Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 6, 2014

Total Value ($000): $184,317 (100.0% shares, 0.0% debt)

Holdings (92)

ADBE ADOBE SYS INC 27.3%
Value ($000) $50,275 Shares 764,752 Est. Cost $44.30 Unrealized +44.8%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 7.9%
Value ($000) $14,513 Shares 171,850 Est. Cost $84.33 Unrealized
V VISA INC 3.8%
Value ($000) $7,077 Shares 32,787 Est. Cost $40.02 Unrealized +27.7%
EXPRESS SCRIPTS HOLDING CO 3.0%
Value ($000) $5,491 Shares 73,123 Est. Cost $65.46 Unrealized
GOOGLE INC 2.7%
Value ($000) $5,031 Shares 4,514 Est. Cost $898.77 Unrealized
SLB SCHLUMBERGER LTD 2.6%
Value ($000) $4,706 Shares 48,265 Est. Cost $52.90 Unrealized +23.8%
GENERAL ELEC CO 2.4%
Value ($000) $4,349 Shares 168,056 Est. Cost $23.18 Unrealized
KOHLBERG KRAVIS ROBERTS & CO 2.3%
Value ($000) $4,240 Shares 185,619 Est. Cost $20.35 Unrealized
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $4,120 Shares 67,881 Est. Cost $37.03 Unrealized +13.7%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $4,032 Shares 34,511 Est. Cost $95.80 Unrealized
ORCL ORACLE CORP 2.2%
Value ($000) $3,972 Shares 97,114 Est. Cost $27.58 Unrealized +15.9%
IBM INTERNATIONAL BUSINESS MACHINE 2.1%
Value ($000) $3,898 Shares 20,250 Est. Cost $118.94 Unrealized -8.2%
CL COLGATE PALMOLIVE CO 2.1%
Value ($000) $3,806 Shares 58,675 Est. Cost $47.90 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $3,729 Shares 37,967 Est. Cost $59.66 Unrealized +11.7%
WMT WAL MART STORES INC 2.0%
Value ($000) $3,705 Shares 48,482 Est. Cost $19.90 Unrealized -0.0%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 1.9%
Value ($000) $3,582 Shares 135,064 Est. Cost $25.94 Unrealized
PRAXAIR INC 1.9%
Value ($000) $3,559 Shares 27,175 Est. Cost $130.97 Unrealized
C CITIGROUP INC COM NEW 1.8%
Value ($000) $3,358 Shares 70,561 Est. Cost $35.89 Unrealized +3.3%
DIS DISNEY (WALT) COMPANY 1.8%
Value ($000) $3,336 Shares 41,671 Est. Cost $56.11 Unrealized +24.2%
AAPL APPLE INCORPORATED 1.7%
Value ($000) $3,175 Shares 5,915 Est. Cost $13.18 Unrealized +25.8%
MRK MERCK & CO NEW 1.7%
Value ($000) $3,062 Shares 53,937 Est. Cost $30.05 Unrealized +19.0%
SPY SPDR S & P DEPOSIT RCPTS 1.7%
Value ($000) $3,049 Shares 16,305 Est. Cost $167.64 Unrealized
XLB SELECT SPDR MATERIALS 1.6%
Value ($000) $2,923 Shares 61,833 Est. Cost $39.35 Unrealized
NVO NOVO NORDISK ADR 1.5%
Value ($000) $2,705 Shares 59,255 Est. Cost $67.52 Unrealized
UNP UNION PACIFIC 1.3%
Value ($000) $2,382 Shares 12,693 Est. Cost $57.10 Unrealized +19.5%
DHR DANAHER CORPORATION 1.3%
Value ($000) $2,370 Shares 31,594 Est. Cost $25.01 Unrealized +23.1%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,332 Shares 23,870 Est. Cost $53.69 Unrealized +8.2%
MMM 3M CO 1.2%
Value ($000) $2,290 Shares 16,880 Est. Cost $76.26 Unrealized 0.0%
PEP PEPSICO INC 1.2%
Value ($000) $2,273 Shares 27,216 Est. Cost $56.02 Unrealized +1.5%
QCOM QUALCOMM INC 1.1%
Value ($000) $2,093 Shares 26,545 Est. Cost $45.06 Unrealized +19.9%
EBAY EBAY INC 1.1%
Value ($000) $2,046 Shares 37,030 Est. Cost $20.18 Unrealized +2.4%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $1,657 Shares 18,404 Est. Cost $59.62 Unrealized +26.6%
POTASH CORP SASK 0.7%
Value ($000) $1,250 Shares 34,525 Est. Cost $31.28 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP 0.6%
Value ($000) $1,148 Shares 15,259 Est. Cost $69.10 Unrealized
ROYAL DUTCH SHELL ADR 0.6%
Value ($000) $1,113 Shares 14,245 Est. Cost $66.26 Unrealized
POWERSHARES QQQQ TRUST 0.6%
Value ($000) $1,112 Shares 12,685 Est. Cost $71.26 Unrealized
AGX ARGAN, INC 0.5%
Value ($000) $995 Shares 33,480 Est. Cost $11.86 Unrealized +82.2%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $934 Shares 12,086 Est. Cost $45.74 Unrealized +14.6%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $578 Shares 1,320 Est. Cost $55.09 Unrealized -14.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $473 Shares 4,950 Est. Cost $14.15 Unrealized +17.1%
PFE PFIZER INC 0.3%
Value ($000) $463 Shares 14,430 Est. Cost $16.46 Unrealized +10.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $453 Shares 4,625 Est. Cost $71.75 Unrealized -2.1%
EPD ENTERPRISE PRODUCTS LP 0.2%
Value ($000) $429 Shares 6,192 Est. Cost $62.15 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $373 Shares 35,000 Est. Cost $10.23 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $367 Shares 14,230 Est. Cost $17.18 Unrealized +8.7%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $354 Shares 3,710 Est. Cost $57.83 Unrealized +8.0%
BRIDGELINE DIGITAL, INC 0.2%
Value ($000) $350 Shares 349,941 Est. Cost $1.19 Unrealized
AMERIGAS PARTNERS LP 0.2%
Value ($000) $330 Shares 7,801 Est. Cost $49.46 Unrealized
ACCESS MIDSTREAM PARTNERS L UNIT 0.2%
Value ($000) $322 Shares 5,593 Est. Cost $48.77 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $280 Shares 7,250 Est. Cost $27.85 Unrealized -4.7%
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $275 Shares 3,260 Est. Cost $96.32 Unrealized
LORILLARD, INC 0.1%
Value ($000) $268 Shares 4,950 Est. Cost $43.64 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $256 Shares 3,610 Est. Cost $34.53 Unrealized +20.0%
ETFS GOLD TR 0.1%
Value ($000) $230 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
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $207 Shares 1,860 Est. Cost $105.28 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $204 Shares 5,640 Est. Cost $24.97 Unrealized +4.6%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $156 Shares 3,000 Est. Cost $28.67 Unrealized +25.3%
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.1%
Value ($000) $148 Shares 5,330 Est. Cost $26.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $131 Shares 1,050 Est. Cost $110.02 Unrealized +6.2%
RAYTHEON 0.1%
Value ($000) $114 Shares 1,155 Est. Cost $71.33 Unrealized
CPFL ENERGIA S A ADR 0.1%
Value ($000) $112 Shares 6,891 Est. Cost $18.28 Unrealized
KINDERMORGAN ENERGY LP 0.1%
Value ($000) $111 Shares 1,500 Est. Cost $85.33 Unrealized
GLW CORNING INC 0.1%
Value ($000) $108 Shares 5,177 Est. Cost $10.49 Unrealized +31.7%
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $107 Shares 1,575 Est. Cost $57.78 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $102 Shares 1,384 Est. Cost $30.42 Unrealized -0.3%
EXC EXELON CORP 0.1%
Value ($000) $101 Shares 3,000 Est. Cost $15.41 Unrealized -10.4%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $92 Shares 1,919 Est. Cost $13.83 Unrealized +28.4%
VTR VENTAS INC 0.0%
Value ($000) $91 Shares 1,500 Est. Cost $49.18 Unrealized -16.2%
ANADARKO PETE INC 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $86.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $82 Shares 505 Est. Cost $71.65 Unrealized +58.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $79 Shares 2,110 Est. Cost $16.28 Unrealized +5.2%
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $75 Shares 900 Est. Cost $37.42 Unrealized +60.2%
VDC VANGUARD CONSUMER STAPLES 0.0%
Value ($000) $55 Shares 500 Est. Cost $102.00 Unrealized
PETROCHINA CO LTD 0.0%
Value ($000) $54 Shares 500 Est. Cost $110.00 Unrealized
NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $48 Shares 2,450 Est. Cost $14.29 Unrealized
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $47 Shares 1,040 Est. Cost $51.92 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $45 Shares 300 Est. Cost $81.53 Unrealized +24.2%
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.0%
Value ($000) $45 Shares 1,216 Est. Cost $37.01 Unrealized
IVV ISHARES CORE S & P 500 0.0%
Value ($000) $44 Shares 235 Est. Cost $161.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 480 Est. Cost $73.64 Unrealized +7.5%
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $31 Shares 593 Est. Cost $42.54 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $28 Shares 585 Est. Cost $25.87 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $28 Shares 400 Est. Cost $39.96 Unrealized +13.7%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $17 Shares 441 Est. Cost $28.85 Unrealized +6.5%
PFF ISHARES U S PREFERRED STOCK 0.0%
Value ($000) $10 Shares 250 Est. Cost $39.26 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCAR 0.0%
Value ($000) $7 Shares 75 Est. Cost $74.53 Unrealized
MEOH METHANEX CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.29 Unrealized +49.4%
GASTAR EXPL INC NEW 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.00 Unrealized
WMB WILLIAMS CO INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $18.03 Unrealized +16.1%
ALLIQUA INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized