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CIK: 0001123320
Total reported value
$307.4M
$307.4M
90 檔
42.0%
During the Q3 2025 filing period, Family Capital Trust Co (CIK: 0001123320) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $307.4M across 90 reported positions.
In Q3 2025, Family Capital Trust Co displayed an active expansion posture, initiating 34 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | Stock-Tech | 23.84% | -4.30% | +0.39% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.06% | -0.23% | -3.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.91% | -0.23% | -1.95% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.79% | -0.02% | +0.40% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.62% | -0.15% | -11.22% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 4.20% | -0.02% | +1.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.02% | -0.06% | +0.97% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.17% | +0.06% | -1.74% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.53% | -0.43% | -1.75% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.51% | -0.24% | -2.56% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.45% | -0.92% | -34.35% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.32% | -0.26% | +0.35% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.16% | -0.01% | -5.49% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.95% | -0.68% | -3.81% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.90% | +0.13% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.89% | -0.16% | -5.67% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.06% | — | |
| 18 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 1.72% | -1.20% | +0.71% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +1.10% | +2.49% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.57% | -0.11% | — | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.52% | — | EXIT | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.50% | -1.48% | -4.25% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.43% | — | EXIT | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.36% | -1.14% | -4.96% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.36% | -0.14% | -4.21% | |
| 26 | CARR | Carrier Global CORP | Stock-Industrials | 1.32% | — | EXIT | |
| 27 | AXP | American Express Co | Stock-Financials | 1.27% | +0.01% | -68.79% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +1.24% | +7.58% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.22% | -0.14% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.26% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.11% | — | |
| 32 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.92% | +0.11% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.03% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.03% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | -30.25% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | — | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.30% | -0.03% | +0.33% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | — | -6.52% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.22% | -0.05% | — | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.18% | -0.04% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | +19.97% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.16% | — | -74.91% | |
| 43 | FLIA | Franklin International Aggre | ETF-Other | 0.15% | -0.01% | — | |
| 44 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.13% | — | -7.52% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.13% | -0.01% | — | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.10% | — | — | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.10% | — | -41.10% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | +1.24% | — | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.06% | -0.61% | EXIT | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.06% | +0.40% | — |
According to official SEC Form 13F filings, Family Capital Trust Co reported a total U.S. public equity portfolio value of $307.4M across 90 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ADBE, JPM, GOOGL) accounted for 42.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $5.7M
Top Position Liquidated / Trimmed
MCD
前期市值: $558.2K
During Q3 2025, Family Capital Trust Co's top holdings by market value included ADBE (23.8%)、JPM (5.1%)、GOOGL (4.9%). The largest single position, ADBE, represented 23.8% of total portfolio value.
In Q3 2025, Family Capital Trust Co made 79 total portfolio adjustments, initiating 34 new buys, adding to 11 positions, trimming 28 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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