Capitol-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ADBE",
  "T",
  "CAT",
  null,
  null,
  null,
  "HD",
  "META",
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "INTC",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AFL",
  "UA",
  "AMZN",
  "ESGV",
  "VTV",
  "ESGU",
  "LULU",
  "BRK-B",
  "DELL",
  "RSP",
  "NKE",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 48
Total Value: 70672611
Accession Number: 0001863768-25-000003
Form Type: 13F-HR/A
CIK: capitol-family-office
Manager Name: Capitol-Family-Office

Data Enrichment

69% identified

33 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $70.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOG|02079K107

Shares:2.1K

Value:$330.6K

% of Portfolio:0.5% ($330.6K/$70.7M)

46436E718

Shares:3.2K

Value:$327.1K

% of Portfolio:0.5% ($327.1K/$70.7M)

ADOBE INC.

ADBE|00724F101

Shares:771

Value:$295.7K

% of Portfolio:0.4% ($295.7K/$70.7M)

Dell Technologies Inc.

DELL|24703L202

Shares:3.2K

Value:$292.8K

% of Portfolio:0.4% ($292.8K/$70.7M)

81369Y209

Shares:2.0K

Value:$291.9K

% of Portfolio:0.4% ($291.9K/$70.7M)

CATERPILLAR INC

CAT|149123101

Shares:728

Value:$240.1K

% of Portfolio:0.3% ($240.1K/$70.7M)

922908744

VTV|922908744

Shares:715

Value:$123.5K

% of Portfolio:0.2% ($123.5K/$70.7M)

921910733

ESGV|921910733

Shares:990

Value:$97.0K

% of Portfolio:0.1% ($97.0K/$70.7M)

AFLAC INC

AFL|001055102

Shares:828

Value:$92.1K

% of Portfolio:0.1% ($92.1K/$70.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:655

Value:$77.9K

% of Portfolio:0.1% ($77.9K/$70.7M)

Tesla, Inc.

TSLA|88160R101

Shares:265

Value:$68.7K

% of Portfolio:0.1% ($68.7K/$70.7M)

HOME DEPOT, INC.

HD|437076102

Shares:183

Value:$67.1K

% of Portfolio:0.1% ($67.1K/$70.7M)

AT&T INC.

T|00206R102

Shares:1.9K

Value:$54.1K

% of Portfolio:0.1% ($54.1K/$70.7M)

INTEL CORP

INTC|458140100

Shares:2.3K

Value:$52.3K

% of Portfolio:0.1% ($52.3K/$70.7M)

Walt Disney Co

DIS|254687106

Shares:529

Value:$52.2K

% of Portfolio:0.1% ($52.2K/$70.7M)

46435U663

Shares:605

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$70.7M)

81369Y886

Shares:289

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$70.7M)

81369Y308

Shares:269

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$70.7M)

464287812

Shares:297

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$70.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:200

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$70.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$330.6K	0.5% ($330.6K/$70.7M)	QoQ -17.96% (-$72.4K) YoY NEW(+$330.6K)
(cusip46436E718)✕	3.2K	QoQ -7.69% (-271) YoY NEW(+3.2K)	All Managers (Combined)	$327.1K	0.5% ($327.1K/$70.7M)	QoQ -7.39% (-$26.1K) YoY NEW(+$327.1K)
ADOBE INC.(ADBEcusip00724F101)	771	QoQ -59.46% (-1.1K) YoY -76.72% (-2.5K)	All Managers (Combined)	$295.7K	0.4% ($295.7K/$70.7M)	QoQ -65.03% (-$550.1K) YoY -82.31% (-$1.4M)
Dell Technologies Inc.(DELLcusip24703L202)	3.2K	QoQ 0.00% (-0) YoY +39.10% (+903)	All Managers (Combined)	$292.8K	0.4% ($292.8K/$70.7M)	QoQ -20.90% (-$77.4K) YoY +11.11% (+$29.3K)
(cusip81369Y209)✕	2.0K	QoQ -88.30% (-15.1K) YoY -90.12% (-18.2K)	All Managers (Combined)	$291.9K	0.4% ($291.9K/$70.7M)	QoQ -87.58% (-$2.1M) YoY -90.23% (-$2.7M)
CATERPILLAR INC(CATcusip149123101)	728	QoQ NEW(+728) YoY NEW(+728)	All Managers (Combined)	$240.1K	0.3% ($240.1K/$70.7M)	QoQ NEW(+$240.1K) YoY NEW(+$240.1K)
(VTVcusip922908744)	715	QoQ NEW(+715) YoY NEW(+715)	All Managers (Combined)	$123.5K	0.2% ($123.5K/$70.7M)	QoQ NEW(+$123.5K) YoY NEW(+$123.5K)
(ESGVcusip921910733)	990	QoQ NEW(+990) YoY NEW(+990)	All Managers (Combined)	$97.0K	0.1% ($97.0K/$70.7M)	QoQ NEW(+$97.0K) YoY NEW(+$97.0K)
AFLAC INC(AFLcusip001055102)	828	QoQ NEW(+828) YoY NEW(+828)	All Managers (Combined)	$92.1K	0.1% ($92.1K/$70.7M)	QoQ NEW(+$92.1K) YoY NEW(+$92.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	655	QoQ NEW(+655) YoY NEW(+655)	All Managers (Combined)	$77.9K	0.1% ($77.9K/$70.7M)	QoQ NEW(+$77.9K) YoY NEW(+$77.9K)
Tesla, Inc.(TSLAcusip88160R101)	265	QoQ NEW(+265) YoY NEW(+265)	All Managers (Combined)	$68.7K	0.1% ($68.7K/$70.7M)	QoQ NEW(+$68.7K) YoY NEW(+$68.7K)
HOME DEPOT, INC.(HDcusip437076102)	183	QoQ NEW(+183) YoY NEW(+183)	All Managers (Combined)	$67.1K	0.1% ($67.1K/$70.7M)	QoQ NEW(+$67.1K) YoY NEW(+$67.1K)
AT&T INC.(Tcusip00206R102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$54.1K	0.1% ($54.1K/$70.7M)	QoQ NEW(+$54.1K) YoY NEW(+$54.1K)
INTEL CORP(INTCcusip458140100)	2.3K	QoQ NEW(+2.3K) YoY -89.27% (-19.2K)	All Managers (Combined)	$52.3K	0.1% ($52.3K/$70.7M)	QoQ NEW(+$52.3K) YoY -94.48% (-$895.5K)
Walt Disney Co(DIScusip254687106)	529	QoQ NEW(+529) YoY NEW(+529)	All Managers (Combined)	$52.2K	0.1% ($52.2K/$70.7M)	QoQ NEW(+$52.2K) YoY NEW(+$52.2K)
(cusip46435U663)✕	605	QoQ NEW(+605) YoY NEW(+605)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$70.7M)	QoQ NEW(+$23.2K) YoY NEW(+$23.2K)
(cusip81369Y886)✕	289	QoQ NEW(+289) YoY NEW(+289)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$70.7M)	QoQ NEW(+$22.8K) YoY NEW(+$22.8K)
(cusip81369Y308)✕	269	QoQ NEW(+269) YoY NEW(+269)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$70.7M)	QoQ NEW(+$21.9K) YoY NEW(+$21.9K)
(cusip464287812)✕	297	QoQ NEW(+297) YoY NEW(+297)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$70.7M)	QoQ NEW(+$21.3K) YoY NEW(+$21.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$70.7M)	QoQ NEW(+$18.0K) YoY NEW(+$18.0K)