Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 29, 2015

Total Value ($000): $192,056 (100.0% shares, 0.0% debt)

Holdings (97)

ADBE ADOBE SYS INC 26.8%
Value ($000) $51,425 Shares 707,361 Est. Cost $44.30 Unrealized +58.2%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 8.9%
Value ($000) $17,170 Shares 203,313 Est. Cost $84.35 Unrealized
V VISA INC 4.3%
Value ($000) $8,189 Shares 31,234 Est. Cost $40.02 Unrealized +39.1%
UNITED TECHNOLOGIES CORP 3.5%
Value ($000) $6,730 Shares 58,523 Est. Cost $99.86 Unrealized
EXPRESS SCRIPTS HOLDING CO 3.0%
Value ($000) $5,672 Shares 66,990 Est. Cost $65.46 Unrealized
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $5,314 Shares 50,821 Est. Cost $64.04 Unrealized +20.7%
GENERAL ELEC CO 2.5%
Value ($000) $4,718 Shares 186,693 Est. Cost $23.41 Unrealized
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $4,552 Shares 72,741 Est. Cost $37.44 Unrealized +19.4%
AAPL APPLE INCORPORATED 2.3%
Value ($000) $4,447 Shares 40,285 Est. Cost $17.86 Unrealized +34.8%
WMT WAL MART STORES INC 2.3%
Value ($000) $4,413 Shares 51,386 Est. Cost $20.00 Unrealized +9.2%
ORCL ORACLE CORP 2.3%
Value ($000) $4,330 Shares 96,297 Est. Cost $27.58 Unrealized +25.1%
CL COLGATE PALMOLIVE CO 2.2%
Value ($000) $4,283 Shares 61,906 Est. Cost $48.07 Unrealized +8.6%
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $4,202 Shares 45,164 Est. Cost $69.62 Unrealized +9.8%
SLB SCHLUMBERGER LTD 2.2%
Value ($000) $4,145 Shares 48,541 Est. Cost $52.90 Unrealized +27.3%
DIS DISNEY (WALT) COMPANY 2.1%
Value ($000) $3,954 Shares 41,984 Est. Cost $56.68 Unrealized +43.4%
QCOM QUALCOMM INC 1.9%
Value ($000) $3,582 Shares 48,185 Est. Cost $50.09 Unrealized +6.5%
PRAXAIR INC 1.8%
Value ($000) $3,528 Shares 27,229 Est. Cost $130.97 Unrealized
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS 1.8%
Value ($000) $3,426 Shares 135,185 Est. Cost $25.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.6%
Value ($000) $3,162 Shares 19,707 Est. Cost $118.94 Unrealized -15.5%
C CITIGROUP INC COM NEW 1.6%
Value ($000) $3,148 Shares 58,173 Est. Cost $35.89 Unrealized +10.2%
SPY SPDR S & P DEPOSIT RCPTS 1.6%
Value ($000) $3,097 Shares 15,067 Est. Cost $167.64 Unrealized
UNP UNION PACIFIC 1.5%
Value ($000) $2,969 Shares 24,921 Est. Cost $65.77 Unrealized +36.0%
MMM 3M CO 1.5%
Value ($000) $2,919 Shares 17,765 Est. Cost $76.45 Unrealized +17.3%
PEP PEPSICO INC 1.5%
Value ($000) $2,858 Shares 30,224 Est. Cost $56.83 Unrealized +20.7%
DHR DANAHER CORPORATION 1.4%
Value ($000) $2,655 Shares 30,982 Est. Cost $25.01 Unrealized +31.7%
MRK MERCK & CO NEW 1.4%
Value ($000) $2,636 Shares 46,414 Est. Cost $30.05 Unrealized +30.9%
NVO NOVO NORDISK ADR 1.3%
Value ($000) $2,570 Shares 60,752 Est. Cost $66.74 Unrealized
GOOGLE INC 1.3%
Value ($000) $2,432 Shares 4,583 Est. Cost $891.83 Unrealized
GOOGLE INC CL C 1.2%
Value ($000) $2,336 Shares 4,437 Est. Cost $575.22 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,200 Shares 23,794 Est. Cost $53.69 Unrealized +8.0%
EBAY EBAY INC 1.1%
Value ($000) $2,078 Shares 37,030 Est. Cost $20.18 Unrealized +0.1%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.6%
Value ($000) $1,161 Shares 14,311 Est. Cost $69.25 Unrealized
POWERSHARES QQQQ TRUST 0.6%
Value ($000) $1,156 Shares 11,199 Est. Cost $71.26 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,070 Shares 12,834 Est. Cost $46.67 Unrealized +36.1%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $883 Shares 8,308 Est. Cost $15.69 Unrealized +20.4%
ROYAL DUTCH SHELL ADR 0.4%
Value ($000) $712 Shares 10,230 Est. Cost $66.26 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $698 Shares 1,320 Est. Cost $55.09 Unrealized +1.1%
AGX ARGAN, INC 0.2%
Value ($000) $447 Shares 13,300 Est. Cost $11.86 Unrealized +111.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $437 Shares 4,662 Est. Cost $71.89 Unrealized -1.9%
AMERIGAS PARTNERS LP 0.2%
Value ($000) $363 Shares 7,581 Est. Cost $49.12 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $349 Shares 11,223 Est. Cost $16.56 Unrealized +8.5%
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $342 Shares 35,000 Est. Cost $10.23 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $306 Shares 7,250 Est. Cost $27.85 Unrealized +7.9%
XLB SELECT SPDR MATERIALS 0.1%
Value ($000) $281 Shares 5,775 Est. Cost $39.35 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $278 Shares 3,610 Est. Cost $34.53 Unrealized +30.5%
INTC INTEL CORP 0.1%
Value ($000) $253 Shares 6,984 Est. Cost $17.18 Unrealized +55.0%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $252 Shares 3,130 Est. Cost $57.83 Unrealized +2.5%
IVZ INVESCO LTD 0.1%
Value ($000) $236 Shares 5,965 Est. Cost $21.95 Unrealized +10.3%
SYY SYSCO CORP 0.1%
Value ($000) $228 Shares 5,740 Est. Cost $25.00 Unrealized +15.4%
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $220 Shares 3,260 Est. Cost $96.32 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $212 Shares 2,015 Est. Cost $105.21 Unrealized
LORILLARD, INC 0.1%
Value ($000) $211 Shares 3,350 Est. Cost $43.64 Unrealized
ETFS GOLD TR SHS 0.1%
Value ($000) $211 Shares 1,825 Est. Cost $121.37 Unrealized
EPD ENTERPRISE PRODUCTS LP 0.1%
Value ($000) $203 Shares 5,634 Est. Cost $51.22 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $183 Shares 1,700 Est. Cost $105.44 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $177 Shares 3,000 Est. Cost $28.67 Unrealized +35.7%
BRK/B BERKSHIRE HATHAWAY INC CLB 0.1%
Value ($000) $158 Shares 1,050 Est. Cost $110.02 Unrealized +31.2%
ACCESS MIDSTREAM PARTNERS L UNIT 0.1%
Value ($000) $154 Shares 2,843 Est. Cost $48.77 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $134 Shares 3,282 Est. Cost $40.83 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.1%
Value ($000) $119 Shares 3,875 Est. Cost $26.00 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $112 Shares 1,524 Est. Cost $30.99 Unrealized +4.2%
EXC EXELON CORP 0.1%
Value ($000) $111 Shares 3,000 Est. Cost $15.41 Unrealized +12.2%
RAYTHEON 0.1%
Value ($000) $108 Shares 995 Est. Cost $71.33 Unrealized
SNY SANOFI 0.0%
Value ($000) $96 Shares 2,115 Est. Cost $54.17 Unrealized
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $87 Shares 1,919 Est. Cost $13.83 Unrealized +25.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $87 Shares 1,760 Est. Cost $16.28 Unrealized +46.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $84 Shares 435 Est. Cost $71.65 Unrealized +91.5%
BHP BHP BILLITON LIMITED 0.0%
Value ($000) $75 Shares 1,575 Est. Cost $57.78 Unrealized
GLW CORNING INC 0.0%
Value ($000) $65 Shares 2,817 Est. Cost $10.49 Unrealized +44.9%
MAT MATTEL INC 0.0%
Value ($000) $58 Shares 1,885 Est. Cost $30.76 Unrealized 0.0%
PETROCHINA CO LTD 0.0%
Value ($000) $55 Shares 500 Est. Cost $110.00 Unrealized
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $51 Shares 865 Est. Cost $51.92 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $43 Shares 386 Est. Cost $70.52 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $43 Shares 300 Est. Cost $81.53 Unrealized +28.3%
ECL ECOLAB INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $96.70 Unrealized 0.0%
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $39 Shares 900 Est. Cost $37.42 Unrealized -18.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $37 Shares 823 Est. Cost $31.85 Unrealized +10.9%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $30 Shares 400 Est. Cost $75.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $28 Shares 400 Est. Cost $39.96 Unrealized +22.3%
KOHLBERG KRAVIS ROBERTS & CO 0.0%
Value ($000) $26 Shares 1,100 Est. Cost $20.35 Unrealized
ABBV ABBVIE, INC 0.0%
Value ($000) $25 Shares 382 Est. Cost $40.24 Unrealized 0.0%
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $23 Shares 413 Est. Cost $42.54 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $19 Shares 300 Est. Cost $46.41 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $19 Shares 187 Est. Cost $68.28 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $16 Shares 232 Est. Cost $50.65 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $15 Shares 297 Est. Cost $38.42 Unrealized 0.0%
MCGRAW HILL COMPANIES INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $88.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $11 Shares 230 Est. Cost $27.66 Unrealized 0.0%
BRIDGELINE DIGITAL, INC 0.0%
Value ($000) $10 Shares 21,667 Est. Cost $1.19 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $79.40 Unrealized +9.2%
PPL PPL CORPORATION 0.0%
Value ($000) $9 Shares 250 Est. Cost $19.85 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $8 Shares 139 Est. Cost $38.77 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
CALIFORNIA RES CORP 0.0%
Value ($000) $7 Shares 1,252 Est. Cost $5.59 Unrealized
PNC PNC FINL SVCS GROUP INC USD 5.0 0.0%
Value ($000) $6 Shares 67 Est. Cost $61.36 Unrealized 0.0%
BP BP AMOCO P L C SPONSORED ADR 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized