Family Capital Trust Co holds a focused book of 62 stocks worth $288.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Intuitive Surgical Inc and trimmed Adobe Inc. Their largest long position is Adobe Inc at 27% of the equity book. Cloning the disclosed picks since 2025 would be +2% (+1.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1123320/holdings"
Use Arkolith to show Family Capital Trust Co's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Family Capital Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Family Capital Trust Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 62 | $537.2B |
| WELLS FARGO & COMPANY/MN | 80 / 62 | $163.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 62 | $25.8B |
| OSAIC HOLDINGS, INC. | 80 / 62 | $14.4B |
| Allworth Financial LP | 80 / 62 | $3.4B |
| JPMORGAN CHASE & CO | 79 / 62 | $537.2B |
| ROYAL BANK OF CANADA | 79 / 62 | $150.9B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 62 | $95.6B |
Ranked by how many of Family Capital Trust Co's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Adobe Inc COMMON STOCK | $77.8M | 201.2K | 27.0% | ▼−0.1% Reduced · −189 sh | |
| 2 | Ishares TR Core Msci Eafe COMMON STOCK | $14.9M | 178.1K | 5.2% | ▲+63% Added · +69K sh | |
| 3 | JPMorgan Chase & Co COMMON STOCK | $14.5M | 49.9K | 5.0% | ▲+13% Added · +6K sh | |
| 4 | Ishares Core U.s.aggregate Bond ETF ETF - FIXED INCOME | $14.1M | 142.3K | 4.9% | ▼−3.7% Reduced · −5K sh | |
| 5 | Ishares Msci Intl Momentum Factor ETF COMMON STOCK | $11.8M | 258.9K | 4.1% | ▼−4.1% Reduced · −11K sh | |
| 6 | American Express Co COMMON STOCK | $11.7M | 36.7K | 4.1% | ▲+224% Added · +25K sh | |
| 7 | Alphabet Inc Cap STK CL A COMMON STOCK | $10.8M | 61.5K | 3.8% | ▲+18% Added · +9K sh | |
| 8 | Ishares Trust U S Equity Factor ETF ETF | $10.3M | 161.2K | 3.6% | ▲+60% Added · +60K sh | |
| 9 | Visa Inc COMMON STOCK | $10.0M | 28.3K | 3.5% | ▲+1.7% Added · +470 sh | |
| 10 | Apple Incorporated COMMON STOCK | $9.6M | 46.7K | 3.3% | ▲+8.3% Added · +4K sh | |
| 11 | Abbott Laboratories COMMON STOCK | $7.8M | 57.5K | 2.7% | ▲+1.6% Added · +937 sh | |
| 12 | Mondelez Intl Inc CL A COMMON STOCK | $7.2M | 106.6K | 2.5% | ▲996× Added · +107K sh | |
| 13 | Ishares TR US Treas BD ETF ETF - FIXED INCOME | $6.9M | 299.1K | 2.4% | ▼−1.0% Reduced · −3K sh | |
| 14 | Ishares Msci USA Min Vol Factor ETF COMMON STOCK | $6.7M | 71.9K | 2.3% | ▲81× Added · +71K sh | |
| 15 | Disney (Walt) Company COMMON STOCK | $6.5M | 52.3K | 2.2% | ▲+35% Added · +14K sh | |
| 16 | Johnson & Johnson COMMON STOCK | $6.3M | 41.5K | 2.2% | ▲+2.6% Added · +1K sh | |
| 17 | RTX Corporation COMMON STOCK | $5.3M | 36.3K | 1.8% | ▲+5.8% Added · +2K sh | |
| 18 | American Tower Corp New COMMON STOCK REIT | $5.2M | 23.4K | 1.8% | ▲669× Added · +23K sh | |
| 19 | Carrier Global Corporation COMMON STOCK | $5.0M | 68.9K | 1.7% | ▲957× Added · +69K sh | |
| 20 | Invesco Dwa SC Momentum COMMON STOCK | $4.7M | 55.3K | 1.6% | ▲+16% Added · +8K sh | |
| 21 | Starbucks Corp COMMON STOCK | $4.6M | 50.7K | 1.6% | ▲+5.7% Added · +3K sh | |
| 22 | Microsoft Corp COMMON STOCK | $4.6M | 9.2K | 1.6% | ▼−16% Reduced · −2K sh | |
| 23 | Pepsico Inc COMMON STOCK | $4.4M | 33.4K | 1.5% | ▲+4.6% Added · +1K sh | |
| 24 | Danaher Corporation COMMON STOCK | $4.2M | 21.4K | 1.5% | ▲+4.4% Added · +900 sh | |
| 25 | Ssga Doubleline Total Return Bond ETF ETF - FIXED INCOME | $3.6M | 89.7K | 1.2% | —Held | |
| 26 | Amazon.com Inc COMMON STOCK | $3.5M | 16.0K | 1.2% | ▼−15% Reduced · −3K sh | |
| 27 | Intuitive Surgical Inc COMMON STOCK | $2.4M | 4.4K | 0.8% | ▲New New position | |
| 28 | Ebay Inc COMMON STOCK | $2.2M | 30.1K | 0.8% | —Held | |
| 29 | Merck & Co New COMMON STOCK | $1.6M | 20.2K | 0.6% | —Held | |
| 30 | Alphabet Inc Cap STK CL C COMMON STOCK | $1.5M | 8.3K | 0.5% | ▲+43% Added · +3K sh | |
| 31 | SPDR S & P Deposit RCPTS ETF | $922K | 1.5K | 0.3% | ▲+0.6% Added · +9 sh | |
| 32 | ETF J P Morgan Ultra-Short ETF | $897K | 17.7K | 0.3% | ▼−1.4% Reduced · −246 sh | |
| 33 | Fortive Corp COMMON STOCK | $748K | 14.4K | 0.3% | ▲New New position | |
| 34 | Ishares Trust ETF FOREIGN ETF | $743K | 8.3K | 0.3% | ▲+792% Added · +7K sh | |
| 35 | Aberdeen Physical Gold Shares ETF | $576K | 18.3K | 0.2% | ▲+51% Added · +6K sh | |
| 36 | Ishares TR Core Div GRWTH COMMON STOCK | $467K | 7.3K | 0.2% | ▲New New position | |
| 37 | Franklin International Aggregate Bond ETF ETF - FIXED INCOME | $460K | 22.4K | 0.2% | ▼−0.3% Reduced · −65 sh | |
| 38 | Sprott Physical Gold TR Unit COMMON STOCK | $456K | 18.0K | 0.2% | ▲+20% Added · +3K sh | |
| 39 | McDonalds Corp COMMON STOCK | $453K | 1.6K | 0.2% | ▲New New position | |
| 40 | Xtrackers Russell 1000 Comp Factor ETF ETF | $416K | 7.4K | 0.1% | ▲+20% Added · +1K sh | |
| 41 | Ishares Core S & P 500 ETF ETF | $395K | 636 | 0.1% | ▼−16% Reduced · −119 sh | |
| 42 | Ishares Core Total Usd Bond Market ETF ETF - FIXED INCOME | $393K | 8.5K | 0.1% | —Held | |
| 43 | Automatic Data Processing In COMMON STOCK | $385K | 1.3K | 0.1% | ▲New New position | |
| 44 | Ishares Core High Dividend ETF ETF | $352K | 3.0K | 0.1% | ▲New New position | |
| 45 | Ishares Msci Eafe Min Vol Factor ETF COMMON STOCK | $298K | 3.5K | 0.1% | ▲New New position | |
| 46 | A T & T Inc COMMON STOCK | $226K | 7.8K | 0.1% | ▲New New position | |
| 47 | Sysco Corp COMMON STOCK | $163K | 2.1K | 0.1% | ▲New New position | |
| 48 | Diageo PLC Spon ADR New FOREIGN EQUITIES | $91K | 900 | 0.0% | ▲New New position | |
| 49 | Ishares Inc Core Msci Emkt COMMON STOCK | $56K | 932 | 0.0% | ▲+11% Added · +96 sh | |
| 50 | Schwab Fundamental Intl Equity ETF ETF | $55K | 1.4K | 0.0% | ▲+19% Added · +219 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 62 | $288.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 89 | $276.1M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 87 | $306.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 90 | $298.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 62 | $288.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 62 | $278.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 61 | $295.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.