Capitol Family Office, Inc. Portfolio Holdings

Capitol Family Office, Inc.

  • $80.1 Million
  • Q3 2024

Capitol Family Office, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $80.1 Million distributed in 18 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 $40.2M, Ishares Russell 2000 ETF with a value of $9.95M, Nike, Inc. with a value of $5M, Invesco S&P 500 Equal Weight E with a value of $4.08M, and Microsoft Corp with a value of $3.97M.

Examining the 13F form we can see an increase of $5.39M in the current position value, from $74.8M to 80.1M.

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

Portfolio value $80.1 Million
ETFs: $58.2 Million
Technology: $9.31 Million
Consumer Cyclical: $5.92 Million
Financial Services: $3.55 Million
Healthcare: $3.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11T
$3.97 Million 4.96% of portfolio
9,237
Q3 2024 Reduced 0.68%
$620B
$3.55 Million 4.43% of portfolio
7,707
Q3 2024 Reduced 1.95%
$3.69T
$3.08 Million 3.84% of portfolio
13,212
Q3 2024 Reduced 0.16%
$711B
$2.83 Million 3.53% of portfolio
3,191
Q3 2024 Reduced 1.72%
$238B
$1.57 Million 1.95% of portfolio
3,025
Q3 2024 Reduced 3.17%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $80.1 Million
  • Prior Value $74.8 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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