Capitol Family Office, Inc.

Registered adviser

CIK

1863768

Location

BEAVERTON, OR

Portfolio Value

Micro $90,944,005

Diversification

Highly concentrated

Filing Date

Global Rank

#8,342 / 8,815 ▲ 19 · as of Jun 2026

Top Industry

Consumer Electronics 22.8%

3Y Alpha vs SPY

-7.1%

Period ended 24 days ago

Filed Oct 13, 2026 · 11d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 312005

Roster of Oct 1, 2026

Regulatory AUM

$136,089,945

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$136,089,945	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$136,525,270	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$134,066,900	Individuals and high net worth (100%)
May 2023 to Feb 2024	$133,242,408	Individuals and high net worth (100%)
Apr 2023	$133,242,408	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$150,553,422	Individuals and high net worth (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.3% of the book (60%+)

Turnover

Low turnover

8.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 66.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

37 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

54.4%

+3.1 pts

Top 5

86.5%

+1.7 pts

Top 10

94.7%

+1.4 pts

HHI

3,302

Highly concentrated+261

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.7%	$71,591,594	13
Technology	10.0%	$9,052,356	4
Financial Services	3.3%	$3,027,729	6
Healthcare	2.8%	$2,576,323	2
Consumer Cyclical	2.3%	$2,131,993	6
Communication Services	2.3%	$2,061,427	4
Industrials	0.5%	$442,691	1
Energy	0.1%	$59,892	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
IWM	iShares Russell 2000 ETF	+15,455	36,902	$10,254,696
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+8,684	9,216	$1,552,158
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,409	37,503	$7,341,212
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,313	132,202	$49,475,276
INTC	Intel Corp	+1,258	5,009	$602,232
AAPL	Apple Inc.	+864	13,249	$4,412,181
GOOG	Alphabet Inc.	+657	3,064	$1,044,027
DKS	Dick's Sporting Goods, Inc.	+515	1,234	$165,713
META	Meta Platforms, Inc.	+260	1,210	$877,467
BRK-B	Berkshire Hathaway Inc	+189	4,173	$2,077,945
ESGV	VANGUARD ESG U.S. STOCK ETF	+177	1,133	$153,555
SGOV	iShares 0-3 Month Treasury Bond ETF	+174	2,600	$261,768
DIS	Walt Disney Co	+91	889	$93,256
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
IJR	iShares Core S&P Small-Cap ETF	−32,078	3,757	$511,102
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−13,118	331	$36,026
NKE	NIKE, Inc.	−11,159	21,807	$771,967
XLF	State Street Corp	−1,451	28,135	$0
AFL	Aflac Inc	−414	414	$46,276
AMZN	Amazon Com Inc	−277	4,173	$1,039,702
CAT	Caterpillar Inc	−273	546	$442,691
LLY	ELI LILLY & Co	−256	1,804	$2,087,372
MSFT	Microsoft Corp	−159	5,451	$2,795,817
JPM	Jpmorgan Chase & Co	−93	2,442	$807,886
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−87	11,738	$1,960,011
SUSL	iShares ESG MSCI USA Leaders ETF	−81	74	$10,085
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−36	554	$28,808
NULV	Nuveen ESG Large-Cap Value ETF	−3	131	$6,897
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TRV	Travelers Companies, Inc.	125	$44,563
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	14,097	$1,510,211
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	11,701	$1,276,228
VTV	VANGUARD VALUE INDEX FUND	715	$155,819
—		269	$22,345
IYK	iShares U.S. Consumer Staples ETF	297	$21,580
NVDA	Nvidia Corp	70	$14,006
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	289	$13,103
USSG	Xtrackers MSCI USA Selection Equity ETF	99	$6,876
ESGU	iShares ESG Aware MSCI USA ETF	42	$6,874
—		94	$6,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $90,944,005 total · filing declares 37 positions · $92,897,467 · as of Sep 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
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	132,202	+1,313	$49,475,276	+2.1%	54.40%
IWM	iShares Russell 2000 ETF	Added	36,902	+15,455	$10,254,696	+59.1%	11.28%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	37,503	+1,409	$7,341,212	+6.8%	8.07%
AAPL	Apple Inc. Technology	Added	13,249	+864	$4,412,181	+23.1%	4.85%
MSFT	Microsoft Corp Technology	Reduced	5,451	-159	$2,795,817	+33.6%	3.07%
LLY	ELI LILLY & Co Healthcare	Reduced	1,804	-256	$2,087,372	−15.5%	2.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,173	+189	$2,077,945	+4.2%	2.28%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	11,738	-87	$1,960,011	−10.5%	2.16%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	9,216	+8,684	$1,552,158	+1738.9%	1.71%
DELL	Dell Technologies Inc. Technology	Held	2,309	0	$1,242,126	+24.7%	1.37%
GOOG	Alphabet Inc. Communication Services	Added	3,064	+657	$1,044,027	+22.8%	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,173	-277	$1,039,702	−2.0%	1.14%
META	Meta Platforms, Inc. Communication Services	Added	1,210	+260	$877,467	+64.0%	0.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,442	-93	$807,886	−2.6%	0.89%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	21,807	-11,159	$771,967	−43.0%	0.85%
INTC	Intel Corp Technology	Added	5,009	+1,258	$602,232	+15.0%	0.66%
IJR	iShares Core S&P Small-Cap ETF	Reduced	3,757	-32,078	$511,102	−90.4%	0.56%
AMGN	Amgen Inc Healthcare	Held	1,160	0	$488,951	+16.4%	0.54%
CAT	Caterpillar Inc Industrials	Reduced	546	-273	$442,691	−49.2%	0.49%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	2,600	+174	$261,768	+7.2%	0.29%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	1,234	+515	$165,713	+1.6%	0.18%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	1,133	+177	$153,555	+21.5%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Held	265	0	$94,024	−15.6%	0.10%
DIS	Walt Disney Co Communication Services	Added	889	+91	$93,256	+21.4%	0.10%
XOM	ExxonMobil Holdings Corp Energy	Held	368	0	$59,892	+19.0%	0.07%
HD	Home Depot, Inc. Consumer Cyclical	Held	183	0	$52,061	−19.3%	0.06%
USB	US Bancorp \De\ Financial Services	Held	884	0	$51,059	−4.4%	0.06%
T	At&T Inc. Communication Services	Held	1,913	0	$46,677	+17.9%	0.05%
AFL	Aflac Inc Financial Services	Reduced	414	-414	$46,276	−52.3%	0.05%
TRV	Travelers Companies, Inc. Financial Services	NEW	125	NEW	$44,563	NEW	0.05%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	331	-13,118	$36,026	−97.7%	0.04%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Reduced	554	-36	$28,808	−12.7%	0.03%
SUSL	iShares ESG MSCI USA Leaders ETF	Reduced	74	-81	$10,085	−51.0%	0.01%
UA	Under Armour, Inc. Consumer Cyclical	Held	1,960	0	$8,526	−30.1%	0.01%
NULV	Nuveen ESG Large-Cap Value ETF	Reduced	131	-3	$6,897	+3.0%	0.01%
RSP	Victory Portfolios II	Held	2,169	0	$0	−100.0%	0.00%
XLF	State Street Corp Financial Services	Reduced	28,135	-1,451	$0	−100.0%	0.00%

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.