$74.8 Million is the total value of Capitol Family Office, Inc.'s 15 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NIKE INC | 11 | Q2 2024 | 16.1% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 7.4% |
| APPLE INC | 11 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 6.4% |
| INTEL CORP | 11 | Q2 2024 | 1.7% |
| AMGEN INC | 11 | Q2 2024 | 0.6% |
| SELECT SECTOR SPDR TR | 10 | Q2 2024 | 9.7% |
| SELECT SECTOR SPDR TR | 8 | Q2 2024 | 7.7% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 49.3% |
| PROCTER AND GAMBLE CO | 6 | Q1 2023 | 5.9% |
View Capitol Family Office, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-29 |
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-24 |
| 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 |
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.