Family Capital Trust Co Diversified Active

CIK: 0001123320 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 1, 2015

Total Value ($000): $180,866 (100.0% shares, 0.0% debt)

Holdings (80)

ADBE ADOBE SYS INC 27.7%
Value ($000) $50,114 Shares 677,764 Est. Cost $44.30 Unrealized +68.4%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 9.5%
Value ($000) $17,244 Shares 203,154 Est. Cost $84.35 Unrealized
V VISA INC 4.4%
Value ($000) $7,919 Shares 121,083 Est. Cost $55.80 Unrealized +9.8%
UNITED TECHNOLOGIES CORP 3.8%
Value ($000) $6,876 Shares 58,666 Est. Cost $99.86 Unrealized
EXPRESS SCRIPTS HOLDING CO 3.2%
Value ($000) $5,825 Shares 67,129 Est. Cost $65.46 Unrealized
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $5,133 Shares 51,019 Est. Cost $64.04 Unrealized +17.3%
AAPL APPLE INCORPORATED 2.8%
Value ($000) $4,991 Shares 40,109 Est. Cost $17.86 Unrealized +50.3%
GENERAL ELEC CO 2.6%
Value ($000) $4,745 Shares 191,338 Est. Cost $23.44 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $4,441 Shares 73,304 Est. Cost $37.44 Unrealized +18.3%
DIS DISNEY (WALT) COMPANY 2.4%
Value ($000) $4,355 Shares 41,518 Est. Cost $56.68 Unrealized +62.1%
CL COLGATE PALMOLIVE CO 2.4%
Value ($000) $4,314 Shares 62,215 Est. Cost $48.07 Unrealized +11.7%
WMT WAL MART STORES INC 2.4%
Value ($000) $4,280 Shares 52,035 Est. Cost $20.03 Unrealized +15.0%
SLB SCHLUMBERGER LTD 2.2%
Value ($000) $4,062 Shares 48,680 Est. Cost $52.90 Unrealized +16.0%
QCOM QUALCOMM INC 2.1%
Value ($000) $3,824 Shares 55,145 Est. Cost $50.29 Unrealized +2.7%
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 2.0%
Value ($000) $3,615 Shares 136,795 Est. Cost $25.96 Unrealized
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $3,546 Shares 45,388 Est. Cost $69.62 Unrealized +2.0%
PRAXAIR INC 1.8%
Value ($000) $3,306 Shares 27,378 Est. Cost $130.97 Unrealized
NVO NOVO NORDISK ADR 1.8%
Value ($000) $3,198 Shares 59,915 Est. Cost $66.74 Unrealized
SPY SPDR S & P DEPOSIT RCPTS 1.7%
Value ($000) $3,083 Shares 14,937 Est. Cost $167.64 Unrealized
C CITIGROUP INC COM NEW 1.7%
Value ($000) $2,993 Shares 58,102 Est. Cost $35.89 Unrealized +5.7%
MMM 3M CO 1.6%
Value ($000) $2,929 Shares 17,755 Est. Cost $76.45 Unrealized +26.7%
PEP PEPSICO INC 1.6%
Value ($000) $2,904 Shares 30,367 Est. Cost $56.83 Unrealized +22.6%
UNP UNION PACIFIC 1.5%
Value ($000) $2,675 Shares 24,699 Est. Cost $65.77 Unrealized +39.6%
DHR DANAHER CORPORATION 1.5%
Value ($000) $2,635 Shares 31,035 Est. Cost $25.01 Unrealized +39.4%
GOOGLE INC 1.4%
Value ($000) $2,590 Shares 4,669 Est. Cost $885.62 Unrealized
GOOGLE INC CL C 1.3%
Value ($000) $2,421 Shares 4,417 Est. Cost $575.22 Unrealized
EBAY EBAY INC 1.2%
Value ($000) $2,136 Shares 37,030 Est. Cost $20.18 Unrealized +5.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,940 Shares 22,826 Est. Cost $53.69 Unrealized +3.5%
MRK MERCK & CO NEW 1.0%
Value ($000) $1,864 Shares 32,440 Est. Cost $30.05 Unrealized +34.1%
POWERSHARES QQQQ TRUST 0.7%
Value ($000) $1,205 Shares 11,409 Est. Cost $71.90 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,172 Shares 13,688 Est. Cost $47.99 Unrealized +41.5%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.6%
Value ($000) $1,156 Shares 14,371 Est. Cost $69.25 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $667 Shares 1,320 Est. Cost $55.09 Unrealized +2.8%
ROYAL DUTCH SHELL ADR 0.3%
Value ($000) $607 Shares 9,685 Est. Cost $66.26 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $438 Shares 4,494 Est. Cost $71.89 Unrealized +0.4%
PFE PFIZER INC 0.2%
Value ($000) $365 Shares 10,500 Est. Cost $16.56 Unrealized +21.4%
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.2%
Value ($000) $342 Shares 35,000 Est. Cost $10.23 Unrealized
AMERIGAS PARTNERS LP 0.2%
Value ($000) $336 Shares 7,031 Est. Cost $49.12 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $294 Shares 7,250 Est. Cost $27.85 Unrealized +6.3%
XLB SELECT SPDR MATERIALS 0.2%
Value ($000) $282 Shares 5,775 Est. Cost $39.35 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $256 Shares 3,610 Est. Cost $34.53 Unrealized +34.9%
ORCL ORACLE CORP 0.1%
Value ($000) $230 Shares 5,330 Est. Cost $27.58 Unrealized +33.6%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $228 Shares 3,130 Est. Cost $57.83 Unrealized -3.6%
IVZ INVESCO LTD 0.1%
Value ($000) $224 Shares 5,640 Est. Cost $21.95 Unrealized +10.0%
LORILLARD, INC 0.1%
Value ($000) $219 Shares 3,350 Est. Cost $43.64 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND FUND 0.1%
Value ($000) $213 Shares 2,015 Est. Cost $105.21 Unrealized
ETFS GOLD TR SHS 0.1%
Value ($000) $211 Shares 1,825 Est. Cost $121.37 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $205 Shares 5,440 Est. Cost $25.00 Unrealized +18.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $194 Shares 3,000 Est. Cost $28.67 Unrealized +51.6%
INTC INTEL CORP 0.1%
Value ($000) $194 Shares 6,192 Est. Cost $17.18 Unrealized +51.4%
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $169 Shares 1,625 Est. Cost $105.44 Unrealized
EPD ENTERPRISE PRODUCTS LP 0.1%
Value ($000) $159 Shares 4,818 Est. Cost $51.22 Unrealized
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 0.1%
Value ($000) $155 Shares 3,154 Est. Cost $49.14 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.1%
Value ($000) $132 Shares 2,260 Est. Cost $96.32 Unrealized
ATMP BARCLAYS BK PLC EIN&SEL MLP ADR 0.1%
Value ($000) $111 Shares 3,800 Est. Cost $26.00 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $101 Shares 3,000 Est. Cost $15.41 Unrealized +9.3%
SNY SANOFI 0.1%
Value ($000) $99 Shares 2,010 Est. Cost $54.17 Unrealized
RAYTHEON 0.1%
Value ($000) $96 Shares 880 Est. Cost $71.33 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $89 Shares 1,298 Est. Cost $30.99 Unrealized +2.1%
BRK/B BERKSHIRE HATHAWAY INC CLB 0.0%
Value ($000) $87 Shares 600 Est. Cost $110.02 Unrealized +33.7%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $84 Shares 1,719 Est. Cost $13.83 Unrealized +39.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $71 Shares 1,420 Est. Cost $16.28 Unrealized +60.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $70 Shares 346 Est. Cost $71.65 Unrealized +105.4%
NUS NU SKIN ENTERPRISES 0.0%
Value ($000) $54 Shares 900 Est. Cost $37.42 Unrealized -4.7%
GLW CORNING INC 0.0%
Value ($000) $53 Shares 2,333 Est. Cost $10.49 Unrealized +69.9%
DPS CHINA MOBILE LIMITED ADR 0.0%
Value ($000) $46 Shares 705 Est. Cost $51.92 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $81.53 Unrealized +28.6%
MAT MATTEL INC 0.0%
Value ($000) $34 Shares 1,510 Est. Cost $30.76 Unrealized -13.7%
DISCOVERY COMMUNICATNS NEW COM SER A 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.00 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $28 Shares 609 Est. Cost $40.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $27 Shares 170 Est. Cost $118.94 Unrealized -18.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $25 Shares 400 Est. Cost $39.96 Unrealized +14.0%
KOHLBERG KRAVIS ROBERTS & CO 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $20.35 Unrealized
XLI SPDRFUND INDUSTRIAL 0.0%
Value ($000) $23 Shares 413 Est. Cost $42.54 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $20 Shares 441 Est. Cost $31.85 Unrealized +17.5%
BRIDGELINE DIGITAL, INC 0.0%
Value ($000) $11 Shares 21,667 Est. Cost $1.19 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $79.40 Unrealized +14.0%
IXJ ISHARES S&P GLOBAL HEALTHCAR 0.0%
Value ($000) $8 Shares 75 Est. Cost $74.53 Unrealized
IVV ISHARES CORE S & P 500 ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $161.70 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $2 Shares 228 Est. Cost $5.59 Unrealized