Family Capital Trust Co

Q4 2025 13F-HR Holdings

Location
Peabody, MA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$306,231
Net value change ($000)
+7,388 (2.5%)
New positions
2
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,155 28.3%
TRGP 3,914 2236.6%
GEV 3,766 2115.7%
WMT 2,833 1851.6%
NOW 2,642 1428.1%
APH 2,578 NEW
NFLX 2,419 1540.8%
TJX 1,911 1151.2%
MA 1,791 1178.3%
TMUS 1,659 1136.3%
Top Reduces (Value $000, Stocks/ETFs)
USMV -6,386 -98.8%
MDLZ -4,546 -99.9%
AMT -4,259 -99.9%
CARR -3,938 -99.9%
IEFA -3,937 -28.5%
ADBE -734 -1.0%
EFA -636 -87.7%
ABT -489 -6.5%
LIN -434 -9.2%
DIS -419 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type