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CIK: 0001863768
Total reported value
$94.7M
$94.7M
15 檔
64.0%
In Q1 2024, Capitol Family Office, Inc.'s U.S. equity holdings reached a combined market value of $94.7M, distributed across 15 disclosed stock positions.
During Q1 2024, Capitol Family Office, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 47.05% | +0.28% | +83.96% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.78% | +2.67% | +28.34% | |
| 3 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 7.81% | -1.55% | +7.51% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.51% | -0.38% | -4.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | -1.10% | +0.76% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.62% | -0.46% | -3.91% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.87% | -0.09% | -3.64% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.51% | -0.15% | -4.31% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.34% | -3.27% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.16% | -0.09% | EXIT | |
| 11 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.01% | -0.51% | EXIT | |
| 12 | INTC | Intel CORP | Stock-Tech | 1.23% | +0.24% | +6.31% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.01% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +1.37% | — | |
| 15 | DELL | Dell Technologies -c | Stock-Tech | 0.34% | +0.63% | — |
According to official SEC Form 13F filings, Capitol Family Office, Inc. reported a total U.S. public equity portfolio value of $94.7M across 15 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IWM, NKE) accounted for 64.0% of total reported equity market value during Q1 2024.
During Q1 2024, Capitol Family Office, Inc.'s top holdings by market value included VTI (47.0%)、IWM (12.8%)、NKE (7.8%). The largest single position, VTI, represented 47.0% of total portfolio value.
In Q1 2024, Capitol Family Office, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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