Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 5, 2013

Total Value ($000): $165,956 (100.0% shares, 0.0% debt)

Holdings (92)

ADBE ADOBE SYS INC 24.7%
Value ($000) $41,022 Shares 789,955 Est. Cost $44.30 Unrealized +7.7%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 4.9%
Value ($000) $8,205 Shares 97,136 Est. Cost $84.28 Unrealized
V VISA INC 3.8%
Value ($000) $6,389 Shares 33,432 Est. Cost $40.02 Unrealized +5.8%
EPD ENTERPRISE PRODUCTS LP 3.2%
Value ($000) $5,326 Shares 87,257 Est. Cost $62.15 Unrealized
SLB SCHLUMBERGER LTD 2.6%
Value ($000) $4,282 Shares 48,464 Est. Cost $52.90 Unrealized +11.5%
GENERAL ELEC CO 2.5%
Value ($000) $4,122 Shares 172,600 Est. Cost $23.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 2.4%
Value ($000) $3,987 Shares 21,533 Est. Cost $118.94 Unrealized -6.2%
GOOGLE INC 2.2%
Value ($000) $3,654 Shares 4,172 Est. Cost $880.42 Unrealized
IVZ INVESCO LTD 2.2%
Value ($000) $3,620 Shares 113,524 Est. Cost $18.88 Unrealized +0.4%
KOHLBERG KRAVIS ROBERTS & CO 2.1%
Value ($000) $3,539 Shares 172,043 Est. Cost $20.03 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $3,291 Shares 37,967 Est. Cost $59.66 Unrealized +6.5%
ORCL ORACLE CORP 2.0%
Value ($000) $3,259 Shares 98,289 Est. Cost $27.58 Unrealized -1.9%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $3,236 Shares 30,011 Est. Cost $93.19 Unrealized
C CITIGROUP INC COM NEW 1.9%
Value ($000) $3,198 Shares 65,936 Est. Cost $35.76 Unrealized +5.2%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS 1.9%
Value ($000) $3,166 Shares 117,564 Est. Cost $25.80 Unrealized
DEM WISDOM TREE EMERGING MKTS 1.9%
Value ($000) $3,104 Shares 60,058 Est. Cost $48.34 Unrealized
AAPL APPLE INCORPORATED 1.7%
Value ($000) $2,820 Shares 5,915 Est. Cost $13.18 Unrealized +8.4%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $2,776 Shares 53,706 Est. Cost $36.30 Unrealized +6.1%
ROYAL DUTCH SHELL ADR 1.7%
Value ($000) $2,767 Shares 40,188 Est. Cost $66.26 Unrealized
DIS DISNEY (WALT) COMPANY 1.6%
Value ($000) $2,646 Shares 41,031 Est. Cost $56.11 Unrealized +1.5%
EXPRESS SCRIPTS HOLDING CO 1.5%
Value ($000) $2,558 Shares 41,398 Est. Cost $61.79 Unrealized
MRK MERCK & CO NEW 1.5%
Value ($000) $2,493 Shares 52,384 Est. Cost $30.02 Unrealized +3.2%
INTC INTEL CORP 1.5%
Value ($000) $2,412 Shares 105,242 Est. Cost $17.18 Unrealized -1.6%
XLB SELECT SPDR MATERIALS 1.4%
Value ($000) $2,267 Shares 53,983 Est. Cost $38.34 Unrealized
DHR DANAHER CORPORATION 1.3%
Value ($000) $2,214 Shares 31,942 Est. Cost $25.01 Unrealized +9.6%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,158 Shares 25,086 Est. Cost $53.69 Unrealized +0.9%
BAX BAXTER INTL INC 1.3%
Value ($000) $2,155 Shares 32,802 Est. Cost $30.42 Unrealized +2.1%
PEP PEPSICO INC 1.3%
Value ($000) $2,099 Shares 26,401 Est. Cost $56.00 Unrealized +1.4%
SPY SPDR S & P DEPOSIT RCPTS 1.2%
Value ($000) $2,067 Shares 12,305 Est. Cost $160.66 Unrealized
EBAY EBAY INC 1.2%
Value ($000) $2,066 Shares 37,030 Est. Cost $20.18 Unrealized -1.1%
NVO NOVO NORDISK ADR 1.2%
Value ($000) $2,032 Shares 12,011 Est. Cost $154.99 Unrealized
UNP UNION PACIFIC 1.2%
Value ($000) $1,948 Shares 12,543 Est. Cost $57.06 Unrealized +5.4%
OXY OCCIDENTAL PETROLEUM CORP 1.2%
Value ($000) $1,937 Shares 20,710 Est. Cost $57.83 Unrealized +2.4%
QCOM QUALCOMM INC 1.1%
Value ($000) $1,825 Shares 27,108 Est. Cost $45.06 Unrealized +3.3%
CMI CUMMINS INC 1.0%
Value ($000) $1,739 Shares 13,091 Est. Cost $81.53 Unrealized +9.3%
F FORD MOTOR CREDIT COMPANY 1.0%
Value ($000) $1,625 Shares 96,398 Est. Cost $7.61 Unrealized +18.6%
POWERSHARES QQQQ TRUST 0.9%
Value ($000) $1,481 Shares 18,775 Est. Cost $71.26 Unrealized
GLW CORNING INC 0.8%
Value ($000) $1,394 Shares 95,516 Est. Cost $10.49 Unrealized +2.4%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $1,390 Shares 18,404 Est. Cost $59.62 Unrealized +6.1%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $1,368 Shares 41,218 Est. Cost $28.85 Unrealized -4.0%
POTASH CORP SASK 0.7%
Value ($000) $1,094 Shares 34,973 Est. Cost $31.28 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP 0.5%
Value ($000) $893 Shares 12,822 Est. Cost $67.87 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $780 Shares 10,771 Est. Cost $45.09 Unrealized +7.2%
AGX ARGAN, INC 0.4%
Value ($000) $735 Shares 33,480 Est. Cost $11.86 Unrealized +7.0%
ACCESS MIDSTREAM PARTNERS L UNIT 0.4%
Value ($000) $733 Shares 15,168 Est. Cost $47.78 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.3%
Value ($000) $579 Shares 22,227 Est. Cost $26.00 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $534 Shares 18,598 Est. Cost $16.46 Unrealized -0.6%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $497 Shares 1,320 Est. Cost $55.09 Unrealized -19.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $492 Shares 6,144 Est. Cost $14.15 Unrealized +4.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $431 Shares 4,475 Est. Cost $71.80 Unrealized -1.7%
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $386 Shares 35,000 Est. Cost $10.23 Unrealized
BRIDGELINE DIGITAL, INC 0.2%
Value ($000) $381 Shares 349,941 Est. Cost $1.19 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $375 Shares 5,400 Est. Cost $39.96 Unrealized +11.3%
AMERIGAS PARTNERS LP 0.2%
Value ($000) $361 Shares 8,391 Est. Cost $49.46 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $296 Shares 10,000 Est. Cost $15.41 Unrealized -8.9%
BP PRUDHOE BAY ROYALTY TRUST 0.2%
Value ($000) $283 Shares 3,260 Est. Cost $96.32 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $275 Shares 7,250 Est. Cost $27.85 Unrealized -3.9%
ETFS GOLD TR SHS 0.1%
Value ($000) $239 Shares 1,825 Est. Cost $121.37 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $226 Shares 3,610 Est. Cost $34.53 Unrealized +2.3%
XLI SPDRFUND INDUSTRIAL 0.1%
Value ($000) $224 Shares 4,830 Est. Cost $42.54 Unrealized
LORILLARD, INC 0.1%
Value ($000) $222 Shares 4,950 Est. Cost $43.64 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $212 Shares 2,015 Est. Cost $105.21 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $156 Shares 1,480 Est. Cost $103.73 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $145 Shares 2,500 Est. Cost $40.44 Unrealized -7.3%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $139 Shares 3,000 Est. Cost $28.67 Unrealized +1.9%
KINDERMORGAN ENERGY LP 0.1%
Value ($000) $120 Shares 1,500 Est. Cost $85.33 Unrealized
CPFL ENERGIA S A ADR 0.1%
Value ($000) $119 Shares 6,891 Est. Cost $18.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $119 Shares 1,050 Est. Cost $110.02 Unrealized +4.9%
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $105 Shares 1,575 Est. Cost $57.78 Unrealized
ANADARKO PETE INC 0.1%
Value ($000) $93 Shares 1,000 Est. Cost $86.00 Unrealized
VODAFONE GROUP PLC ADR 0.1%
Value ($000) $93 Shares 2,633 Est. Cost $28.80 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $92 Shares 1,500 Est. Cost $49.18 Unrealized -12.8%
RAYTHEON 0.1%
Value ($000) $89 Shares 1,155 Est. Cost $71.33 Unrealized
NUS NU SKIN ENTERPRISES 0.1%
Value ($000) $86 Shares 900 Est. Cost $37.42 Unrealized +53.5%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $77 Shares 1,919 Est. Cost $13.83 Unrealized +9.5%
PFF ISHARES U S PREFERRED STOCK 0.0%
Value ($000) $72 Shares 1,885 Est. Cost $39.26 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $72 Shares 2,110 Est. Cost $16.28 Unrealized -0.7%
IXJ ISHARES S&P GLOBAL HEALTHCAR 0.0%
Value ($000) $64 Shares 805 Est. Cost $74.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $64 Shares 505 Est. Cost $71.65 Unrealized +20.1%
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $59 Shares 1,040 Est. Cost $51.92 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $58 Shares 548 Est. Cost $61.55 Unrealized +13.9%
PETROCHINA CO LTD 0.0%
Value ($000) $55 Shares 500 Est. Cost $110.00 Unrealized
VDC VANGUARD CONSUMER STAPLES 0.0%
Value ($000) $52 Shares 500 Est. Cost $102.00 Unrealized
IVV ISHARES CORE S & P 500 0.0%
Value ($000) $40 Shares 235 Est. Cost $161.70 Unrealized
NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $36 Shares 2,450 Est. Cost $14.29 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $36 Shares 480 Est. Cost $73.64 Unrealized +8.1%
WMT WAL MART STORES INC 0.0%
Value ($000) $17 Shares 232 Est. Cost $19.98 Unrealized -1.0%
MEOH METHANEX CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.29 Unrealized +12.4%
WMB WILLIAMS CO INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $18.03 Unrealized -1.7%
GASTAR EXPLORATION INC 0.0%
Value ($000) $3 Shares 800 Est. Cost $2.50 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
QUICKSILVER RESOURCES 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized