Capitol Family Office, Inc.

Q4 2025 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$84,689
Net value change ($000)
+2,245 (2.7%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,690 4.1%
IWM 837 31.4%
LLY 588 33.6%
XLK 304 6.5%
GOOGL 149 28.9%
DKS 142 NEW
XLF 118 9.2%
XLI 91 5.6%
AMZN 83 10.0%
XLY 83 6.3%
Top Reduces (Value $000, Stocks/ETFs)
IJR -994 -14.3%
MSFT -606 -17.8%
RSP -270 -26.7%
BRK-B -126 -5.5%
SGOV -101 -30.5%
ADBE -92 -55.8%
XLV -53 -26.0%
DELL -46 -11.4%
XLU -13 -52.0%
HD -11 -14.9%
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