Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Capitol Family Office, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Capitol Family Office, Inc. (CIK 1863768) reported $84.7M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($43.1M, 50.87%), IJR ($5.9M, 7.02%), XLK ($5.0M, 5.89%), IWM ($3.5M, 4.14%), AAPL ($3.5M, 4.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$43.1M50.87%128,485Hold
2IJRISHARES TR$5.9M7.02%49,503Hold
3XLKSELECT SECTOR SPDR TR$5.0M5.89%34,642Hold
4IWMISHARES TR$3.5M4.14%14,244Hold
5AAPLAPPLE INC$3.5M4.12%12,846Hold
6MSFTMICROSOFT CORP$2.8M3.31%5,804Hold
7NKENIKE INC$2.5M2.98%39,616Hold
8LLYELI LILLY & CO$2.3M2.76%2,174Hold
9BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M2.57%4,325Hold
10XLISELECT SECTOR SPDR TR$1.7M2.02%11,020Hold
11XLCSELECT SECTOR SPDR TR$1.5M1.74%12,507Hold
12XLYSELECT SECTOR SPDR TR$1.4M1.66%11,807Hold
13XLFSELECT SECTOR SPDR TR$1.4M1.66%25,669Hold
14LQDISHARES TR$991,0331.17%8,994Hold
15AMZNAMAZON COM INC$913,3551.08%3,957Hold
16RSPINVESCO EXCHANGE TRADED FD T$740,3790.87%3,865Hold
17JPMJPMORGAN CHASE & CO.$689,5510.81%2,140Hold
18GOOGALPHABET INC$664,0730.78%2,116Hold
19METAMETA PLATFORMS INC$499,0280.59%756Hold
20LULULULULEMON ATHLETICA INC$435,5700.51%2,096Hold
21CATCATERPILLAR INC$396,4260.47%692Hold
22AMGNAMGEN INC$379,6800.45%1,160Hold
23DELLDELL TECHNOLOGIES INC$359,3870.42%2,855Hold
24INTCINTEL CORP$265,9750.31%7,208Hold
25SGOVISHARES TR$229,6220.27%2,288Hold

Source: SEC Form 13F filings · as of 2026-03-31