Capitol Family Office, Inc.
Sector Allocation
- Other78.7%$73.1M
- Technology11.8%$11.0M
- Financials3.8%$3.5M
- Healthcare2.8%$2.6M
- Consumer Discretionary2.3%$2.1M
- Industrials0.5%$442,983
- Communication Services0.1%$139,933
- Energy0.1%$59,892
AUM History
13fpro.ai/research/fund/capitol-family-office-inc-1863768
Conviction and streaks
Concentrating · top 10 = 89.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$49.5M
- ISHARES$10.3M
- SELECT$7.3M
AAPL
$4.4MMSFT
$2.8MLLY
$2.1MBRK.B
$2.1M- SELECT$2.0M
- SELECT$1.6M
- SELECT$1.5M
DELL
$1.2MGOOG
$1.0MAMZN
$1.0MMETA
$877KJPM
$808KNKE
$772KINTC
$602K- ISHARES$511K
AMGN
$489KIVZ
$451K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/capitol-family-office-inc-1863768
Capitol Family Office, Inc. 13F holdings — Q3 2026
$92.9M portfolio (-1.9% QoQ) · 37 holdings · Q3 2026 13F · top 10 are 90% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$49.5M
53.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUSSELL 2000 ETF
$10.3M
11.0% of stocks
+72%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$7.3M
7.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $4.4M
4.8% of stocks
+7%This quarter+0.8%Since filed6+ qtrsHeld$2.8M
3.0% of stocks
-3%This quarter-2.0%Since filed6+ qtrsHeld$2.1M
2.3% of stocks
-12%This quarter+9.7%Since filed6+ qtrsHeld$2.1M
2.2% of stocks
+5%This quarter—Since filed6+ qtrsHeld- 8
SELECT SECTOR SPDR TR - ST STR INDL ETF
$2.0M
2.1% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SELECT SECTOR SPDR TR - ST STR CARE ETF
$1.6M
1.7% of stocks
+1632%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SELECT SECTOR SPDR TR - ST STR FINL ETF
$1.5M
1.6% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $49.5M | 53.3% | +1% | — | — | — | — | |
| 2 | ISHARES TR - RUSSELL 2000 ETF | $10.3M | 11.0% | +72% | — | — | — | — | |
| 3 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $7.3M | 7.9% | +4% | — | — | — | — | |
| 4 | $4.4M | 4.8% | +7% | +0.8% | 6+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $2.8M | 3.0% | -3% | -2.0% | 6+ qtrsTrimmed 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $2.1M | 2.3% | -12% | +9.7% | 6+ qtrsTrimmed 2 qtrs in a row | 85.7#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $2.1M | 2.2% | +5% | — | 6+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.0M | 2.1% | -0.7% | — | — | — | — | |
| 9 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.6M | 1.7% | +1632% | — | — | — | — | |
| 10 | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.5M | 1.6% | -5% | — | — | — | — |
All holdings — Capitol Family Office, Inc. (Q3 2026)
37 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Dell Technologies Inc. | Technology | $1.2M | 1.3% | 2,309 | — | 6+ qtrs | 71.1 | 13F | |
| 12 | Alphabet Inc. | Technology | $1.0M | 1.1% | 3,064 | +27% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $1.0M | 1.1% | 4,173 | -6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $877K | 0.9% | 1,210 | +27% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $808K | 0.9% | 2,442 | -4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NIKE, Inc. | Consumer Discretionary | $772K | 0.8% | 22K | -34% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | INTEL CORP | Technology | $602K | 0.7% | 5,009 | +34% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $511K | 0.6% | 3,757 | -90% | — | — | 13F |
| 19 | AMGEN INC | Healthcare | $489K | 0.5% | 1,160 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Invesco Ltd. | Financials | $451K | 0.5% | 2,169 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CATERPILLAR INC | Industrials | $443K | 0.5% | 546 | -33% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $262K | 0.3% | 2,600 | +7% | — | — | 13F |
| 23 | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $166K | 0.2% | 1,234 | +72% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD WORLD FD - ESG US STK ETFetf/fund | — | $154K | 0.2% | 1,133 | +19% | — | — | 13F |
| 25 | Tesla, Inc. | Consumer Discretionary | $94K | 0.1% | 265 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DIS | Walt Disney Co | Communication Services | $93K | 0.1% | 889 | +11% | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $60K | 0.1% | 368 | — | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $52K | 0.1% | 183 | — | |||
| 29 | $USB | US BANCORP DE | Financials | $51K | 0.1% | 884 | — | |||
| 30 | $T | AT&T INC. | Communication Services | $47K | 0.1% | 1,913 | — | |||
| 31 | $AFL | AFLAC INC | Financials | $46K | 0.1% | 414 | -50% | |||
| 32 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $45K | 0.1% | 125 | New | |||
| 33 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $36K | 0.0% | 331 | -98% | |||
| 34 | — | ISHARES TR - ESG AWARE MSCI | — | $29K | 0.0% | 554 | -6% | |||
| 35 | — | ISHARES TR - ESG MSCI LEADR | — | $10K | 0.0% | 74 | -52% | |||
| 36 | $UA | Under Armour, Inc. | Consumer Discretionary | $9K | 0.0% | 1,960 | — | |||
| 37 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $7K | 0.0% | 131 | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 13 added to, 14 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$TRVTRAVELERS COMPANIES, INC.$45K
first bought this quarter
Added to (13)
- ISHARES TR - RUSSELL 2000 ETF+72%
now $10.3M
- SELECT SECTOR SPDR TR - ST STR CARE ETF+1632%
now $1.6M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+1%
now $49.5M
now $4.4M · held 6+ qtrs
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+4%
now $7.3M
now $1.0M · held 6+ qtrs, 2 adds in a row
+7 more in the Excel export
Trimmed (14)
- ISHARES TR - CORE S&P SCP ETF-90%
now $511K
- SELECT SECTOR SPDR TR - ST STR DISCR ETF-98%
now $36K
now $772K · held 6+ qtrs, 2 trims in a row
now $2.1M · held 6+ qtrs, 2 trims in a row
$CATCATERPILLAR INC-33%
now $443K · held 6+ qtrs
now $2.8M · held 6+ qtrs, 2 trims in a row
+8 more in the Excel export
Sold out (10)
- SELECT SECTOR SPDR TR - ST STR SVC ETFwas $1.5M
- ISHARES TR - IBOXX INV CP ETFwas $1.3M
- VANGUARD INDEX FDS - VALUE ETFwas $156K
- SELECT SECTOR SPDR TR - ST STR STAPL ETFwas $22K
- ISHARES TR - US CONSM STAPLESwas $22K
$NVDANVIDIA CORPwas $14K
+4 more in the Excel export
Holdings by quarter
Every 13F Capitol Family Office, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Capitol Family Office?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Capitol Family Office's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 16% over the last 4
Top 10 weight
90%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Capitol Family Office, Inc. disclosed 37 positions worth $92.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 10 — including a new stake in $TRV. The portfolio is most concentrated in Other (78.7% of disclosed assets). All figures are sourced directly from Capitol Family Office, Inc.’s Form 13F-HR filing with the SEC under CIK 1863768.
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AI-Powered Hedge Fund Analysis: Capitol Family Office, Inc.
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