Capitol Family Office, Inc.

Q2 2026 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$94,684
Net value change ($000)
+9,995 (11.8%)
New positions
1
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,357 12.4%
IWM 2,938 83.8%
XLK 1,890 37.9%
DELL 637 177.4%
XLI 481 28.1%
CAT 476 120.2%
LQD 285 28.8%
INTC 258 97.0%
GOOGL 187 28.2%
XLF 180 12.8%
Top Reduces (Value $000, Stocks/ETFs)
NKE -1,171 -46.4%
MSFT -714 -25.4%
IJR -634 -10.7%
LULU -436 -100.0%
RSP -279 -37.7%
BRK-B -180 -8.3%
ADBE -73 -100.0%
XLV -67 -44.4%
DIS -33 -30.0%
XOM -29 -36.7%
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