Capitol Family Office, Inc.
CIK 0001863768 · BEAVERTON, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$94.7M
2026 Q2
Positions
46
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
51.2%
XLK
SELECT SECTOR SPDR TR
7.3%
IWM
ISHARES TR
6.8%
IJR
ISHARES TR
5.6%
AAPL
APPLE INC
3.8%
LLY
ELI LILLY & CO
2.6%
XLI
SELECT SECTOR SPDR TR
2.3%
MSFT
MICROSOFT CORP
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.