$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,018,211 | +26.9% | 12,239 | 0.0% | 3.98% | +23.6% | |
| MSFT | MICROSOFT CORP | $1,669,745 | +20.2% | 5,792 | 0.0% | 3.30% | +17.1% | |
| AMGN | AMGEN INC | $280,430 | -8.0% | 1,160 | 0.0% | 0.55% | -10.4% |
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.