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Latest Capitol Family Office, Inc. Stock Portfolio

$92.90Million | No. of Holdings #37

Capitol Family Office, Inc. Performance

2026 Q3+0.83%
YTD+11.51%
2025+19.60%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capitol Family Office, Inc. reported an equity portfolio of $92.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 53.3% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and ISHARES TR (BGRN). Capitol Family Office, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP and TRAVELERS COMPANIES INC (TRV). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and DICKS SPORTING GOODS INC (DKS).
Capitol Family Office, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$92.90Million
  as of Oct 13, 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 0.83% in the last quarter. In trailing 12 months, it's portfolio return was 18.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp59,892
travelers companies inc44,564
New stocks bought by Capitol Family Office, Inc.

Additions

Ticker% Inc.
select sector spdr tr1,632
ishares tr72.06
dicks sporting goods inc71.63
intel corp33.54
meta platforms inc27.37
alphabet inc27.3
vanguard world fd18.51
disney walt co11.4
Additions to existing portfolio by Capitol Family Office, Inc.

Reductions

Ticker% Reduced
select sector spdr tr-97.54
ishares tr-89.52
ishares tr-52.26
aflac inc-50.00
nike inc-33.85
caterpillar inc-33.33
eli lilly & co-12.43
amazon com inc-6.22
Capitol Family Office, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-1,510,190
ishares tr-1,276,190
vanguard index fds-155,754
exxon mobil corp-50,313
ishares tr-21,580
select sector spdr tr-13,126
select sector spdr tr-22,323
dbx etf tr-6,877
Capitol Family Office, Inc. got rid off the above stocks

Sector Distribution

Capitol Family Office, Inc. has about 81.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
Sector%
Others81.5
Technology9.7
Healthcare2.8
Consumer Cyclical2.3
Communication Services2.2

Market Cap. Distribution

Capitol Family Office, Inc. has about 18.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.5
MEGA-CAP17.2
LARGE-CAP1.3

Stocks belong to which Index?

About 17% of the stocks held by Capitol Family Office, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83
S&P 50017
Top 5 Winners (%)%
MSFT
microsoft corp
37.0 %
META
meta platforms inc
24.9 %
DELL
dell technologies inc
24.7 %
T
at&t inc
17.9 %
AMGN
amgen inc
16.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
0.8 M
AAPL
apple inc
0.6 M
VB
vanguard index fds
0.6 M
DELL
dell technologies inc
0.2 M
XLB
select sector spdr tr
0.2 M
Top 5 Losers (%)%
DKS
dicks sporting goods inc
-35.3 %
UA
under armour inc
-30.1 %
CAT
caterpillar inc
-19.8 %
HD
home depot inc
-19.3 %
TSLA
tesla inc
-15.6 %
Top 5 Losers ($)$
IJR
ishares tr
-0.7 M
IJR
ishares tr
-0.2 M
XLB
select sector spdr tr
-0.2 M
CAT
caterpillar inc
-0.2 M
NKE
nike inc
-0.2 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 37 stocks in it's portfolio. About 89.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Capitol Family Office, Inc. last quarter.

$92.90MTotal Value
48.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Capitol Family Office, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Capitol Family Office, Inc.'s holding in Dbx Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.03%554
$28.8K
0.03%
decreased 6.1 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.01%74.00
$10.1K
0.01%
decreased 52.26 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Capitol Family Office, Inc.'s holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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
$451.2K
0.49%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.28%2,600
$261.8K
0.28%
increased 7.17 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Capitol Family Office, Inc.'s holding in Vanguard World Fd over time
0.16%1,133
$153.6K
0.16%
increased 18.51 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Capitol Family Office, Inc.'s holding in Ishares Tr over time
11.04%36,902
$10.25M
11.04%
increased 72.06 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.55%3,757
$511.1K
0.55%
decreased 89.52 percentreduced