Capitol Family Office, Inc.

Family Office

CIK

1863768

Location

BEAVERTON, OR

Portfolio Value

Micro $17,401,997

Diversification

Diversified

Filing Date

Global Rank

#8,030 / 8,633 ▲ 220

Top Industry

Consumer Electronics 20.6%

3Y Alpha vs SPY

-14.8%

Period ended 51 days ago

Filed Jul 31, 2026 · 20d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.3%

SPY

+76.2%

Annualised alpha

-14.1%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.6%

+1.2 pts

Top 5

66.0%

−2.8 pts

Top 10

90.7%

+3.9 pts

HHI

1,106

Diversified+27

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.4%	$7,210,364	5
Financial Services	17.1%	$2,973,810	4
Healthcare	16.6%	$2,890,885	2
Consumer Cyclical	15.8%	$2,752,942	5
Industrials	5.0%	$872,153	1
Communication Services	3.7%	$651,531	3
Energy	0.3%	$50,312	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+493	4,450	$1,060,613
JPM	Jpmorgan Chase & Co	+395	2,535	$829,781
META	Meta Platforms, Inc.	+194	950	$535,125
CAT	Caterpillar Inc	+127	819	$872,153
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−6,650	32,966	$1,353,254
INTC	Intel Corp	−3,457	3,751	$523,752
DELL	Dell Technologies Inc.	−546	2,309	$996,241
AAPL	Apple Inc.	−461	12,385	$3,583,723
BRK-B	Berkshire Hathaway Inc	−341	3,984	$1,993,553
XOM	ExxonMobil Holdings Corp	−287	368	$50,312
MSFT	Microsoft Corp	−194	5,610	$2,092,642
DIS	Walt Disney Co	−167	798	$76,807
LLY	ELI LILLY & Co	−114	2,060	$2,470,826
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
USB	US Bancorp De	884	$53,393
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	2,116	$606,995
LULU	lululemon athletica inc.	2,096	$320,897
ADBE	Adobe Inc.	210	$51,046
UAA	Under Armour, Inc.	1,960	$11,348
SPY	Spdr S&P 500 ETF Trust	1	$650
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $17,401,997 total · filing declares 46 positions · $94,684,311 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	12,385	-461	$3,583,723	+9.9%	20.59%
LLY	ELI LILLY & Co Healthcare	Reduced	2,060	-114	$2,470,826	+23.6%	14.20%
MSFT	Microsoft Corp Technology	Reduced	5,610	-194	$2,092,642	−2.6%	12.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,984	-341	$1,993,553	−3.8%	11.46%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	32,966	-6,650	$1,353,254	−35.3%	7.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,450	+493	$1,060,613	+28.7%	6.09%
DELL	Dell Technologies Inc. Technology	Reduced	2,309	-546	$996,241	+112.6%	5.72%
CAT	Caterpillar Inc Industrials	Added	819	+127	$872,153	+77.9%	5.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,535	+395	$829,781	+31.8%	4.77%
META	Meta Platforms, Inc. Communication Services	Added	950	+194	$535,125	+23.7%	3.08%
INTC	Intel Corp Technology	Reduced	3,751	-3,457	$523,752	+64.7%	3.01%
AMGN	Amgen Inc Healthcare	Held	1,160	0	$420,059	+2.9%	2.41%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Held	719	0	$163,076	+14.4%	0.94%
TSLA	Tesla, Inc. Consumer Cyclical	Held	265	0	$111,459	+13.1%	0.64%
AFL	Aflac Inc Financial Services	Held	828	0	$97,083	+6.9%	0.56%
DIS	Walt Disney Co Communication Services	Reduced	798	-167	$76,807	−17.4%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Held	183	0	$64,540	+7.2%	0.37%
USB	US Bancorp De Financial Services	NEW	884	NEW	$53,393	NEW	0.31%
XOM	ExxonMobil Holdings Corp Energy	Reduced	368	-287	$50,312	−54.7%	0.29%
T	At&T Inc. Communication Services	Held	1,913	0	$39,599	−28.6%	0.23%
NVDA	Nvidia Corp Technology	Held	70	0	$14,006	+14.7%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.