETFConsumer Cyclical: 2.20%Technology: 0.80%Financial Services: 0.50%Communication Services: 0.20%Utilities: 0.10%Energy: 0.10%
ETF
95.90%
Consumer Cyclical
2.20%
Technology
0.80%
Financial Services
0.50%
Communication Services
0.20%
Utilities
0.10%
Energy
0.10%

Market Cap Distribution

Mega Cap (> $200B): 1.54%Large Cap ($10B - $200B): 2.40%N/A (ETF or Unknown): 96.06%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.54%
Large Cap ($10B - $200B)
2.40%
N/A (ETF or Unknown)
96.06%

Portfolio Concentration

Top 10 Holdings %
69.6%
Top 20 Holdings %
90.99%
Top 50 Holdings %
99.38%
Top 100 Holdings %
100.0%

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