13F Insight
DOSSIER · 13F-HR · Q1 2026

Family Capital Trust Co

$276M in tracked AUM across 89 positions as of Q1 2026.

FC
CIK 0001123320 · last filed Mar 31, 2026
Total AUM
$276M
as of Q1 2026
Holdings
89
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Family Capital Trust Co (SEC 13F)
1. Portfolio Overview

Family Capital Trust Co reported a significant portfolio contraction for the period ending September 30, 2025. The total portfolio value decreased by 30.5%, dropping from $288.65 million to $200.75 million. This reduction in assets under management (AUM) is driven by a combination of market depreciation and substantial capital reallocations, as evidenced by the high volume of turnover.

The portf...

2. Key Holdings

The portfolio is characterized by a high degree of concentration in its top holdings, with the top three positions accounting for approximately 50% of the total portfolio value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ADBE
ADOBE INC
$49M201K17.7%02
GOOGL
ALPHABET INC CAP STK CL A
$15M52K5.4%03
AGG
ISHARES CORE U.S.AGGREGATE BOND ETF
$15M148K5.3%04
JPM
JPMORGAN CHASE & CO
$13M44K4.7%05
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
$13M270K4.7%06
AAPL
APPLE INCORPORATED
$11M43K4.0%07
IEFA
ISHARES TR CORE MSCI EAFE
$10M110K3.6%08
JNJ
JOHNSON & JOHNSON
$10M40K3.6%09
V
VISA INC
$8M28K3.0%10
GOVT
ISHARES TR US TREAS BD ETF
$7M302K2.5%

Filing history

2026Q1Mar 31
$276M▼ 9.8%
89 positionsView →2025Q4Dec 31
$306M▲ 52.5%
87 positionsView →2025Q3Sep 30
$201M▼ 30.5%
51 positionsView →2025Q2Jun 30
$289M▲ 3.5%
62 positionsLocked2025Q1Mar 31
$279M▼ 5.5%
62 positionsLocked2024Q4Dec 31
$295M▼ 5.2%
61 positionsLocked2024Q3Sep 30
$311M▲ 1.7%
61 positionsLocked2024Q2Jun 30
$306M▲ 4.9%
61 positionsLocked2024Q1Mar 31
$292M▼ 8.0%
60 positionsLocked2023Q4Dec 31
$317M▲ 12.3%
58 positionsLocked2023Q3Sep 30
$282M▼ 1.5%
52 positionsLocked2023Q2Jun 30
$287M▲ 11.0%
52 positionsLocked
Showing 12 of 84