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  Name: Capitol Family Office Inc.
  City: Beaverton
  State: OR
  Zip: 97006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $77,294,000
  Total Value Change : $17,907,000
  Securities Held Change : -1
   
All Securities Held : 15
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 7

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Holdings Found : 7     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 4 - $163.68 $4,262,000 25,165 5.51% 123,000 -1,066 0.008    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 6 - $405.54 $3,572,000 8,494 4.62% 419,000 -346 0.001    Property & Casualty I...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 7 - $145.88 $2,990,000 20,240 3.87% 125,000 -765 0.001    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 8 - $878.45 $2,714,000 3,489 3.51% 589,000 -157 0    Drug Manufacturers - ...
   (AAPL)1 Year Chart         AAPL Apple Inc 9 - $212.49 $2,366,000 13,797 3.06% -380,000 -466 0    Personal Computers
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 10 - $525.31 $1,672,000 3,313 2.16% -381,000 -128 0.001    Application Software
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 11 - $306.01 $1,550,000 3,968 2.01% -583,000 -203 0.003    Textile - Apparel Clo...

      7 Records Found
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