Capitol Family Office

Latest statistics and disclosures from Capitol Family Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, NKE, BRK.B, XLV, PG, and represent 65.33% of Capitol Family Office's stock portfolio.
  • Added to shares of these 5 stocks: VTI (+$16M), XLV, XLU, IYK, MSFT.
  • Started 4 new stock positions in XLU, VTI, XLV, IYK.
  • Reduced shares in these 10 stocks: , XLSR (-$14M), AMZN, AAPL, GOOG, , NKE, BRK.B, PG, PFE.
  • Sold out of its positions in GOOG, AMZN, SPTS, XLSR, XLK.
  • Capitol Family Office was a net seller of stock by $-21M.
  • Capitol Family Office has $49M in assets under management (AUM), dropping by -25.95%.
  • Central Index Key (CIK): 0001863768

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Portfolio Holdings for Capitol Family Office

Capitol Family Office holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.1 $16M NEW 83k 191.19
Nike CL B (NKE) 15.0 $7.4M -4% 63k 117.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.3 $3.1M -3% 10k 308.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.9 $2.9M NEW 22k 135.85
Procter & Gamble Company (PG) 5.9 $2.9M -2% 19k 151.56
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.9 $2.9M NEW 42k 70.50
Ishares Tr Us Consm Staples (IYK) 5.9 $2.9M NEW 14k 202.78
Pfizer (PFE) 5.8 $2.8M -2% 56k 51.24
American Tower Reit (AMT) 5.0 $2.5M -2% 12k 211.86
Union Pacific Corporation (UNP) 4.9 $2.4M -3% 12k 207.07
Apple (AAPL) 3.2 $1.6M -59% 12k 129.93
Microsoft Corporation (MSFT) 2.8 $1.4M +120% 5.8k 239.81
Amgen (AMGN) 0.6 $305k 1.2k 262.64
Intel Corporation (INTC) 0.6 $279k -4% 11k 26.43

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Past Filings by Capitol Family Office

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