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
Tip: Access up to 7 years of quarterly data
Positions held by Capitol Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Capitol Family Office
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 |
|
| Amgen (AMGN) | 0.4 | $330k | 1.2k | 284.32 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $291k | 1.4k | 208.27 |
|
|
| Dell Technologies CL C (DELL) | 0.3 | $264k | NEW | 2.3k | 114.11 |
|
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