Capitol Family Office, Inc.
CIK 1863768 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $94.7M
- Posisi
- 46
- Per tanggal
- 30 Juni 2026
#8.377 dari 9.443 berdasarkan nilai 13F · top 88.7%
Nilai portofolio QoQ: +11.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 85,53%
- Bobot 25 kepemilikan teratas
- 98,92%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 3,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,05% Perkiraan pembelian $5.010.693 · penjualan $4.527.280
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 92,0% masih dipegang
- Posisi baru
- 1
- Meningkat
- 17
- Menurun
- 12
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,6%
Healthcare
3,1%
Consumer Discretionary
1,6%
Communication Services
1,5%
Retail
1,4%
Financials
1,0%
Industrials
0,9%
Energy
0,1%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
82,8%
Portofolio lengkap 46 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $48.434.022 | 51,15% | 130.889 | $5.356.913 | Naik ×1 | ||
| XLK XLK | $6.876.652 | 7,26% | 36.094 | $1.889.276 | Naik ×1 | ||
| IWM | $6.443.690 | 6,81% | 21.447 | $2.937.464 | Naik ×1 | ||
| IJR | $5.314.730 | 5,61% | 35.835 | $-634.557 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.583.724 | 3,78% | 12.385 | $91.410 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2.470.826 | 2,61% | 2.060 | $134.472 | Turun ×1 | ||
| XLI XLI | $2.190.260 | 2,31% | 11.825 | $480.851 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.092.712 | 2,21% | 5.610 | $-714.309 | Turun ×1 | ||
| BRKB | $1.993.554 | 2,11% | 3.984 | $-180.407 | Turun ×1 | ||
| XLF XLF | $1.586.117 | 1,68% | 29.586 | $180.215 | Naik ×1 | ||
| XLY XLY | $1.577.338 | 1,67% | 13.449 | $167.520 | Naik ×1 | ||
| XLC XLC | $1.510.193 | 1,59% | 14.097 | $37.860 | Naik ×1 | ||
| NKE Nike, Inc. Common Stock | $1.353.266 | 1,43% | 32.966 | $-1.170.688 | Turun ×1 | ||
| LQD | $1.276.194 | 1,35% | 11.701 | $285.161 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.060.613 | 1,12% | 4.450 | $147.258 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $996.241 | 1,05% | 2.309 | $636.854 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $872.153 | 0,92% | 819 | $475.727 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $850.547 | 0,90% | 2.407 | $186.474 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $829.782 | 0,88% | 2.535 | $140.231 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $535.126 | 0,57% | 950 | $36.098 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $523.752 | 0,55% | 3.751 | $257.777 | Turun ×1 | ||
| RSP | $461.498 | 0,49% | 2.169 | $-278.881 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $420.059 | 0,44% | 1.160 | $40.379 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $244.254 | 0,26% | 2.426 | $14.632 | Naik ×1 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $163.076 | 0,17% | 719 | $20.736 | |||
| VTV | $155.754 | 0,16% | 715 | $19.254 | |||
| ESGV | $126.421 | 0,13% | 956 | $12.114 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $111.459 | 0,12% | 265 | $-7.717 | |||
| AFL AFLAC Incorporated Common Stock | $97.083 | 0,10% | 828 | $5.779 | |||
| XLV XLV | $84.453 | 0,09% | 532 | $-66.057 | Turun ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $76.808 | 0,08% | 798 | $-32.980 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $64.540 | 0,07% | 183 | $1.570 | |||
| USB U.S. Bancorp Common Stock | $53.394 | 0,06% | 884 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $50.313 | 0,05% | 368 | $-28.510 | Turun ×1 | ||
| T AT&T Inc. | $39.599 | 0,04% | 1.913 | $-7.920 | |||
| ESML | $32.999 | 0,03% | 590 | $5.917 | Naik ×1 | ||
| XLP XLP | $22.323 | 0,02% | 269 | $1.448 | |||
| IYK | $21.580 | 0,02% | 297 | $1.705 | |||
| SUSL iShares ESG MSCI USA Leaders ETF | $20.578 | 0,02% | 155 | $1.782 | |||
| NVDA NVIDIA Corporation - Common Stock | $14.006 | 0,01% | 70 | $951 | |||
| XLU XLU | $13.126 | 0,01% | 289 | $767 | |||
| UA Under Armour, Inc. Class C Common Stock | $12.191 | 0,01% | 1.960 | $2.783 | |||
| USSG | $6.877 | 0,01% | 99 | $590 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $6.874 | 0,01% | 42 | $766 | Naik ×1 | ||
| EFIV | $6.855 | 0,01% | 94 | $637 | |||
| NULV | $6.699 | 0,01% | 134 | $662 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| USB | $53.394 | 884 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +2K | +$5.4M |
| IWM | Beli lebih banyak | +7K | +$2.9M |
| XLK | Beli lebih banyak | +1K | +$1.9M |
| NKE | Dipangkas | -7K | -$1.2M |
| MSFT | Dipangkas | -194 | -$714K |
| DELL | Dipangkas | -546 | +$637K |
| IJR | Dipangkas | -14K | -$635K |
| XLI | Beli lebih banyak | +805 | +$481K |
| CAT | Beli lebih banyak | +127 | +$476K |
| LQD | Beli lebih banyak | +3K | +$285K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.