Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Capital Trust Co (CIK 1123320) reported $276.1M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ADBE ($49.0M, 17.73%), GOOGL ($15.0M, 5.43%), AGG ($14.7M, 5.31%), JPM ($13.0M, 4.70%), IMTM ($13.0M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | $49.0M | 17.73% | 201,392 | Trimmed |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $15.0M | 5.43% | 52,101 | Trimmed |
| 3 | AGG | ISHARES CORE U.S.AGGREGATE BOND ETF | $14.7M | 5.31% | 147,802 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $13.0M | 4.70% | 44,122 | Trimmed |
| 5 | IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $13.0M | 4.70% | 269,982 | Added |
| 6 | AAPL | APPLE INCORPORATED | $10.9M | 3.96% | 43,109 | Trimmed |
| 7 | IEFA | ISHARES TR CORE MSCI EAFE | $9.9M | 3.59% | 109,604 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $9.9M | 3.58% | 40,402 | Hold |
| 9 | V | VISA INC | $8.4M | 3.04% | 27,807 | Added |
| 10 | GOVT | ISHARES TR US TREAS BD ETF | $6.9M | 2.50% | 301,969 | Added |
| 11 | LRGF | ISHARES TRUST U S EQUITY FACTOR ETF | $6.7M | 2.41% | 100,869 | Trimmed |
| 12 | RTX | RTX CORPORATION | $6.6M | 2.39% | 34,276 | Trimmed |
| 13 | ABT | ABBOTT LABORATORIES | $5.8M | 2.10% | 56,556 | Added |
| 14 | TRGP | TARGA RES CORP | $5.6M | 2.02% | 22,204 | Added |
| 15 | AVGO | BROADCOM INC | $5.4M | 1.96% | 17,468 | Added |
| 16 | GEV | GE VERNOVA INC | $5.3M | 1.91% | 6,050 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $5.2M | 1.87% | 29,624 | Added |
| 18 | LIN | LINDE PLC NEW | $5.0M | 1.80% | 10,033 | Added |
| 19 | PEP | PEPSICO INC | $5.0M | 1.79% | 31,906 | Trimmed |
| 20 | DWAS | INVESCO DWA SC MOMENTUM | $4.7M | 1.70% | 47,749 | Trimmed |
| 21 | SBUX | STARBUCKS CORP | $4.3M | 1.56% | 47,980 | Trimmed |
| 22 | LLY | LILLY ELI & CO | $4.2M | 1.51% | 4,544 | Added |
| 23 | MSFT | MICROSOFT CORP | $4.1M | 1.48% | 11,042 | Added |
| 24 | AMZN | AMAZON.COM INC | $3.9M | 1.42% | 18,861 | Added |
| 25 | DHR | DANAHER CORPORATION | $3.9M | 1.41% | 20,491 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31