StockDriftsStockDriftsTop 50 Family Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.13% | 39.0K | $28.7M | -0.76%(-300) | $321.35(+127.95%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.86% | 30.6K | $22.9M | -0.16%(-49) | $474.49(+63.41%) | 2026-06-30 | |
| IWY | ISHARES TR | 7.28% | 64.6K | $18.8M | +0.92%(+591) | $137.67(+112.88%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.49% | 70.2K | $16.7M | +0.59%(+411) | $118.54(+121.47%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.85% | 110.1K | $9.9M | +2.37%(+2.55K) | $73.14(+20.09%) | 2026-06-30 | |
| IUSV | ISHARES TR | 3.25% | 76.0K | $8.4M | +1.38%(+1.04K) | $93.09(+23.92%) | 2026-06-30 | |
| FNDB | SCHWAB STRATEGIC TR | 2.83% | 239.8K | $7.3M | +2.18%(+5.11K) | $26.11(+22.15%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.82% | 229.6K | $7.3M | -1.29%(-3.01K) | $23.80(+44.34%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.72% | 191.9K | $7.0M | -11.69%(-25.39K) | $29.44(+27.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.5% | 22.3K | $6.5M | +0.09%(+20) | $162.67(+87.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.17% | +52.74% | — | — | +68.98% |
| Top 20 Holdings Unweighted | +12.72% | +43.20% | — | — | +60.26% |
Family Capital Management, Inc. reports $257.99M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.1%), SPY (8.9%) and IWY (7.3%). The top 20 holdings account for 68.72% of reported assets. Its disclosed equity book has returned +52.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Family Capital Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Family Capital Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964344). View Family Capital Management, Inc.’s 13F filings on SEC