$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,373,999 | +17.6% | 12,239 | 0.0% | 5.42% | +36.1% | |
| AMGN | AMGEN INC | $257,543 | -8.2% | 1,160 | 0.0% | 0.59% | +6.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $242,535 | +15.1% | 1,395 | 0.0% | 0.55% | +33.2% |
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.