Family Capital Trust Co Q2 2026 Portfolio Activity Report
This report details observable purchases and sales by Family Capital Trust Co in Q2 2026, highlighting significant increases in positions like IEFA, AXP, LRGF, MDLZ, and USMV.
Family Capital Trust Co's portfolio saw notable changes during the second quarter of 2026. The investment trust demonstrated active buying behavior across several sectors, increasing its holdings significantly.
Technology Sector: Adobe Inc (ADBE) experienced a slight decrease in shares (-0.14%), while Apple Inc (AAPL) saw minor reductions as well (-0.91%). However, the trust bolstered its exposure to other Technology names like Fortive Corp (FTV), which increased by 100%.
Financial Services: This was a major focus area for Family Capital Trust Co in Q2 2026. The trust significantly expanded its position in American Express Co (AXP) with an increase of over 223,970% change percentage and substantial shares (Family Capital Trust Co). Similarly, JPMorgan Chase & Co (JPM) saw a moderate increase of about 4.5%.
International Exposure via ETFs: The trust notably increased its allocation to the IShares Core MSCI EAFE ETF (IEFA), adding over 67,786% in shares. It also boosted positions in other equity factor ETFs like LRGF.
Consumer Defensive: Mondelez International Inc (MDLZ) showed a massive increase of nearly 99,534%, indicating strong confidence in this consumer staple name.
Real Estate: The trust significantly increased its stake in American Tower Corp (AMT) by over 66,814%.
In summary, Family Capital Trust Co focused on adding significant positions during Q2 2026. Key additions included American Express (AXP), Adobe Inc (ADBE), Apple Inc (AAPL), bond ETFs like AGG and IShares MSCI EAFE ETF (IEFA), Fortive Corp (FTV), and physical gold via ABERDEEN PHYSICAL GOLD SHARES (SGOL). No substantial decreases or exits were disclosed in this filing.