Capitol Family Office, Inc. Top Holdings and 13F Report (2024) About Capitol Family Office, Inc.Investment ActivityCapitol Family Office, Inc. has $80.74 million in total holdings as of September 30, 2024.Capitol Family Office, Inc. owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Capitol Family Office, Inc. has purchased 15 new stocks and bought additional shares in 4 stocks.Capitol Family Office, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $40,227,553iShares Russell 2000 ETF $9,948,793NIKE $4,997,954Invesco S&P 500 Equal Weight ETF $4,080,369Microsoft $3,974,550 Largest New Holdings this Quarter TEXAS CAP TEX EQUITY INDEX E $581,951 HoldingIndustrial Select Sector SPDR Fund $214,672 HoldingiShares 0-3 Month Treasury Bond ETF $203,410 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 4,305 shares (about $1.22M)TEXAS CAP TEX EQUITY INDEX E 581,951 shares (about $581.95K)Industrial Select Sector SPDR Fund 1,585 shares (about $214.67K)iShares 0-3 Month Treasury Bond ETF 2,020 shares (about $203.41K)Dell Technologies 903 shares (about $107.04K) Largest Sales this Quarter NIKE 4,931 shares (about $435.90K)Intel 4,311 shares (about $101.14K)Lululemon Athletica 300 shares (about $81.41K)Berkshire Hathaway 153 shares (about $70.42K)Invesco S&P 500 Equal Weight ETF 347 shares (about $62.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapitol Family Office, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$40,227,553$1,219,000 ▲3.1%142,06749.8%ETFIWMiShares Russell 2000 ETF$9,948,793$51,688 ▲0.5%45,04012.3%FinanceNKENIKE$4,997,954$435,900 ▼-8.0%56,5386.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$4,080,369$62,169 ▼-1.5%22,7755.1%ETFMSFTMicrosoft$3,974,550$27,108 ▼-0.7%9,2374.9%Computer and TechnologyBRK.BBerkshire Hathaway$3,547,224$70,420 ▼-1.9%7,7074.4%FinanceXLVHealth Care Select Sector SPDR Fund$3,181,397$100,420 ▲3.3%20,6563.9%ETFAAPLApple$3,078,396$4,893 ▼-0.2%13,2123.8%Computer and TechnologyLLYEli Lilly and Company$2,827,035$49,613 ▼-1.7%3,1913.5%MedicalADBEAdobe$1,566,285$51,260 ▼-3.2%3,0251.9%Computer and TechnologyLULULululemon Athletica$926,932$81,405 ▼-8.1%3,4161.1%Consumer DiscretionaryTEXAS CAP TEX EQUITY INDEX E$581,951$581,951 ▲New Holding581,9510.7%GOVT MONEY MKTDELLDell Technologies$380,750$107,041 ▲39.1%3,2120.5%Computer and TechnologyAMGNAmgen$373,7640.0%1,1600.5%MedicalXLKTechnology Select Sector SPDR Fund$315,6120.0%1,3980.4%ETFINTCIntel$314,880$101,136 ▼-24.3%13,4220.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$214,672$214,672 ▲New Holding1,5850.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$203,410$203,410 ▲New Holding2,0200.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
