Family Capital Trust Co Top Holdings and 13F Report (2025) About Family Capital Trust CoInvestment ActivityFamily Capital Trust Co has $278.86 million in total holdings as of March 31, 2025.Family Capital Trust Co owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 6.46% of the portfolio was sold this quarter.This quarter, Family Capital Trust Co has purchased 59 new stocks and bought additional shares in 8 stocks.Family Capital Trust Co sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Adobe $77,165,369iShares Core U.S. Aggregate Bond ETF $13,908,002iShares Core MSCI EAFE ETF $13,662,274JPMorgan Chase & Co. $12,756,306Apple $10,932,980 Largest New Holdings this Quarter 023135106 - Amazon.com $2,694,056 Holding00162Q346 - ALPS ETF TR $14,905 Holding03463K752 - ETF ANGEL OAK FDS TR ULTRASHORT INCOME $4,086 Holding025072349 - Avantis U.S. Large Cap Value ETF $4,042 Holding922042858 - Vanguard FTSE Emerging Markets ETF $1,629 Holding Largest Purchases this Quarter Invesco DWA SmallCap Momentum ETF 52,617 shares (about $4.10M)Amazon.com 14,160 shares (about $2.69M)Microsoft 6,993 shares (about $2.63M)iShares U.S. Treasury Bond ETF 27,065 shares (about $621.95K)iShares Core U.S. Aggregate Bond ETF 4,599 shares (about $454.93K) Largest Sales this Quarter Visa 29,662 shares (about $10.40M)Adobe 4,444 shares (about $1.70M)iShares U.S. Equity Factor ETF 7,603 shares (about $440.06K)iShares MSCI USA Min Vol Factor ETF 4,589 shares (about $429.76K)iShares Core S&P 500 ETF 229 shares (about $128.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Capital Trust Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADBEAdobe$77,165,369$1,704,363 ▼-2.2%201,20327.7%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$13,908,002$454,931 ▲3.4%140,5995.0%FinanceIEFAiShares Core MSCI EAFE ETF$13,662,274$114,458 ▼-0.8%180,5994.9%ETFJPMJPMorgan Chase & Co.$12,756,306$59,853 ▼-0.5%52,0034.6%FinanceAAPLApple$10,932,980$2,666 ▼0.0%49,2193.9%Computer and TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$10,411,179$40,808 ▼-0.4%260,7373.7%ETFVVisa$10,388,007$10,395,016 ▼-50.0%29,6423.7%Business ServicesAXPAmerican Express$9,960,097$42,239 ▼-0.4%37,0213.6%FinanceGOOGLAlphabet$9,513,889$2,165 ▼0.0%61,5233.4%Computer and TechnologyLRGFiShares U.S. Equity Factor ETF$9,367,486$440,060 ▼-4.5%161,8443.4%ETFABTAbbott Laboratories$7,737,314$68,978 ▲0.9%58,3292.8%MedicalMDLZMondelez International$7,396,8450.0%109,0182.7%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$7,091,810$429,758 ▼-5.7%75,7272.5%ETFJNJJohnson & Johnson$6,880,0100.0%41,4862.5%MedicalGOVTiShares U.S. Treasury Bond ETF$6,872,354$621,950 ▲10.0%299,0602.5%ETFDISWalt Disney$5,166,228$29,610 ▼-0.6%52,3431.9%Consumer DiscretionaryAMTAmerican Tower$5,104,4470.0%23,4581.8%FinanceRTXRTX$5,087,091$56,428 ▼-1.1%38,4051.8%AerospacePEPPepsiCo$5,000,1670.0%33,3481.8%Consumer StaplesSBUXStarbucks$4,968,4210.0%50,6521.8%Retail/WholesaleDHRDanaher$4,385,1550.0%21,3911.6%MedicalCARRCarrier Global$4,384,4050.0%69,1551.6%Computer and TechnologyDWASInvesco DWA SmallCap Momentum ETF$4,292,827$4,102,504 ▲2,155.6%55,0581.5%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$3,615,7790.0%89,7441.3%ETFMSFTMicrosoft$3,069,085$2,625,014 ▲591.1%8,1761.1%Computer and TechnologyAMZNAmazon.com$2,694,056$2,694,056 ▲New Holding14,1601.0%Retail/WholesaleEBAYeBay$2,507,6710.0%37,0300.9%Retail/WholesaleISRGIntuitive Surgical$2,167,7520.0%4,3770.8%MedicalMRKMerck & Co., Inc.$1,816,0240.0%20,2320.7%MedicalGOOGAlphabet$1,746,6510.0%11,1800.6%Computer and TechnologyFTVFortive$1,050,6940.0%14,3580.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$895,6580.0%17,6910.3%ETFSPYSPDR S&P 500 ETF Trust$834,6000.0%1,4920.3%FinanceEFAiShares MSCI EAFE ETF$678,846$49,032 ▼-6.7%8,3070.2%FinanceMCDMcDonald's$558,1870.0%1,7870.2%Retail/WholesaleSGOLabrdn Physical Gold Shares ETF$544,0320.0%18,2500.2%ETFFLIAFranklin International Aggregate Bond ETF$452,8640.0%22,4080.2%ETFDGROiShares Core Dividend Growth ETF$450,9210.0%7,3000.2%ETFSPROTT PHYSICAL GOLD TR UNIT$432,9000.0%18,0000.2%COMMON STOCKDEUSXtrackers Russell US Multifactor ETF$397,2490.0%7,4060.1%ETFIUSBiShares Core Total USD Bond Market ETF$391,6870.0%8,5020.1%ManufacturingADPAutomatic Data Processing$381,9000.0%1,2500.1%Business ServicesHDViShares Core High Dividend ETF$363,3600.0%3,0000.1%ETFIVViShares Core S&P 500 ETF$359,600$128,669 ▼-26.4%6400.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$276,6160.0%3,5500.1%ETFTAT&T$220,5060.0%7,8000.1%Computer and TechnologySYYSysco$161,3360.0%2,1500.1%Consumer StaplesDEODiageo$94,3110.0%9000.0%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$51,107$1,349 ▼-2.6%9470.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$50,616$1,373 ▲2.8%1,4010.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$36,180$808 ▼-2.2%1790.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$34,5120.0%1,2990.0%ETFSPHQInvesco S&P 500 Quality ETF$26,203$398 ▼-1.5%3950.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$21,646$2,311 ▲12.0%2810.0%ETFALPS ETF TR$14,905$14,905 ▲New Holding5760.0%ETF - FIXED INCOMESPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$12,3930.0%3730.0%ETFETF ANGEL OAK FDS TR ULTRASHORT INCOME$4,086$4,086 ▲New Holding800.0%ETF - FIXED INCOMEAVLVAvantis U.S. Large Cap Value ETF$4,042$4,042 ▲New Holding620.0%ETFAVDEAvantis International Equity ETF$3,843$1,855 ▲93.3%580.0%ETFNUSNu Skin Enterprises$3,6300.0%5000.0%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$1,629$1,629 ▲New Holding360.0%ETFUSVMVictoryShares US Small Mid Cap Value Momentum ETF$944$944 ▲New Holding120.0%ETFVGLTVanguard Long-Term Treasury Index ETF$0$4,215,007 ▼-100.0%00.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$290,140 ▼-100.0%00.0%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$0$5,572 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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