StockDriftsStockDriftsTop 46 Capitol Family Office, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 51.15% | 130.9K | $48.4M | +1.87%(+2.40K) | $222.67(+72.17%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.26% | 36.1K | $6.9M | +4.19%(+1.45K) | $111.05(+71.75%) | 2026-06-30 | |
| IWM | ISHARES TR | 6.81% | 21.4K | $6.4M | +50.57%(+7.20K) | $226.35(+34.20%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.61% | 35.8K | $5.3M | -27.61%(-13.67K) | $109.89(+36.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.78% | 12.4K | $3.6M | -3.59%(-461) | $168.46(+81.28%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.61% | 2.1K | $2.5M | -5.24%(-114) | $506.57(+132.82%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 2.31% | 11.8K | $2.2M | +7.30%(+805) | $134.86(+38.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.21% | 5.6K | $2.1M | -3.34%(-194) | $296.14(+64.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.11% | 4.0K | $2.0M | -7.88%(-341) | $297.27(+68.65%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 1.68% | 29.6K | $1.6M | +15.26%(+3.92K) | $49.67(+17.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.40% | — | — | +22.18% |
| Top 20 Holdings Unweighted | +7.83% | +25.39% | — | — | +0.56% |
Capitol Family Office, Inc. reports $94.68M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are VTI (51.1%), XLK (7.3%) and IWM (6.8%). The top 20 holdings account for 97.01% of reported assets. Its disclosed equity book has returned +45.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Capitol Family Office, Inc., compare funds side by side, and get alerts the moment positions change.
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