Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 29, 2014

Total Value ($000): $181,898 (100.0% shares, 0.0% debt)

Holdings (87)

ADBE ADOBE SYS INC 26.9%
Value ($000) $49,005 Shares 708,261 Est. Cost $44.30 Unrealized +60.0%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 7.9%
Value ($000) $14,401 Shares 170,410 Est. Cost $84.33 Unrealized
V VISA INC 3.7%
Value ($000) $6,675 Shares 31,283 Est. Cost $40.02 Unrealized +24.0%
UNITED TECHNOLOGIES CORP 3.4%
Value ($000) $6,182 Shares 58,540 Est. Cost $99.86 Unrealized
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $5,419 Shares 50,841 Est. Cost $64.04 Unrealized +18.0%
SLB SCHLUMBERGER LTD 2.7%
Value ($000) $4,926 Shares 48,441 Est. Cost $52.90 Unrealized +50.3%
GENERAL ELEC CO 2.6%
Value ($000) $4,735 Shares 184,881 Est. Cost $23.41 Unrealized
EXPRESS SCRIPTS HOLDING CO 2.6%
Value ($000) $4,732 Shares 66,997 Est. Cost $65.46 Unrealized
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $4,291 Shares 71,231 Est. Cost $37.28 Unrealized +15.7%
AAPL APPLE INCORPORATED 2.2%
Value ($000) $4,059 Shares 40,285 Est. Cost $17.86 Unrealized +21.1%
CL COLGATE PALMOLIVE CO 2.2%
Value ($000) $4,031 Shares 61,806 Est. Cost $48.07 Unrealized +5.4%
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $3,798 Shares 43,389 Est. Cost $69.34 Unrealized +10.3%
WMT WAL MART STORES INC 2.1%
Value ($000) $3,738 Shares 48,886 Est. Cost $19.90 Unrealized +2.0%
IBM INTERNATIONAL BUSINESS MACHINE 2.0%
Value ($000) $3,712 Shares 19,557 Est. Cost $118.94 Unrealized -3.9%
ORCL ORACLE CORP 2.0%
Value ($000) $3,672 Shares 95,947 Est. Cost $27.58 Unrealized +24.0%
DIS DISNEY (WALT) COMPANY 2.0%
Value ($000) $3,653 Shares 41,029 Est. Cost $56.11 Unrealized +41.3%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS 1.9%
Value ($000) $3,545 Shares 135,185 Est. Cost $25.95 Unrealized
PRAXAIR INC 1.9%
Value ($000) $3,509 Shares 27,201 Est. Cost $130.97 Unrealized
SPY SPDR S & P DEPOSIT RCPTS 1.7%
Value ($000) $3,086 Shares 15,663 Est. Cost $167.64 Unrealized
C CITIGROUP INC COM NEW 1.6%
Value ($000) $2,999 Shares 57,883 Est. Cost $35.89 Unrealized +4.3%
NVO NOVO NORDISK ADR 1.5%
Value ($000) $2,803 Shares 58,867 Est. Cost $67.52 Unrealized
MRK MERCK & CO NEW 1.5%
Value ($000) $2,761 Shares 46,577 Est. Cost $30.05 Unrealized +31.0%
QCOM QUALCOMM INC 1.5%
Value ($000) $2,759 Shares 36,895 Est. Cost $49.10 Unrealized +12.9%
PEP PEPSICO INC 1.5%
Value ($000) $2,725 Shares 29,274 Est. Cost $56.45 Unrealized +14.9%
UNP UNION PACIFIC 1.5%
Value ($000) $2,699 Shares 24,893 Est. Cost $65.77 Unrealized +22.1%
GOOGLE INC 1.5%
Value ($000) $2,697 Shares 4,583 Est. Cost $891.83 Unrealized
GOOGLE INC CL C 1.4%
Value ($000) $2,562 Shares 4,437 Est. Cost $575.22 Unrealized
MMM 3M CO 1.4%
Value ($000) $2,496 Shares 17,615 Est. Cost $76.45 Unrealized +9.2%
DHR DANAHER CORPORATION 1.3%
Value ($000) $2,355 Shares 31,005 Est. Cost $25.01 Unrealized +24.6%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,228 Shares 23,690 Est. Cost $53.69 Unrealized +14.6%
EBAY EBAY INC 1.2%
Value ($000) $2,097 Shares 37,030 Est. Cost $20.18 Unrealized -1.9%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP 0.6%
Value ($000) $1,167 Shares 15,160 Est. Cost $69.25 Unrealized
POWERSHARES QQQQ TRUST 0.6%
Value ($000) $1,150 Shares 11,643 Est. Cost $71.26 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,066 Shares 12,834 Est. Cost $46.67 Unrealized +20.6%
ROYAL DUTCH SHELL ADR 0.4%
Value ($000) $809 Shares 10,230 Est. Cost $66.26 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $786 Shares 8,372 Est. Cost $15.69 Unrealized +14.2%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $610 Shares 1,320 Est. Cost $55.09 Unrealized -9.9%
EPD ENTERPRISE PRODUCTS LP 0.3%
Value ($000) $497 Shares 12,334 Est. Cost $51.22 Unrealized
AGX ARGAN, INC 0.2%
Value ($000) $444 Shares 13,300 Est. Cost $11.86 Unrealized +132.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $442 Shares 4,662 Est. Cost $71.89 Unrealized -0.9%
AMERIGAS PARTNERS LP 0.2%
Value ($000) $366 Shares 8,031 Est. Cost $49.12 Unrealized
ACCESS MIDSTREAM PARTNERS L UNIT 0.2%
Value ($000) $356 Shares 5,593 Est. Cost $48.77 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $349 Shares 35,000 Est. Cost $10.23 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $310 Shares 10,500 Est. Cost $16.46 Unrealized +6.0%
KO COCA COLA CO 0.2%
Value ($000) $309 Shares 7,250 Est. Cost $27.85 Unrealized +3.6%
BP PRUDHOE BAY ROYALTY TRUST 0.2%
Value ($000) $307 Shares 3,260 Est. Cost $96.32 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $301 Shares 3,130 Est. Cost $57.83 Unrealized +17.6%
LORILLARD, INC 0.2%
Value ($000) $297 Shares 4,950 Est. Cost $43.64 Unrealized
XLB SELECT SPDR MATERIALS 0.2%
Value ($000) $286 Shares 5,775 Est. Cost $39.35 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $254 Shares 7,284 Est. Cost $17.18 Unrealized +49.9%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $249 Shares 3,610 Est. Cost $34.53 Unrealized +23.4%
IVZ INVESCO LTD 0.1%
Value ($000) $235 Shares 5,965 Est. Cost $21.95 Unrealized +9.4%
BRIDGELINE DIGITAL, INC 0.1%
Value ($000) $227 Shares 349,941 Est. Cost $1.19 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $218 Shares 5,740 Est. Cost $25.00 Unrealized +10.3%
ETFS GOLD TR 0.1%
Value ($000) $216 Shares 1,825 Est. Cost $121.37 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $215 Shares 1,900 Est. Cost $105.44 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $212 Shares 2,015 Est. Cost $105.21 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $154 Shares 3,000 Est. Cost $28.67 Unrealized +19.4%
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $145 Shares 1,050 Est. Cost $110.02 Unrealized +21.1%
KINDERMORGAN ENERGY LP 0.1%
Value ($000) $140 Shares 1,500 Est. Cost $85.33 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.1%
Value ($000) $132 Shares 4,070 Est. Cost $26.00 Unrealized
SNY SANOFI 0.1%
Value ($000) $119 Shares 2,115 Est. Cost $54.17 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $109 Shares 1,524 Est. Cost $30.99 Unrealized +7.9%
EXC EXELON CORP 0.1%
Value ($000) $102 Shares 3,000 Est. Cost $15.41 Unrealized +1.5%
RAYTHEON 0.1%
Value ($000) $101 Shares 995 Est. Cost $71.33 Unrealized
BHP BHP BILLITON LIMITED 0.1%
Value ($000) $93 Shares 1,575 Est. Cost $57.78 Unrealized
MCHP MICROCHIP TECH INC 0.1%
Value ($000) $91 Shares 1,919 Est. Cost $13.83 Unrealized +36.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $81 Shares 1,760 Est. Cost $16.28 Unrealized +27.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $80 Shares 435 Est. Cost $71.65 Unrealized +74.3%
PETROCHINA CO LTD 0.0%
Value ($000) $64 Shares 500 Est. Cost $110.00 Unrealized
CPFL ENERGIA S A ADR 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $18.28 Unrealized
GLW CORNING INC 0.0%
Value ($000) $54 Shares 2,817 Est. Cost $10.49 Unrealized +47.5%
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $51 Shares 865 Est. Cost $51.92 Unrealized
NAVIOS MARITIME PARTNERS L P 0.0%
Value ($000) $44 Shares 2,450 Est. Cost $14.29 Unrealized
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $41 Shares 900 Est. Cost $37.42 Unrealized -2.2%
CMI CUMMINS INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $81.53 Unrealized +30.1%
VDC VANGUARD CONSUMER STAPLES 0.0%
Value ($000) $35 Shares 300 Est. Cost $102.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $31 Shares 400 Est. Cost $39.96 Unrealized +41.9%
KOHLBERG KRAVIS ROBERTS & CO 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $20.35 Unrealized
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $22 Shares 413 Est. Cost $42.54 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $18 Shares 441 Est. Cost $28.85 Unrealized +18.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.40 Unrealized 0.0%
IVV ISHARES CORE S & P 500 ETF 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
WMB WILLIAMS CO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $18.03 Unrealized +67.7%
GASTAR EXPL INC NEW 0.0%
Value ($000) $5 Shares 800 Est. Cost $5.00 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized