Latest Capitol Family Office, Inc. Stock Portfolio
Capitol Family Office, Inc. Performance:
2025 Q4: -3.04%YTD: 9.01%2024: 9.7%
Performance for 2025 Q4 is -3.04%, and YTD is 9.01%, and 2024 is 9.7%.
About Capitol Family Office, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Capitol Family Office, Inc. reported an equity portfolio of $84.7 Millions as of 31 Dec, 2025.
The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 50.9% of it's portfolio in VANGUARD INDEX FDS and 7% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ADOBE INC (ADBE), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (DMXF). Capitol Family Office, Inc. opened new stock positions in DICKS SPORTING GOODS INC (DKS). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), DISNEY WALT CO (DIS) and ISHARES TR (IJR).
The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 50.9% of it's portfolio in VANGUARD INDEX FDS and 7% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ADOBE INC (ADBE), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (DMXF). Capitol Family Office, Inc. opened new stock positions in DICKS SPORTING GOODS INC (DKS). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), DISNEY WALT CO (DIS) and ISHARES TR (IJR).
Capitol Family Office, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Capitol Family Office, Inc. made a return of -3.04% in the last quarter. In trailing 12 months, it's portfolio return was 9.01%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dicks sporting goods inc | 142,340 |
New stocks bought by Capitol Family Office, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 113 |
| select sector spdr tr | 108 |
| disney walt co | 82.42 |
| ishares tr | 29.13 |
| intel corp | 12.05 |
| ishares tr | 9.82 |
| nike inc | 9.21 |
| meta platforms inc | 9.09 |
Additions to existing portfolio by Capitol Family Office, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| adobe inc | -55.03 |
| select sector spdr tr | -33.79 |
| ishares tr | -30.41 |
| invesco exchange traded fd t | -27.38 |
| ishares tr | -15.27 |
| microsoft corp | -11.93 |
| apple inc | -5.92 |
| ishares tr | -5.49 |
Capitol Family Office, Inc. reduced stake in above stock
Sold off
Sector Distribution
Capitol Family Office, Inc. has about 80.5% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Others | 80.5 |
| Technology | 8.3 |
| Consumer Cyclical | 5 |
| Healthcare | 3.2 |
| Communication Services | 1.6 |
Market Cap. Distribution
Capitol Family Office, Inc. has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 80.5 |
| MEGA-CAP | 13.9 |
| LARGE-CAP | 5.6 |
Stocks belong to which Index?
About 18.9% of the stocks held by Capitol Family Office, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 81.1 |
| S&P 500 | 18.9 |
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 48 stocks in it's portfolio. About 85.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Capitol Family Office, Inc. last quarter.
Last Reported on: 26 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.12 | 12,846 | 3,492,310 | reduced | -5.92 | ||
| ACSG | dbx etf tr | 0.01 | 99.00 | 6,287 | reduced | -4.81 | ||
| ADBE | adobe inc | 0.09 | 210 | 73,498 | reduced | -55.03 | ||
| AFL | aflac inc | 0.11 | 828 | 91,304 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.01 | 41.00 | 6,108 | reduced | -2.38 | ||
| AMGN | amgen inc | 0.45 | 1,160 | 379,680 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.08 | 3,957 | 913,355 | added | 4.65 | ||
| BGRN | ishares tr | 0.03 | 589 | 27,082 | reduced | -2.64 | ||
| BGRN | ishares tr | 0.02 | 155 | 18,796 | reduced | -5.49 | ||
| BIL | spdr series trust | 0.01 | 94.00 | 6,218 | reduced | -5.05 | ||
| CAT | caterpillar inc | 0.47 | 692 | 396,426 | reduced | -1.28 | ||
| CSD | invesco exchange traded fd t | 0.87 | 3,865 | 740,379 | reduced | -27.38 | ||
| DELL | dell technologies inc | 0.42 | 2,855 | 359,387 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.13 | 965 | 109,788 | added | 82.42 | ||
| DKS | dicks sporting goods inc | 0.17 | 719 | 142,340 | new | |||
| DMXF | ishares tr | 0.27 | 2,288 | 229,622 | reduced | -30.41 | ||
| EDV | vanguard world fd | 0.14 | 945 | 114,307 | reduced | -4.55 | ||
| GOOG | alphabet inc | 0.78 | 2,116 | 664,073 | unchanged | 0.00 | ||
| HD | home depot inc | 0.07 | 183 | 62,970 | unchanged | 0.00 | ||
| IJR | ishares tr | 7.03 | 49,503 | 5,949,290 | reduced | -15.27 | ||