Institutions / Family Capital Trust Co
Family Capital Trust Co
CIK 1123320 · Institution · as of Mar 31, 2026
Portfolio value
$276.10M
Positions
89
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$276.10M-9.8%Positions
89+2.3%Top holdings
Mar 31, 2026View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| Adobe Inc. | $48.95M | 17.7% |
| Alphabet Inc. | $14.98M | 5.4% |
| iShares Core U.s.aggregate Bond ETF | $14.67M | 5.3% |
| JPMorgan Chase & Co | $12.98M | 4.7% |
| iShares MSCI Intl Momentum Factor ETF | $12.96M | 4.7% |
| Apple Inc. | $10.94M | 4.0% |
| iShares Tr Core MSCI Eafe | $9.92M | 3.6% |
| Johnson & Johnson | $9.88M | 3.6% |
| Visa Inc | $8.40M | 3.0% |
| iShares MSCI UAE ETF | $6.92M | 2.5% |
| iShares Trust U S Equity Factor ETF | $6.66M | 2.4% |
| RTX Corp | $6.61M | 2.4% |
| Abbott Laboratories | $5.81M | 2.1% |
| Targa Resources Corp | $5.57M | 2.0% |
| Broadcom Inc. | $5.41M | 2.0% |
| GE Vernova Inc. | $5.28M | 1.9% |
| NVIDIA Corp | $5.17M | 1.9% |
| Linde PLC | $4.97M | 1.8% |
| Pepsico Inc | $4.95M | 1.8% |
| Invesco Dwa Sc Momentum | $4.70M | 1.7% |
| Starbucks Corp | $4.30M | 1.6% |
| ELI LILLY & Co | $4.18M | 1.5% |
| Microsoft Corp | $4.09M | 1.5% |
| Amazon.com Inc | $3.93M | 1.4% |
| Danaher Corp /De | $3.89M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.30M | -8K -13.33% | 52,101 5.43% of portfolio | low |
| Q1 2026 as of | Add | 92647N568 Common stock | $1.20M | +13K +6558.55% | 12,851 0.44% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.06M | -4K -7.56% | 44,122 4.70% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-1.02M | -4K -8.53% | 43,109 3.96% of portfolio | low |
| Q1 2026 as of | Trim | 46138E842 Common stock | $-790.1K | -8K -14.39% | 47,749 1.70% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $725.0K | +4K +180.60% | 6,639 0.41% of portfolio | low |
| Q1 2026 as of | Trim | Walt Disney Co Common stock | $-698.9K | -7K -15.78% | 38,692 1.35% of portfolio | low |
| Q1 2026 as of | Exit | Intuitive Surgical Inc Common stock | $-621.9K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | VeriSign Inc Common stock | $525.0K | +2K +357.70% | 2,705 0.24% of portfolio | low |
| Q1 2026 as of | New | Micron Technology Inc Common stock | $458.8K | +1K | 1,358 0.17% of portfolio | low |