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 66.70% of Capitol Family Office's stock portfolio.
  • Added to shares of these 6 stocks: VTI, INTC, AAPL, XLU, IWM, XLV.
  • Reduced shares in these 8 stocks: MSFT, NKE, RSP, LLY, LULU, ADBE, BRK.B, SGOV.
  • Capitol Family Office was a net seller of stock by $-360k.
  • Capitol Family Office has $59M in assets under management (AUM), dropping by 11.82%.
  • Central Index Key (CIK): 0001863768

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Positions held by Capitol Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Capitol Family Office

Capitol Family Office holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.4 $18M 76k 237.22
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Ishares Tr Russell 2000 Etf (IWM) 12.4 $7.3M 37k 200.71
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Nike CL B (NKE) 10.9 $6.5M -3% 60k 108.57
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.0 $4.1M -3% 26k 157.80
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Microsoft Corporation (MSFT) 6.1 $3.6M -11% 9.6k 376.03
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.3 $3.2M -2% 8.8k 356.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 4.8 $2.9M +2% 21k 136.38
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Apple (AAPL) 4.6 $2.7M +3% 14k 192.53
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Select Sector Spdr Tr Sbi Int-utils (XLU) 4.5 $2.7M +3% 42k 63.33
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Lululemon Athletica (LULU) 3.6 $2.1M -3% 4.2k 511.29
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Eli Lilly & Co. (LLY) 3.6 $2.1M -5% 3.6k 582.92
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Adobe Systems Incorporated (ADBE) 3.5 $2.1M -3% 3.4k 596.60
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Intel Corporation (INTC) 1.7 $1.0M +19% 20k 50.25
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $410k -2% 4.1k 100.26
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Amgen (AMGN) 0.6 $334k 1.2k 288.02
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Select Sector Spdr Tr Technology (XLK) 0.5 $269k 1.4k 192.48
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Past Filings by Capitol Family Office

SEC 13F filings are viewable for Capitol Family Office going back to 2021