Capitol Family Office

BEAVERTON, ORfiles as Capitol Family Office, Inc.

$95m in 46 US stocks at the end of 30 June 2026. The top 10 are 85.5% of the money. It changed about 6.4% of the portfolio this quarter.

Value

$95m

Stocks

Top 10 share

85.5%

Turnover

6.4%

What changed this quarter

New

Bought for the first time this quarter.

US BancorpUSB
<0.1% of the fund

Added

Bought more of a stock they already held.

Select Sector Spdr TRXLK
7.3% of the fund
+4%
Ishares TRIWM
6.8% of the fund
+51%
Select Sector Spdr TRXLI
2.3% of the fund
+7%
Select Sector Spdr TRXLF
1.7% of the fund
+15%
Select Sector Spdr TRXLY
1.7% of the fund
+14%
Select Sector Spdr TRXLC
1.6% of the fund
+13%
Ishares TRLQD
1.3% of the fund
+30%
Amazon.comAMZN
1.1% of the fund
+12%
CaterpillarCAT
0.9% of the fund
+18%
AlphabetGOOG
0.9% of the fund
+14%
JPMorgan ChaseJPM
0.9% of the fund
+18%
Meta PlatformsMETA
0.6% of the fund
+26%
Ishares TRSGOV
0.3% of the fund
+6%
Ishares TRESGU
<0.1% of the fund
+2%

Cut

Sold some of their stake.

Ishares TRIJR
5.6% of the fund
-28%
AppleAAPL
3.8% of the fund
-4%
Eli LillyLLY
2.6% of the fund
-5%
MicrosoftMSFT
2.2% of the fund
-3%
Berkshire HathawayBRK-B
2.1% of the fund
-8%
NikeNKE
1.4% of the fund
-17%
Dell TechnologiesDELL
1.1% of the fund
-19%
IntelINTC
0.6% of the fund
-48%
Invesco Exchange Traded FD TRSP
0.5% of the fund
-44%
Select Sector Spdr TRXLV
<0.1% of the fund
-45%
Walt DisneyDIS
<0.1% of the fund
-17%
ExxonMobil HoldingsXOM
<0.1% of the fund
-44%

Sold out

Sold their entire stake.

lululemon athleticaLULU
-100%
AdobeADBE
-100%
State STR Spdr S&P 500 ETF TSPY
-100%

Holdings

Vanguard Index FDSVTI
Share
51.2%
Value
$48m
Shares
130,889
Held
Select Sector Spdr TRXLK
Share
7.3%
Value
$7m
Shares
36,094
+4%
Ishares TRIWM
Share
6.8%
Value
$6m
Shares
21,447
+51%
Ishares TRIJR
Share
5.6%
Value
$5m
Shares
35,835
-28%
AppleAAPL
Share
3.8%
Value
$4m
Shares
12,385
-4%
Eli LillyLLY
Share
2.6%
Value
$2m
Shares
2,060
-5%
Select Sector Spdr TRXLI
Share
2.3%
Value
$2m
Shares
11,825
+7%
MicrosoftMSFT
Share
2.2%
Value
$2m
Shares
5,610
-3%
Berkshire HathawayBRK-B
Share
2.1%
Value
$2m
Shares
3,984
-8%
Select Sector Spdr TRXLF
Share
1.7%
Value
$2m
Shares
29,586
+15%
Select Sector Spdr TRXLY
Share
1.7%
Value
$2m
Shares
13,449
+14%
Select Sector Spdr TRXLC
Share
1.6%
Value
$2m
Shares
14,097
+13%
NikeNKE
Share
1.4%
Value
$1m
Shares
32,966
-17%
Ishares TRLQD
Share
1.3%
Value
$1m
Shares
11,701
+30%
Amazon.comAMZN
Share
1.1%
Value
$1m
Shares
4,450
+12%
Dell TechnologiesDELL
Share
1.1%
Value
$996,241
Shares
2,309
-19%
CaterpillarCAT
Share
0.9%
Value
$872,153
Shares
819
+18%
AlphabetGOOG
Share
0.9%
Value
$850,547
Shares
2,407
+14%
JPMorgan ChaseJPM
Share
0.9%
Value
$829,782
Shares
2,535
+18%
Meta PlatformsMETA
Share
0.6%
Value
$535,126
Shares
950
+26%
IntelINTC
Share
0.6%
Value
$523,752
Shares
3,751
-48%
Invesco Exchange Traded FD TRSP
Share
0.5%
Value
$461,498
Shares
2,169
-44%
AmgenAMGN
Share
0.4%
Value
$420,059
Shares
1,160
Held
Ishares TRSGOV
Share
0.3%
Value
$244,254
Shares
2,426
+6%
Dick's Sporting GoodsDKS
Share
0.2%
Value
$163,076
Shares
719
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$155,754
Shares
715
Held
Vanguard World FDESGV
Share
0.1%
Value
$126,421
Shares
956
Held
TeslaTSLA
Share
0.1%
Value
$111,459
Shares
265
Held
AflacAFL
Share
0.1%
Value
$97,083
Shares
828
Held
Select Sector Spdr TRXLV
Share
<0.1%
Value
$84,453
Shares
532
-45%
Walt DisneyDIS
Share
<0.1%
Value
$76,808
Shares
798
-17%
Home DepotHD
Share
<0.1%
Value
$64,540
Shares
183
Held
US BancorpUSB
Share
<0.1%
Value
$53,394
Shares
884
New
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$50,313
Shares
368
-44%
AT&TT
Share
<0.1%
Value
$39,599
Shares
1,913
Held
Ishares TRESML
Share
<0.1%
Value
$32,999
Shares
590
Held
Select Sector Spdr TRXLP
Share
<0.1%
Value
$22,323
Shares
269
Held
Ishares TRIYK
Share
<0.1%
Value
$21,580
Shares
297
Held
Ishares TRSUSL
Share
<0.1%
Value
$20,578
Shares
155
Held
NvidiaNVDA
Share
<0.1%
Value
$14,006
Shares
70
Held
Select Sector Spdr TRXLU
Share
<0.1%
Value
$13,126
Shares
289
Held
Under ArmourUA
Share
<0.1%
Value
$12,191
Shares
1,960
Held
DBX ETF TRUSSG
Share
<0.1%
Value
$6,877
Shares
99
Held
Ishares TRESGU
Share
<0.1%
Value
$6,874
Shares
42
+2%
Spdr Series TrustEFIV
Share
<0.1%
Value
$6,855
Shares
94
Held
Nushares ETF TRNULV
Share
<0.1%
Value
$6,699
Shares
134
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	51.2%	$48m	130,889	Held
Select Sector Spdr TRXLK	7.3%	$7m	36,094	+4%
Ishares TRIWM	6.8%	$6m	21,447	+51%
Ishares TRIJR	5.6%	$5m	35,835	-28%
AppleAAPL	3.8%	$4m	12,385	-4%
Eli LillyLLY	2.6%	$2m	2,060	-5%
Select Sector Spdr TRXLI	2.3%	$2m	11,825	+7%
MicrosoftMSFT	2.2%	$2m	5,610	-3%
Berkshire HathawayBRK-B	2.1%	$2m	3,984	-8%
Select Sector Spdr TRXLF	1.7%	$2m	29,586	+15%
Select Sector Spdr TRXLY	1.7%	$2m	13,449	+14%
Select Sector Spdr TRXLC	1.6%	$2m	14,097	+13%
NikeNKE	1.4%	$1m	32,966	-17%
Ishares TRLQD	1.3%	$1m	11,701	+30%
Amazon.comAMZN	1.1%	$1m	4,450	+12%
Dell TechnologiesDELL	1.1%	$996,241	2,309	-19%
CaterpillarCAT	0.9%	$872,153	819	+18%
AlphabetGOOG	0.9%	$850,547	2,407	+14%
JPMorgan ChaseJPM	0.9%	$829,782	2,535	+18%
Meta PlatformsMETA	0.6%	$535,126	950	+26%
IntelINTC	0.6%	$523,752	3,751	-48%
Invesco Exchange Traded FD TRSP	0.5%	$461,498	2,169	-44%
AmgenAMGN	0.4%	$420,059	1,160	Held
Ishares TRSGOV	0.3%	$244,254	2,426	+6%
Dick's Sporting GoodsDKS	0.2%	$163,076	719	Held
Vanguard Index FDSVTV	0.2%	$155,754	715	Held
Vanguard World FDESGV	0.1%	$126,421	956	Held
TeslaTSLA	0.1%	$111,459	265	Held
AflacAFL	0.1%	$97,083	828	Held
Select Sector Spdr TRXLV	<0.1%	$84,453	532	-45%
Walt DisneyDIS	<0.1%	$76,808	798	-17%
Home DepotHD	<0.1%	$64,540	183	Held
US BancorpUSB	<0.1%	$53,394	884	New
ExxonMobil HoldingsXOM	<0.1%	$50,313	368	-44%
AT&TT	<0.1%	$39,599	1,913	Held
Ishares TRESML	<0.1%	$32,999	590	Held
Select Sector Spdr TRXLP	<0.1%	$22,323	269	Held
Ishares TRIYK	<0.1%	$21,580	297	Held
Ishares TRSUSL	<0.1%	$20,578	155	Held
NvidiaNVDA	<0.1%	$14,006	70	Held
Select Sector Spdr TRXLU	<0.1%	$13,126	289	Held
Under ArmourUA	<0.1%	$12,191	1,960	Held
DBX ETF TRUSSG	<0.1%	$6,877	99	Held
Ishares TRESGU	<0.1%	$6,874	42	+2%
Spdr Series TrustEFIV	<0.1%	$6,855	94	Held
Nushares ETF TRNULV	<0.1%	$6,699	134	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.5% since 30 June 2025.

Where the money is

Technology7.6%

Financial services3.1%

Health care3.1%

Retail & consumer2.9%

Media & telecom1.6%

Industrials0.9%

Energy0.1%

Other80.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.