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The Analysis of Family Capital Management, Inc.'s Holdings & P&L

Currently, Family Capital Management, Inc. holds 104 types of securities in its portfolio with a total value $224.9M. In the most recent quarter, they have increased their positions in SPHQ (+60.2K shares, valued at $4.5M), FNDB (+142.0K shares, valued at $3.9M), SPY (+4.3K shares, valued at $2.8M); decreased their positions in DGRW (-71.1K shares, valued at $6.2M), SCHD (-185.5K shares, valued at $5.7M), FVD (-20.3K shares, valued at $956.3K); initiated new positions in N/A (+2.6K shares, valued at $507.1K), MO (+5.2K shares, valued at $342.6K), WFC (+4.2K shares, valued at $333.7K).

1M P&L

-3.6M-1.70%

3M P&L

+164.3K+0.08%

HY P&L

+6.6M+3.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A139.5M

74.3%

2Internet Retail14.5M

7.7%

3Consumer Electronics5.7M

3.0%

Top Industries by Stock Count

1N/A45 stocks

48.4%

2Drug Manufacturers - General5 stocks

5.4%

3Credit Services3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR39.3K shares6.58%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T30.7K shares16.22%2026-03-312026-04-23

IWY ISHARES TR64.0K shares-1.48%2026-03-312026-04-23

AMZN AMAZON COM INC69.8K shares-0.63%2026-03-312026-04-23

SPHQ INVESCO EXCHANGE TRADED FD T107.6K shares127.00%2026-03-312026-04-23

IUSV ISHARES TR75.0K shares50.32%2026-03-312026-04-23

BUFR FIRST TR EXCHNG TRADED FD VI217.3K shares-1.28%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR232.6K shares-44.37%2026-03-312026-04-23

Sponsored

FNDB SCHWAB STRATEGIC TR234.7K shares153.30%2026-03-312026-04-23

AAPL APPLE INC22.3K shares-1.43%2026-03-312026-04-23

FIXD FIRST TR EXCHNG TRADED FD VI106.2K shares10.08%2026-03-312026-04-23

FLQM FRANKLIN TEMPLETON ETF TR81.2K shares-6.62%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR97.2K shares15.88%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS7.2K shares0.03%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST94.7K shares74.20%2026-03-312026-04-23

FVD FIRST TR EXCHANGE-TRADED FD83.8K shares-19.53%2026-03-312026-04-23

Sponsored

DGRW WISDOMTREE TR44.1K shares-61.69%2026-03-312026-04-23

VB VANGUARD INDEX FDS14.6K shares17.36%2026-03-312026-04-23

XMHQ INVESCO EXCHANGE TRADED FD T36.4K shares18.95%2026-03-312026-04-23

JPSE J P MORGAN EXCHANGE TRADED F66.0K shares23.42%2026-03-312026-04-23

IWF ISHARES TR7.6K shares-17.42%2026-03-312026-04-23

MSFT MICROSOFT CORP8.7K shares8.08%2026-03-312026-04-23

HELO J P MORGAN EXCHANGE TRADED F49.4K shares33.18%2026-03-312026-04-23

ALPHABET INC ALPHABET INC10.9K shares-3.14%2026-03-312026-04-23

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI95.0K shares6.09%2026-03-312026-04-23

NVDA NVIDIA CORPORATION13.3K shares18.72%2026-03-312026-04-23

IWL ISHARES TR13.8K shares-6.09%2026-03-312026-04-23

DFNM DIMENSIONAL ETF TRUST38.7K shares4.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC5.7K shares4.67%2026-03-312026-04-23

META META PLATFORMS INC2.7K shares168.73%2026-03-312026-04-23

FMB FIRST TR EXCH TRADED FD III30.1K shares-2.34%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-7.45%2026-03-312026-04-23

Sponsored

IGRO ISHARES TR17.7K shares24.00%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS22.7K shares22.52%2026-03-312026-04-23

AMAT APPLIED MATLS INC4.1K shares-3.67%2026-03-312026-04-23

MUB ISHARES TR12.4K shares5.08%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO4.3K shares9.51%2026-03-312026-04-23

CFO VICTORY PORTFOLIOS II17.5K shares-6.82%2026-03-312026-04-23

RDVY FIRST TR EXCHANGE TRADED FD17.9K shares-16.98%2026-03-312026-04-23

ASML ASML HLDG NV911 shares-0.87%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC9.9K shares-18.10%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.7K shares0.16%2026-03-312026-04-23

FTSM FIRST TR EXCHANGE-TRADED FD17.1K shares-45.45%2026-03-312026-04-23

LGLV SPDR SERIES TRUST5.3K shares-12.18%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR6.9K shares-11.11%2026-03-312026-04-23

SCMB SCHWAB STRATEGIC TR35.6K shares7.88%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON3.5K shares6.24%2026-03-312026-04-23

PFE PFIZER INC28.1K shares3.48%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC1.1K shares-25.76%2026-03-312026-04-23

RTX RTX CORPORATION4.0K shares2.79%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.5K shares0.99%2026-03-312026-04-23

V VISA INC2.5K shares-13.53%2026-03-312026-04-23

PHDG INVESCO ACTIVELY MANAGED EXC20.0K shares-13.40%2026-03-312026-04-23

TSLA TESLA INC2.0K shares3.78%2026-03-312026-04-23

LLY ELI LILLY & CO805 shares12.75%2026-03-312026-04-23

ABBV ABBVIE INC3.4K shares9.15%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO2.4K shares11.75%2026-03-312026-04-23

EPS WISDOMTREE TR10.0K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC3.6K shares9.57%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-04-23

NOBL PROSHARES TR4.7K shares0.17%2026-03-312026-04-23

VFH VANGUARD WORLD FD4.0K shares-7.47%2026-03-312026-04-23

KO COCA COLA CO6.4K shares6.21%2026-03-312026-04-23

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.5K shares0.00%2026-03-312026-04-23

Sponsored

ITM VANECK ETF TRUST9.9K shares-2.76%2026-03-312026-04-23

NVS NOVARTIS AG2.9K shares74.26%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW1.4K shares3.19%2026-03-312026-04-23

XOM EXXON MOBIL CORP2.6K shares4.19%2026-03-312026-04-23

MOAT VANECK ETF TRUST4.5K shares0.00%2026-03-312026-04-23

MSTR STRATEGY INC3.4K shares-2.56%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION412 shares6.74%2026-03-312026-04-23

TJX TJX COS INC NEW2.3K shares18.94%2026-03-312026-04-23

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares1.10%2026-03-312026-04-23

MO ALTRIA GROUP INC5.2K sharesnew addition2026-03-312026-04-23

SYY SYSCO CORP4.7K shares6.66%2026-03-312026-04-23

WFC WELLS FARGO & CO4.2K sharesnew addition2026-03-312026-04-23

TQQQ PROSHARES TR8.0K shares-4.33%2026-03-312026-04-23

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC901 shares-1.31%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.8K shares4.92%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC848 shares11.58%2026-03-312026-04-23

QQQE DIREXION SHARES ETF TRUST2.8K shares0.28%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE973 shares13.01%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC899 shares7.66%2026-03-312026-04-23

RY ROYAL BK CDA1.7K shares8.34%2026-03-312026-04-23

ORCL ORACLE CORP1.8K shares18.26%2026-03-312026-04-23

FPX FIRST TR EXCHANGE-TRADED FD1.6K shares-31.76%2026-03-312026-04-23

DAL DELTA AIR LINES INC3.8K shares0.00%2026-03-312026-04-23

Sponsored

VUG VANGUARD INDEX FDS562 shares0.00%2026-03-312026-04-23

DE DEERE & CO436 shares-26.85%2026-03-312026-04-23

DIS DISNEY WALT CO2.5K shares15.91%2026-03-312026-04-23

RCI ROGERS COMMUNICATIONS INC6.3K shares0.00%2026-03-312026-04-23

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-04-23

LNG CHENIERE ENERGY INC819 sharesnew addition2026-03-312026-04-23

DGRO ISHARES TR3.3K shares0.00%2026-03-312026-04-23

ECL ECOLAB INC868 shares9.18%2026-03-312026-04-23

Sponsored

ITB ISHARES TR2.5K shares0.00%2026-03-312026-04-23

PII POLARIS INC4.1K shares0.00%2026-03-312026-04-23

CTVA CORTEVA INC2.7K sharesnew addition2026-03-312026-04-23

LOW LOWES COS INC927 sharesnew addition2026-03-312026-04-23

FITB FIFTH THIRD BANCORP4.6K shares0.00%2026-03-312026-04-23

SHYD VANECK ETF TRUST9.4K shares0.00%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L5.6K sharesnew addition2026-03-312026-04-23

MCD MCDONALDS CORP654 shares-31.01%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR

6.58%

Shares39.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

16.22%

Shares30.7K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

-1.48%

Shares64.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.63%

Shares69.8K

Event2026-03-31

Filed2026-04-23

SPHQ

INVESCO EXCHANGE TRADED FD T

127.00%

Shares107.6K

Event2026-03-31

Filed2026-04-23

IUSV

ISHARES TR

50.32%

Shares75.0K

Event2026-03-31

Filed2026-04-23

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.28%

Shares217.3K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-44.37%

Shares232.6K

Event2026-03-31

Filed2026-04-23

FNDB

SCHWAB STRATEGIC TR

153.30%

Shares234.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.43%

Shares22.3K

Event2026-03-31

Filed2026-04-23

FIXD

FIRST TR EXCHNG TRADED FD VI

10.08%

Shares106.2K

Event2026-03-31

Filed2026-04-23

FLQM

FRANKLIN TEMPLETON ETF TR

-6.62%

Shares81.2K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

15.88%

Shares97.2K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.03%

Shares7.2K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

74.20%

Shares94.7K

Event2026-03-31

Filed2026-04-23

FVD

FIRST TR EXCHANGE-TRADED FD

-19.53%

Shares83.8K

Event2026-03-31

Filed2026-04-23

DGRW

WISDOMTREE TR

-61.69%

Shares44.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

17.36%

Shares14.6K

Event2026-03-31

Filed2026-04-23

XMHQ

INVESCO EXCHANGE TRADED FD T

18.95%

Shares36.4K

Event2026-03-31

Filed2026-04-23

JPSE

J P MORGAN EXCHANGE TRADED F

23.42%

Shares66.0K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-17.42%

Shares7.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

8.08%

Shares8.7K

Event2026-03-31

Filed2026-04-23

HELO

J P MORGAN EXCHANGE TRADED F

33.18%

Shares49.4K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-3.14%

Shares10.9K

Event2026-03-31

Filed2026-04-23

BUFD

FIRST TR EXCHNG TRADED FD VI

6.09%

Shares95.0K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

18.72%

Shares13.3K

Event2026-03-31

Filed2026-04-23

IWL

ISHARES TR

-6.09%

Shares13.8K

Event2026-03-31

Filed2026-04-23

DFNM

DIMENSIONAL ETF TRUST

4.00%

Shares38.7K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

4.67%

Shares5.7K

Event2026-03-31

Filed2026-04-23