$280 Million is the total value of Family Capital Trust Co's 52 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Exit | BERKSHIRE HATHAWAY INC CLB | $0 | – | -200 | -100.0% | -0.02% | – |
GLW | Exit | CORNING INC | $0 | – | -2,200 | -100.0% | -0.02% | – |
UGI | Exit | UGI CORP NEW | $0 | – | -1,900 | -100.0% | -0.03% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,375 | -100.0% | -0.09% | – |
UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -40,812 | -100.0% | -2.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ADOBE SYS INC | 42 | Q3 2023 | 50.6% |
VISA INC | 42 | Q3 2023 | 4.4% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 3.4% |
APPLE INCORPORATED | 42 | Q3 2023 | 3.7% |
JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.4% |
ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND | 42 | Q3 2023 | 9.7% |
AMERICAN EXPRESS CO | 42 | Q3 2023 | 2.8% |
DISNEY (WALT) COMPANY | 42 | Q3 2023 | 2.6% |
PEPSICO INC COM | 42 | Q3 2023 | 2.5% |
DANAHER CORPORATION | 42 | Q3 2023 | 2.7% |
View Family Capital Trust Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-30 |
13F-HR/A | 2022-11-15 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-27 |
View Family Capital Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.