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Latest Capitol Family Office, Inc. Stock Portfolio

$94.68Million | No. of Holdings #46

Capitol Family Office, Inc. Performance

2026 Q2+10.59%
YTD+10.59%
2025+19.60%

About Capitol Family Office, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capitol Family Office, Inc. reported an equity portfolio of $94.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Capitol Family Office, Inc. are VB, XLB, IJR. The fund has invested 51.1% of it's portfolio in VANGUARD INDEX FDS and 7.3% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), ADOBE INC (ADBE) and SPDR S&P 500 ETF TR (SPY) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), SELECT SECTOR SPDR TR (XLB) and INVESCO EXCHANGE TRADED FD T (CSD). Capitol Family Office, Inc. opened new stock positions in US BANCORP (USB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), META PLATFORMS INC (META) and JPMORGAN CHASE & CO (JPM).
Capitol Family Office, Inc. Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$94.68Million
  as of Jul 31, 2026

Capitol Family Office, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Capitol Family Office, Inc. made a return of 10.59% in the last quarter. In trailing 12 months, it's portfolio return was 26.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
us bancorp53,394
New stocks bought by Capitol Family Office, Inc.

Additions

Ticker% Inc.
ishares tr50.57
ishares tr30.1
meta platforms inc25.66
jpmorgan chase & co18.46
caterpillar inc18.35
select sector spdr tr15.26
select sector spdr tr13.91
alphabet inc13.75
Additions to existing portfolio by Capitol Family Office, Inc.

Reductions

Ticker% Reduced
intel corp-47.96
select sector spdr tr-45.27
invesco exchange traded fd t-43.88
exxon mobil corp-43.82
ishares tr-27.61
dell technologies inc-19.12
disney walt co-17.31
nike inc-16.79
Capitol Family Office, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
lululemon athletica inc-435,570
adobe inc-73,498
spdr s&p 500 etf tr-682
Capitol Family Office, Inc. got rid off the above stocks

Sector Distribution

Capitol Family Office, Inc. has about 82.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
Sector%
Others82.8
Technology7.6
Healthcare3.1
Consumer Cyclical2.9
Communication Services1.6

Market Cap. Distribution

Capitol Family Office, Inc. has about 17.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.8
MEGA-CAP15.3
LARGE-CAP1.9

Stocks belong to which Index?

About 15.9% of the stocks held by Capitol Family Office, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.1
S&P 50015.9
Top 5 Winners (%)%
DELL
dell technologies inc
219.5 %
INTC
intel corp
211.6 %
CAT
caterpillar inc
74.3 %
XLB
select sector spdr tr
31.5 %
UA
under armour inc
29.6 %
Top 5 Winners ($)$
VB
vanguard index fds
4.5 M
XLB
select sector spdr tr
1.6 M
IJR
ishares tr
1.2 M
IJR
ishares tr
1.0 M
DELL
dell technologies inc
0.8 M
Top 5 Losers (%)%
NKE
nike inc
-32.6 %
MSFT
microsoft corp
-22.5 %
T
at&t inc
-16.7 %
DIS
disney walt co
-14.1 %
META
meta platforms inc
-13.4 %
Top 5 Losers ($)$
NKE
nike inc
-0.8 M
MSFT
microsoft corp
-0.6 M
XLB
select sector spdr tr
-0.1 M
META
meta platforms inc
-0.1 M
XLB
select sector spdr tr
0.0 M

Capitol Family Office, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Capitol Family Office, Inc.

Capitol Family Office, Inc. has 46 stocks in it's portfolio. About 85.5% of the portfolio is in top 10 stocks. NKE proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Capitol Family Office, Inc. last quarter.

$94.68MTotal Value
49.00Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Capitol Family Office, Inc., last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Capitol Family Office, Inc.'s holding in Dbx Etf Tr over time
0.01%99.00
$6.9K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.01%42.00
$6.9K
0.01%
increased 2.44 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.04%590
$33.0K
0.04%
increased 0.17 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.02%155
$20.6K
0.02%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Capitol Family Office, Inc.'s holding in Spdr Series Trust over time
0.01%94.00
$6.9K
0.01%
unchanged 0 percentunchanged
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Capitol Family Office, Inc.'s holding in Invesco Exchange Traded Fd T over time
0.49%2,169
$461.5K
0.49%
decreased 43.88 percentreduced
DMXF
Ishares Tr

Ishares Tr

DMXF
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.26%2,426
$244.3K
0.26%
increased 6.03 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Capitol Family Office, Inc.'s holding in Vanguard World Fd over time
0.13%956
$126.4K
0.13%
increased 1.16 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Capitol Family Office, Inc.'s holding in Ishares Tr over time
6.8%21,447
$6.44M
6.8%
increased 50.57 percentadded