Family Capital Trust Co Top Holdings and 13F Report (2026)

About Family Capital Trust Co

Investment Activity

Family Capital Trust Co has $307.40 million in total holdings as of June 30, 2026.
Family Capital Trust Co owns shares of 83 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 13.08% of the portfolio was purchased this quarter.
About 7.31% of the portfolio was sold this quarter.
This quarter, Family Capital Trust Co has purchased 89 new stocks and bought additional shares in 14 stocks.
Family Capital Trust Co sold shares of 17 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Adobe: $41,289,379
iShares Core U.S. Aggregate Bond ETF: $16,269,586
Alphabet: $15,998,614
iShares MSCI Intl Momentum Factor ETF: $14,393,987
JPMorgan Chase & Co.: $13,748,068

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $4,181,868 Holding
988498101 - Yum! Brands: $2,634,945 Holding
92537N108 - Vertiv: $2,025,629 Holding

Largest Purchases this Quarter

VictoryShares US Small Mid Cap Value Momentum ETF: 61,784 shares (about $6.79M)
Advanced Micro Devices: 7,199 shares (about $4.18M)
ExxonMobil: 30,480 shares (about $4.17M)
LAM RESEARCH CORP COM NEW: 9,147 shares (about $3.96M)
Microsoft: 10,230 shares (about $3.82M)

Largest Sales this Quarter

Invesco Dorsey Wright SmallCap Momentum ETF: 35,750 shares (about $4.55M)
Starbucks: 35,264 shares (about $3.60M)
PepsiCo: 24,900 shares (about $3.37M)
iShares U.S. Equity Factor ETF: 40,209 shares (about $3.04M)
Alphabet: 7,332 shares (about $2.62M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ADBE Adobe	$41,289,379		0.0%	201,392	13.4%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$16,269,586	$1,640,192 â–²	11.2%	164,373	5.3%	ETF
GOOGL Alphabet	$15,998,614	$2,620,158 â–¼	-14.1%	44,769	5.2%	Communication Services
IMTM iShares MSCI Intl Momentum Factor ETF	$14,393,987	$4,106 â–¼	0.0%	269,905	4.7%	ETF
JPM JPMorgan Chase & Co.	$13,748,068	$693,917 â–¼	-4.8%	42,002	4.5%	Finance
AAPL Apple	$11,996,124	$477,426 â–¼	-3.8%	41,459	3.9%	Technology
IEFA iShares Core MSCI EAFE ETF	$10,570,059	$15,453 â–¼	-0.1%	109,444	3.4%	ETF
JNJ Johnson & Johnson	$10,260,860		0.0%	40,402	3.3%	Healthcare
V Visa	$9,539,990		0.0%	27,807	3.1%	Finance
USVM VictoryShares US Small Mid Cap Value Momentum ETF	$8,197,116	$6,785,699 â–²	480.8%	74,635	2.7%	ETF
AMZN Amazon.com	$8,171,689	$3,676,378 â–²	81.8%	34,286	2.7%	Consumer Discretionary
MSFT Microsoft	$7,934,634	$3,815,876 â–²	92.6%	21,272	2.6%	Technology
GE VERNOVA INC COM	$7,113,686	$5,874 â–²	0.1%	6,055	2.3%	COMMON STOCK
GOVT iShares U.S. Treasury Bond ETF	$6,874,280	$1,503 â–¼	0.0%	301,903	2.2%	ETF
AVGO Broadcom	$6,421,723	$176,786 â–¼	-2.7%	17,000	2.1%	Technology
TRGP Targa Resources	$5,953,519		0.0%	22,204	1.9%	Energy
NVDA NVIDIA	$5,927,425		0.0%	29,624	1.9%	Technology
LLY Eli Lilly and Company	$5,450,128		0.0%	4,544	1.8%	Healthcare
RTX RTX	$5,254,161	$1,248,985 â–¼	-19.2%	27,693	1.7%	Industrials
LINDE PLC NEW	$5,194,550	$11,936 â–¼	-0.2%	10,010	1.7%	COMMON STOCK
ABT Abbott Laboratories	$5,131,861		0.0%	56,556	1.7%	Healthcare
XOM ExxonMobil	$5,074,874	$4,167,196 â–²	459.1%	37,119	1.7%	Energy
LAM RESEARCH CORP COM NEW	$4,893,014	$3,963,549 â–²	426.4%	11,292	1.6%	COMMON STOCK
LRGF iShares U.S. Equity Factor ETF	$4,587,672	$3,040,978 â–¼	-39.9%	60,660	1.5%	ETF
MU Micron Technology	$4,446,287	$2,878,775 â–²	183.7%	3,852	1.4%	Technology
AMD Advanced Micro Devices	$4,181,868	$4,181,868 â–²	New Holding	7,199	1.4%	Technology
DHR Danaher	$3,903,095		0.0%	20,491	1.3%	Healthcare
AXP American Express	$3,828,287		0.0%	11,318	1.2%	Finance
DIS Walt Disney	$3,668,547	$55,536 â–¼	-1.5%	38,115	1.2%	Communication Services
TOTL SPDR Doubleline Total Return Tactical ETF	$3,542,189		0.0%	89,744	1.2%	ETF
CB Chubb	$3,490,741	$3,040,982 â–²	676.1%	10,245	1.1%	Finance
APH Amphenol	$3,437,860	$8,640 â–²	0.3%	19,498	1.1%	Technology
TJX TJX Companies	$3,427,517	$1,366,977 â–²	66.3%	22,624	1.1%	Consumer Discretionary
EBAY eBay	$3,369,262		0.0%	30,150	1.1%	Consumer Discretionary
WAL MART STORES INC COM	$3,056,853		0.0%	26,990	1.0%	COMMON STOCK
YUM Yum! Brands	$2,634,945	$2,634,945 â–²	New Holding	16,483	0.9%	Consumer Discretionary
MRK Merck & Co., Inc.	$2,599,812		0.0%	20,232	0.8%	Healthcare
META Meta Platforms	$2,560,073		0.0%	4,545	0.8%	Communication Services
ABBV AbbVie	$2,173,130		0.0%	8,636	0.7%	Healthcare
GOOG Alphabet	$2,036,889		0.0%	5,765	0.7%	Communication Services
VRT Vertiv	$2,025,629	$2,025,629 â–²	New Holding	6,050	0.7%	Industrials
NFLX Netflix	$1,971,853	$3,284 â–²	0.2%	27,617	0.6%	Communication Services
MA Mastercard	$1,756,954		0.0%	3,421	0.6%	Finance
DWAS Invesco Dorsey Wright SmallCap Momentum ETF	$1,527,592	$4,551,330 â–¼	-74.9%	11,999	0.5%	ETF
TMUS T-Mobile US	$1,506,690		0.0%	8,983	0.5%	Communication Services
SBUX Starbucks	$1,299,447	$3,603,625 â–¼	-73.5%	12,716	0.4%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,100,728	$6,721 â–¼	-0.6%	1,474	0.4%	ETF
PEP PepsiCo	$948,612	$3,371,459 â–¼	-78.0%	7,006	0.3%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$906,855		0.0%	17,937	0.3%	ETF
VRSN VeriSign	$680,463		0.0%	2,705	0.2%	Technology
IVV iShares Core S&P 500 ETF	$578,882	$13,480 â–²	2.4%	773	0.2%	ETF
SGOL abrdn Physical Gold Shares ETF	$462,462		0.0%	12,100	0.2%	ETF
FLIA Franklin International Aggregate Bond ETF	$460,246		0.0%	22,473	0.1%	ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR	$453,304		0.0%	15,030	0.1%	COMMON STOCK
DEUS Xtrackers Russell US Multifactor ETF	$401,782		0.0%	6,153	0.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$392,367		0.0%	8,502	0.1%	ETF
FTNT Fortinet	$311,537		0.0%	2,028	0.1%	Technology
WELL Welltower	$221,064	$310,488 â–¼	-58.4%	974	0.1%	Real Estate
XEL Xcel Energy	$179,466		0.0%	2,235	0.1%	Utilities
SUSL iShares ESG MSCI USA Leaders ETF	$159,311		0.0%	1,200	0.1%	ETF
PG Procter & Gamble	$155,141		0.0%	1,058	0.1%	Consumer Staples
ORLY O'Reilly Automotive	$146,972		0.0%	1,596	0.0%	Consumer Discretionary
TW Tradeweb Markets	$146,794		0.0%	1,473	0.0%	Finance
AJG Arthur J. Gallagher & Co.	$132,456		0.0%	577	0.0%	Finance
ROL Rollins	$117,675		0.0%	2,820	0.0%	Industrials
SPOT Spotify Technology	$116,155	$5,050 â–²	4.5%	253	0.0%	Communication Services
EFA iShares MSCI EAFE ETF	$96,712		0.0%	931	0.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$74,175	$11,478 â–¼	-13.4%	769	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$69,252		0.0%	836	0.0%	ETF
INTU Intuit	$63,162		0.0%	242	0.0%	Technology
FNDF Schwab Fundamental International Equity ETF	$61,189		0.0%	1,160	0.0%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$60,335		0.0%	176	0.0%	ETF
SPHQ Invesco S&P 500 Quality ETF	$45,409		0.0%	504	0.0%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$44,577		0.0%	1,281	0.0%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$25,514		0.0%	269	0.0%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$22,528		0.0%	247	0.0%	ETF
ALPS ETF TR	$16,286		0.0%	633	0.0%	ETF - FIXED INCOME
JMOM JPMorgan U.S. Momentum Factor ETF	$15,724		0.0%	184	0.0%	ETF
AVDE Avantis International Equity ETF	$14,806		0.0%	166	0.0%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$12,475		0.0%	373	0.0%	ETF
ETF ANGEL OAK FDS TR ULTRASHORT INCOME	$7,242		0.0%	142	0.0%	ETF - FIXED INCOME
NUS Nu Skin Enterprises	$2,635		0.0%	500	0.0%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$2,148		0.0%	36	0.0%	ETF
NOW ServiceNow	$0	$1,680,720 â–¼	-100.0%	0	0.0%	Technology
VRSK Verisk Analytics	$0	$133,390 â–¼	-100.0%	0	0.0%	Industrials
ADSK Autodesk	$0	$127,597 â–¼	-100.0%	0	0.0%	Technology
PGR Progressive	$0	$124,689 â–¼	-100.0%	0	0.0%	Finance
CPNG Coupang	$0	$111,253 â–¼	-100.0%	0	0.0%	Consumer Discretionary
ORCL Oracle	$0	$86,937 â–¼	-100.0%	0	0.0%	Technology
MDLZ Mondelez International	$0	$6,166 â–¼	-100.0%	0	0.0%	Consumer Staples
AMT American Tower	$0	$6,040 â–¼	-100.0%	0	0.0%	Real Estate
CARR Carrier Global	$0	$4,054 â–¼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Family Capital Trust Co Top Holdings and 13F Report (2026)

About Family Capital Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Family Capital Trust Co Top Holdings and 13F Report (2026)

About Family Capital Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Capital Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools