Family Capital Trust Co

CIK

1123320

Location

PEABODY, MA

Portfolio Value

Small $313,889,232

Diversification

Diversified

Filing Date

Global Rank

#5,151 / 8,816 ▼ 132 · as of Jun 2026

Top Industry

Software - Application 19.6%

Period ended 25 days ago

Filed Oct 22, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.6%, 15.2 effective positions, active share 63.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+), a floor since 55.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 63.3%; sector active share 13.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.8%

−0.8 pts

Top 5

46.5%

+1.3 pts

Top 10

61.7%

+2.1 pts

HHI

686

Diversified+30

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$102,310,622	12
Unclassified	21.5%	$67,437,248	30
Financial Services	10.6%	$33,244,215	9
Healthcare	9.9%	$31,181,834	6
Communication Services	8.9%	$28,013,732	7
Consumer Cyclical	5.8%	$18,360,480	7
Industrials	3.9%	$12,349,782	3
Energy	3.8%	$12,020,644	2
Basic Materials	1.5%	$4,740,329	1
Consumer Defensive	1.2%	$3,848,571	4
Real Estate	0.1%	$224,253	1
Utilities	0.1%	$157,522	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
APH	Amphenol Corp	+19,387	38,885	$3,278,005
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	−832	108,612	$10,522,330
IMTM	iShares MSCI Intl Momentum Factor ETF	−811	269,094	$14,162,417
USMV	iShares MSCI USA Min Vol Factor ETF	−425	344	$33,519
TMUS	T-Mobile US, Inc.	−373	8,610	$1,404,118
AGG	iShares Core U.S. Aggregate Bond ETF	−324	164,049	$15,509,192
JNJ	Johnson & Johnson	−272	40,130	$10,624,016
GOOGL	Alphabet Inc.	−224	44,545	$15,327,043
GOVT	iShares U.S. Treasury Bond ETF	−191	301,712	$6,598,441
ORLY	O Reilly Automotive Inc	−159	1,437	$122,734
DIS	Walt Disney Co	−137	37,978	$3,983,892
TW	Tradeweb Markets Inc.	−129	1,344	$135,528
AAPL	Apple Inc.	−104	41,355	$13,772,042
MSFT	Microsoft Corp	−99	21,173	$10,859,631
LRGF	iShares U.S. Equity Factor ETF	−95	60,565	$4,714,985
AMZN	Amazon Com Inc	−90	34,196	$8,519,933
TRGP	Targa Resources Corp.	−83	22,121	$5,979,527
JPM	Jpmorgan Chase & Co	−78	41,924	$13,869,716
VRSN	Verisign Inc	−55	2,650	$747,326
ADBE	Adobe Inc.	−49	201,343	$48,310,239
V	Visa Inc.	−42	27,765	$9,976,797
ABBV	AbbVie Inc.	−40	8,596	$2,248,627
AVGO	Broadcom Inc.	−26	16,974	$5,961,099
NVDA	Nvidia Corp	−24	29,600	$6,760,048
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	−24	74,611	$7,703,436
LIN	Linde PLC	−23	9,987	$4,740,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $313,889,232 total · filing declares 83 positions · $315,304,549 · as of Sep 30, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ADBE	Adobe Inc. Technology	Reduced	201,343	-49	$48,310,239	+17.0%	15.39%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	164,049	-324	$15,509,192	−4.7%	4.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	44,545	-224	$15,327,043	−4.2%	4.88%
IMTM	iShares MSCI Intl Momentum Factor ETF	Reduced	269,094	-811	$14,162,417	−1.6%	4.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	41,924	-78	$13,869,716	+0.9%	4.42%
AAPL	Apple Inc. Technology	Reduced	41,355	-104	$13,772,042	+14.8%	4.39%
MSFT	Microsoft Corp Technology	Reduced	21,173	-99	$10,859,631	+36.9%	3.46%
JNJ	Johnson & Johnson Healthcare	Reduced	40,130	-272	$10,624,016	+3.5%	3.38%
IEFA	iShares Core MSCI EAFE ETF	Reduced	108,612	-832	$10,522,330	−0.5%	3.35%
V	Visa Inc. Financial Services	Reduced	27,765	-42	$9,976,797	+4.6%	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,196	-90	$8,519,933	+4.3%	2.71%
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	Reduced	74,611	-24	$7,703,436	−6.0%	2.45%
NVDA	Nvidia Corp Technology	Reduced	29,600	-24	$6,760,048	+14.0%	2.15%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	301,712	-191	$6,598,441	−4.1%	2.10%
XOM	ExxonMobil Holdings Corp Energy	Held	37,119	0	$6,041,117	+19.0%	1.92%
TRGP	Targa Resources Corp. Energy	Reduced	22,121	-83	$5,979,527	+0.4%	1.90%
AVGO	Broadcom Inc. Technology	Reduced	16,974	-26	$5,961,099	−7.2%	1.90%
GEV	GE Vernova Inc. Industrials	Reduced	6,052	-3	$5,752,365	−19.1%	1.83%
ABT	Abbott Laboratories Healthcare	Held	56,556	0	$5,589,429	+8.9%	1.78%
LLY	ELI LILLY & Co Healthcare	Reduced	4,531	-13	$5,242,729	−3.8%	1.67%
RTX	RTX Corp Industrials	Reduced	27,673	-20	$5,137,492	−2.2%	1.64%
LIN	Linde PLC Basic Materials	Reduced	9,987	-23	$4,740,329	−8.7%	1.51%
LRGF	iShares U.S. Equity Factor ETF	Reduced	60,565	-95	$4,714,985	+2.8%	1.50%
DHR	Danaher Corp Healthcare	Reduced	20,479	-12	$4,537,122	+16.2%	1.45%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,179	-20	$4,391,825	+5.0%	1.40%
MU	Micron Technology Inc Technology	Reduced	3,847	-5	$4,097,478	−7.8%	1.31%
DIS	Walt Disney Co Communication Services	Reduced	37,978	-137	$3,983,892	+8.6%	1.27%
LRCX	Lam Research Corp Technology	Reduced	11,278	-14	$3,704,935	−24.3%	1.18%
AXP	American Express Co Financial Services	Held	11,318	0	$3,441,803	−10.1%	1.10%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Held	89,744	0	$3,358,220	−5.2%	1.07%
CB	Chubb Ltd Financial Services	Held	10,245	0	$3,332,186	−4.5%	1.06%
META	Meta Platforms, Inc. Communication Services	Reduced	4,536	-9	$3,289,416	+28.5%	1.05%
APH	Amphenol Corp Technology	Added	38,885	+19,387	$3,278,005	−4.7%	1.04%
EBAY	Ebay Inc Consumer Cyclical	Held	30,150	0	$3,197,407	−5.1%	1.02%
TJX	Tjx Companies Inc Consumer Cyclical	Held	22,624	0	$2,993,381	−12.7%	0.95%
MRK	Merck & Co., Inc. Healthcare	Held	20,232	0	$2,939,911	+13.1%	0.94%
WMT	Walmart Inc. Consumer Defensive	Held	26,990	0	$2,804,800	−8.2%	0.89%
ABBV	AbbVie Inc. Healthcare	Reduced	8,596	-40	$2,248,627	+3.5%	0.72%
YUM	Yum Brands Inc Consumer Cyclical	Held	16,483	0	$2,247,292	−14.7%	0.72%
GOOG	Alphabet Inc. Communication Services	Held	5,765	0	$1,964,366	−3.6%	0.63%
NFLX	Netflix Inc Communication Services	Held	27,617	0	$1,921,590	−2.5%	0.61%
MA	Mastercard Inc Financial Services	Held	3,421	0	$1,886,578	+7.4%	0.60%
VRT	Vertiv Holdings Co Industrials	Held	6,050	0	$1,459,925	−27.9%	0.47%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	8,610	-373	$1,404,118	−6.8%	0.45%
SBUX	Starbucks Corp Consumer Cyclical	Held	12,716	0	$1,194,795	−8.1%	0.38%
SPY	Spdr S&P 500 ETF Trust	Held	1,474	0	$1,124,116	+2.1%	0.36%
JPST	JPMorgan Ultra-Short Income ETF	Held	17,937	0	$903,486	−0.4%	0.29%
PEP	Pepsico Inc Consumer Defensive	Held	7,006	0	$887,800	−6.4%	0.28%
VRSN	Verisign Inc Technology	Reduced	2,650	-55	$747,326	+9.8%	0.24%
IVV	iShares Core S&P 500 ETF	Held	773	0	$592,002	+2.3%	0.19%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.