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Capitol Family Office, Inc.

Portfolio Manager
Capitol Family Office, Inc.
Performance
-5.43% (2026 Q1)
AUM (13F)
$84.69M
# of Holdings
48
Performance Rank
Allocation (Top 20)
96.55%

Capitol Family Office, Inc. Holdings Map

Top 48 Capitol Family Office, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
50.87%128.5K$43.1M
+0.00%(+0)
2025-Q1: 126.1K shares2025-Q2: 126.8K shares2025-Q3: 126.1K shares2025-Q4: 128.5K shares2026-Q1: 128.5K shares
$220.46(+67.27%)
2026-03-31
IJR
ISHARES TR
7.02%49.5K$5.9M
+0.00%(+0)
2025-Q1: 64.0K shares2025-Q2: 64.1K shares2025-Q3: 58.4K shares2025-Q4: 49.5K shares2026-Q1: 49.5K shares
$109.89(+33.30%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
5.89%34.6K$5.0M
+0.00%(+0)
2025-Q1: 16.3K shares2025-Q2: 16.4K shares2025-Q3: 16.6K shares2025-Q4: 34.6K shares2026-Q1: 34.6K shares
$109.04(+65.62%)
2026-03-31
IWM
ISHARES TR
4.14%14.2K$3.5M
+0.00%(+0)
2025-Q1: 10.2K shares2025-Q2: 9.6K shares2025-Q3: 11.0K shares2025-Q4: 14.2K shares2026-Q1: 14.2K shares
$204.26(+45.69%)
2026-03-31
AAPL
APPLE INC
4.12%12.8K$3.5M
+0.00%(+0)
2025-Q1: 12.2K shares2025-Q2: 13.7K shares2025-Q3: 13.7K shares2025-Q4: 12.8K shares2026-Q1: 12.8K shares
$168.46(+83.21%)
2026-03-31
MSFT
MICROSOFT CORP
3.31%5.8K$2.8M
+0.00%(+0)
2025-Q1: 6.8K shares2025-Q2: 6.6K shares2025-Q3: 6.6K shares2025-Q4: 5.8K shares2026-Q1: 5.8K shares
$296.14(+31.86%)
2026-03-31
NKE
NIKE INC
2.98%39.6K$2.5M
+0.00%(+0)
2025-Q1: 40.9K shares2025-Q2: 36.2K shares2025-Q3: 36.3K shares2025-Q4: 39.6K shares2026-Q1: 39.6K shares
$142.44(-69.05%)
2026-03-31
LLY
ELI LILLY & CO
2.76%2.2K$2.3M
+0.00%(+0)
2025-Q1: 2.3K shares2025-Q2: 2.3K shares2025-Q3: 2.3K shares2025-Q4: 2.2K shares2026-Q1: 2.2K shares
$506.57(+139.63%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.57%4.3K$2.2M
+0.00%(+0)
2025-Q1: 4.8K shares2025-Q2: 4.6K shares2025-Q3: 4.6K shares2025-Q4: 4.3K shares2026-Q1: 4.3K shares
$297.27(+70.82%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
2.02%11.0K$1.7M
+0.00%(+0)
2025-Q1: 10.4K shares2025-Q2: 10.4K shares2025-Q3: 10.5K shares2025-Q4: 11.0K shares2026-Q1: 11.0K shares
$132.22(+39.09%)
2026-03-31

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