First seen by DFX
Sep 13, 2026
date not stated
Family Capital Trust Co: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Family Capital Trust Company is a New Hampshire chartered corporate trustee in Massachusetts managing family trusts for multiple client families.)
First seen by DFX
Sep 12, 2026
date not stated
Family Capital Trust Co files Form 13F (name, $306,231,349 in 87 positions)
Family Capital Trust Co reported $276,100,805 across 89 13(f) positions for the quarter ended 2026-03-31
Family Capital Trust Co reported $306,231,349 across 87 13(f) positions for the quarter ended 2025-12-31
Family Capital Trust Co increased GE Vernova Inc Com 290 -> 6,035 shares ($178,315 -> $3,944,257)
Family Capital Trust Co increased Netflix, Inc 131 -> 27,470 shares ($157,054 -> $2,575,560)
Family Capital Trust Co increased Servicenow Inc 201 -> 18,455 shares ($184,973 -> $2,827,083)
Family Capital Trust Co increased TJX Companies Inc 1,146 -> 13,523 shares ($165,640 -> $2,077,230)
Family Capital Trust Co increased Targa Res Corp 1,046 -> 22,162 shares ($175,242 -> $4,088,871)
Family Capital Trust Co increased WAL Mart Stores Inc Com 1,483 -> 26,803 shares ($152,835 -> $2,986,091)
Family Capital Trust Co reduced American Tower Corp New Com 22,175 -> 35 shares ($4,264,664 -> $6,144)
Family Capital Trust Co opened a $2,578,176 position in Amphenol Corp (19,078 shares)
Family Capital Trust Co reduced Carrier Global Corporation Com 66,023 -> 72 shares ($3,941,547 -> $3,804)
Family Capital Trust Co reduced Ishares Msci USA Min Vol Factor Etf 67,931 -> 820 shares ($6,462,930 -> $77,199)
Family Capital Trust Co reduced Ishares Tr Core Msci Eafe 158,168 -> 110,362 shares ($13,809,597 -> $9,872,938)
Family Capital Trust Co reduced Mondelez Intl Inc Cl a 72,861 -> 107 shares ($4,551,595 -> $5,759)
Family Capital Trust Co reported $298,842,597 across 90 13(f) positions for the quarter ended 2025-09-30
Family Capital Trust Co opened a $5,447,543 position in Nvidia Corporation (29,197 shares)
Family Capital Trust Co reduced Intuitive Surgical Inc 4,377 -> 1,098 shares ($2,378,461 -> $491,047)
Family Capital Trust Co reduced Ishares Trust U S Equity Factor Etf 161,174 -> 105,804 shares ($10,336,042 -> $7,308,899)
Family Capital Trust Co reduced Mondelez Intl Inc Cl a 106,608 -> 72,861 shares ($7,189,624 -> $4,551,595)
Family Capital Trust Co opened a $4,694,900 position in Linde Plc New (9,884 shares)
Family Capital Trust Co opened a $5,685,463 position in Broadcom Inc (17,234 shares)
Family Capital Trust Co opened a $3,273,831 position in Facebook Inc -a (4,458 shares)
Family Capital Trust Co opened a $3,431,974 position in Lilly Eli & Co (4,498 shares)
Family Capital Trust Co reduced American Express Co 36,680 -> 11,447 shares ($11,699,786 -> $3,802,091)
Family Capital Trust Co reported $288,652,787 across 62 13(f) positions for the quarter ended 2025-06-30
Family Capital Trust Co reported $278,860,684 across 62 13(f) positions for the quarter ended 2025-03-31
Family Capital Trust Co opened a $2,694,056 position in Amazon.com Inc (14,160 shares)
Family Capital Trust Co exited Vanguard Long Term Treasury Etf (was $4,215,007, 68,506 shares)
Family Capital Trust Co increased Microsoft Corp 1,183 -> 8,176 shares ($498,634 -> $3,069,085)
Family Capital Trust Co increased Invesco Dwa Sc Momentum 2,441 -> 55,058 shares ($222,824 -> $4,292,827)
Family Capital Trust Co reduced Visa Inc 59,304 -> 29,642 shares ($17,525,466 -> $10,388,007)
Family Capital Trust Co reported $295,082,350 across 61 13(f) positions for the quarter ended 2024-12-31