Capitol Family Office, Inc.
CIK: 0001863768SEC EDGAR →
Portfolio Value
$84.7M
Holdings
48
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 128,485 | $43.1M | 50.87% |
| 2 | ISHARES TR | 49,503 | $5.9M | 7.02% |
| 3 | SELECT SECTOR SPDR TR | 34,642 | $5.0M | 5.89% |
| 4 | ISHARES TR | 14,244 | $3.5M | 4.14% |
| 5 | APPLE INC | 12,846 | $3.5M | 4.12% |
| 6 | MICROSOFT CORP | 5,804 | $2.8M | 3.31% |
| 7 | NIKE INC | 39,616 | $2.5M | 2.98% |
| 8 | ELI LILLY & CO | 2,174 | $2.3M | 2.76% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 4,325 | $2.2M | 2.57% |
| 10 | SELECT SECTOR SPDR TR | 11,020 | $1.7M | 2.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $66.8M | 78.8% |
| Technology | 6 | $7.0M | 8.3% |
| Consumer Cyclical | 7 | $4.2M | 5.0% |
| Healthcare | 2 | $2.7M | 3.2% |
| Unknown | 2 | $2.2M | 2.6% |
| Communication Services | 4 | $1.3M | 1.6% |
| Industrials | 1 | $396K | 0.5% |
| Energy | 1 | $78K | 0.1% |