Capitol Family Office, Inc.
49 holdingsFiling period: 2026-03-31Current AUM: $97.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 128.5K | $43.1M | $49.4M | 50.56% | -- | 2026-03-31 |
| 2 | IJR | ISHARES TR | 49.5K | $5.9M | $7.0M | 7.12% | -- | 2026-03-31 |
| 3 | XLK | SELECT SECTOR SPDR TR | 34.6K | $5.0M | $6.6M | 6.73% | -- | 2026-03-31 |
| 4 | IWM | ISHARES TR | 14.2K | $3.5M | $4.1M | 4.21% | -- | 2026-03-31 |
| 5 | AAPL | APPLE INC | 12.8K | $3.5M | $4.3M | 4.35% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 5.8K | $2.8M | $3.5M | 3.60% | -- | 2026-03-31 |
| 7 | NKE | NIKE INC | 39.6K | $2.5M | $2.0M | 2.04% | -- | 2026-03-31 |
| 8 | LLY | ELI LILLY & CO | 2.2K | $2.3M | $2.9M | 2.98% | -- | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.3K | $2.2M | $2.2M | 2.22% | -- | 2026-03-31 |
| 10 | XLI | SELECT SECTOR SPDR TR | 11.0K | $1.7M | $1.9M | 1.94% | -- | 2026-03-31 |
| 11 | XLC | SELECT SECTOR SPDR TR | 12.5K | $1.5M | $1.4M | 1.47% | -- | 2026-03-31 |
| 12 | XLY | SELECT SECTOR SPDR TR | 11.8K | $1.4M | $1.5M | 1.53% | -- | 2026-03-31 |
| 13 | XLF | SELECT SECTOR SPDR TR | 25.7K | $1.4M | $1.6M | 1.66% | -- | 2026-03-31 |
| 14 | LQD | ISHARES TR | 9.0K | $991K | $966K | 0.99% | -- | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 4.0K | $913K | $1.2M | 1.22% | -- | 2026-03-31 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | 3.9K | $740K | $829K | 0.85% | -- | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO. | 2.1K | $689K | $824K | 0.84% | -- | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 2.1K | $664K | $826K | 0.84% | -- | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 756 | $499K | $486K | 0.50% | -- | 2026-03-31 |
| 20 | LULU | LULULEMON ATHLETICA INC | 2.1K | $435K | $338K | 0.35% | -- | 2026-03-31 |
| 21 | CAT | CATERPILLAR INC | 692 | $396K | $455K | 0.47% | -- | 2026-03-31 |
| 22 | AMGN | AMGEN INC | 1.2K | $379K | $415K | 0.42% | -- | 2026-03-31 |
| 23 | DELL | DELL TECHNOLOGIES INC | 2.9K | $359K | $887K | 0.91% | -- | 2026-03-31 |
| 24 | INTC | INTEL CORP | 7.2K | $265K | $542K | 0.55% | -- | 2026-03-31 |
| 25 | SGOV | ISHARES TR | 2.3K | $229K | $229K | 0.23% | -- | 2026-03-31 |
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