Capitol Family Office, Inc. Portfolio Holdings

Capitol Family Office, Inc.

  • $74.9 Million
  • Q4 2024

Capitol Family Office, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $74.9 Million distributed in 17 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 $39.1M, Ishares Russell 2000 ETF with a value of $9.6M, Invesco S&P 500 Equal Weight E with a value of $3.83M, Microsoft Corp with a value of $3.76M, and Nike, Inc. with a value of $3.34M.

Examining the 13F form we can see an decrease of $5.25M in the current position value, from $80.1M to 74.9M.

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

Portfolio value $74.9 Million
ETFs: $55.7 Million
Technology: $8.29 Million
Consumer Cyclical: $4.54 Million
Financial Services: $3.25 Million
Healthcare: $2.67 Million
Communication Services: $402,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.1 Million 52.18% of portfolio
134,849
Q4 2024 Reduced 5.08%
$0
$9.6 Million 12.82% of portfolio
43,459
Q4 2024 Reduced 3.51%
$0
$3.83 Million 5.11% of portfolio
21,851
Q4 2024 Reduced 4.06%
$3.31T
$3.76 Million 5.02% of portfolio
8,927
Q4 2024 Reduced 3.36%
$92.7B
$3.34 Million 4.46% of portfolio
44,132
Q4 2024 Reduced 21.94%
$3.58T
$3.31 Million 4.42% of portfolio
13,212
Q3 2024 Reduced 0.16%
$603B
$3.25 Million 4.34% of portfolio
7,173
Q4 2024 Reduced 6.93%
$746B
$2.37 Million 3.16% of portfolio
3,064
Q4 2024 Reduced 3.98%
$0
$2.35 Million 3.14% of portfolio
17,096
Q4 2024 Reduced 17.23%
$48.9B
$1.2 Million 1.61% of portfolio
3,149
Q4 2024 Reduced 7.82%
$202B
$845,000 1.13% of portfolio
1,902
Q4 2024 Reduced 37.12%
$1.23T
$402,000 0.54% of portfolio
2,116
Q4 2024 New
$29.5B
$370,000 0.49% of portfolio
3,212
Q3 2024 Added 39.11%
$0
$353,000 0.47% of portfolio
3,520
Q4 2024 Added 74.26%
$0
$325,000 0.43% of portfolio
1,398
Q2 2024 Added 0.22%
$147B
$302,000 0.4% of portfolio
1,160
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $74.9 Million
  • Prior Value $80.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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