Long-term investor
Family Capital Trust Co. @familycapitaltrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001123320).
Record
- Tracked since 2025-12-31 (257 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days -5.4% · 6 months n/a · 1 year n/a · all -5.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ADBE · 27.0% · long · since 2025-12-31
- IEFA · 5.2% · long · since 2025-12-31
- JPM · 5.0% · long · since 2025-12-31
- AGG · 4.9% · long · since 2025-12-31
- IMTM · 4.1% · long · since 2025-12-31
- AXP · 4.1% · long · since 2025-12-31
- GOOGL · 3.8% · long · since 2025-12-31
- LRGF · 3.6% · long · since 2025-12-31
- V · 3.5% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2025-12-31
- ABT · 2.7% · long · since 2025-12-31
- MDLZ · 2.5% · long · since 2025-12-31