Capitol Family Office
Latest statistics and disclosures from Capitol Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWM, NKE, RSP, MSFT, and represent 78.40% of Capitol Family Office's stock portfolio.
- Added to shares of these 6 stocks: VTI (+$17M), IWM, NKE, DELL, INTC, MSFT.
- Started 1 new stock position in DELL.
- Reduced shares in these 9 stocks: , SGOV, RSP, BRK.B, LLY, XLV, AAPL, LULU, ADBE.
- Sold out of its positions in SGOV, XLU.
- Capitol Family Office was a net buyer of stock by $16M.
- Capitol Family Office has $77M in assets under management (AUM), dropping by 30.15%.
- Central Index Key (CIK): 0001863768
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Capitol Family Office holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 47.1 | $36M | +83% | 140k | 259.90 |
|
Ishares Tr Russell 2000 Etf (IWM) | 12.8 | $9.9M | +28% | 47k | 210.30 |
|
Nike CL B (NKE) | 7.8 | $6.0M | +7% | 64k | 93.98 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.5 | $4.3M | -4% | 25k | 169.37 |
|
Microsoft Corporation (MSFT) | 5.2 | $4.1M | 9.6k | 420.71 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $3.6M | -3% | 8.5k | 420.52 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.9 | $3.0M | -3% | 20k | 147.73 |
|
Eli Lilly & Co. (LLY) | 3.5 | $2.7M | -4% | 3.5k | 777.96 |
|
Apple (AAPL) | 3.1 | $2.4M | -3% | 14k | 171.48 |
|
Adobe Systems Incorporated (ADBE) | 2.2 | $1.7M | -3% | 3.3k | 504.60 |
|
Lululemon Athletica (LULU) | 2.0 | $1.6M | -4% | 4.0k | 390.65 |
|
Intel Corporation (INTC) | 1.2 | $948k | +6% | 22k | 44.17 |
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Amgen (AMGN) | 0.4 | $330k | 1.2k | 284.32 |
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Select Sector Spdr Tr Technology (XLK) | 0.4 | $291k | 1.4k | 208.27 |
|
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Dell Technologies CL C (DELL) | 0.3 | $264k | NEW | 2.3k | 114.11 |
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Past Filings by Capitol Family Office
SEC 13F filings are viewable for Capitol Family Office going back to 2021
- Capitol Family Office 2024 Q1 filed April 15, 2024
- Capitol Family Office 2023 Q4 filed Jan. 9, 2024
- Capitol Family Office 2023 Q3 filed Oct. 10, 2023
- Capitol Family Office 2023 Q2 filed July 17, 2023
- Capitol Family Office 2023 Q1 filed April 13, 2023
- Capitol Family Office 2022 Q4 filed Jan. 20, 2023
- Capitol Family Office 2022 Q3 filed Oct. 14, 2022
- Capitol Family Office 2022 Q2 filed July 18, 2022
- Capitol Family Office 2022 Q1 filed April 18, 2022
- Capitol Family Office 2021 Q4 filed Feb. 9, 2022