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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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 | |
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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
- 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