Family Capital Trust Co
•CIK: 1123320•Filing: Q4 2025
**Family Capital Trust Co.** manages $306M across a diversified portfolio of 87 positions. The fund exhibits significant concentration in technology and financial sectors, highlighted by the top holding in ADBE at $70.5M. Further notable allocations include substantial positions in GOOGL ($18.8M), JPM ($15.4M), and AGG ($14.4M). This structure suggests a conviction-driven approach targeting established market leaders and fixed-income stability.
Total AUM
$306.2M
QoQ Performance
+2.5%
Positions
87
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ADBE
GOOGL
JPM
ADBE23.0%
GOOGL6.1%
JPM5.0%
AGG4.7%
AAPL4.2%
IMTM4.1%
IEFA3.2%
V3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.3%
Other27.6%
Financial10.2%
Healthcare9.5%
Consumer3.6%
Communication3.2%
Industrial2.1%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑42 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023