StockDriftsStockDriftsTop 36 Capitol Family Office INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 53.26% | 132.2K | $49.5M | +1.00%(+1.31K) | $223.32(+68.16%) | 2026-09-30 | |
| IWM | ISHARES TR | 11.04% | 36.9K | $10.3M | +72.06%(+15.46K) | $252.66(+7.37%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.9% | 37.5K | $7.3M | +3.90%(+1.41K) | $114.13(+62.93%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.75% | 13.2K | $4.4M | +6.98%(+864) | $177.76(+92.92%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.01% | 5.5K | $2.8M | -2.83%(-159) | $296.14(+80.16%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.25% | 1.8K | $2.1M | -12.43%(-256) | $506.57(+144.85%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.24% | 4.2K | $2.1M | +4.74%(+189) | $306.41(+73.70%) | 2026-09-30 | |
| XLI | SELECT SECTOR SPDR TR | 2.11% | 11.7K | $2.0M | -0.74%(-87) | $134.86(+23.60%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 1.67% | 9.2K | $1.6M | +1632.33%(+8.68K) | $161.86(+8.52%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 1.62% | 28.1K | $1.5M | -4.90%(-1.45K) | $49.67(+10.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.27% | +53.16% | — | — | +23.13% |
| Top 20 Holdings Unweighted | +8.75% | +28.63% | — | — | +2.28% |
Capitol Family Office INC reports $92.90M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are VTI (53.3%), IWM (11.0%) and XLK (7.9%). The top 20 holdings account for 98.29% of reported assets. Its disclosed equity book has returned +53.16% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capitol Family Office INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1863768). View Capitol Family Office INC’s 13F filings on SEC