Capitol Family Office, Inc.
CIK 1863768 · View on SEC EDGAR ↗
- Portfolio value
- $94.7M
- Positions
- 46
- As of
- June 30, 2026
#8,377 of 9,443 by 13F value · top 88.7%
Portfolio value QoQ: +11.8% 13F does not disclose cash
- Top 10 holdings weight
- 85.53%
- Top 25 holdings weight
- 98.92%
- Positions above 1%
- 16
- Effective number of positions
- 3.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.05% Est. buys $5,010,693 · sells $4,527,280
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 92.0% still held
- New positions
- 1
- Increased
- 17
- Decreased
- 12
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
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%
Other/Unmapped
82.8%
Full portfolio 46 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $48,434,022 | 51.15% | 130,889 | $5,356,913 | Up ×1 | ||
| XLK XLK | $6,876,652 | 7.26% | 36,094 | $1,889,276 | Up ×1 | ||
| IWM | $6,443,690 | 6.81% | 21,447 | $2,937,464 | Up ×1 | ||
| IJR | $5,314,730 | 5.61% | 35,835 | $-634,557 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,583,724 | 3.78% | 12,385 | $91,410 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,470,826 | 2.61% | 2,060 | $134,472 | Down ×1 | ||
| XLI XLI | $2,190,260 | 2.31% | 11,825 | $480,851 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2,092,712 | 2.21% | 5,610 | $-714,309 | Down ×1 | ||
| BRKB | $1,993,554 | 2.11% | 3,984 | $-180,407 | Down ×1 | ||
| XLF XLF | $1,586,117 | 1.68% | 29,586 | $180,215 | Up ×1 | ||
| XLY XLY | $1,577,338 | 1.67% | 13,449 | $167,520 | Up ×1 | ||
| XLC XLC | $1,510,193 | 1.59% | 14,097 | $37,860 | Up ×1 | ||
| NKE Nike, Inc. Common Stock | $1,353,266 | 1.43% | 32,966 | $-1,170,688 | Down ×1 | ||
| LQD | $1,276,194 | 1.35% | 11,701 | $285,161 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,060,613 | 1.12% | 4,450 | $147,258 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $996,241 | 1.05% | 2,309 | $636,854 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $872,153 | 0.92% | 819 | $475,727 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $850,547 | 0.90% | 2,407 | $186,474 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $829,782 | 0.88% | 2,535 | $140,231 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $535,126 | 0.57% | 950 | $36,098 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $523,752 | 0.55% | 3,751 | $257,777 | Down ×1 | ||
| RSP | $461,498 | 0.49% | 2,169 | $-278,881 | Down ×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 | Up ×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 | Up ×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 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $76,808 | 0.08% | 798 | $-32,980 | Down ×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 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $50,313 | 0.05% | 368 | $-28,510 | Down ×1 | ||
| T AT&T Inc. | $39,599 | 0.04% | 1,913 | $-7,920 | |||
| ESML | $32,999 | 0.03% | 590 | $5,917 | Up ×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 | Up ×1 | ||
| EFIV | $6,855 | 0.01% | 94 | $637 | |||
| NULV | $6,699 | 0.01% | 134 | $662 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| USB | $53,394 | 884 | 0.06% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.