Capitol Family Office, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $77.3 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $36.4M, Ishares Russell 2000 ETF with a value of $9.88M, Nike, Inc. with a value of $6.03M, Invesco S&P 500 Equal Weight E with a value of $4.26M, and Microsoft Corp with a value of $4.06M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $59.4M to 77.3M.

Below you can find more details about Capitol Family Office, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $77.3 Million
ETFs: $53.8 Million
Technology: $9.3 Million
Consumer Cyclical: $7.58 Million
Financial Services: $3.57 Million
Healthcare: $3.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $77.3 Million
  • Prior Value $59.4 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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