Family Capital Trust Co

Q3 2026 13F-HR Holdings

Location
Peabody, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$315,305
Net value change ($000)
+7,906 (2.6%)
New positions
1
Sold out positions
1
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 7,021 17.0%
EXXON MOBILE HOLDING CORP NVP 6,041 NEW
MSFT 2,924 36.8%
AAPL 1,776 14.8%
NVDA 833 14.1%
META 729 28.5%
DHR 634 16.2%
ABT 457 8.9%
V 436 4.6%
JNJ 363 3.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,075 -100.0%
GEV -1,362 -19.1%
LRCX -1,188 -24.3%
AGG -761 -4.7%
GOOGL -672 -4.2%
VRT -566 -27.9%
USVM -494 -6.0%
AVGO -461 -7.2%
LIN -455 -8.8%
TJX -435 -12.7%
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