Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 5, 2014

Total Value ($000): $194,339 (100.0% shares, 0.0% debt)

Holdings (90)

ADBE ADOBE SYS INC 28.5%
Value ($000) $55,337 Shares 764,752 Est. Cost $44.30 Unrealized +45.6%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 7.5%
Value ($000) $14,505 Shares 171,540 Est. Cost $84.33 Unrealized
V VISA INC 3.4%
Value ($000) $6,674 Shares 31,676 Est. Cost $40.02 Unrealized +20.4%
SLB SCHLUMBERGER LTD 2.9%
Value ($000) $5,699 Shares 48,316 Est. Cost $52.90 Unrealized +41.5%
EXPRESS SCRIPTS HOLDING CO 2.4%
Value ($000) $4,641 Shares 66,947 Est. Cost $65.46 Unrealized
KOHLBERG KRAVIS ROBERTS & CO 2.3%
Value ($000) $4,456 Shares 183,231 Est. Cost $20.35 Unrealized
GENERAL ELEC CO 2.3%
Value ($000) $4,406 Shares 167,731 Est. Cost $23.18 Unrealized
CL COLGATE PALMOLIVE CO 2.2%
Value ($000) $4,209 Shares 61,731 Est. Cost $48.07 Unrealized +6.6%
IVZ INVESCO LTD 2.1%
Value ($000) $4,113 Shares 108,959 Est. Cost $21.95 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $3,970 Shares 68,906 Est. Cost $37.09 Unrealized +11.1%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $3,961 Shares 34,311 Est. Cost $95.80 Unrealized
ORCL ORACLE CORP 2.0%
Value ($000) $3,918 Shares 96,697 Est. Cost $27.58 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $3,854 Shares 36,840 Est. Cost $59.66 Unrealized +22.6%
AAPL APPLE INCORPORATED 2.0%
Value ($000) $3,792 Shares 40,810 Est. Cost $17.86 Unrealized +4.4%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS 1.9%
Value ($000) $3,785 Shares 136,535 Est. Cost $25.95 Unrealized
WMT WAL MART STORES INC 1.9%
Value ($000) $3,662 Shares 48,786 Est. Cost $19.90 Unrealized +3.1%
PRAXAIR INC 1.9%
Value ($000) $3,613 Shares 27,201 Est. Cost $130.97 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.8%
Value ($000) $3,591 Shares 19,812 Est. Cost $118.94 Unrealized -5.6%
DIS DISNEY (WALT) COMPANY 1.8%
Value ($000) $3,516 Shares 41,012 Est. Cost $56.11 Unrealized +30.9%
SPY SPDR S & P DEPOSIT RCPTS 1.6%
Value ($000) $3,091 Shares 15,793 Est. Cost $167.64 Unrealized
MRK MERCK & CO NEW 1.6%
Value ($000) $3,079 Shares 53,233 Est. Cost $30.05 Unrealized +26.3%
C CITIGROUP INC COM NEW 1.4%
Value ($000) $2,775 Shares 58,932 Est. Cost $35.89 Unrealized -1.4%
NVO NOVO NORDISK ADR 1.4%
Value ($000) $2,723 Shares 58,967 Est. Cost $67.52 Unrealized
GOOGLE INC 1.4%
Value ($000) $2,699 Shares 4,616 Est. Cost $891.83 Unrealized
XLB SELECT SPDR MATERIALS 1.4%
Value ($000) $2,647 Shares 53,339 Est. Cost $39.35 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $2,562 Shares 28,682 Est. Cost $56.27 Unrealized +8.3%
GOOGLE INC CL C 1.3%
Value ($000) $2,558 Shares 4,447 Est. Cost $575.22 Unrealized
MMM 3M CO 1.3%
Value ($000) $2,520 Shares 17,590 Est. Cost $76.45 Unrealized +6.0%
UNP UNION PACIFIC 1.3%
Value ($000) $2,486 Shares 24,918 Est. Cost $65.77 Unrealized +13.7%
DHR DANAHER CORPORATION 1.3%
Value ($000) $2,445 Shares 31,055 Est. Cost $25.01 Unrealized +24.4%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,403 Shares 23,870 Est. Cost $53.69 Unrealized +15.2%
EBAY EBAY INC 1.0%
Value ($000) $1,854 Shares 37,030 Est. Cost $20.18 Unrealized -3.9%
QCOM QUALCOMM INC 0.9%
Value ($000) $1,782 Shares 22,500 Est. Cost $45.06 Unrealized +27.2%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $1,746 Shares 18,404 Est. Cost $59.62 Unrealized +28.1%
POTASH CORP SASK 0.7%
Value ($000) $1,327 Shares 34,980 Est. Cost $31.37 Unrealized
AGX ARGAN, INC 0.6%
Value ($000) $1,248 Shares 33,480 Est. Cost $11.86 Unrealized +90.0%
POWERSHARES QQQQ TRUST 0.6%
Value ($000) $1,165 Shares 12,411 Est. Cost $71.26 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP 0.6%
Value ($000) $1,159 Shares 14,870 Est. Cost $69.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $928 Shares 11,709 Est. Cost $45.74 Unrealized +15.6%
ROYAL DUTCH SHELL ADR 0.5%
Value ($000) $896 Shares 10,300 Est. Cost $66.26 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $722 Shares 7,047 Est. Cost $15.27 Unrealized +17.3%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $544 Shares 1,320 Est. Cost $55.09 Unrealized -19.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $489 Shares 4,850 Est. Cost $71.89 Unrealized +4.1%
EPD ENTERPRISE PRODUCTS LP 0.2%
Value ($000) $483 Shares 6,167 Est. Cost $62.15 Unrealized
AMERIGAS PARTNERS LP 0.2%
Value ($000) $386 Shares 8,501 Est. Cost $49.12 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $385 Shares 35,000 Est. Cost $10.23 Unrealized
ACCESS MIDSTREAM PARTNERS L UNIT 0.2%
Value ($000) $355 Shares 5,593 Est. Cost $48.77 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.2%
Value ($000) $323 Shares 3,260 Est. Cost $96.32 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $321 Shares 3,130 Est. Cost $57.83 Unrealized +14.4%
PFE PFIZER INC 0.2%
Value ($000) $312 Shares 10,500 Est. Cost $16.46 Unrealized +6.6%
BRIDGELINE DIGITAL, INC 0.2%
Value ($000) $308 Shares 349,941 Est. Cost $1.19 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $307 Shares 7,250 Est. Cost $27.85 Unrealized +0.9%
LORILLARD, INC 0.2%
Value ($000) $302 Shares 4,950 Est. Cost $43.64 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $258 Shares 3,610 Est. Cost $34.53 Unrealized +24.3%
ETFS GOLD TR SHS 0.1%
Value ($000) $238 Shares 1,825 Est. Cost $121.37 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $233 Shares 7,530 Est. Cost $17.18 Unrealized +20.4%
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $221 Shares 1,860 Est. Cost $105.28 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $215 Shares 5,740 Est. Cost $25.00 Unrealized +7.6%
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $213 Shares 2,015 Est. Cost $105.21 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.1%
Value ($000) $168 Shares 5,330 Est. Cost $26.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $146 Shares 3,000 Est. Cost $28.67 Unrealized +16.9%
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $133 Shares 1,050 Est. Cost $110.02 Unrealized +15.0%
KINDERMORGAN ENERGY LP 0.1%
Value ($000) $123 Shares 1,500 Est. Cost $85.33 Unrealized
CPFL ENERGIA S A ADR 0.1%
Value ($000) $116 Shares 6,391 Est. Cost $18.28 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $109 Shares 3,000 Est. Cost $15.41 Unrealized +9.5%
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $108 Shares 1,575 Est. Cost $57.78 Unrealized
GLW CORNING INC 0.1%
Value ($000) $98 Shares 4,477 Est. Cost $10.49 Unrealized +49.4%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $94 Shares 1,919 Est. Cost $13.83 Unrealized +35.0%
RAYTHEON 0.0%
Value ($000) $92 Shares 995 Est. Cost $71.33 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $89 Shares 1,234 Est. Cost $30.42 Unrealized +7.5%
SNY SANOFI 0.0%
Value ($000) $78 Shares 1,465 Est. Cost $53.24 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $74 Shares 1,760 Est. Cost $16.28 Unrealized +17.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $70 Shares 435 Est. Cost $71.65 Unrealized +65.1%
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $67 Shares 900 Est. Cost $37.42 Unrealized +44.2%
PETROCHINA CO LTD 0.0%
Value ($000) $63 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
CMI CUMMINS INC 0.0%
Value ($000) $46 Shares 300 Est. Cost $81.53 Unrealized +35.8%
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $42 Shares 865 Est. Cost $51.92 Unrealized
VDC VANGUARD CONSUMER STAPLES 0.0%
Value ($000) $35 Shares 300 Est. Cost $102.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $34 Shares 400 Est. Cost $39.96 Unrealized +33.5%
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $32 Shares 593 Est. Cost $42.54 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $18 Shares 441 Est. Cost $28.85 Unrealized +9.2%
PFF ISHARES U S PREFERRED STOCK 0.0%
Value ($000) $10 Shares 250 Est. Cost $39.26 Unrealized
IVV ISHARES CORE S & P 500 0.0%
Value ($000) $8 Shares 40 Est. Cost $161.70 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCAR 0.0%
Value ($000) $7 Shares 75 Est. Cost $74.53 Unrealized
GASTAR EXPL INC NEW 0.0%
Value ($000) $7 Shares 800 Est. Cost $5.00 Unrealized
WMB WILLIAMS CO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $18.03 Unrealized +34.1%
MEOH METHANEX CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.29 Unrealized +45.1%
ALLIQUA INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized