$50.7 Million is the total value of Capitol Family Office, Inc.'s 16 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $17,034,094 | +7.4% | 83,460 | +0.6% | 33.61% | +4.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,880,205 | -1.7% | 42,550 | +2.4% | 5.68% | -4.3% |
| IYK | Buy | ISHARES TRus consm staples | $2,869,974 | -0.7% | 14,405 | +1.1% | 5.66% | -3.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,861,054 | -2.6% | 22,100 | +2.2% | 5.65% | -5.1% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $364,149 | – | 3,620 | +100.0% | 0.72% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $210,659 | – | 1,395 | +100.0% | 0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
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.