Family Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$224,889
Net value change ($000)
-220 (-0.1%)
New positions
8
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPHQ 4,532 127.4%
FNDB 3,922 159.3%
IUSV 2,552 49.9%
SPY 1,950 10.8%
DFCF 1,684 72.8%
META 893 133.1%
JPSE 783 29.2%
HELO 694 28.1%
XMHQ 628 20.1%
VB 617 19.2%
Top Reduces (Value $000, Stocks/ETFs)
DGRW -6,429 -62.4%
SCHD -4,333 -37.8%
IWY -2,064 -11.5%
AMZN -1,677 -10.3%
IWF -1,112 -25.6%
LQD -990 -100.0%
FVD -858 -17.9%
FTSM -857 -45.6%
MSFT -672 -17.3%
AAPL -491 -8.0%
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.
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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