Capitol Family Office, Inc.
13F Reported Value
ⓘ$94.7M
Holdings
46
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Capitol Family Office, Inc. disclosed 46 positions worth $94.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $USB and a full exit from $LULU. The portfolio is most concentrated in Other (80.2% of disclosed assets). All figures are sourced directly from Capitol Family Office, Inc.’s Form 13F-HR filing with the SEC under CIK 1863768.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$48.4M130,889 shSELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$6.9M36,094 shISHARES TR - RUSSELL 2000 ETF
—Quality
$6.4M21,447 shISHARES TR - CORE S&P SCP ETF
—Quality
$5.3M35,835 sh- 76.4
Quality
$3.6M12,385 sh - 87.5
Quality
$2.5M2,060 sh SELECT SECTOR SPDR TR - ST STR INDL ETF
—Quality
$2.2M11,825 sh- 79.8
Quality
$2.1M5,610 sh - 73.8
Quality
$2.0M3,984 sh SELECT SECTOR SPDR TR - ST STR FINL ETF
—Quality
$1.6M29,586 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $48.4M | 130,889 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.9M | 36,094 |
| ISHARES TR - RUSSELL 2000 ETF | — | $6.4M | 21,447 |
| ISHARES TR - CORE S&P SCP ETF | — | $5.3M | 35,835 |
 Apple Inc.$AAPL | 76.4 | $3.6M | 12,385 |
 ELI LILLY & Co$LLY | 87.5 | $2.5M | 2,060 |
| SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.2M | 11,825 |
 MICROSOFT CORP$MSFT | 79.8 | $2.1M | 5,610 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $2.0M | 3,984 |
| SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.6M | 29,586 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capitol Family Office, Inc.'s 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Other
$76.0M
Technology
$8.6M
Financials
$3.4M
Healthcare
$2.9M
Consumer Discretionary
$2.7M
Industrials
$983,612
Communication Services
$116,407
Energy
$50,313
Full Holdings — Capitol Family Office, Inc. (Q2 2026)
All 46 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $48.4M | 51.1% | +2% | — |
| 2 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $6.9M | 7.3% | +4% | — |
| 3 | — | ISHARES TR - RUSSELL 2000 ETF | $6.4M | 6.8% | +51% | — |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $5.3M | 5.6% | -28% | — |
| 5 | $AAPL | Apple Inc. | $3.6M | 3.8% | -4% | 76.4 |
| 6 | $LLY | ELI LILLY & Co | $2.5M | 2.6% | -5% | 87.5 |
| 7 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.2M | 2.3% | +7% | — |
| 8 | $MSFT | MICROSOFT CORP | $2.1M | 2.2% | -3% | 79.8 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 2.1% | -8% | 73.8 |
| 10 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.6M | 1.7% | +15% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $1.6M | 1.7% | +14% | — |
| 12 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.5M | 1.6% | +13% | — |
| 13 |  $NKE | NIKE, Inc. | $1.4M | 1.4% | -17% | 49.3 |
| 14 | — | ISHARES TR - IBOXX INV CP ETF | $1.3M | 1.4% | +30% | — |
| 15 |  $AMZN | AMAZON COM INC | $1.1M | 1.1% | +12% | 68.7 |
| 16 |  $DELL | Dell Technologies Inc. | $996,241 | 1.1% | -19% | 71.2 |
| 17 |  $CAT | CATERPILLAR INC | $872,153 | 0.9% | +18% | 66.5 |
| 18 |  $GOOGL | Alphabet Inc. | $850,547 | 0.9% | +14% | 78.2 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $829,782 | 0.9% | +18% | 70.7 |
| 20 |  $META | Meta Platforms, Inc. | $535,126 | 0.6% | +26% | 79.6 |
| 21 |  $INTC | INTEL CORP | $523,752 | 0.6% | -48% | 45.6 |
| 22 |  $IVZ | Invesco Ltd. | $461,498 | 0.5% | -44% | — |
| 23 |  $AMGN | AMGEN INC | $420,059 | 0.4% | +0% | 79.2 |
| 24 | — | ISHARES TR - 0-3 MTH TREASURY | $244,254 | 0.3% | +6% | — |
| 25 |  $DKS | DICK'S SPORTING GOODS, INC. | $163,076 | 0.2% | +0% | 63 |
| 26 | — | VANGUARD INDEX FDS - VALUE ETF | $155,754 | 0.2% | +0% | — |
| 27 | — | VANGUARD WORLD FD - ESG US STK ETF | $126,421 | 0.1% | +1% | — |
| 28 |  $TSLA | Tesla, Inc. | $111,459 | 0.1% | +0% | 53.9 |
| 29 |  $AFL | AFLAC INC | $97,083 | 0.1% | +0% | 61.3 |
| 30 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $84,453 | 0.1% | -45% | — |
| 31 |  $DIS | Walt Disney Co | $76,808 | 0.1% | -17% | 60.1 |
| 32 |  $HD | HOME DEPOT, INC. | $64,540 | 0.1% | +0% | 60.3 |
| 33 |  $USB | US BANCORP \DE\ | $53,394 | 0.1% | NEW | 65.3 |
| 34 |  $XOM.R34088 | EXXON MOBIL CORP | $50,313 | 0.1% | -44% | 57.9 |
| 35 |  $T | AT&T INC. | $39,599 | 0.0% | +0% | 65.7 |
| 36 | — | ISHARES TR - ESG AWARE MSCI | $32,999 | 0.0% | +0% | — |
| 37 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $22,323 | 0.0% | +0% | — |
| 38 | — | ISHARES TR - US CONSM STAPLES | $21,580 | 0.0% | +0% | — |
| 39 | — | ISHARES TR - ESG MSCI LEADR | $20,578 | 0.0% | +0% | — |
| 40 |  $NVDA | NVIDIA CORP | $14,006 | 0.0% | +0% | 85.9 |
| 41 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $13,126 | 0.0% | +0% | — |
| 42 |  $UA | Under Armour, Inc. | $12,191 | 0.0% | +0% | 34.6 |
| 43 | — | DBX ETF TR - XTRACKERS MSCI | $6,877 | 0.0% | +0% | — |
| 44 | — | ISHARES TR - ESG AWR MSCI USA | $6,874 | 0.0% | +2% | — |
| 45 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | $6,855 | 0.0% | +0% | — |
| 46 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $6,699 | 0.0% | +0% | — |
New Positions (1)
$USB US BANCORP \DE\$53,394
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Capitol Family Office, Inc. including:
Track Capitol Family Office, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Capitol Family Office, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Capitol Family Office, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Capitol Family Office, Inc. (SEC CIK: 1863768), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Capitol Family Office, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.