Family Capital Management, Inc.

CIK

1964344

Location

GRAND RAPIDS, MI

Portfolio Value

Micro $99,462,637

Diversification

Diversified

Filing Date

Global Rank

#5,379 / 8,232 ▲ 331

Top Industry

Internet Retail 25.6%

3Y Alpha vs SPY

+1.8%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+84.4%

SPY

+76.3%

Annualised alpha

+1.8%

Max drawdown

−22.6%

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

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

Top Position

22.8%

−0.5 pts

Top 5

66.4%

−2.3 pts

Top 10

76.7%

−2.9 pts

HHI

1,217

Diversified−38

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.8%	$42,612,493	2
Consumer Cyclical	17.4%	$17,312,163	9
Technology	17.0%	$16,904,200	10
Financial Services	5.9%	$5,859,890	8
Healthcare	5.3%	$5,278,590	7
Communication Services	5.2%	$5,179,512	4
Industrials	2.6%	$2,559,274	6
Consumer Defensive	2.4%	$2,424,013	6
Energy	0.9%	$878,594	3
Basic Materials	0.5%	$453,908	2

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
SPY	Spdr S&P 500 ETF Trust	+4,279	30,656	$19,936,823
QQQ	Invesco Qqq Trust, Series 1	+2,424	39,287	$22,675,670
NVDA	Nvidia Corp	+2,097	13,300	$2,319,520
META	Meta Platforms, Inc.	+1,716	2,733	$1,563,631
NVS	Novartis AG	+1,255	2,945	$449,848
PFE	Pfizer Inc	+946	28,119	$789,581
MSFT	Microsoft Corp	+650	8,698	$3,219,738
AXP	American Express Co	+374	4,307	$1,302,781
KO	Coca Cola Co	+374	6,393	$486,187
TJX	Tjx Companies Inc /De/	+371	2,330	$372,101
DIS	Walt Disney Co	+349	2,543	$245,094
PEP	Pepsico Inc	+313	3,582	$556,248
SYY	Sysco Corp	+294	4,706	$335,678
ABBV	AbbVie Inc.	+283	3,376	$734,246
ORCL	Oracle Corp	+283	1,833	$269,652
AVGO	Broadcom Inc.	+253	5,675	$1,756,469
JPM	Jpmorgan Chase & Co	+252	2,396	$704,807
JNJ	Johnson & Johnson	+207	3,524	$861,406
RY	Royal Bank Of Canada	+130	1,689	$273,246
GE	General Electric Co	+112	973	$276,108
RTX	RTX Corp	+108	3,979	$767,549
XOM	Exxon Mobil Corp	+103	2,560	$434,329
LLY	ELI LILLY & Co	+91	805	$740,414
HD	Home Depot, Inc.	+88	848	$278,898
PM	Philip Morris International Inc.	+83	1,771	$292,817
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−2,198	9,943	$1,196,043
AMZN	Amazon Com Inc	−445	69,814	$14,540,161
V	Visa Inc.	−396	2,531	$764,969
CAT	Caterpillar Inc	−383	1,104	$782,139
GOOGL	Alphabet Inc.	−353	10,885	$3,130,090
AAPL	Apple Inc.	−324	22,301	$5,659,770
MCD	Mcdonalds Corp	−294	654	$203,256
BRK-B	Berkshire Hathaway Inc	−252	3,132	$1,500,854
DE	Deere & Co	−160	436	$245,598
AMAT	Applied Materials Inc /De	−155	4,072	$1,391,768
MSTR	Strategy Inc	−90	3,423	$427,190
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−12	901	$304,492
ASML	Asml Holding NV	−8	911	$1,203,276
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,571	$507,052
MO	Altria Group, Inc.	5,191	$342,554
WFC	Wells Fargo & Company/Mn	4,192	$333,725
HON	Honeywell International Inc	1,047	$236,653
LNG	Cheniere Energy, Inc.	819	$232,399
CTVA	Corteva, Inc.	2,664	$223,003
LOW	Lowes Companies Inc	927	$219,031
EPD	Enterprise Products Partners L.P.	5,599	$211,866
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PG	PROCTER & GAMBLE Co	1,852	$265,410
CSCO	Cisco Systems, Inc.	2,659	$204,822
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $99,462,637 total · as of Mar 31, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	39,287	+2,424	$22,675,670	+0.1%	22.80%
SPY	Spdr S&P 500 ETF Trust	Added	30,656	+4,279	$19,936,823	+10.8%	20.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	69,814	-445	$14,540,161	−10.3%	14.62%
AAPL	Apple Inc. Technology	Reduced	22,301	-324	$5,659,770	−8.0%	5.69%
MSFT	Microsoft Corp Technology	Added	8,698	+650	$3,219,738	−17.3%	3.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,885	-353	$3,130,090	−11.0%	3.15%
NVDA	Nvidia Corp Technology	Added	13,300	+2,097	$2,319,520	+11.0%	2.33%
AVGO	Broadcom Inc. Technology	Added	5,675	+253	$1,756,469	−6.4%	1.77%
META	Meta Platforms, Inc. Communication Services	Added	2,733	+1,716	$1,563,631	+132.9%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,132	-252	$1,500,854	−11.8%	1.51%
AMAT	Applied Materials Inc /De Technology	Reduced	4,072	-155	$1,391,768	+28.1%	1.40%
AXP	American Express Co Financial Services	Added	4,307	+374	$1,302,781	−10.5%	1.31%
ASML	Asml Holding NV Technology	Reduced	911	-8	$1,203,276	+22.4%	1.21%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,943	-2,198	$1,196,043	−6.4%	1.20%
JNJ	Johnson & Johnson Healthcare	Added	3,524	+207	$861,406	+25.5%	0.87%
PFE	Pfizer Inc Healthcare	Added	28,119	+946	$789,581	+16.7%	0.79%
CAT	Caterpillar Inc Industrials	Reduced	1,104	-383	$782,139	−8.2%	0.79%
RTX	RTX Corp Industrials	Added	3,979	+108	$767,549	+8.1%	0.77%
MA	Mastercard Inc Financial Services	Added	1,533	+15	$765,978	−11.6%	0.77%
V	Visa Inc. Financial Services	Reduced	2,531	-396	$764,969	−25.5%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,032	+74	$755,396	−14.2%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	805	+91	$740,414	−3.5%	0.74%
ABBV	AbbVie Inc. Healthcare	Added	3,376	+283	$734,246	+3.9%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,396	+252	$704,807	+2.0%	0.71%
PEP	Pepsico Inc Consumer Defensive	Added	3,582	+313	$556,248	+18.6%	0.56%
AZN	Astrazeneca PLC Healthcare	NEW	2,571	NEW	$507,052	NEW	0.51%
KO	Coca Cola Co Consumer Defensive	Added	6,393	+374	$486,187	+15.5%	0.49%
NVS	Novartis AG Healthcare	Added	2,945	+1,255	$449,848	+93.1%	0.45%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,357	+42	$443,833	+8.8%	0.45%
XOM	Exxon Mobil Corp Energy	Added	2,560	+103	$434,329	+46.9%	0.44%
MSTR	Strategy Inc Technology	Reduced	3,423	-90	$427,190	−20.0%	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	412	+26	$410,529	+23.3%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,330	+371	$372,101	+23.7%	0.37%
LRCX	Lam Research Corp Technology	Added	1,649	+18	$352,325	+26.2%	0.35%
MO	Altria Group, Inc. Consumer Defensive	NEW	5,191	NEW	$342,554	NEW	0.34%
SYY	Sysco Corp Consumer Defensive	Added	4,706	+294	$335,678	+3.2%	0.34%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	4,192	NEW	$333,725	NEW	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	901	-12	$304,492	+9.7%	0.31%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,771	+83	$292,817	+8.1%	0.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	848	+88	$278,898	+6.6%	0.28%
GE	General Electric Co Industrials	Added	973	+112	$276,108	+4.1%	0.28%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	899	+64	$273,367	+14.0%	0.27%
RY	Royal Bank Of Canada Financial Services	Added	1,689	+130	$273,246	+2.8%	0.27%
ORCL	Oracle Corp Technology	Added	1,833	+283	$269,652	−10.7%	0.27%
DAL	Delta Air Lines, Inc. Industrials	Held	3,779	0	$251,227	−4.2%	0.25%
DE	Deere & Co Industrials	Reduced	436	-160	$245,598	−11.5%	0.25%
DIS	Walt Disney Co Communication Services	Added	2,543	+349	$245,094	−1.8%	0.25%
RCI	Rogers Communications Inc Communication Services	Held	6,260	0	$240,697	+1.9%	0.24%
HON	Honeywell International Inc Industrials	NEW	1,047	NEW	$236,653	NEW	0.24%
LNG	Cheniere Energy, Inc. Energy	NEW	819	NEW	$232,399	NEW	0.23%