$49.4 Million is the total value of Capitol Family Office, Inc.'s 14 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 400.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | New | VANGUARD INDEX FDStotal stk mkt | $15,856,725 | – | 82,937 | +100.0% | 32.12% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,936,805 | – | 21,618 | +100.0% | 5.95% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $2,930,685 | – | 41,570 | +100.0% | 5.94% | – |
IYK | New | ISHARES TRus consm staples | $2,889,412 | – | 14,249 | +100.0% | 5.85% | – |
MSFT | Buy | MICROSOFT CORP | $1,388,964 | +127.3% | 5,792 | +120.8% | 2.81% | +206.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.