Family Capital Trust Co

CIK: 0001123320Latest portfolio: $306.2M · Q4 2025

Holdings

87

Total Value

$306.2M

New Positions

86

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
ADBEADOBE INC
201,487$70.5M23.03%NEW
2
GOOGLALPHABET INC CAP STK CL A
60,112$18.8M6.14%NEW
3
JPMJPMORGAN CHASE & CO
47,728$15.4M5.02%NEW
4
AGGISHARES CORE U.S.AGGREGATE BOND ETF
143,818$14.4M4.69%NEW
5
AAPLAPPLE INCORPORATED
47,129$12.8M4.18%NEW
6
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
263,505$12.6M4.13%NEW
7
AQLTISHARES TR CORE MSCI EAFE
110,362$9.9M3.22%NEW
8
VVISA INC
27,776$9.7M3.18%NEW
9
JNJJOHNSON & JOHNSON COM
40,402$8.4M2.73%NEW
10
LRGFISHARES TRUST U S EQUITY FACTOR ETF
105,382$7.3M2.39%NEW
11
ABTABBOTT LABORATORIES
56,488$7.1M2.31%NEW
12
AQLTISHARES TR US TREAS BD ETF
301,399$6.9M2.27%NEW
13
RTXRTX CORPORATION COM
34,383$6.3M2.06%NEW
14
AVGOBROADCOM INC
17,359$6.0M1.96%NEW
15
NVDANVIDIA CORPORATION
29,434$5.5M1.79%NEW
16
DWASINVESCO DWA SC MOMENTUM
55,773$5.4M1.76%NEW
17
DISDISNEY (WALT) COMPANY
45,944$5.2M1.71%NEW
18
LLYLILLY ELI & CO COM
4,525$4.9M1.59%NEW
19
MSFTMICROSOFT CORP COM
9,950$4.8M1.57%NEW
20
DHRDANAHER CORPORATION
20,491$4.7M1.53%NEW
21
PEPPEPSICO INC COM
31,928$4.6M1.50%NEW
22
LINLINDE PLC NEW
9,994$4.3M1.39%NEW
23
AXPAMERICAN EXPRESS CO
11,322$4.2M1.37%NEW
24
TRGPTARGA RES CORP
22,162$4.1M1.33%NEW
25
SBUXSTARBUCKS CORP
48,109$4.1M1.32%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.5378143641264097e+91T)
Technology0.0% ($7.051612811600754e+35T)
Communication Services0.0% ($1881552272975257344.0T)
Healthcare0.0% ($836170774862469120.0T)
Consumer Cyclical0.0% ($405140042077.2T)
Unknown0.0% ($987269.4T)
Consumer Defensive0.0% ($4582.3T)
Industrials0.0% ($63.1B)
Energy0.0% ($4.1B)
Utilities0.0% ($3.9B)
Basic Materials0.0% ($4.3M)
Real Estate0.0% ($1.7M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$306.2M87
Q3 2025Oct 23, 2025$298.8B0
Q2 2025Jul 30, 2025$288.7B62
Q1 2025Apr 25, 2025$278.9B62

Fund Information

CIK0001123320
Most Recent FilingJan 27, 2026
Number of Filings4

Family Capital Trust Co is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $306.2M across 87 holdings. The largest position is ADOBE INC (ADBE), representing 23.0% of the portfolio. Compared to the previous quarter, the fund opened 87 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.