# Capitol Family Office, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1863768. Source: https://holderbook.com/funds/1863768-capitol-family-office-inc/

- Reported value: $94.7M
- Positions: 46
- Weight of the ten largest: 85.5%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $48.4M | 130,889 | 51.2% | 15 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $6.9M | 36,094 | 7.3% | 14 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $6.4M | 21,447 | 6.8% | 12 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $5.3M | 35,835 | 5.6% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.6M | 12,385 | 3.8% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.5M | 2,060 | 2.6% | 12 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $2.2M | 11,825 | 2.3% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.1M | 5,610 | 2.2% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.0M | 3,984 | 2.1% | 19 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.6M | 29,586 | 1.7% | 6 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $1.6M | 13,449 | 1.7% | 6 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $1.5M | 14,097 | 1.6% | 6 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $1.4M | 32,966 | 1.4% | 19 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $1.3M | 11,701 | 1.3% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,450 | 1.1% | 6 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $996.2K | 2,309 | 1.1% | 10 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $872.2K | 819 | 0.9% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $850.5K | 2,407 | 0.9% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $829.8K | 2,535 | 0.9% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $535.1K | 950 | 0.6% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $523.8K | 3,751 | 0.6% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $461.5K | 2,169 | 0.5% | 13 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $420.1K | 1,160 | 0.4% | 19 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $244.3K | 2,426 | 0.3% | 8 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $163.1K | 719 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $155.8K | 715 | 0.2% | 6 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $126.4K | 956 | 0.1% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $111.5K | 265 | 0.1% | 6 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $97.1K | 828 | 0.1% | 6 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $84.5K | 532 | 0.1% | 15 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $76.8K | 798 | 0.1% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $64.5K | 183 | 0.1% | 6 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $53.4K | 884 | 0.1% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $50.3K | 368 | 0.1% | 6 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $39.6K | 1,913 | 0.0% | 6 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $33.0K | 590 | 0.0% | 6 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $22.3K | 269 | 0.0% | 6 |
| ISHARES TR | [IYK](https://holderbook.com/stocks/IYK/) | $21.6K | 297 | 0.0% | 6 |
| ISHARES TR | [SUSL](https://holderbook.com/stocks/SUSL/) | $20.6K | 155 | 0.0% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $14.0K | 70 | 0.0% | 6 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $13.1K | 289 | 0.0% | 6 |
| UNDER ARMOUR INC | [UA](https://holderbook.com/stocks/UA/) | $12.2K | 1,960 | 0.0% | 6 |
| DBX ETF TR | [USSG](https://holderbook.com/stocks/USSG/) | $6.9K | 99 | 0.0% | 6 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $6.9K | 42 | 0.0% | 6 |
| SPDR SERIES TRUST | [EFIV](https://holderbook.com/stocks/EFIV/) | $6.9K | 94 | 0.0% | 6 |
| NUSHARES ETF TR | [NULV](https://holderbook.com/stocks/NULV/) | $6.7K | 134 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.7% | +14.8% | +1.9% | 95% |
| Q1 2026 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +7.7% | +7.8% | -0.1% | 100% |
| Q2 2025 | +9.0% | +10.5% | -1.4% | 100% |
| Q1 2025 | -5.3% | -4.6% | -0.8% | 100% |
| Q4 2024 | +70.9% | +2.1% | +68.8% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $94.7M | 46 |
| Q1 2026 | $84.7M | 48 |
| Q4 2025 | $84.7M | 48 |
| Q3 2025 | $82.4M | 47 |
| Q2 2025 | $76.7M | 48 |
| Q1 2025 | $70.7M | 48 |
| Q4 2024 | $74.9M | 17 |
| Q3 2024 | $80.7M | 18 |
| Q2 2024 | $74.8M | 15 |
| Q1 2024 | $77.3M | 15 |
| Q4 2023 | $59.4M | 16 |
| Q3 2023 | $53.1M | 16 |