Capitol Family Office, Inc.
Family OfficeFiling Date
Global Rank
#7,866
/ 8,604
▲ 34
· as of Mar 2026
Top Industry
Consumer Electronics
20.1%
3Y Alpha vs SPY
-15.2%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.8%
SPY
+76.5%
Annualised alpha
-14.9%
Max drawdown
−24.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.1%
+0.8 pts
Top 5
71.5%
−2.5 pts
Top 10
89.1%
−1.2 pts
HHI
1,149
Diversified−52
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.7% | $6,258,586 |
| Consumer Cyclical | 21.9% | $3,538,807 |
| Financial Services | 17.3% | $2,792,881 |
| Healthcare | 14.9% | $2,407,725 |
| Communication Services | 3.6% | $580,993 |
| Industrials | 3.0% | $490,254 |
| Energy | 0.7% | $111,127 |
| Unclassified | 0.0% | $650 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
23 positions ·
$16,181,023 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 12,846 | $3,260,186 | 20.15% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 5,804 | $2,148,466 | 13.28% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 39,616 | $2,092,517 | 12.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 4,325 | $2,072,540 | 12.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,174 | $1,999,579 | 12.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 3,957 | $824,124 | 5.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,140 | $629,502 | 3.89% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 692 | $490,254 | 3.03% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 2,855 | $468,591 | 2.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 756 | $432,530 | 2.67% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,160 | $408,146 | 2.52% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
Held | 2,096 | $320,897 | 1.98% | |
| INTC |
Intel Corp
Technology
|
Held | 7,208 | $318,089 | 1.97% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Held | 719 | $142,570 | 0.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 655 | $111,127 | 0.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 265 | $98,513 | 0.61% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 965 | $93,006 | 0.57% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 828 | $90,839 | 0.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 183 | $60,186 | 0.37% | |
| T |
At&T Inc.
Communication Services
|
Held | 1,913 | $55,457 | 0.34% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 210 | $51,046 | 0.32% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 70 | $12,208 | 0.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1 | $650 | 0.00% |