$97.1 Million is the total value of Capitol Family Office, Inc.'s 19 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,293 | -100.0% | -0.19% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -8,655 | -100.0% | -2.09% | – |
SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -257,044 | -100.0% | -7.83% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -60,552 | -100.0% | -9.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
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.