Family Capital Trust CO has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $292 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Adobe Inc. with a value of $110M, Ishares Tr with a value of $13.6M, Jpmorgan Chase & CO with a value of $11M, Alphabet Inc. with a value of $10.2M, and Ishares Msci Intl Momentum Fac with a value of $9.84M.

Examining the 13F form we can see an decrease of $24.9M in the current position value, from $316M to 292M.

Below you can find more details about Family Capital Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $292 Million
Technology: $121 Million
ETFs: $64.3 Million
Financial Services: $29.3 Million
Healthcare: $24.9 Million
Communication Services: $18 Million
Consumer Defensive: $13.6 Million
Industrials: $8.69 Million
Consumer Cyclical: $7.05 Million
Other: $4.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 60
  • Current Value $292 Million
  • Prior Value $316 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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