Capitol Family Office, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Capitol Family Office, Inc. reported 15 stock positions worth $74.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 49.3% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 12.2%) and Nike Class B (NKE, 6.2%). Compared with Q1 2024, it added to 1 and reduced 12. The biggest buy was SS Technology Select Sector (XLK, shares +0%) and the biggest sale Nike Class B (NKE, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $74.8M (Q2 2024)
- SEC Filing
- 0001863768-24-000004 ↗ filed Jul 24, 2024
Holdings Value
Holdings 15 stocks · $74.8M
| VTI VG Morningstar TS MKT ETF-US | 49.29% | 137,762 | $36.9M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 12.16% | 44,806 | $9.1M | Reduce -4.6% |
| NKE Nike Inc. Class B | 6.20% | 61,469 | $4.6M | Reduce -4.3% |
| MSFT Microsoft Corp. | 5.56% | 9,300 | $4.2M | Reduce -3.5% |
| RSP Invesco S&P 500 Equal Weight | 5.08% | 23,122 | $3.8M | Reduce -8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.28% | 7,860 | $3.2M | Reduce -7.5% |
| LLY Eli Lilly & Co. | 3.93% | 3,247 | $2.9M | Reduce -6.9% |
| XLV SS Health Care Select Sector | 3.90% | 20,004 | $2.9M | Reduce -1.2% |
| AAPL Apple Inc. | 3.73% | 13,233 | $2.8M | Reduce -4.1% |
| ADBE Adobe Inc. | 2.32% | 3,124 | $1.7M | Reduce -5.7% |
| LULU Lululemon Athletica Inc. | 1.48% | 3,716 | $1.1M | Reduce -6.3% |
| INTC Intel Corp. | 0.73% | 17,733 | $549K | Reduce -17.4% |
| AMGN Amgen Inc. | 0.48% | 1,160 | $362K | No change |
| DELL Dell Technologies -C | 0.43% | 2,309 | $318K | No change |
| XLK SS Technology Select Sector | 0.42% | 1,398 | $316K | Add +0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| NKE Nike Inc. Class B | Reduce -4.3% | 6.20% | −1.61 |
| IWM iShares Russell 2000 ETF | Reduce -4.6% | 12.16% | −0.62 |
| LULU Lululemon Athletica Inc. | Reduce -6.3% | 1.48% | −0.52 |
| INTC Intel Corp. | Reduce -17.4% | 0.73% | −0.49 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.1% | 5.08% | −0.43 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.5% | 4.28% | −0.34 |
| XLV SS Health Care Select Sector | Reduce -1.2% | 3.90% | +0.03 |
| ADBE Adobe Inc. | Reduce -5.7% | 2.32% | +0.16 |
| MSFT Microsoft Corp. | Reduce -3.5% | 5.56% | +0.31 |
| LLY Eli Lilly & Co. | Reduce -6.9% | 3.93% | +0.42 |
| AAPL Apple Inc. | Reduce -4.1% | 3.73% | +0.67 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 49.29% | +2.24 |
Portfolio Buys Q1 2024 → Q2 2024
| XLK SS Technology Select Sector | Add +0.2% | 0.42% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $94.7M | VTI, XLK, IWM, IJR, AAPL |
| Q1 2026 | 48 | $84.7M | VTI, IJR, XLK, IWM, AAPL |
| Q4 2025 | 48 | $84.7M | VTI, IJR, XLK, IWM, AAPL |
| Q3 2025 | 47 | $82.4M | VTI, IJR, XLK, AAPL, MSFT |
| Q2 2025 | 48 | $76.7M | VTI, IJR, XLK, MSFT, AAPL |
| Q1 2025Amended | 48 | $70.7M | VTI, IJR, XLK, AAPL, NKE |
| Q4 2024 | 17 | $74.9M | VTI, IWM, RSP, MSFT, NKE |
| Q3 2024 | 18 | $80.7M | VTI, IWM, NKE, RSP, MSFT |
| Q2 2024 | 15 | $74.8M | VTI, IWM, NKE, MSFT, RSP |
| Q1 2024 | 15 | $77.3M | VTI, IWM, NKE, RSP, MSFT |