CF

Capitol Family Office, Inc.

13F
Capitol Family Office, Inc.
Last update 2025-04-24 48 Stocks (31 new)
Value $71.00 Mil Turnover 25 %
Countries:
Top Holdings: VTI(49.03%)IJR(9.47%)XLK(4.78%)AAPL(3.82%)NKE(3.67%)
Summary Stock Picks Current Portfolio
Capitol Family Office, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
126,074
34,650.2
-6.51%
49.030
-3.39%
0.010
-8.06%
-5.28%
474,326.2
 
IJR 		iShares Core S&P Small-Cap ETF
64,013
6,693.9
New Holding
9.470
+9.47%
0.010
-14.68%
-12.29%
74,391.8
 
XLK 		Technology Select Sector SPDR ETF
16,346
3,375.2
+1,069.24%
4.780
+4.37%
0.010
-7.53%
-8.21%
66,025.5
 
AAPL 		Apple Inc
12,154
2,699.8
-8.01%
3.820
-0.35%
0.000
-9.51%
-14.72%
3,204,508.6
Hardware
NKE 		Nike Inc
40,861
2,593.8
-7.41%
3.670
-0.33%
0.000
-25.82%
-24.61%
83,777.2
Manufacturing - Apparel & Accessories
BRK.B 		Berkshire Hathaway Inc
4,799
2,555.8
-33.10%
3.620
-1.44%
0.000
+13.14%
+16.98%
1,143,913.8
Insurance
MSFT 		Microsoft Corp
6,796
2,551.0
-23.87%
3.610
-1.20%
0.000
+2.70%
+1.13%
3,161,804.2
Software
IWM 		iShares Russell 2000 ETF
10,187
2,032.2
-76.56%
2.880
-9.81%
0.000
-13.23%
-11.07%
60,055.1
 
LLY 		Eli Lilly and Co
2,328
1,922.7
-24.02%
2.720
-0.76%
0.000
-1.92%
+3.04%
713,093.2
Drug Manufacturers
XLI 		Industrial Select Sector SPDR
10,430
1,367.1
+558.04%
1.930
+1.64%
0.010
-4.14%
+0.65%
19,544.1
 

Capitol Family Office, Inc.'s Historical Top Holdings Breakdowns

Capitol Family Office, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM 		iShares Russell 2000 ETF2025-03-31Reduce
-9.81%
●
198.1 ($216.92) 229.79
$196.07
-9.61%
Reduce -76.56%
10,187
-33,272
IJR 		iShares Core S&P Small-Cap ETF2025-03-31New Buy
+9.47%
●
102.49 ($112.84) 119.96
$100.75
-10.71%
New holding
64,013
64,013
XLK 		Technology Select Sector SPDR ETF2025-03-31Add
+4.37%
●
206.38 ($226.74) 242.18
$213.05
-6.04%
Add 1069.24%
16,346
14,948
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Reduce
-3.72%
●
169.43 ($177.82) 182.84
$168.91
-5.01%
Reduce -72.82%
5,939
-15,912
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-3.39%
●
271.18 ($290.53) 303.12
$274.52
-5.51%
Reduce -6.51%
126,074
-8,775
XLV 		Health Care Select Sector SPDR2025-03-31Reduce
-2.77%
●
137.61 ($145.27) 149.68
$136.64
-5.94%
Reduce -88.31%
1,999
-15,097
XLF 		Financial Select Sector SPDR2025-03-31New Buy
+1.66%
●
47.32 ($50.16) 52.19
$48.75
-2.81%
New holding
23,548
23,548
XLI 		Industrial Select Sector SPDR2025-03-31Add
+1.64%
●
128.78 ($135.13) 141.67
$132.21
-2.16%
Add 558.04%
10,430
8,845
XLC 		Communication Services Select Sector SPDR Fund2025-03-31New Buy
+1.59%
●
94.84 ($99.87) 105.31
$95.93
-3.95%
New holding
11,646
11,646
XLY 		Consumer Discretionary Select Sector SPDR2025-03-31New Buy
+1.51%
●
192.6 ($216.89) 233.2
$198.35
-8.55%
New holding
5,394
5,394

Capitol Family Office, Inc. Total Holding History ($B)

To

Capitol Family Office, Inc.'s Asset Allocation

To

Capitol Family Office, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capitol Family Office, Inc.'s Hypothetical Growth since 2025-03-31

Capitol Family Office, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Capitol Family Office, Inc.'s Holdings Heat Map

Size field:

Capitol Family Office, Inc.'s Holdings Bubble Chart

Capitol Family Office, Inc. News

  • 1

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