Family Capital Trust Co
CIK 0001123320 · PEABODY, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$307.4M
2026 Q2
Positions
83
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ADBE
ADOBE INC
13.4%
AGG
ISHARES CORE U.S.AGGREGATE BOND ETF
5.3%
GOOGL
ALPHABET INC CAP STK CL A
5.2%
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
4.7%
JPM
JPMORGAN CHASE & CO
4.5%
AAPL
APPLE INCORPORATED
3.9%
IEFA
ISHARES TR CORE MSCI EAFE
3.4%
JNJ
JOHNSON & JOHNSON COM
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.