Family Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$260,862
Net value change ($000)
+2,870 (1.1%)
New positions
7
Sold out positions
6
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 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)
MSFT 2,338 80.4%
AAPL 1,730 26.8%
VTI 566 NEW
VOO 526 10.6%
AMZN 401 2.4%
SPACE EXPLORATION TECHN CORP 372 NEW
SPY 348 1.5%
FNDB 326 4.5%
HELO 324 19.1%
VO 302 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTSM -1,191 -34.0%
AMAT -677 -24.3%
QQQ -517 -1.8%
XOM -323 -100.0%
FVD -314 -7.8%
CAT -295 -25.1%
SPHQ -285 -2.9%
JPSE -252 -6.4%
IWF -242 -6.4%
LOW -226 -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.
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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