Family offices holding a sector in their 13F
search_13f_sector_holdersFamily offices (and, with family_capital_only false, every 13F filer on the family office graph) that hold public positions in a sector per their latest Form 13F: for each office, the value held in the sector, the number of positions, the sector's share of the office's 13F book, its top five positions (issuer, ticker, value, share of book), its class (single or multi family office) and state, and the 13F filing. Sectors are the SEC's own SIC codes on each issuer (CUSIP to ticker to SEC CIK to EDGAR SIC). Give SIC codes (3674 semiconductors, 6021/6022 banks, 1311 oil and gas, 2834 pharmaceuticals, 7372 software) or a sector word matched against the SEC description. A 13F lists US listed long equity positions only: private holdings are not on it. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sic | No | SEC SIC codes. | |
| limit | No | ||
| state | No | Two-letter state of the office. | |
| period | No | ISO quarter end; default the newest quarter on the tape. | |
| sector | No | A word in the SEC SIC description, e.g. semiconductor, bank, pharmaceutical, software, oil. | |
| family_capital_only | No | true: confirmed and probable single and multi family offices, family investment companies and vehicles. false: every 13F filer on the graph. |