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 | |
Setup an alertCapitol Family Office will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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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 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