Family Capital Trust Co

Bank

CIK

1123320

Location

PEABODY, MA

Portfolio Value

Small $210,567,615

Diversification

Diversified

Filing Date

Global Rank

#4,078 / 8,607 ▼ 126 · as of Mar 2026

Top Industry

Software - Application 24.3%

3Y Alpha vs SPY

-19.9%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.4%

SPY

+75.5%

Annualised alpha

-19.8%

Max drawdown

−25.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.2%

−6.0 pts

Top 5

46.4%

−6.4 pts

Top 10

61.5%

−5.1 pts

HHI

788

Diversified−303

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$80,767,292	14
Healthcare	13.3%	$28,058,945	6
Financial Services	13.3%	$27,901,979	9
Communication Services	12.3%	$25,966,625	6
Consumer Cyclical	6.4%	$13,552,298	7
Industrials	5.7%	$12,030,333	4
Consumer Defensive	4.0%	$8,471,623	5
Energy	3.2%	$6,693,580	2
Basic Materials	2.4%	$4,973,960	1
Unclassified	0.7%	$1,504,356	2
Real Estate	0.2%	$469,076	2
Utilities	0.1%	$177,548	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+4,273	6,639	$1,126,372
VRSN	Verisign Inc/Ca	+2,114	2,705	$671,813
AMZN	Amazon Com Inc	+1,510	18,861	$3,928,180
WELL	Welltower Inc.	+1,411	2,342	$463,036
MSFT	Microsoft Corp	+1,092	11,042	$4,087,417
CPNG	Coupang, Inc.	+486	5,896	$111,316
APH	Amphenol Corp /De/	+371	19,449	$2,457,381
NVDA	Nvidia Corp	+190	29,624	$5,166,425
WMT	Walmart Inc.	+187	26,990	$3,354,317
ROL	Rollins Inc	+164	2,820	$150,616
AVGO	Broadcom Inc.	+109	17,468	$5,406,520
XEL	Xcel Energy Inc	+106	2,235	$177,548
FTNT	Fortinet, Inc.	+104	2,028	$165,728
NFLX	Netflix Inc	+101	27,571	$2,650,951
TMUS	T-Mobile US, Inc.	+91	8,983	$1,886,699
ORLY	O Reilly Automotive Inc	+90	1,596	$147,326
TJX	Tjx Companies Inc /De/	+78	13,601	$2,172,079
TW	Tradeweb Markets Inc.	+71	1,473	$173,313
ABT	Abbott Laboratories	+68	56,556	$5,806,604
PG	PROCTER & GAMBLE Co	+56	1,058	$152,817
AJG	Arthur J. Gallagher & Co.	+43	577	$124,966
TRGP	Targa Resources Corp.	+42	22,204	$5,567,208
ABBV	AbbVie Inc.	+41	8,636	$1,878,243
VRSK	Verisk Analytics, Inc.	+40	703	$133,394
LIN	Linde PLC	+39	10,033	$4,973,960
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,011	52,101	$14,982,163
DIS	Walt Disney Co	−7,252	38,692	$3,729,134
AAPL	Apple Inc.	−4,020	43,109	$10,940,633
JPM	Jpmorgan Chase & Co	−3,606	44,122	$12,978,927
NOW	ServiceNow, Inc.	−2,379	16,076	$1,680,745
SBUX	Starbucks Corp	−129	47,980	$4,298,528
RTX	RTX Corp	−107	34,276	$6,611,840
ADBE	Adobe Inc.	−95	201,392	$48,954,367
PEP	Pepsico Inc	−22	31,906	$4,954,682
PGR	Progressive Corp/Oh/	−10	629	$124,692
ORCL	Oracle Corp	−8	591	$86,942
ADSK	Autodesk, Inc.	−7	533	$127,600
AXP	American Express Co	−4	11,318	$3,423,468
SPY	Spdr S&P 500 ETF Trust	−3	1,483	$964,454
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	1,358	$458,786
LRCX	Lam Research Corp	2,145	$458,300
CB	Chubb Ltd	1,320	$430,227
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ISRG	Intuitive Surgical Inc	1,098	$621,863
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $210,567,615 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ADBE	Adobe Inc. Technology	Reduced	201,392	-95	$48,954,367	−30.6%	23.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	52,101	-8,011	$14,982,163	−20.4%	7.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	44,122	-3,606	$12,978,927	−15.6%	6.16%
AAPL	Apple Inc. Technology	Reduced	43,109	-4,020	$10,940,633	−14.6%	5.20%
JNJ	Johnson & Johnson Healthcare	Held	40,402	0	$9,875,864	+18.1%	4.69%
V	Visa Inc. Financial Services	Added	27,807	+31	$8,404,387	−13.7%	3.99%
RTX	RTX Corp Industrials	Reduced	34,276	-107	$6,611,840	+4.9%	3.14%
ABT	Abbott Laboratories Healthcare	Added	56,556	+68	$5,806,604	−18.0%	2.76%
TRGP	Targa Resources Corp. Energy	Added	22,204	+42	$5,567,208	+36.2%	2.64%
AVGO	Broadcom Inc. Technology	Added	17,468	+109	$5,406,520	−10.0%	2.57%
GEV	GE Vernova Inc. Industrials	Added	6,050	+15	$5,281,045	+33.9%	2.51%
NVDA	Nvidia Corp Technology	Added	29,624	+190	$5,166,425	−5.9%	2.45%
LIN	Linde PLC Basic Materials	Added	10,033	+39	$4,973,960	+16.7%	2.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	31,906	-22	$4,954,682	+8.1%	2.35%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	47,980	-129	$4,298,528	+6.1%	2.04%
LLY	ELI LILLY & Co Healthcare	Added	4,544	+19	$4,179,434	−14.1%	1.98%
MSFT	Microsoft Corp Technology	Added	11,042	+1,092	$4,087,417	−15.1%	1.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,861	+1,510	$3,928,180	−1.9%	1.87%
DHR	Danaher Corp /De/ Healthcare	Held	20,491	0	$3,885,093	−17.2%	1.85%
DIS	Walt Disney Co Communication Services	Reduced	38,692	-7,252	$3,729,134	−28.7%	1.77%
AXP	American Express Co Financial Services	Reduced	11,318	-4	$3,423,468	−18.3%	1.63%
WMT	Walmart Inc. Consumer Defensive	Added	26,990	+187	$3,354,317	+12.3%	1.59%
EBAY	Ebay Inc Consumer Cyclical	Held	30,150	0	$2,744,253	+4.5%	1.30%
NFLX	Netflix Inc Communication Services	Added	27,571	+101	$2,650,951	+2.9%	1.26%
META	Meta Platforms, Inc. Communication Services	Added	4,545	+37	$2,600,330	−12.6%	1.23%
APH	Amphenol Corp /De/ Technology	Added	19,449	+371	$2,457,381	−4.7%	1.17%
MRK	Merck & Co., Inc. Healthcare	Held	20,232	0	$2,433,707	+14.3%	1.16%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	13,601	+78	$2,172,079	+4.6%	1.03%
TMUS	T-Mobile US, Inc. Communication Services	Added	8,983	+91	$1,886,699	+4.5%	0.90%
ABBV	AbbVie Inc. Healthcare	Added	8,636	+41	$1,878,243	−4.4%	0.89%
MA	Mastercard Inc Financial Services	Added	3,421	+17	$1,709,336	−12.0%	0.81%
NOW	ServiceNow, Inc. Technology	Reduced	16,076	-2,379	$1,680,745	−40.5%	0.80%
XOM	ExxonMobil Holdings Corp Energy	Added	6,639	+4,273	$1,126,372	+295.6%	0.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,483	-3	$964,454	−4.8%	0.46%
VRSN	Verisign Inc/Ca Technology	Added	2,705	+2,114	$671,813	+367.9%	0.32%
SGOL	abrdn Gold ETF Trust	Held	12,100	0	$539,902	+8.6%	0.26%
PHYS	Sprott Physical Gold Trust Financial Services	Held	15,030	0	$532,663	+7.3%	0.25%
WELL	Welltower Inc. Real Estate	Added	2,342	+1,411	$463,036	+168.0%	0.22%
MU	Micron Technology Inc Technology	NEW	1,358	NEW	$458,786	NEW	0.22%
LRCX	Lam Research Corp Technology	NEW	2,145	NEW	$458,300	NEW	0.22%
CB	Chubb Ltd Financial Services	NEW	1,320	NEW	$430,227	NEW	0.20%
XEL	Xcel Energy Inc Utilities	Added	2,235	+106	$177,548	+12.9%	0.08%
TW	Tradeweb Markets Inc. Financial Services	Added	1,473	+71	$173,313	+15.0%	0.08%
FTNT	Fortinet, Inc. Technology	Added	2,028	+104	$165,728	+8.5%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,058	+56	$152,817	+6.4%	0.07%
ROL	Rollins Inc Consumer Cyclical	Added	2,820	+164	$150,616	−5.5%	0.07%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	1,596	+90	$147,326	+7.3%	0.07%
VRSK	Verisk Analytics, Inc. Industrials	Added	703	+40	$133,394	−10.1%	0.06%
ADSK	Autodesk, Inc. Technology	Reduced	533	-7	$127,600	−20.2%	0.06%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	577	+43	$124,966	−9.6%	0.06%