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CFO

Capitol Family Office Portfolio holdings

AUM $94.7M
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
-4.95%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$84.7M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
85.68%
Holding
48
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Consumer Discretionary 4.97%
3 Financials 3.49%
4 Healthcare 3.21%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
26
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$151K 0.18%
972
– –
DKS icon
27
Dick's Sporting Goods
DKS
$18.7B
$142K 0.17%
719
– –
VTV icon
28
Vanguard Morningstar Value ETF
VTV
$191B
$137K 0.16%
715
– –
TSLA icon
29
Tesla
TSLA
$1.3T
$119K 0.14%
265
– –
ESGV icon
30
Vanguard ESG US Stock ETF
ESGV
$13.6B
$114K 0.14%
945
– –
DIS icon
31
Walt Disney
DIS
$181B
$110K 0.13%
965
– –
AFL icon
32
Aflac
AFL
$62.6B
$91.3K 0.11%
828
– –
XOM icon
33
ExxonMobil
XOM
$634B
$78.8K 0.09%
655
– –
ADBE icon
34
Adobe
ADBE
$105B
$73.5K 0.09%
210
– –
HD icon
35
Home Depot
HD
$355B
$63K 0.07%
183
– –
T icon
36
AT&T
T
$163B
$47.5K 0.06%
1,913
– –
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$27.1K 0.03%
589
– –
XLP icon
38
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$20.9K 0.02%
269
– –
IYK icon
39
iShares US Consumer Staples ETF
IYK
$1.41B
$19.9K 0.02%
297
– –
SUSL icon
40
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$18.8K 0.02%
155
– –
NVDA icon
41
NVIDIA
NVDA
$5.42T
$13.1K 0.02%
70
– –
XLU icon
42
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$12.4K 0.01%
289
– –
UA icon
43
Under Armour Class C
UA
$2.53B
$9.41K 0.01%
1,960
– –
USSG icon
44
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$590M
$6.29K 0.01%
99
– –
EFIV icon
45
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$6.22K 0.01%
94
– –
ESGU icon
46
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$6.11K 0.01%
41
– –
NULV icon
47
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$6.04K 0.01%
134
– –
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$682 ﹤0.01%
1
– –
1
2

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Capitol Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Capitol Family Office held 48 positions worth $84.7M, unchanged from the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Capitol Family Office opened no new positions and made no exits, leaving the 48-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, unchanged from a quarter earlier, followed by Consumer Discretionary and Financials.

  • Capitol Family Office's ten largest holdings make up 86% of its $84.7M portfolio in Q1 2026.
  • Capitol Family Office opened 0 new positions and closed 0 in Q1 2026.
  • Capitol Family Office's portfolio value was unchanged quarter-over-quarter at $84.7M.

Based on Capitol Family Office's 13F filing for Q1 2026, filed 15 Apr 2026.