Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 29, 2014

Total Value ($000): $183,565 (100.0% shares, 0.0% debt)

Holdings (89)

ADBE ADOBE SYS INC 25.8%
Value ($000) $47,286 Shares 789,805 Est. Cost $44.30 Unrealized +24.7%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 9.7%
Value ($000) $17,736 Shares 210,188 Est. Cost $84.33 Unrealized
V VISA INC 4.0%
Value ($000) $7,366 Shares 33,077 Est. Cost $40.02 Unrealized +15.7%
EPD ENTERPRISE PRODUCTS LP 3.0%
Value ($000) $5,569 Shares 84,007 Est. Cost $62.15 Unrealized
EXPRESS SCRIPTS HOLDING CO 2.8%
Value ($000) $5,136 Shares 73,123 Est. Cost $65.46 Unrealized
GOOGLE INC 2.8%
Value ($000) $5,062 Shares 4,517 Est. Cost $898.77 Unrealized
GENERAL ELEC CO COM 2.6%
Value ($000) $4,713 Shares 168,196 Est. Cost $23.18 Unrealized
KOHLBERG KRAVIS ROBERTS & CO 2.5%
Value ($000) $4,522 Shares 185,769 Est. Cost $20.35 Unrealized
SLB SCHLUMBERGER LTD COM 2.4%
Value ($000) $4,352 Shares 48,300 Est. Cost $52.90 Unrealized +23.0%
IVZ INVESCO LTD 2.2%
Value ($000) $4,097 Shares 112,599 Est. Cost $18.88 Unrealized +7.5%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $3,918 Shares 67,006 Est. Cost $36.96 Unrealized +7.2%
UNITED TECHNOLOGIES CORP COM 2.1%
Value ($000) $3,910 Shares 34,361 Est. Cost $95.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 2.1%
Value ($000) $3,798 Shares 20,250 Est. Cost $118.94 Unrealized -10.5%
ORCL ORACLE CORP COM 2.0%
Value ($000) $3,722 Shares 97,314 Est. Cost $27.58 Unrealized +4.4%
C CITIGROUP INC COM NEW 2.0%
Value ($000) $3,689 Shares 70,786 Est. Cost $35.89 Unrealized +4.9%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 2.0%
Value ($000) $3,622 Shares 134,814 Est. Cost $25.94 Unrealized
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $3,477 Shares 37,967 Est. Cost $59.66 Unrealized +10.2%
AAPL APPLE INCORPORATED 1.8%
Value ($000) $3,318 Shares 5,915 Est. Cost $13.18 Unrealized +24.2%
DIS DISNEY (WALT) COMPANY 1.7%
Value ($000) $3,163 Shares 41,406 Est. Cost $56.11 Unrealized +9.9%
XLB SELECT SPDR MATERIALS 1.6%
Value ($000) $2,861 Shares 61,908 Est. Cost $39.35 Unrealized
INTC INTEL CORP COM 1.5%
Value ($000) $2,731 Shares 105,242 Est. Cost $17.18 Unrealized +4.4%
MRK MERCK & CO NEW 1.5%
Value ($000) $2,689 Shares 53,737 Est. Cost $30.05 Unrealized +4.1%
DHR DANAHER CORPORATION 1.3%
Value ($000) $2,437 Shares 31,569 Est. Cost $25.01 Unrealized +18.8%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,416 Shares 23,870 Est. Cost $53.69 Unrealized +4.2%
SPY SPDR S & P DEPOSIT RCPTS 1.2%
Value ($000) $2,213 Shares 11,985 Est. Cost $160.66 Unrealized
PEP PEPSICO INC COM 1.2%
Value ($000) $2,190 Shares 26,401 Est. Cost $56.00 Unrealized +3.1%
NVO NOVO NORDISK ADR 1.2%
Value ($000) $2,190 Shares 11,851 Est. Cost $154.99 Unrealized
UNP UNION PACIFIC 1.2%
Value ($000) $2,132 Shares 12,693 Est. Cost $57.10 Unrealized +6.0%
EBAY EBAY INC 1.1%
Value ($000) $2,031 Shares 37,030 Est. Cost $20.18 Unrealized -2.4%
QCOM QUALCOMM INC COM 1.1%
Value ($000) $1,980 Shares 26,670 Est. Cost $45.06 Unrealized +11.8%
CMI CUMMINS INC 1.0%
Value ($000) $1,853 Shares 13,145 Est. Cost $81.53 Unrealized +18.1%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $1,670 Shares 18,404 Est. Cost $59.62 Unrealized +16.2%
POWERSHARES QQQQ TRUST 0.9%
Value ($000) $1,627 Shares 18,500 Est. Cost $71.26 Unrealized
POTASH CORP SASK 0.6%
Value ($000) $1,138 Shares 34,525 Est. Cost $31.28 Unrealized
ROYAL DUTCH SHELL ADR 0.6%
Value ($000) $1,082 Shares 14,405 Est. Cost $66.26 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $970 Shares 12,011 Est. Cost $45.74 Unrealized +12.5%
ACCESS MIDSTREAM PARTNERS L UNIT 0.5%
Value ($000) $967 Shares 17,093 Est. Cost $48.77 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.5%
Value ($000) $957 Shares 12,722 Est. Cost $67.87 Unrealized
AGX ARGAN, INC 0.5%
Value ($000) $922 Shares 33,480 Est. Cost $11.86 Unrealized +47.6%
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.3%
Value ($000) $605 Shares 22,077 Est. Cost $26.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $507 Shares 1,320 Est. Cost $55.09 Unrealized -23.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $490 Shares 5,720 Est. Cost $14.15 Unrealized +8.1%
PFE PFIZER INC COM 0.3%
Value ($000) $482 Shares 15,750 Est. Cost $16.46 Unrealized +7.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $434 Shares 4,475 Est. Cost $71.80 Unrealized -2.5%
AMERIGAS PARTNERS LP 0.2%
Value ($000) $374 Shares 8,391 Est. Cost $49.46 Unrealized
BRIDGELINE DIGITAL, INC 0.2%
Value ($000) $367 Shares 349,941 Est. Cost $1.19 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $353 Shares 3,710 Est. Cost $57.83 Unrealized +9.6%
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $349 Shares 35,000 Est. Cost $10.23 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $299 Shares 7,250 Est. Cost $27.85 Unrealized -3.3%
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $260 Shares 3,260 Est. Cost $96.32 Unrealized
LORILLARD, INC 0.1%
Value ($000) $251 Shares 4,950 Est. Cost $43.64 Unrealized
XLI SPDRFUND INDUSTRIAL 0.1%
Value ($000) $243 Shares 4,655 Est. Cost $42.54 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $234 Shares 3,610 Est. Cost $34.53 Unrealized +12.1%
ETFS GOLD TR SHS 0.1%
Value ($000) $216 Shares 1,825 Est. Cost $121.37 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $213 Shares 2,015 Est. Cost $105.21 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $159 Shares 3,000 Est. Cost $28.67 Unrealized +19.2%
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $159 Shares 1,480 Est. Cost $103.73 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $134 Shares 3,715 Est. Cost $24.38 Unrealized 0.0%
NUS NU SKIN ENTERPRISES 0.1%
Value ($000) $124 Shares 900 Est. Cost $37.42 Unrealized +113.7%
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $124 Shares 1,050 Est. Cost $110.02 Unrealized +5.1%
KINDERMORGAN ENERGY LP 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $85.33 Unrealized
CPFL ENERGIA S A ADR 0.1%
Value ($000) $110 Shares 6,891 Est. Cost $18.28 Unrealized
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $107 Shares 1,575 Est. Cost $57.78 Unrealized
RAYTHEON 0.1%
Value ($000) $105 Shares 1,155 Est. Cost $71.33 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $96 Shares 1,384 Est. Cost $30.42 Unrealized -3.9%
GLW CORNING INC COM 0.1%
Value ($000) $92 Shares 5,177 Est. Cost $10.49 Unrealized +14.8%
VODAFONE GROUP PLC ADR 0.0%
Value ($000) $88 Shares 2,233 Est. Cost $28.80 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $49.18 Unrealized -17.5%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $86 Shares 1,919 Est. Cost $13.83 Unrealized +16.9%
EXC EXELON CORP 0.0%
Value ($000) $82 Shares 3,000 Est. Cost $15.41 Unrealized -15.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $81 Shares 2,110 Est. Cost $16.28 Unrealized +5.3%
ANADARKO PETE INC 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $86.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $75 Shares 505 Est. Cost $71.65 Unrealized +35.6%
PFF ISHARES U S PREFERRED STOCK 0.0%
Value ($000) $69 Shares 1,885 Est. Cost $39.26 Unrealized
PETROCHINA CO LTD 0.0%
Value ($000) $55 Shares 500 Est. Cost $110.00 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $55 Shares 500 Est. Cost $102.00 Unrealized
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $54 Shares 1,040 Est. Cost $51.92 Unrealized
NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $47 Shares 2,450 Est. Cost $14.29 Unrealized
IVV ISHARES CORE S & P 500 ETF 0.0%
Value ($000) $44 Shares 235 Est. Cost $161.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $36 Shares 480 Est. Cost $73.64 Unrealized -5.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $28 Shares 400 Est. Cost $39.96 Unrealized +21.1%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $61.55 Unrealized +21.6%
WMT WAL MART STORES INC COM 0.0%
Value ($000) $18 Shares 232 Est. Cost $19.98 Unrealized +1.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $17 Shares 441 Est. Cost $28.85 Unrealized +1.3%
IXJ ISHARES S&P GLOBAL HEALTHCAR 0.0%
Value ($000) $6 Shares 75 Est. Cost $74.53 Unrealized
GASTAR EXPLORATION INC 0.0%
Value ($000) $6 Shares 800 Est. Cost $2.50 Unrealized
MEOH METHANEX CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.29 Unrealized +36.4%
WMB WILLIAMS CO INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $18.03 Unrealized +2.0%
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized