Capitol Family Office, Inc.

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CIK 1863768

13F portfolio (2026-Q1)

$85M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

72.0%

Top 10

85.7%

Effective N

3.6

HHI

0.276

This quarter

0 new · 0 exit →

By sector

Unclassified77.9%

Information Technology8.3%

Financials3.5%

Health Care3.2%

Materials3.0%

Consumer Discretionary2.0%

Communication Services1.6%

Industrials0.5%

Energy0.1%

By market cap

Unknown77.9%

Mega (>$200B)18.0%

Large ($10–200B)4.0%

Mid ($2–10B)0.0%

By region

Other77.9%

North America22.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	80.50%	25
Technology Hardware & Equipment	4.55%	2
Software	3.40%	2
Pharmaceuticals & Biotechnology	3.21%	2
Chemicals	2.98%	1
Software & IT Services	1.37%	2
Specialty Retail	1.32%	3
Banks	0.81%	1
Textiles, Apparel & Luxury Goods	0.53%	2
Machinery	0.47%	1
Semiconductors & Semiconductor Equipment	0.33%	2
Automobiles & Components	0.14%	1
Entertainment	0.13%	1
Insurance	0.11%	1
Oil, Gas & Consumable Fuels	0.09%	1
Diversified Telecommunication Services	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	50.87%
2	IJR	ISHARES TR	Unclassified	7.02%
3	XLK	SELECT SECTOR SPDR TR	Unclassified	5.89%
4	IWM	ISHARES TR	Unclassified	4.14%
5	AAPL	Apple Inc.	Information Technology	4.12%
6	MSFT	MICROSOFT CORP	Information Technology	3.31%
7	NKE	NIKE, Inc.	Materials	2.98%
8	LLY	ELI LILLY & Co	Health Care	2.76%
9	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.57%
10	XLI	SELECT SECTOR SPDR TR	Unclassified	2.02%

24/48 names classified · sector 22.1% of weight · industry 19.5% · mkt cap 22.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, ADBE, INTC, DELL · other

MaterialsNKE, PG

FinancialsBRK.B, JPM, AFL

Health CareLLY, PFE, AMGN, MRK

Consumer DiscretionaryAMZN, LULU, HD, TSLA, DKS · other

IndustrialsUNP, CAT

Real Estate

Communication ServicesGOOG, META, DIS, T

Energy

UnclassifiedVTI, SPTS, XLSR, SPAB, SPIP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 22.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 19% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (22 classified)Capitol Family Office, Inc. centroid (Large Core)

Information TechnologyHealth CareMaterialsConsumer DiscretionaryCommunication ServicesFinancialsIndustrialsEnergy

Style box summary for Capitol Family Office, Inc.: centroid Large Core. Heaviest cells: Large Growth 13.1%, Mid Value 3.1%, Large Core 2.2%.

Classified: 19.5% of book weight (22/48 names) · unclassified 80.5%: VTI, IJR, XLK, IWM, BRK.B, XLI, XLC, XLY, XLF, LQD +16 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 48 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	128,485	$43M	50.9%	HOLD
2	IJRISHARES TR	49,503	$6M	7.0%	HOLD
3	XLKSELECT SECTOR SPDR TR	34,642	$5M	5.9%	HOLD
4	IWMISHARES TR	14,244	$4M	4.1%	HOLD
5	AAPLAPPLE INC	12,846	$3M	4.1%	HOLD
6	MSFTMICROSOFT CORP	5,804	$3M	3.3%	HOLD
7	NKENIKE INC	39,616	$3M	3.0%	HOLD
8	LLYELI LILLY & CO	2,174	$2M	2.8%	HOLD
9	BRK.BBERKSHIRE HATHAWAY INC DEL	4,325	$2M	2.6%	HOLD
10	XLISELECT SECTOR SPDR TR	11,020	$2M	2.0%	HOLD
11	XLCSELECT SECTOR SPDR TR	12,507	$1M	1.7%	HOLD
12	XLYSELECT SECTOR SPDR TR	11,807	$1M	1.7%	HOLD
13	XLFSELECT SECTOR SPDR TR	25,669	$1M	1.7%	HOLD
14	LQDISHARES TR	8,994	$991,033	1.2%	HOLD
15	AMZNAMAZON COM INC	3,957	$913,355	1.1%	HOLD
16	RSPINVESCO EXCHANGE TRADED FD T	3,865	$740,379	0.9%	HOLD
17	JPMJPMORGAN CHASE & CO	2,140	$689,551	0.8%	HOLD
18	GOOGALPHABET INC	2,116	$664,073	0.8%	HOLD
19	METAMETA PLATFORMS INC	756	$499,028	0.6%	HOLD
20	LULULULULEMON ATHLETICA INC	2,096	$435,570	0.5%	HOLD
21	CATCATERPILLAR INC	692	$396,426	0.5%	HOLD
22	AMGNAMGEN INC	1,160	$379,680	0.4%	HOLD
23	DELLDELL TECHNOLOGIES INC	2,855	$359,387	0.4%	HOLD
24	INTCINTEL CORP	7,208	$265,975	0.3%	HOLD
25	SGOVISHARES TR	2,288	$229,622	0.3%	HOLD
26	XLVSELECT SECTOR SPDR TR	972	$150,510	0.2%	HOLD
27	DKSDICKS SPORTING GOODS INC	719	$142,340	0.2%	HOLD
28	VTVVANGUARD INDEX FDS	715	$136,500	0.2%	HOLD
29	TSLATESLA INC	265	$119,176	0.1%	HOLD
30	ESGVVanguard ESG US Stock - ETF	945	$114,307	0.1%	HOLD
31	DISDISNEY WALT CO	965	$109,788	0.1%	HOLD
32	AFLAFLAC INC	828	$91,304	0.1%	HOLD
33	XOMEXXON MOBIL CORP	655	$78,823	0.1%	HOLD
34	ADBEADOBE INC	210	$73,498	0.1%	HOLD
35	HDHOME DEPOT INC	183	$62,970	0.1%	HOLD
36	TAT&T INC	1,913	$47,519	0.1%	HOLD
37	ESMLISHARES TR	589	$27,082	0.0%	HOLD
38	XLPSELECT SECTOR SPDR TR	269	$20,875	0.0%	HOLD
39	IYKISHARES TR	297	$19,875	0.0%	HOLD
40	SUSLISHARES TR	155	$18,796	0.0%	HOLD
41	NVDANVIDIA CORPORATION	70	$13,055	0.0%	HOLD
42	XLUSELECT SECTOR SPDR TR	289	$12,359	0.0%	HOLD
43	UAUNDER ARMOUR INC	1,960	$9,408	0.0%	HOLD
44	USSGDBX ETF TR	99	$6,287	0.0%	HOLD
45	EFIVSPDR SERIES TRUST	94	$6,218	0.0%	HOLD
46	ESGUISHARES TR	41	$6,108	0.0%	HOLD
47	NULVNUSHARES ETF TR	134	$6,037	0.0%	HOLD
48	SPYSTATE STR SPDR S&P 500 ETF T	1	$682	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

135K

126K

127K

126K

128K

$43M

IJRISHARES TR

—

64K

58K

50K

$6M

XLKSELECT SECTOR SPDR TR

16K

17K

35K

$5M

IWMISHARES TR

43K

10K

11K

14K

$4M

AAPLAPPLE INC

13K

12K

14K

13K

$3M

MSFTMICROSOFT CORP

$3M

NKENIKE INC

44K

41K

36K

40K

$3M

LLYELI LILLY & CO

$2M

BRK.BBERKSHIRE HATHAWAY INC DEL

$2M

XLISELECT SECTOR SPDR TR

10K

11K

$2M

XLCSELECT SECTOR SPDR TR

—

12K

13K

$1M

XLYSELECT SECTOR SPDR TR

—

12K

$1M

XLFSELECT SECTOR SPDR TR

—

24K

26K

$1M

LQDISHARES TR

—

$991,033

AMZNAMAZON COM INC

—

$913,355

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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all 3,519 VTI holders →

Firm lineageForm ADV + cited

Where this firm's principals came from and which firms its alumni went on to found.

family tree & personnel →

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1

Similar managers — filers whose largest reported GICS sector is the same as this book's (Information Technology), ranked by closeness of reported 13F portfolio value (|log AUM ratio|), self excluded. Two things it is NOT: a style/strategy match, and a performance ranking. Sector weights come from the filed long book only, so a filer whose real business is elsewhere (shorts, private, non-13F assets) can still surface.
Also hold VTI — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it. % of shares outstanding is not shown for VTI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Filers outside the free plan's window are shown locked rather than hidden, so the list is never silently short.

☆Capitol Family Office, Inc.