Institutional Manager · CIK 0001863768
Capitol Family Office, Inc.
Beaverton, OR · File #028-21696
Latest AUM
$84.7M
Positions
48
Top-10 Concentration
85.7%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202548 pos · $84.7M
- 13F HOLDINGS REPORTQ/E Sep 202547 pos · $82.4M
- 13F HOLDINGS REPORTQ/E Jun 202548 pos · $76.7M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202548 pos · $70.7M
- 13F HOLDINGS REPORTQ/E Mar 202536 pos · $75.7M
- 13F HOLDINGS REPORTQ/E Dec 202417 pos · $74.9M
- 13F HOLDINGS REPORTQ/E Sep 202418 pos · $80.7M
- 13F HOLDINGS REPORTQ/E Jun 202415 pos · $74.8M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $77.3M
- 13F HOLDINGS REPORTQ/E Dec 202316 pos · $53.1M
- 13F HOLDINGS REPORTQ/E Sep 202314 pos · $43.8M
- 13F HOLDINGS REPORTQ/E Jun 202316 pos · $50.7M
- 13F HOLDINGS REPORTQ/E Mar 202314 pos · $49.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 128,485 | $43.1M | 50.87% |
| 2 | ISHARES TR | 464287804 | 49,503 | $5.9M | 7.02% |
| 3 | SELECT SECTOR SPDR TR | 81369Y803 | 34,642 | $5.0M | 5.89% |
| 4 | ISHARES TR | 464287655 | 14,244 | $3.5M | 4.14% |
| 5 | APPLE INC | AAPL | 12,846 | $3.5M | 4.12% |
| 6 | MICROSOFT CORP | MSFT | 5,804 | $2.8M | 3.31% |
| 7 | NIKE INC | NKE | 39,616 | $2.5M | 2.98% |
| 8 | ELI LILLY & CO | LLY | 2,174 | $2.3M | 2.76% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,325 | $2.2M | 2.57% |
| 10 | SELECT SECTOR SPDR TR | 81369Y704 | 11,020 | $1.7M | 2.02% |
| 11 | SELECT SECTOR SPDR TR | 81369Y852 | 12,507 | $1.5M | 1.74% |
| 12 | SELECT SECTOR SPDR TR | 81369Y407 | 11,807 | $1.4M | 1.66% |
| 13 | SELECT SECTOR SPDR TR | 81369Y605 | 25,669 | $1.4M | 1.66% |
| 14 | ISHARES TR | 464287242 | 8,994 | $991,033 | 1.17% |
| 15 | AMAZON COM INC | AMZN | 3,957 | $913,355 | 1.08% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,865 | $740,379 | 0.87% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 2,140 | $689,551 | 0.81% |
| 18 | ALPHABET INC | GOOG | 2,116 | $664,073 | 0.78% |
| 19 | META PLATFORMS INC | META | 756 | $499,028 | 0.59% |
| 20 | LULULEMON ATHLETICA INC | LULU | 2,096 | $435,570 | 0.51% |