Family Capital Trust Company
Latest statistics and disclosures from Family Capital Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ADBE, IEFA, EFAV, AAPL, GOOGL, and represent 56.32% of Family Capital Trust's stock portfolio.
- Added to shares of these 10 stocks: TOTL, IGSB, EFA, IEFA, VLTO, FLIA, GOVT, IUSB, IVV, SPHQ.
- Started 6 new stock positions in SPHQ, IUSB, GOVT, IGSB, EFA, VLTO.
- Reduced shares in these 10 stocks: ADBE (-$7.0M), VGLT, AGG, EFAV, DIS, JPM, USMV, GOOGL, AAPL, DHR.
- Family Capital Trust was a net seller of stock by $-622k.
- Family Capital Trust has $317M in assets under management (AUM), dropping by 12.26%.
- Central Index Key (CIK): 0001123320
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Family Capital Trust holds 58 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Family Capital Trust
SEC 13F filings are viewable for Family Capital Trust going back to 2011
- Family Capital Trust 2023 Q4 filed Jan. 23, 2024
- Family Capital Trust 2023 Q3 filed Oct. 27, 2023
- Family Capital Trust 2023 Q2 filed July 27, 2023
- Family Capital Trust 2023 Q1 filed April 21, 2023
- Family Capital Trust 2022 Q4 filed Jan. 30, 2023
- Family Capital Trust 2022 Q3 restated filed Nov. 15, 2022
- Family Capital Trust 2022 Q3 filed Oct. 26, 2022
- Family Capital Trust 2022 Q2 filed July 19, 2022
- Family Capital Trust 2022 Q1 filed April 27, 2022
- Family Capital Trust 2021 Q4 filed Jan. 13, 2022
- Family Capital Trust 2021 Q3 filed Oct. 21, 2021
- Family Capital Trust 2021 Q2 filed July 22, 2021
- Family Capital Trust 2021 Q1 filed April 30, 2021
- Family Capital Trust 2020 Q4 filed Feb. 4, 2021
- Family Capital Trust 2020 Q3 filed Oct. 15, 2020
- Family Capital Trust 2020 Q2 filed July 31, 2020