Family Capital Trust Co

Q2 2026 13F-HR Holdings

Location
Peabody, MA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$288,653
Net value change ($000)
+12,552 (4.5%)
New positions
10
Sold out positions
37
Turnover %
21.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ADBE 28,887 59.0%
AXP 8,277 241.8%
MDLZ 7,184 119733.3%
USMV 6,665 8128.0%
AMT 5,170 86166.7%
CARR 5,038 125950.0%
IEFA 4,948 49.9%
LRGF 3,679 55.3%
DIS 2,753 73.8%
ISRG 2,378 NEW
Top Reduces (Value $000, Stocks/ETFs)
TRGP -5,567 -100.0%
AVGO -5,406 -100.0%
GEV -5,281 -100.0%
NVDA -5,166 -100.0%
LIN -4,974 -100.0%
LLY -4,179 -100.0%
GOOGL -4,143 -27.7%
JNJ -3,543 -35.9%
WMT -3,354 -100.0%
NFLX -2,651 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type