Capitol Family Office, Inc.

Q3 2025 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$82,444
Net value change ($000)
+5,757 (7.5%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 2,861 7.4%
AAPL 676 24.1%
IWM 592 28.5%
XLK 524 12.6%
AMZN 298 56.0%
INTC 166 332.0%
XLY 147 12.5%
GOOGL 140 37.3%
MSFT 123 3.7%
XLC 122 9.6%
Top Reduces (Value $000, Stocks/ETFs)
LULU -119 -23.8%
IJR -61 -0.9%
NKE -45 -1.7%
XLV -34 -14.3%
ADBE -16 -8.8%
MRK -16 -100.0%
LLY -15 -0.9%
SPY -10 -90.9%
RSP -10 -1.0%
DIS -5 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type