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 78.31% of Capitol Family Office's stock portfolio.
- Added to shares of these 7 stocks: VTI, Texas Cap Tex Equity Index E, XLI, SGOV, DELL, XLV, IWM.
- Started 3 new stock positions in Texas Cap Tex Equity Index E, XLI, SGOV.
- Reduced shares in these 9 stocks: NKE, INTC, LULU, BRK.B, RSP, ADBE, LLY, MSFT, AAPL.
- Capitol Family Office was a net buyer of stock by $1.6M.
- Capitol Family Office has $81M in assets under management (AUM), dropping by 8.00%.
- Central Index Key (CIK): 0001863768
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Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 18 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 49.8 | $40M | +3% | 142k | 283.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 12.3 | $9.9M | 45k | 220.89 |
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| Nike CL B (NKE) | 6.2 | $5.0M | -8% | 57k | 88.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.1 | $4.1M | 23k | 179.16 |
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| Microsoft Corporation (MSFT) | 4.9 | $4.0M | 9.2k | 430.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $3.5M | 7.7k | 460.26 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.9 | $3.2M | +3% | 21k | 154.02 |
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| Apple (AAPL) | 3.8 | $3.1M | 13k | 233.00 |
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| Eli Lilly & Co. (LLY) | 3.5 | $2.8M | 3.2k | 885.94 |
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| Adobe Systems Incorporated (ADBE) | 1.9 | $1.6M | -3% | 3.0k | 517.78 |
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| Lululemon Athletica (LULU) | 1.1 | $927k | -8% | 3.4k | 271.35 |
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| Texas Cap Tex Equity Index E Govt Money Mkt | 0.7 | $582k | NEW | 582k | 1.00 |
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| Dell Technologies CL C (DELL) | 0.5 | $381k | +39% | 3.2k | 118.54 |
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| Amgen (AMGN) | 0.5 | $374k | 1.2k | 322.21 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $316k | 1.4k | 225.76 |
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| Intel Corporation (INTC) | 0.4 | $315k | -24% | 13k | 23.46 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $215k | NEW | 1.6k | 135.44 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $203k | NEW | 2.0k | 100.70 |
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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 Q3 filed Oct. 29, 2024
- Capitol Family Office 2024 Q2 filed July 24, 2024
- 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