Family Capital Trust CO Portfolio Holdings
Family Capital Trust CO
- $289 Million
- Q2 2025
Family Capital Trust CO has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Adobe Inc. with a value of $77.8M, Ishares Tr with a value of $14.9M, Jpmorgan Chase & CO with a value of $14.5M, Ishares Core U.S. Aggregate Bo with a value of $14.1M, and Ishares Msci Intl Momentum Fac with a value of $11.8M.
Examining the 13F form we can see an increase of $9.78M in the current position value, from $279M to 289M.
Below you can find more details about Family Capital Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
Technology: $92.8 Million
ETFs: $79.2 Million
Financial Services: $36.7 Million
Healthcare: $22.4 Million
Communication Services: $19 Million
Consumer Defensive: $11.9 Million
Consumer Cyclical: $10.8 Million
Industrials: $10.7 Million
Other: $5.18 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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