Capitol Family Office, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $70.6 Million distributed in 48 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 $34.7M, Ishares Core S&P Sm Cap ETF with a value of $6.69M, Technology Sector Spdr with a value of $3.38M, Apple Inc. with a value of $2.7M, and Nike, Inc. with a value of $2.59M.

Examining the 13F form we can see an decrease of $1.04M in the current position value, from $71.7M to 70.6M.

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

Portfolio value $70.6 Million
ETFs: $54.3 Million
Technology: $5.9 Million
Consumer Cyclical: $3.8 Million
Financial Services: $3.16 Million
Healthcare: $2.3 Million
Communication Services: $833,000
Industrials: $240,000
Energy: $77,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $70.6 Million
  • Prior Value $71.7 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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