Family-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  "MUB",
  "META",
  null,
  "MA",
  "MSFT",
  "TMUS",
  null,
  null,
  null,
  "IWF",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  "MSTR",
  null,
  null,
  "RTX",
  null,
  null,
  null,
  null,
  "AMZN",
  "VUG",
  "VFH",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  "BRK-B",
  "KO",
  "COST",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 72
Total Value: 162108959
Accession Number: 0001085146-25-002475
Form Type: 13F-HR
CIK: family-capital-management
Manager Name: Family-Capital-Management

Data Enrichment

54% identified

39 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $162.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$162.1M)

33739N108

Shares:31.5K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$162.1M)

25434V872

Shares:35.6K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$162.1M)

25434V849

Shares:30.4K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$162.1M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:5.0K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$162.1M)

92647N782

Shares:19.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$162.1M)

33740U703

Shares:51.9K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$162.1M)

NVIDIA CORP

NVDA|67066G104

Shares:11.8K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$162.1M)

33738R506

Shares:20.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$162.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$162.1M)

464287242

Shares:10.1K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$162.1M)

78468R804

Shares:6.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$162.1M)

464288414

MUB|464288414

Shares:9.3K

Value:$983.9K

% of Portfolio:0.6% ($983.9K/$162.1M)

46090A705

Shares:25.1K

Value:$914.5K

% of Portfolio:0.6% ($914.5K/$162.1M)

46137V241

Shares:13.3K

Value:$882.3K

% of Portfolio:0.5% ($882.3K/$162.1M)

46435G524

Shares:12.0K

Value:$872.1K

% of Portfolio:0.5% ($872.1K/$162.1M)

VISA INC.

V|92826C839

Shares:2.5K

Value:$867.4K

% of Portfolio:0.5% ($867.4K/$162.1M)

921943858

VEA|921943858

Shares:15.9K

Value:$808.6K

% of Portfolio:0.5% ($808.6K/$162.1M)

81369Y803

XLK|81369Y803

Shares:3.8K

Value:$789.6K

% of Portfolio:0.5% ($789.6K/$162.1M)

Mastercard Inc

MA|57636Q104

Shares:1.2K

Value:$667.1K

% of Portfolio:0.4% ($667.1K/$162.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ -1.67% (-59) YoY -4.49% (-163)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$162.1M)	QoQ +15.52% (-$248.0K) YoY +20.95% (-$319.7K)
(cusip33739N108)✕	31.5K	QoQ -6.50% (-2.2K) YoY -23.76% (-9.8K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$162.1M)	QoQ -7.58% (-$130.4K) YoY -25.15% (-$534.0K)
(cusip25434V872)✕	35.6K	QoQ +15.73% (+4.8K) YoY +88.02% (+16.7K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$162.1M)	QoQ +17.95% (+$228.0K) YoY +88.51% (+$703.3K)
(cusip25434V849)✕	30.4K	QoQ +155.23% (+18.5K) YoY +368.82% (+23.9K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$162.1M)	QoQ +154.16% (+$876.4K) YoY +363.75% (+$1.1M)
MICROSTRATEGY Inc(MSTRcusip594972408)	5.0K	QoQ -25.88% (-1.8K) YoY +824.53% (+4.5K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$162.1M)	QoQ -26.22% (-$513.6K) YoY +56.35% (+$520.6K)
(cusip92647N782)✕	19.2K	QoQ -1.63% (-320) YoY -15.11% (-3.4K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$162.1M)	QoQ -2.25% (-$30.3K) YoY -11.82% (-$176.6K)
(cusip33740U703)✕	51.9K	QoQ +14.91% (+6.7K) YoY +156.54% (+31.7K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$162.1M)	QoQ +12.34% (+$142.4K) YoY +171.33% (+$818.1K)
NVIDIA CORP(NVDAcusip67066G104)	11.8K	QoQ +6.73% (-746) YoY +777.72% (+10.5K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$162.1M)	QoQ -13.85% (-$206.2K) YoY +5.28% (+$64.3K)
(cusip33738R506)✕	20.2K	QoQ -0.53% (-108) YoY -9.57% (-2.1K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$162.1M)	QoQ -1.54% (-$18.5K) YoY -5.76% (-$72.3K)
Alphabet Inc.(GOOGLcusip02079K305)	7.4K	QoQ +3.07% (-222) YoY +99.46% (+3.7K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$162.1M)	QoQ -15.79% (-$215.7K) YoY +104.36% (+$587.2K)
(cusip464287242)✕	10.1K	QoQ -10.12% (-1.1K) YoY -43.79% (-7.9K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$162.1M)	QoQ -8.57% (-$103.2K) YoY -43.91% (-$861.7K)
(cusip78468R804)✕	6.2K	QoQ -1.34% (-85) YoY -12.62% (-898)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$162.1M)	QoQ +3.92% (-$40.8K) YoY -2.36% (-$26.2K)
(MUBcusip464288414)	9.3K	QoQ +2.01% (+184) YoY +30.96% (+2.2K)	All Managers (Combined)	$983.9K	0.6% ($983.9K/$162.1M)	QoQ +0.94% (+$9.2K) YoY +28.33% (+$217.2K)
(cusip46090A705)✕	25.1K	QoQ -1.63% (-417) YoY -27.59% (-9.6K)	All Managers (Combined)	$914.5K	0.6% ($914.5K/$162.1M)	QoQ -3.67% (-$34.8K) YoY -28.18% (-$358.9K)
(cusip46137V241)✕	13.3K	QoQ +266.39% (+9.7K) YoY NEW(+13.3K)	All Managers (Combined)	$882.3K	0.5% ($882.3K/$162.1M)	QoQ +262.61% (+$639.0K) YoY NEW(+$882.3K)
(cusip46435G524)✕	12.0K	QoQ +7.77% (+868) YoY +53.81% (+4.2K)	All Managers (Combined)	$872.1K	0.5% ($872.1K/$162.1M)	QoQ +14.87% (+$112.9K) YoY +65.41% (+$344.9K)
VISA INC.(Vcusip92826C839)	2.5K	QoQ +13.95% (+303) YoY +39.12% (+696)	All Managers (Combined)	$867.4K	0.5% ($867.4K/$162.1M)	QoQ +26.36% (+$180.9K) YoY +74.70% (+$370.9K)
(VEAcusip921943858)	15.9K	QoQ +8.29% (+1.2K) YoY +64.17% (+6.2K)	All Managers (Combined)	$808.6K	0.5% ($808.6K/$162.1M)	QoQ +15.11% (+$106.2K) YoY +66.33% (+$322.5K)
(XLKcusip81369Y803)	3.8K	QoQ -1.08% (-42) YoY -3.79% (-151)	All Managers (Combined)	$789.6K	0.5% ($789.6K/$162.1M)	QoQ -12.16% (-$109.3K) YoY -4.62% (-$38.3K)
Mastercard Inc(MAcusip57636Q104)	1.2K	QoQ +18.73% (+192) YoY +46.09% (+384)	All Managers (Combined)	$667.1K	0.4% ($667.1K/$162.1M)	QoQ +23.59% (+$127.3K) YoY +66.28% (+$265.9K)