Family Capital Trust Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Family Capital Trust Co reported 87 stock positions worth $306.2 million. Its top holding was Adobe (ADBE) at 23.0% of the portfolio, followed by Alphabet Class A (GOOGL, 6.1%) and JPMorgan Chase (JPM, 5.0%). Compared with Q3 2025, it opened 2 new positions, sold out of 5, added to 42 and reduced 25. The biggest buy was Targa Resources (TRGP, shares +2019%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- PEABODY, MA
- CIK
- 0001123320
- Portfolio Value
- $306.2M (Q4 2025)
- SEC Filing
- 0001140361-26-002497 ↗ filed Jan 27, 2026
Holdings Value
Holdings 87 stocks · $306.2M
| ADBE Adobe Inc. | 23.03% | 201,487 | $70.5M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 6.14% | 60,112 | $18.8M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 5.02% | 47,728 | $15.4M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 4.69% | 143,818 | $14.4M | Add +0.7% |
| AAPL Apple Inc. | 4.18% | 47,129 | $12.8M | Reduce -0.1% |
| IMTM iShares MSCI Intl Momentum F | 4.13% | 263,505 | $12.6M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.22% | 110,362 | $9.9M | Reduce -30.2% |
| V Visa Inc. Class A | 3.18% | 27,776 | $9.7M | Reduce -0.0% |
| JNJ Johnson & Johnson | 2.73% | 40,402 | $8.4M | Add +0.0% |
| LRGF iShares US Equity Factor ETF | 2.39% | 105,382 | $7.3M | Reduce -0.4% |
| ABT Abbott Laboratories | 2.31% | 56,488 | $7.1M | Reduce 0.0% |
| GOVT iShares US Treasury Bond ETF | 2.27% | 301,399 | $6.9M | Add +0.4% |
| RTX RTX Corp. | 2.06% | 34,383 | $6.3M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.96% | 17,359 | $6.0M | Add +0.7% |
| NVDA Nvidia Corp. | 1.79% | 29,434 | $5.5M | Add +0.8% |
| DWAS Invesco Dorsey Wright Smallc | 1.76% | 55,773 | $5.4M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.71% | 45,944 | $5.2M | Reduce -6.8% |
| LLY Eli Lilly & Co. | 1.59% | 4,525 | $4.9M | Add +0.6% |
| MSFT Microsoft Corp. | 1.57% | 9,950 | $4.8M | Add +5.1% |
| DHR Danaher Corp. | 1.53% | 20,491 | $4.7M | No change |
| PEP Pepsico Inc. | 1.50% | 31,928 | $4.6M | Reduce -0.1% |
| LIN Linde PLC | 1.39% | 9,994 | $4.3M | Add +1.1% |
| AXP American Express Co. | 1.37% | 11,322 | $4.2M | Reduce -1.1% |
| TRGP Targa Resources Corp. | 1.34% | 22,162 | $4.1M | Add +2018.7% |
| SBUX Starbucks Corp. | 1.32% | 48,109 | $4.1M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.31% | 17,351 | $4.0M | Add +1.0% |
| GEV GE Vernova Inc. | 1.29% | 6,035 | $3.9M | Add +1981.0% |
| TOTL SS Doubleline TR Tact ETF | 1.18% | 89,744 | $3.6M | No change |
| WMT Walmart Inc. | 0.98% | 26,803 | $3.0M | Add +1707.3% |
| META Meta Platforms Inc. Class A | 0.97% | 4,508 | $3.0M | Add +1.1% |
| NOW ServiceNow Inc. | 0.92% | 18,455 | $2.8M | Add +1736.3% |
| EBAY eBay Inc. | 0.86% | 30,150 | $2.6M | No change |
| APH Amphenol Corp. Class A | 0.84% | 19,078 | $2.6M | New |
| NFLX Netflix Inc. | 0.84% | 27,470 | $2.6M | Add +1997.0% |
| MRK Merck & Co. Inc. | 0.70% | 20,232 | $2.1M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 13,523 | $2.1M | Add +1080.0% |
| ABBV Abbvie Inc. | 0.64% | 8,595 | $2.0M | Add +1.2% |
| MA Mastercard Inc. Class A | 0.63% | 3,404 | $1.9M | Add +1170.2% |
| GOOG Alphabet Inc. Class C | 0.59% | 5,765 | $1.8M | No change |
| TMUS T-Mobile US Inc. | 0.59% | 8,892 | $1.8M | Add +1362.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,486 | $1.0M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 17,838 | $902K | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.20% | 1,098 | $622K | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 753 | $516K | Reduce -1.3% |
| SGOL Abrdn Physical Gold Shares | 0.16% | 12,100 | $497K | Reduce -33.7% |
| PHYS Sprott Physical Gold Trust | 0.16% | 15,030 | $496K | Reduce -16.5% |
| FLIA Franklin International Aggre | 0.15% | 22,408 | $452K | No change |
| DEUS Xtrackers Russell US Multi | 0.13% | 6,815 | $397K | Reduce -0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.13% | 8,502 | $396K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 2,366 | $285K | Add +1.4% |
| WELL Welltower Inc. | 0.06% | 931 | $173K | Add +1.2% |
| ADSK Autodesk Inc. | 0.05% | 540 | $160K | Add +1.3% |
| ROL Rollins Inc. | 0.05% | 2,656 | $159K | Add +1.4% |
| XEL Xcel Energy Inc. | 0.05% | 2,129 | $157K | Add +1.2% |
| FTNT Fortinet Inc. | 0.05% | 1,924 | $153K | Add +1.3% |
| TW Tradeweb Markets Inc. Class A | 0.05% | 1,402 | $151K | Add +21.1% |
| VRSK Verisk Analytics Inc. | 0.05% | 663 | $148K | Add +12.8% |
| INTU Intuit Inc. | 0.05% | 222 | $147K | Add +1.4% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 1,200 | $146K | No change |
| PGR Progressive Corp. | 0.05% | 639 | $146K | Add +1.6% |
| PG The Procter & Gamble Co. | 0.05% | 1,002 | $144K | Add +1.4% |
| VRSN Verisign Inc. | 0.05% | 591 | $144K | Add +1.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 534 | $138K | Add +1.5% |
| ORLY O'reilly Automotive Inc. | 0.04% | 1,506 | $137K | Add +1.5% |
| SPOT Spotify Technology SA | 0.04% | 226 | $131K | Add +1.4% |
| CPNG Coupang Inc. | 0.04% | 5,410 | $128K | Add +1.2% |
| ORCL Oracle Corp. | 0.04% | 599 | $117K | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 0.03% | 931 | $89K | Reduce -88.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 820 | $77K | Reduce -98.8% |
| IEMG iShares Core MSCI Emerging | 0.02% | 932 | $63K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 1,149 | $52K | Reduce -16.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 176 | $44K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 1,299 | $38K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 469 | $35K | Add +18.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.01% | 281 | $24K | No change |
| USVM Victoryshares US Small Mid C | 0.01% | 193 | $18K | Add +179.7% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.01% | 613 | $16K | No change |
| AVLV Avantis US Large Cap Value | 0.00% | 198 | $15K | Add +219.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 373 | $13K | No change |
| JMOM JPMorgan US Momentum Factor | 0.00% | 120 | $8K | New |
| AMT American Tower Corp. | 0.00% | 35 | $6K | Reduce -99.8% |
| MDLZ Mondelez International Inc. Class A | 0.00% | 107 | $6K | Reduce -99.8% |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 500 | $5K | No change |
| UYLD Angel Oak Ultrashort Income | 0.00% | 80 | $4K | No change |
| CARR Carrier Global Corp. | 0.00% | 72 | $4K | Reduce -99.9% |
| AVDE Avantis International Equity | 0.00% | 28 | $2K | Reduce -51.7% |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 36 | $2K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| USMV iShares MSCI USA Min Vol Fac | Reduce -98.8% | 0.03% | −2.14 |
| MDLZ Mondelez International Inc. Class A | Reduce -99.8% | 0.00% | −1.52 |
| AMT American Tower Corp. | Reduce -99.8% | 0.00% | −1.43 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -30.2% | 3.22% | −1.40 |
| CARR Carrier Global Corp. | Reduce -99.9% | 0.00% | −1.32 |
| ADBE Adobe Inc. | Reduce -0.3% | 23.03% | −0.81 |
| ABT Abbott Laboratories | Reduce 0.0% | 2.31% | −0.22 |
| EFA iShares MSCI Eafe ETF | Reduce -88.0% | 0.03% | −0.21 |
| DIS The Walt Disney Co. | Reduce -6.8% | 1.71% | −0.18 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.10 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.10 |
| SGOL Abrdn Physical Gold Shares | Reduce -33.7% | 0.16% | −0.06 |
| LRGF iShares US Equity Factor ETF | Reduce -0.4% | 2.39% | −0.06 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.06 |
| SBUX Starbucks Corp. | Reduce -0.1% | 1.32% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 5.02% | −0.04 |
| PHYS Sprott Physical Gold Trust | Reduce -16.5% | 0.16% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.50% | −0.01 |
| DEUS Xtrackers Russell US Multi | Reduce -0.5% | 0.13% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -16.7% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.17% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.33% | −0.00 |
| AVDE Avantis International Equity | Reduce -51.7% | 0.00% | −0.00 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.00 |
| RAL Ralliant Corp. | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -0.0% | 3.18% | +0.01 |
| AXP American Express Co. | Reduce -1.1% | 1.37% | +0.10 |
| RTX RTX Corp. | Reduce -1.4% | 2.06% | +0.11 |
| AAPL Apple Inc. | Reduce -0.1% | 4.18% | +0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 6.14% | +1.24 |
Portfolio Buys Q3 2025 → Q4 2025
| TRGP Targa Resources Corp. | Add +2018.7% | 1.34% | +1.28 |
| GEV GE Vernova Inc. | Add +1981.0% | 1.29% | +1.23 |
| WMT Walmart Inc. | Add +1707.3% | 0.98% | +0.92 |
| NOW ServiceNow Inc. | Add +1736.3% | 0.92% | +0.86 |
| APH Amphenol Corp. Class A | New | 0.84% | +0.84 |
| NFLX Netflix Inc. | Add +1997.0% | 0.84% | +0.79 |
| TJX TJX Companies Inc. | Add +1080.0% | 0.68% | +0.62 |
| MA Mastercard Inc. Class A | Add +1170.2% | 0.63% | +0.58 |
| TMUS T-Mobile US Inc. | Add +1362.5% | 0.59% | +0.54 |
| LLY Eli Lilly & Co. | Add +0.6% | 1.59% | +0.44 |
| JNJ Johnson & Johnson | Add +0.0% | 2.73% | +0.22 |
| AVGO Broadcom Inc. | Add +0.7% | 1.96% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.31% | +0.05 |
| DWAS Invesco Dorsey Wright Smallc | Add +0.1% | 1.76% | +0.04 |
| TW Tradeweb Markets Inc. Class A | Add +21.1% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.09% | +0.01 |
| USVM Victoryshares US Small Mid C | Add +179.7% | 0.01% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +219.3% | 0.00% | +0.00 |
| JMOM JPMorgan US Momentum Factor | New | 0.00% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +18.7% | 0.01% | +0.00 |
| WELL Welltower Inc. | Add +1.2% | 0.06% | +0.00 |
| ROL Rollins Inc. | Add +1.4% | 0.05% | +0.00 |
| VRSK Verisk Analytics Inc. | Add +12.8% | 0.05% | −0.00 |
| INTU Intuit Inc. | Add +1.4% | 0.05% | −0.00 |
| FTNT Fortinet Inc. | Add +1.3% | 0.05% | −0.00 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.05% | −0.00 |
| ADSK Autodesk Inc. | Add +1.3% | 0.05% | −0.00 |
| PGR Progressive Corp. | Add +1.6% | 0.05% | −0.00 |
| XEL Xcel Energy Inc. | Add +1.2% | 0.05% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +0.5% | 0.29% | −0.01 |
| VRSN Verisign Inc. | Add +1.6% | 0.05% | −0.01 |
| ORLY O'reilly Automotive Inc. | Add +1.5% | 0.04% | −0.01 |
| SPOT Spotify Technology SA | Add +1.4% | 0.04% | −0.01 |
| AJG Arthur J Gallagher & Co. | Add +1.5% | 0.05% | −0.01 |
| CPNG Coupang Inc. | Add +1.2% | 0.04% | −0.02 |
| ABBV Abbvie Inc. | Add +1.2% | 0.64% | −0.02 |
| ORCL Oracle Corp. | Add +1.4% | 0.04% | −0.02 |
| NVDA Nvidia Corp. | Add +0.8% | 1.79% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Add +0.4% | 2.27% | −0.06 |
| MSFT Microsoft Corp. | Add +5.1% | 1.57% | −0.07 |
| IMTM iShares MSCI Intl Momentum F | Add +0.5% | 4.13% | −0.08 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 4.69% | −0.10 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.97% | −0.12 |
| LIN Linde PLC | Add +1.1% | 1.39% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 83 | $307.4M | ADBE, AGG, GOOGL, IMTM, JPM |
| Q1 2026Amended | 89 | $276.1M | ADBE, GOOGL, AGG, JPM, IMTM |
| Q4 2025 | 87 | $306.2M | ADBE, GOOGL, JPM, AGG, AAPL |
| Q3 2025 | 90 | $298.8M | ADBE, JPM, GOOGL, AGG, IEFA |
| Q2 2025 | 62 | $288.7M | ADBE, IEFA, JPM, AGG, IMTM |
| Q1 2025 | 62 | $278.9M | ADBE, AGG, IEFA, JPM, AAPL |
| Q4 2024 | 59 | $295.1M | ADBE, V, AGG, IEFA, JPM |
| Q3 2024 | 61 | $311.2M | ADBE, IEFA, AGG, AAPL, JPM |
| Q2 2024 | 61 | $305.9M | ADBE, IEFA, GOOGL, AGG, JPM |
| Q1 2024 | 60 | $291.6M | ADBE, IEFA, JPM, GOOGL, IMTM |