13F Filings History of Family Capital Trust Co

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$306,231,349
Signature - Title
Carolyn B. Bergen - CCO
Location
Peabody, MA
Summary
This page shows a list of all the recent 13F filings made by Family Capital Trust Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Capital Trust Co reported 87 stock holdings with total value $306,231,349 as of Q4 2025. Top holdings included ADBE, GOOGL, JPM, AGG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $306,231,349 +$24,576,670 -$24,549,206 +$27,464 ADBE, GOOGL, JPM, AGG, AAPL 13F-HR 27 Jan 2026, 12:43
Q3 2025 90 $298,842,597 +$30,065,171 -$24,145,290 +$5,919,881 ADBE, JPM, GOOGL, AGG, IEFA 13F-HR 23 Oct 2025, 17:09
Q2 2025 62 $288,652,787 +$1,124,520 -$4,153,562 -$3,029,042 ADBE, IEFA, JPM, AGG, IMTM 13F-HR 29 Jul 2025, 17:45
Q1 2025 62 $278,860,684 +$10,598,578 -$18,008,399 -$7,409,821 ADBE, AGG, IEFA, JPM, AAPL 13F-HR 25 Apr 2025, 17:04
Q4 2024 59 $295,082,350 +$18,363,387 -$15,347,341 +$3,016,046 ADBE, V, AGG, IEFA, JPM 13F-HR 28 Jan 2025, 15:48
Q3 2024 61 $311,179,578 +$57,011 -$375,642 -$318,631 ADBE, IEFA, AGG, AAPL, JPM 13F-HR 29 Oct 2024, 11:15
Q2 2024 61 $305,884,939 +$6,084,916 -$4,008,814 +$2,076,102 ADBE, IEFA, GOOGL, AGG, JPM 13F-HR 08 Aug 2024, 16:55
Q1 2024 60 $291,642,775 +$1,390,716 -$17,435,068 -$16,044,352 ADBE, IEFA, JPM, GOOGL, IMTM 13F-HR 24 Apr 2024, 15:50
Q4 2023 58 $317,126,046 +$7,787,548 -$8,409,436 -$621,888 ADBE, IEFA, EFAV, AAPL, GOOGL 13F-HR 23 Jan 2024, 16:48
Q3 2023 52 $282,498,577 +$9,347,811 -$10,106,985 -$759,174 ADBE, EFAV, IEFA, AAPL, GOOGL 13F-HR 26 Oct 2023, 18:44
Q2 2023 52 $286,811,047 +$276,871 -$3,794,636 -$3,517,765 ADBE, EFAV, IEFA, AAPL, LRGF 13F-HR 27 Jul 2023, 07:36
Q1 2023 52 $258,385,593 +$7,571,283 -$14,993,271 -$7,421,988 ADBE, EFAV, IEFA, AAPL, LRGF 13F-HR 21 Apr 2023, 09:45
Q4 2022 50 $246,516,006 +$29,779 -$468,114 -$438,335 ADBE, EFAV, IEFA, GOVT, JPM 13F-HR 30 Jan 2023, 15:40
Q3 2022 50 $218,507,000 +$8,330,846 -$2,010,843 +$6,320,003 ADBE, EFAV, IEFA, GOVT, AAPL Restatement 15 Nov 2022, 17:25
Q2 2022 51 $252,264,000 +$2,386,781 -$8,950,460 -$6,563,679 ADBE, EFAV, IEFA, GOVT, AAPL 13F-HR 19 Jul 2022, 17:09
Q1 2022 52 $307,875,000 +$5,592,206 -$10,305,291 -$4,713,085 ADBE, EFAV, IEFA, AAPL, GOVT 13F-HR 26 Apr 2022, 18:21
Q4 2021 52 $357,649,000 +$5,219,512 -$1,302,468 +$3,917,044 ADBE, EFAV, AAPL, GOOGL, GOVT 13F-HR 13 Jan 2022, 14:20
Q3 2021 52 $350,680,000 +$468,939 -$1,414,000 -$945,061 ADBE, EFAV, PYPL, GOVT, GOOGL 13F-HR 21 Oct 2021, 17:07
Q2 2021 52 $353,979,000 +$11,838,458 -$23,541,698 -$11,703,240 ADBE, EFAV, PYPL, GOVT, IEFA 13F-HR 22 Jul 2021, 15:26
Q1 2021 52 $319,059,000 +$1,088,442 -$4,061,658 -$2,973,216 ADBE, EFAV, PYPL, IEFA, JPM 13F-HR 30 Apr 2021, 14:29
Q4 2020 54 $323,263,000 +$4,164,824 -$4,992,555 -$827,731 ADBE, EFAV, AAPL, PYPL, IEFA 13F-HR 04 Feb 2021, 17:21
Q3 2020 53 $306,570,000 +$11,546,127 -$7,098,492 +$4,447,635 ADBE, EFAV, AAPL, PYPL, IEFA 13F-HR 15 Oct 2020, 16:11
Q2 2020 52 $280,228,000 +$6,306,430 -$10,169,350 -$3,862,920 ADBE, EFAV, IEFA, AAPL, PYPL 13F-HR 31 Jul 2020, 09:13
Q1 2020 54 $221,881,000 +$231,553 -$4,739,679 -$4,508,126 ADBE, EFAV, TLT, IEFA, AGG 13F-HR 24 Apr 2020, 16:40
Q4 2019 55 $265,552,000 +$4,147,387 -$10,610,069 -$6,462,682 ADBE, EFAV, JPM, IEFA, AAPL 13F-HR 09 Jan 2020, 18:45
Q3 2019 54 $243,951,000 +$575,513 -$1,708,283 -$1,132,770 ADBE, EFAV, V, ABT, JPM 13F-HR 15 Oct 2019, 17:19
Q2 2019 55 $249,599,000 +$9,625,758 -$13,928,706 -$4,302,948 ADBE, EFAV, V, ABT, IEFA 13F-HR 16 Jul 2019, 17:26
Q1 2019 55 $236,702,000 +$3,843,350 -$5,755,100 -$1,911,750 ADBE, EFAV, V, IEFA, ABT 13F-HR 23 Apr 2019, 13:50
Q4 2018 55 $207,330,000 +$226,000 -$2,942,279 -$2,716,279 ADBE, EFAV, ABT, IEFA, V 13F-HR 17 Jan 2019, 18:30
Q3 2018 62 $239,318,000 +$588,865 -$6,381,286 -$5,792,421 ADBE, EFAV, IEFA, V, JPM 13F-HR 18 Oct 2018, 18:17
Q2 2018 57 $224,880,000 +$5,051,693 -$11,565,744 -$6,514,051 ADBE, EFAV, IEFA, JPM, V 13F-HR 07 Aug 2018, 12:40
Q1 2018 58 $219,197,000 +$5,084,297 -$16,351,666 -$11,267,369 ADBE, EFAV, IEFA, JPM, V 13F-HR 17 Apr 2018, 12:24
Q4 2017 60 $212,550,000 +$4,060,850 -$8,378,818 -$4,317,968 ADBE, IEFA, JPM, EFAV, V 13F-HR 17 Jan 2018, 08:20
Q3 2017 57 $197,907,000 +$6,109,273 -$8,533,320 -$2,424,047 ADBE, IEFA, EFAV, JPM, V 13F-HR 17 Oct 2017, 16:04
Q2 2017 55 $193,410,000 +$268,717 -$1,152,430 -$883,713 ADBE, EFAV, JPM, JNJ, AAPL 13F-HR 13 Jul 2017, 16:00
Q1 2017 56 $188,532,000 +$553,054 -$10,807,915 -$10,254,861 ADBE, EFAV, JPM, AAPL, UTX 13F-HR 12 May 2017, 19:17
Q4 2016 66 $173,468,000 +$5,089,446 -$5,757,192 -$667,746 ADBE, JPM, GE, EFAV, JNJ 13F-HR 31 Jan 2017, 13:10
Q3 2016 66 $176,581,000 +$1,010,956 -$3,434,961 -$2,424,005 ADBE, TLT, EFAV, GE, JNJ 13F-HR 01 Nov 2016, 16:23
Q2 2016 65 $168,669,000 +$10,151,695 -$17,559,145 -$7,407,450 ADBE, TLT, GE, JNJ, EFAV 13F-HR 28 Jul 2016, 14:48
Q1 2016 66 $172,501,000 +$22,575,976 -$32,394,504 -$9,818,528 ADBE, TLT, UTX, GE, JPM 13F-HR 21 Apr 2016, 18:49
Q4 2015 75 $183,137,000 +$14,251,259 -$16,359,052 -$2,107,793 ADBE, SHY, GE, IEFA, ESRX 13F-HR 28 Jan 2016, 14:58
Q3 2015 85 $172,337,000 +$19,929,673 -$16,950,594 +$2,979,079 ADBE, SHY, IVV, IEFA, ESRX 13F-HR 20 Oct 2015, 18:03
Q2 2015 108 $178,247,000 +$6,907,204 -$13,224,984 -$6,317,780 ADBE, SHY, UTX, ESRX, GE 13F-HR 21 Jul 2015, 16:34
Q1 2015 80 $180,866,000 +$7,073,387 -$12,736,688 -$5,663,301 ADBE, SHY, V, UTX, ESRX Restatement 01 May 2015, 06:01
Q4 2014 97 $192,056,000 +$5,004,456 -$1,332,750 +$3,671,706 ADBE, SHY, V, UTX, ESRX 13F-HR 29 Jan 2015, 15:42
Q3 2014 87 $181,897,000 +$8,542,204 -$17,600,030 -$9,057,826 ADBE, SHY, V, UTX, JNJ 13F-HR 28 Oct 2014, 18:36
Q2 2014 90 $194,338,000 +$12,134,162 -$3,779,411 +$8,354,751 ADBE, SHY, V, SLB, ESRX 13F-HR 05 Aug 2014, 11:10
Q1 2014 92 $184,316,000 +$16,896,150 -$20,939,634 -$4,043,484 ADBE, SHY, V, ESRX, GOOGL 13F-HR 06 May 2014, 11:29
Q4 2013 89 $183,564,000 $0 $0 $0 ADBE, SHY, V, EPD, ESRX 13F-HR 29 Jan 2014, 11:33