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CIK: 0001863768
Total reported value
$94.7M
$94.7M
48 檔
52.8%
The Q1 2025 SEC filing reveals that Capitol Family Office, Inc. held a total portfolio value of $94.7M, covering 48 public equity positions.
In Q1 2025, Capitol Family Office, Inc. displayed an active expansion posture, initiating 31 new positions and adding to 2 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IJR, XLK) accounted for 52.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJR
市值: $6.7M
Top Position Liquidated / Trimmed
VTI
前期市值: $39.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 49.03% | +0.28% | -6.51% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.47% | -1.41% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.78% | +1.37% | +1069.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.34% | -8.01% | |
| 5 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.67% | -1.55% | -7.41% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | -0.46% | -33.10% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -1.10% | -23.87% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.88% | +2.67% | -76.56% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.72% | -0.15% | -24.02% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 1.93% | +0.29% | +558.04% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.66% | +0.02% | — | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.59% | -0.14% | — | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.51% | +0.01% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.46% | -0.38% | -72.82% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.23% | +0.18% | — | |
| 16 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.85% | -0.51% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.07% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.04% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.02% | — | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.01% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.12% | — | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | -0.01% | -7.70% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.09% | EXIT | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 0.41% | +0.63% | — | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | -0.09% | -88.31% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.45% | — | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | — | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.14% | -0.01% | — | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.13% | -0.01% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.04% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.02% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.08% | -0.02% | — | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.07% | +0.24% | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.07% | -0.05% | — | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.03% | — | — | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.03% | — | — | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.03% | — | — | |
| 39 | IYK | Ishares US Consumer Staples | ETF-Other | 0.03% | — | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.03% | — | — | |
| 41 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.02% | — | — | |
| 42 | UA | Under Armour Inc-class C | Stock-Consumer Disc | 0.02% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.01% | — | EXIT | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.01% | -0.01% | — | |
| 45 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.01% | — | — | |
| 46 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 47 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.01% | — | — | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +9.5% | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | +4.4% | +1069.24% | Add |
| 3 | XLF | Ss Financial Select Sector | +1.7% | NEW | New buy |
| 4 | XLI | Ss Industrial Select Sector | +1.7% | +558.04% | Add |
| 5 | XLC | Ss Comm Select Sector Spdr | +1.6% | NEW | New buy |
| 6 | XLY | Ss Consumer Disc Select Sect | +1.5% | NEW | New buy |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.2% | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | +0.7% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.7% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.6% | NEW | New buy |
| 11 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 12 | VTV | Vanguard Value ETF | +0.2% | NEW | New buy |
| 13 | ESGV | Vanguard Esg US Stock ETF | +0.1% | NEW | New buy |
| 14 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 16 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 17 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 18 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 19 | T | At&t Inc | +0.1% | NEW | New buy |
| 20 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 21 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 22 | ESML | Ishares Esg Aware Msci USA S | 0% | NEW | New buy |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | NEW | New buy |
| 24 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | New buy |
| 25 | IYK | Ishares US Consumer Staples | 0% | NEW | New buy |
| 26 | MRK | Merck & Co. Inc. | 0% | NEW | New buy |
| 27 | SUSL | Ishares Esg Msci USA Leaders | 0% | NEW | New buy |
| 28 | UA | Under Armour Inc-class C | 0% | NEW | New buy |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | NEW | New buy |
| 30 | NVDA | Nvidia CORP | 0% | NEW | New buy |
| 31 | NULV | Nuveen Esg Large-cap Val ETF | 0% | NEW | New buy |
| 32 | EFIV | Ss Spdr S&p 500 Esg ETF | 0% | NEW | New buy |
| 33 | USSG | Xtrackers Msci USA Sele Eqty | 0% | NEW | New buy |
| 34 | ESGU | Ishares Esg Aware Msci USA | 0% | NEW | New buy |
| 35 | SGOV | Ishares 0-3 Month Treasury B | 0% | -7.70% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 37 | DELL | Dell Technologies -c | -0.1% | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | -0.4% | -24.02% | Trim |
| 39 | AAPL | Apple Inc | -0.6% | -8.01% | Trim |
| 40 | ADBE | Adobe Inc | -0.7% | -59.46% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -33.10% | Trim |
| 42 | LULU | Lululemon Athletica Inc | -0.8% | -32.39% | Trim |
| 43 | NKE | Nike Inc -cl B | -0.8% | -7.41% | Trim |
| 44 | MSFT | Microsoft CORP | -1.4% | -23.87% | Trim |
| 45 | XLV | Ss Health Care Select Sector | -2.7% | -88.31% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -3.1% | -6.51% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | -3.7% | -72.82% | Trim |
| 48 | IWM | Ishares Russell 2000 ETF | -9.9% | -76.56% | Trim |
According to official SEC Form 13F filings, Capitol Family Office, Inc. reported a total U.S. public equity portfolio value of $94.7M across 48 disclosed positions in Q1 2025.
During Q1 2025, Capitol Family Office, Inc.'s top holdings by market value included VTI (49.0%)、IJR (9.5%)、XLK (4.8%). The largest single position, VTI, represented 49.0% of total portfolio value.
In Q1 2025, Capitol Family Office, Inc. made 45 total portfolio adjustments, initiating 31 new buys, adding to 2 positions, trimming 12 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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