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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EXXON MOBIL CORP

XOM|30231G102

Shares:2.4K

Value:$287.5K

% of Portfolio:0.2% ($287.5K/$162.1M)

CATERPILLAR INC

CAT|149123101

Shares:816

Value:$269.2K

% of Portfolio:0.2% ($269.2K/$162.1M)

336920103

Shares:2.3K

Value:$260.0K

% of Portfolio:0.2% ($260.0K/$162.1M)

74347X831

Shares:4.4K

Value:$253.7K

% of Portfolio:0.2% ($253.7K/$162.1M)

T-Mobile US, Inc.

TMUS|872590104

Shares:911

Value:$243.0K

% of Portfolio:0.1% ($243.0K/$162.1M)

RTX Corp

RTX|75513E101

Shares:1.8K

Value:$242.4K

% of Portfolio:0.1% ($242.4K/$162.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:256

Value:$242.1K

% of Portfolio:0.1% ($242.1K/$162.1M)

464288752

Shares:2.5K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$162.1M)

46138J619

Shares:4.4K

Value:$235.8K

% of Portfolio:0.1% ($235.8K/$162.1M)

922908744

VTV|922908744

Shares:1.4K

Value:$233.2K

% of Portfolio:0.1% ($233.2K/$162.1M)

ELI LILLY & Co

LLY|532457108

Shares:255

Value:$210.6K

% of Portfolio:0.1% ($210.6K/$162.1M)

922908736

VUG|922908736

Shares:560

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$162.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	2.4K	QoQ +0.12% (+3) YoY +0.49% (+12)	All Managers (Combined)	$287.5K	0.2% ($287.5K/$162.1M)	QoQ +10.69% (+$27.8K) YoY +2.79% (+$7.8K)
CATERPILLAR INC(CATcusip149123101)	816	QoQ +14.28% (+102) YoY +45.45% (+255)	All Managers (Combined)	$269.2K	0.2% ($269.2K/$162.1M)	QoQ +3.90% (+$10.1K) YoY +30.90% (+$63.5K)
(cusip336920103)✕	2.3K	QoQ 0.00% (-0) YoY -8.34% (-212)	All Managers (Combined)	$260.0K	0.2% ($260.0K/$162.1M)	QoQ -6.50% (-$18.1K) YoY -3.20% (-$8.6K)
(cusip74347X831)✕	4.4K	QoQ +4.97% (-210) YoY -4.81% (-224)	All Managers (Combined)	$253.7K	0.2% ($253.7K/$162.1M)	QoQ -23.98% (-$80.0K) YoY -11.40% (-$32.7K)
T-Mobile US, Inc.(TMUScusip872590104)	911	QoQ 0.00% (+0) YoY NEW(+911)	All Managers (Combined)	$243.0K	0.1% ($243.0K/$162.1M)	QoQ +20.83% (+$41.9K) YoY NEW(+$243.0K)
RTX Corp(RTXcusip75513E101)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$242.4K	0.1% ($242.4K/$162.1M)	QoQ NEW(+$242.4K) YoY NEW(+$242.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	256	QoQ +12.28% (+28) YoY NEW(+256)	All Managers (Combined)	$242.1K	0.1% ($242.1K/$162.1M)	QoQ +15.89% (+$33.2K) YoY NEW(+$242.1K)
(cusip464288752)✕	2.5K	QoQ 0.00% (-0) YoY -0.97% (-25)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$162.1M)	QoQ -7.91% (-$20.8K) YoY -18.56% (-$55.1K)
(cusip46138J619)✕	4.4K	QoQ 0.00% (-0) YoY -2.46% (-112)	All Managers (Combined)	$235.8K	0.1% ($235.8K/$162.1M)	QoQ -1.69% (-$4.1K) YoY -5.86% (-$14.7K)
(VTVcusip922908744)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$233.2K	0.1% ($233.2K/$162.1M)	QoQ +2.03% (+$4.6K) YoY +6.06% (+$13.3K)
ELI LILLY & Co(LLYcusip532457108)	255	QoQ NEW(+255) YoY NEW(+255)	All Managers (Combined)	$210.6K	0.1% ($210.6K/$162.1M)	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
(VUGcusip922908736)	560	QoQ -11.25% (-71) YoY NEW(+560)	All Managers (Combined)	$207.8K	0.1% ($207.8K/$162.1M)	QoQ -19.72% (-$51.1K) YoY NEW(+$207.8K)