Family Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$225,109
Net value change ($000)
+15,672 (7.5%)
New positions
10
Sold out positions
10
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/22/2026 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)
VOO 3,739 478.7%
HELO 1,417 135.1%
FNDB 1,013 69.9%
SPY 1,011 6.0%
SPHQ 1,008 39.6%
BUFD 967 61.9%
GOOGL 778 28.4%
AMZN 759 4.9%
QQQ 690 3.1%
IUSV 663 14.9%
Top Reduces (Value $000, Stocks/ETFs)
MSTR -897 -62.7%
SCHD -896 -7.2%
DGRW -533 -4.9%
DOW -439 -100.0%
SPGI -392 -100.0%
SMR -313 -100.0%
BKNG -265 -100.0%
TMUS -242 -100.0%
LOW -232 -100.0%
LMT -222 -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