$146 Million is the total value of Capitol Family Office, Inc.'s 24 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPIP | New | SPDR SER TRportfli tips etf | $29,976,000 | – | 951,604 | +100.0% | 20.57% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $15,587,000 | – | 76,242 | +100.0% | 10.69% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $14,120,000 | – | 81,212 | +100.0% | 9.69% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $12,800,000 | – | 504,340 | +100.0% | 8.78% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $11,180,000 | – | 79,350 | +100.0% | 7.67% | – |
| NKE | New | NIKE INCcl b | $10,354,000 | – | 62,123 | +100.0% | 7.10% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $9,972,000 | – | 192,476 | +100.0% | 6.84% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $7,738,000 | – | 112,755 | +100.0% | 5.31% | – |
| UNP | New | UNION PAC CORP | $4,688,000 | – | 18,608 | +100.0% | 3.22% | – |
| AAPL | New | APPLE INC | $4,501,000 | – | 25,349 | +100.0% | 3.09% | – |
| AMZN | New | AMAZON COM INC | $4,368,000 | – | 1,310 | +100.0% | 3.00% | – |
| HD | New | HOME DEPOT INC | $2,434,000 | – | 5,865 | +100.0% | 1.67% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $2,340,000 | – | 44,865 | +100.0% | 1.60% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $2,311,000 | – | 7,901 | +100.0% | 1.59% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $2,305,000 | – | 7,709 | +100.0% | 1.58% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,292,000 | – | 14,010 | +100.0% | 1.57% | – |
| PFE | New | PFIZER INC | $2,252,000 | – | 38,142 | +100.0% | 1.54% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $2,188,000 | – | 756 | +100.0% | 1.50% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $1,293,000 | – | 12,218 | +100.0% | 0.89% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $1,102,000 | – | 37,211 | +100.0% | 0.76% | – |
| MSFT | New | MICROSOFT CORP | $882,000 | – | 2,623 | +100.0% | 0.60% | – |
| INTC | New | INTEL CORP | $589,000 | – | 11,438 | +100.0% | 0.40% | – |
| AMGN | New | AMGEN INC | $261,000 | – | 1,160 | +100.0% | 0.18% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $219,000 | – | 5,217 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NIKE INC | 8 | Q3 2023 | 16.1% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 7.4% |
| APPLE INC | 8 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 6.4% |
| INTEL CORP | 8 | Q3 2023 | 1.1% |
| AMGEN INC | 8 | Q3 2023 | 0.6% |
| SELECT SECTOR SPDR TR | 7 | Q3 2023 | 9.7% |
| PROCTER AND GAMBLE CO | 6 | Q1 2023 | 5.9% |
| UNION PAC CORP | 6 | Q1 2023 | 4.9% |
| PFIZER INC | 6 | Q1 2023 | 5.8% |
View Capitol Family Office, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-09 |
View Capitol Family Office, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.