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Portfolio (Quarterly) Guide ↗

Family Capital Management, Inc.

· CIK 0001964344
13F Portfolio $225M AUM 100 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 45 Added 27 Reduced 10 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 1,611.0 $308K 0.14% -108.0 -6.3% $190.99 +10.6%
22 XOM EXXON MOBIL CORP Energy 2,457.0 $296K 0.13% -23.0 -0.9% $120.36 +24.0%
23 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 913.0 $277K 0.12% -400.0 -30.5% $303.89 +37.1%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 1,688.0 $271K 0.12% -1K -39.9% $160.44 +13.5%
25 PII POLARIS INC Consumer Cyclical 4,149.0 $262K 0.12% -27.0 -0.7% $63.25 +9.0%
26 DAL DELTA AIR LINES INC DEL Industrials 3,779.0 $262K 0.12% -100.0 -2.6% $69.39 +16.8%
27 DIS DISNEY WALT CO Communication Services 2,194.0 $250K 0.11% -441.0 -16.7% $113.76 -8.8%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.6%
Consumer Cyclical 19.5%
Technology 18.3%
Communication Services 6.0%
Healthcare 4.5%
Industrials 2.4%
Consumer Defensive 2.2%
Energy 0.3%
Basic Materials 0.2%