13F Filings History of Family Capital Trust Co

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$298,842,597
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 90 stock holdings with total value $298,842,597 as of Q3 2025. Top holdings included ADBE, JPM, GOOGL, AGG, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 90 $298,842,597 +$30,065,173 -$24,145,292 +$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 +$10,598,579 -$18,008,400 -$7,409,821 ADBE, AGG, IEFA, JPM, AAPL 13F-HR 25 Apr 2025, 17:04
Q4 2024 59 $295,082,350 +$18,363,400 -$15,347,343 +$3,016,057 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 +$6,084,919 -$4,008,814 +$2,076,105 ADBE, IEFA, GOOGL, AGG, JPM 13F-HR 08 Aug 2024, 16:55
Q1 2024 60 $291,642,775 +$1,390,717 -$17,435,069 -$16,044,352 ADBE, IEFA, JPM, GOOGL, IMTM 13F-HR 24 Apr 2024, 15:50
Q4 2023 58 $317,126,046 +$7,787,546 -$8,409,436 -$621,890 ADBE, IEFA, EFAV, AAPL, GOOGL 13F-HR 23 Jan 2024, 16:48
Q3 2023 52 $282,498,577 +$9,347,811 -$1,047,505 +$8,300,306 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 +$7,571,287 -$14,993,284 -$7,421,997 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, 14:40
Q3 2022 50 $218,507,000 +$8,330,844 -$1,532,844 +$6,798,000 ADBE, EFAV, IEFA, GOVT, AAPL Restatement 15 Nov 2022, 16:25
Q2 2022 51 $252,264,000 +$2,386,780 -$7,057,459 -$4,670,679 ADBE, EFAV, IEFA, GOVT, AAPL 13F-HR 19 Jul 2022, 17:09
Q1 2022 52 $307,875,000 +$5,592,205 -$10,240,291 -$4,648,086 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, 13:20
Q3 2021 52 $350,680,000 +$468,940 -$1,414,000 -$945,060 ADBE, EFAV, PYPL, GOVT, GOOGL 13F-HR 21 Oct 2021, 17:07
Q2 2021 52 $353,979,000 +$11,838,443 -$23,541,700 -$11,703,257 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 +$4,164,823 -$4,493,555 -$328,732 ADBE, EFAV, AAPL, PYPL, IEFA 13F-HR 04 Feb 2021, 16:21
Q3 2020 53 $306,570,000 +$11,546,124 -$7,098,491 +$4,447,633 ADBE, EFAV, AAPL, PYPL, IEFA 13F-HR 15 Oct 2020, 16:11
Q2 2020 52 $280,228,000 +$6,793,697 -$12,480,882 -$5,687,185 ADBE, EFAV, IEFA, AAPL, PYPL 13F-HR 31 Jul 2020, 09:13
Q1 2020 41 $221,881,000 +$231,553 -$4,720,679 -$4,489,126 ADBE, EFAV, TLT, IEFA, AGG 13F-HR 24 Apr 2020, 16:40
Q4 2019 55 $265,552,000 +$4,147,385 -$10,610,069 -$6,462,684 ADBE, EFAV, JPM, IEFA, AAPL 13F-HR 09 Jan 2020, 17:45
Q3 2019 54 $243,951,000 +$575,513 -$1,528,283 -$952,770 ADBE, EFAV, V, ABT, JPM 13F-HR 15 Oct 2019, 17:19
Q2 2019 54 $249,578,000 +$9,625,758 -$6,533,705 +$3,092,053 ADBE, EFAV, V, ABT, IEFA 13F-HR 16 Jul 2019, 17:26
Q1 2019 54 $236,681,000 +$3,843,350 -$5,755,099 -$1,911,749 ADBE, EFAV, V, IEFA, ABT 13F-HR 23 Apr 2019, 13:50
Q4 2018 55 $207,330,000 +$226,000 -$2,550,279 -$2,324,279 ADBE, EFAV, ABT, IEFA, V 13F-HR 17 Jan 2019, 17:30
Q3 2018 61 $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 +$5,051,694 -$5,786,745 -$735,051 ADBE, EFAV, IEFA, JPM, V 13F-HR 07 Aug 2018, 12:40
Q1 2018 57 $219,197,000 +$5,084,295 -$16,212,666 -$11,128,371 ADBE, EFAV, IEFA, JPM, V 13F-HR 17 Apr 2018, 12:24
Q4 2017 59 $212,550,000 +$4,060,849 -$8,372,821 -$4,311,972 ADBE, IEFA, JPM, EFAV, V 13F-HR 17 Jan 2018, 07:20
Q3 2017 57 $197,907,000 +$6,109,273 -$5,110,319 +$998,954 ADBE, IEFA, EFAV, JPM, V 13F-HR 17 Oct 2017, 16:04
Q2 2017 55 $193,410,000 +$268,717 -$1,127,430 -$858,713 ADBE, EFAV, JPM, JNJ, AAPL 13F-HR 13 Jul 2017, 16:00
Q1 2017 56 $188,532,000 +$553,054 -$9,751,916 -$9,198,862 ADBE, EFAV, JPM, AAPL, UTX 13F-HR 12 May 2017, 19:17
Q4 2016 66 $173,468,000 +$5,089,444 -$5,556,192 -$466,748 ADBE, JPM, GEXXXX, EFAV, JNJ 13F-HR 31 Jan 2017, 12:10
Q3 2016 66 $176,581,000 +$1,010,956 -$3,434,961 -$2,424,005 ADBE, TLT, EFAV, GEXXXX, JNJ 13F-HR 01 Nov 2016, 16:23
Q2 2016 65 $168,669,000 +$10,151,696 -$9,775,148 +$376,548 ADBE, TLT, GEXXXX, JNJ, EFAV 13F-HR 28 Jul 2016, 14:48
Q1 2016 66 $172,501,000 +$22,575,972 -$30,598,498 -$8,022,526 ADBE, TLT, UTX, GEXXXX, JPM 13F-HR 21 Apr 2016, 18:49
Q4 2015 74 $183,137,000 +$14,251,258 -$8,499,053 +$5,752,205 ADBE, SHY, GEXXXX, IEFA, ESRX 13F-HR 28 Jan 2016, 13:58
Q3 2015 84 $172,337,000 +$19,929,674 -$16,497,593 +$3,432,081 ADBE, SHY, IVV, IEFA, ESRX 13F-HR 20 Oct 2015, 18:03
Q2 2015 107 $178,247,000 +$6,907,202 -$6,500,986 +$406,216 ADBE, SHY, UTX, ESRX, GEXXXX 13F-HR 21 Jul 2015, 16:34
Q1 2015 80 $180,866,000 +$7,073,385 -$10,866,690 -$3,793,305 ADBE, SHY, V, UTX, ESRX Restatement 01 May 2015, 06:01
Q4 2014 97 $192,056,000 +$5,004,457 -$1,040,739 +$3,963,718 ADBE, SHY, V, UTX, ESRX 13F-HR 29 Jan 2015, 14:42
Q3 2014 86 $181,897,000 +$8,542,204 -$16,256,038 -$7,713,834 ADBE, SHY, V, UTX, JNJ 13F-HR 28 Oct 2014, 18:36
Q2 2014 89 $194,338,000 +$12,134,156 -$3,496,411 +$8,637,745 ADBE, SHY, V, SLB, ESRX 13F-HR 05 Aug 2014, 11:10
Q1 2014 91 $184,316,000 +$16,896,153 -$16,726,636 +$169,517 ADBE, SHY, V, ESRX, GOOGLXXXX 13F-HR 06 May 2014, 11:29
Q4 2013 88 $183,564,000 $0 ADBE, SHY, V, EPD, ESRX 13F-HR 29 Jan 2014, 10:33