Capitol Family Office, Inc.

Q3 2026 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$92,897
Net value change ($000)
-1,787 (-1.9%)
New positions
2
Sold out positions
11
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IWM 3,811 59.1%
XLV 1,468 1747.6%
VTI 1,041 2.1%
AAPL 828 23.1%
MSFT 703 33.6%
XLK 464 6.7%
META 342 63.9%
DELL 246 24.7%
GOOGL 193 22.7%
BRK-B 84 4.2%
Top Reduces (Value $000, Stocks/ETFs)
IJR -4,804 -90.4%
XLY -1,541 -97.7%
XLC -1,510 -100.0%
LQD -1,276 -100.0%
NKE -581 -42.9%
CAT -429 -49.2%
LLY -384 -15.5%
XLI -230 -10.5%
VTV -156 -100.0%
XLF -84 -5.3%
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