Capitol Family Office, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 48Value: $70.7MLatest: 2025Q1

Capitol Family Office, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 48 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ADBE",
  "T",
  "CAT",
  null,
  null,
  null,
  "HD",
  "META",
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "INTC",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AFL",
  "UA",
  "AMZN",
  "ESGV",
  "VTV",
  "ESGU",
  "LULU",
  "BRK-B",
  "DELL",
  "RSP",
  "NKE",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 48
Total Value: 70672611
Accession Number: 0001863768-25-000003
Form Type: 13F-HR/A
CIK: capitol-family-office
Manager Name: Capitol-Family-Office

Data Enrichment

69% identified

33 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $70.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908769

VTI|922908769

Shares:126.1K

Value:$34.7M

% of Portfolio:49.0% ($34.7M/$70.7M)

464287804

IJR|464287804

Shares:64.0K

Value:$6.7M

% of Portfolio:9.5% ($6.7M/$70.7M)

81369Y803

XLK|81369Y803

Shares:16.3K

Value:$3.4M

% of Portfolio:4.8% ($3.4M/$70.7M)

Apple Inc.

AAPL|037833100

Shares:12.2K

Value:$2.7M

% of Portfolio:3.8% ($2.7M/$70.7M)

NIKE, Inc.

NKE|654106103

Shares:40.9K

Value:$2.6M

% of Portfolio:3.7% ($2.6M/$70.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.6M

% of Portfolio:3.6% ($2.6M/$70.7M)

MICROSOFT CORP

MSFT|594918104

Shares:6.8K

Value:$2.6M

% of Portfolio:3.6% ($2.6M/$70.7M)

464287655

IWM|464287655

Shares:10.2K

Value:$2.0M

% of Portfolio:2.9% ($2.0M/$70.7M)

ELI LILLY & Co

LLY|532457108

Shares:2.3K

Value:$1.9M

% of Portfolio:2.7% ($1.9M/$70.7M)

81369Y704

Shares:10.4K

Value:$1.4M

% of Portfolio:1.9% ($1.4M/$70.7M)

81369Y605

Shares:23.5K

Value:$1.2M

% of Portfolio:1.7% ($1.2M/$70.7M)

81369Y852

Shares:11.6K

Value:$1.1M

% of Portfolio:1.6% ($1.1M/$70.7M)

81369Y407

Shares:5.4K

Value:$1.1M

% of Portfolio:1.5% ($1.1M/$70.7M)

46137V357

RSP|46137V357

Shares:5.9K

Value:$1.0M

% of Portfolio:1.5% ($1.0M/$70.7M)

464287242

Shares:8.0K

Value:$869.2K

% of Portfolio:1.2% ($869.2K/$70.7M)

lululemon athletica inc.

LULU|550021109

Shares:2.1K

Value:$602.6K

% of Portfolio:0.9% ($602.6K/$70.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$517.1K

% of Portfolio:0.7% ($517.1K/$70.7M)

AMAZON COM INC

AMZN|023135106

Shares:2.4K

Value:$457.6K

% of Portfolio:0.6% ($457.6K/$70.7M)

Meta Platforms, Inc.

META|30303M102

Shares:689

Value:$397.1K

% of Portfolio:0.6% ($397.1K/$70.7M)

AMGEN INC

AMGN|031162100

Shares:1.2K

Value:$361.4K

% of Portfolio:0.5% ($361.4K/$70.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	126.1K	QoQ -6.50% (-8.8K) YoY -9.90% (-13.9K)	All Managers (Combined)	$34.7M	49.0% ($34.7M/$70.7M)	QoQ -11.33% (-$4.4M) YoY -4.72% (-$1.7M)
(IJRcusip464287804)	64.0K	QoQ NEW(+64.0K) YoY NEW(+64.0K)	All Managers (Combined)	$6.7M	9.5% ($6.7M/$70.7M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(XLKcusip81369Y803)	16.3K	QoQ +1069.24% (+14.9K) YoY +1071.75% (+15.0K)	All Managers (Combined)	$3.4M	4.8% ($3.4M/$70.7M)	QoQ +938.31% (+$3.1M) YoY +1061.69% (+$3.1M)
Apple Inc.(AAPLcusip037833100)	12.2K	QoQ -8.00% (-1.1K) YoY -11.90% (-1.6K)	All Managers (Combined)	$2.7M	3.8% ($2.7M/$70.7M)	QoQ -18.40% (-$608.8K) YoY +14.11% (-$333.9K)
NIKE, Inc.(NKEcusip654106103)	40.9K	QoQ -7.41% (-3.3K) YoY -36.36% (-23.4K)	All Managers (Combined)	$2.6M	3.7% ($2.6M/$70.7M)	QoQ -22.32% (-$745.6K) YoY -57.01% (-$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ -33.09% (-2.4K) YoY -43.50% (-3.7K)	All Managers (Combined)	$2.6M	3.6% ($2.6M/$70.7M)	QoQ -21.39% (-$695.5K) YoY -28.44% (-$1.0M)
MICROSOFT CORP(MSFTcusip594918104)	6.8K	QoQ -23.87% (-2.1K) YoY -29.49% (-2.8K)	All Managers (Combined)	$2.6M	3.6% ($2.6M/$70.7M)	QoQ -32.20% (-$1.2M) YoY -37.09% (-$1.5M)
(IWMcusip464287655)	10.2K	QoQ -76.55% (-33.3K) YoY -78.30% (-36.8K)	All Managers (Combined)	$2.0M	2.9% ($2.0M/$70.7M)	QoQ -78.83% (-$7.6M) YoY -79.42% (-$7.8M)
ELI LILLY & Co(LLYcusip532457108)	2.3K	QoQ -24.02% (-736) YoY -33.27% (-1.2K)	All Managers (Combined)	$1.9M	2.7% ($1.9M/$70.7M)	QoQ -18.71% (-$442.7K) YoY -29.16% (-$791.6K)
(cusip81369Y704)✕	10.4K	QoQ +558.04% (+8.8K) YoY NEW(+10.4K)	All Managers (Combined)	$1.4M	1.9% ($1.4M/$70.7M)	QoQ +554.61% (+$1.2M) YoY NEW(+$1.4M)
(cusip81369Y605)✕	23.5K	QoQ NEW(+23.5K) YoY NEW(+23.5K)	All Managers (Combined)	$1.2M	1.7% ($1.2M/$70.7M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip81369Y852)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$1.1M	1.6% ($1.1M/$70.7M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip81369Y407)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$1.1M	1.5% ($1.1M/$70.7M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(RSPcusip46137V357)	5.9K	QoQ -72.82% (-15.9K) YoY -76.39% (-19.2K)	All Managers (Combined)	$1.0M	1.5% ($1.0M/$70.7M)	QoQ -73.13% (-$2.8M) YoY -75.86% (-$3.2M)
(cusip464287242)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$869.2K	1.2% ($869.2K/$70.7M)	QoQ NEW(+$869.2K) YoY NEW(+$869.2K)
lululemon athletica inc.(LULUcusip550021109)	2.1K	QoQ -32.39% (-1.0K) YoY -46.34% (-1.8K)	All Managers (Combined)	$602.6K	0.9% ($602.6K/$70.7M)	QoQ -49.95% (-$601.6K) YoY -61.12% (-$947.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$517.1K	0.7% ($517.1K/$70.7M)	QoQ NEW(+$517.1K) YoY NEW(+$517.1K)
AMAZON COM INC(AMZNcusip023135106)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$457.6K	0.6% ($457.6K/$70.7M)	QoQ NEW(+$457.6K) YoY NEW(+$457.6K)
Meta Platforms, Inc.(METAcusip30303M102)	689	QoQ NEW(+689) YoY NEW(+689)	All Managers (Combined)	$397.1K	0.6% ($397.1K/$70.7M)	QoQ NEW(+$397.1K) YoY NEW(+$397.1K)
AMGEN INC(AMGNcusip031162100)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$361.4K	0.5% ($361.4K/$70.7M)	QoQ +19.53% (+$59.1K) YoY +9.57% (+$31.6K)