$43.8 Million is the total value of Capitol Family Office, Inc.'s 14 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $20,809,370 | +22.2% | 94,468 | +13.2% | 47.50% | +41.3% |
| NKE | Buy | NIKE INCcl b | $7,065,903 | -7.7% | 64,020 | +2.6% | 16.13% | +6.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,958,899 | +3.4% | 22,293 | +0.9% | 6.75% | +19.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,803,996 | -2.6% | 42,848 | +0.7% | 6.40% | +12.6% |
| MSFT | Buy | MICROSOFT CORP | $2,251,546 | +34.8% | 6,612 | +14.2% | 5.14% | +56.0% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $462,837 | – | 3,093 | +100.0% | 1.06% | – |
| INTC | Buy | INTEL CORP | $384,092 | +18.3% | 11,486 | +15.6% | 0.88% | +36.8% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $278,724 | – | 570 | +100.0% | 0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.