Latest Capitol Family Office, Inc. Stock Portfolio
$84.69Million– No. of Holdings #48
About Capitol Family Office, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capitol Family Office, Inc. reported an equity portfolio of $84.7 Millions as of 31 Mar, 2026.
The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 50.9% of it's portfolio in VANGUARD INDEX FDS and 7% of portfolio in ISHARES TR.
The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 50.9% of it's portfolio in VANGUARD INDEX FDS and 7% of portfolio in ISHARES TR.
Capitol Family Office, Inc. Equity Portfolio Value
Last Reported on: 15 Apr, 2026
Capitol Family Office, Inc. Annual Return Estimates Vs S&P 500
- Performance
New Buys
Additions
Reductions
Sold off
Sector Distribution
- Others
- Technology
- Consumer Cyclical
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Others | 80.5 |
| Technology | 8.3 |
| Consumer Cyclical | 5 |
| Healthcare | 3.2 |
| Communication Services | 1.6 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 80.5 |
| MEGA-CAP | 14.6 |
| LARGE-CAP | 4.9 |
Stocks belong to which Index?
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 81.1 |
| S&P 500 | 18.9 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
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.
Last Reported on: 15 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.12 | 12,846 | 3,492,310 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 0.01 | 99.00 | 6,287 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.09 | 210 | 73,498 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.11 | 828 | 91,304 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.01 | 41.00 | 6,108 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.45 | 1,160 | 379,680 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.08 | 3,957 | 913,355 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.03 | 589 | 27,082 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.02 | 155 | 18,796 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.01 | 94.00 | 6,218 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 0.47 | 692 | 396,426 | unchanged | 0.00 | ||
| CSD | invesco exchange traded fd t | 0.87 | 3,865 | 740,379 | unchanged | 0.00 | ||
| DELL | dell technologies inc | 0.42 | 2,855 | 359,387 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.13 | 965 | 109,788 | unchanged | 0.00 | ||
| DKS | dicks sporting goods inc | 0.17 | 719 | 142,340 | unchanged | 0.00 | ||
| DMXF | ishares tr | 0.27 | 2,288 | 229,622 | unchanged | 0.00 | ||
| EDV | vanguard world fd | 0.14 | 945 | 114,307 | unchanged | 0.00 | ||
| 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 | unchanged | 0.00 | ||