Capitol Family Office, Inc. reported 23 positions worth $19.35M for the quarter ended Sep 30, 2026, up 6.0% on the prior quarter. It opened 1 new position, added to 7, trimmed 7 and exited 1. Its largest holding is Apple Inc. at 22.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +864 | +7.0% | $287.73K | 22.8% |
| GOOG Alphabet Inc. | +657 | +27.3% | $223.85K | 5.39% |
| META Meta Platforms, Inc. | +260 | +27.4% | $188.50K | 4.53% |
| INTC Intel Corp | +1,258 | +33.5% | $151.25K | 3.11% |
| BRK-B Berkshire Hathaway Inc | +189 | +4.7% | $94.12K | 10.74% |
| DKS Dick'S Sporting Goods, Inc. | +515 | +71.6% | $69.16K | 0.856% |
| TRV Travelers Companies, Inc. | +125 | – | $44.56K | 0.23% |
| DIS Walt Disney Co | +91 | +11.4% | $9.55K | 0.482% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NKE NIKE, Inc. | -11.2K | -33.9% | $395.02K | 3.99% |
| LLY ELI LILLY & Co | -256 | -12.4% | $296.19K | 10.79% |
| CAT Caterpillar Inc | -273 | -33.3% | $221.49K | 2.29% |
| MSFT Microsoft Corp | -159 | -2.8% | $81.55K | 14.45% |
| AMZN Amazon Com Inc | -277 | -6.2% | $69.02K | 5.37% |
| AFL Aflac Inc | -414 | -50.0% | $46.28K | 0.239% |
| JPM Jpmorgan Chase & Co | -93 | -3.7% | $30.77K | 4.18% |
| NVDA Nvidia Corp | -70 | -100.0% | $14.01K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TRV Travelers Companies, Inc. | +125 | $44.56K | 0.23% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NVDA Nvidia Corp | -70 | $14.01K | 0.077% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 13.2K | $4.41M | 22.8% | +864 | +7.0% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 5,451 | $2.80M | 14.45% | -159 | -2.8% | Reduced | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 1,804 | $2.09M | 10.79% | -256 | -12.4% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,173 | $2.08M | 10.74% | +189 | +4.7% | Added | 0% |
| 5 | DELL Dell Technologies Inc. | Technology | 2,309 | $1.24M | 6.42% | 0 | 0.0% | Unchanged | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 3,064 | $1.04M | 5.39% | +657 | +27.3% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 4,173 | $1.04M | 5.37% | -277 | -6.2% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 1,210 | $877.26K | 4.53% | +260 | +27.4% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 2,442 | $807.97K | 4.18% | -93 | -3.7% | Reduced | 0% |
| 10 | NKE NIKE, Inc. | Consumer Discretionary | 21.8K | $771.95K | 3.99% | -11.2K | -33.9% | Reduced | 0% |
| 11 | INTC Intel Corp | Technology | 5,009 | $602.23K | 3.11% | +1,258 | +33.5% | Added | 0% |
| 12 | AMGN Amgen Inc | Healthcare | 1,160 | $488.95K | 2.53% | 0 | 0.0% | Unchanged | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 546 | $442.98K | 2.29% | -273 | -33.3% | Reduced | 0% |
| 14 | DKS Dick'S Sporting Goods, Inc. | Consumer Discretionary | 1,234 | $165.71K | 0.856% | +515 | +71.6% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 265 | $94.03K | 0.486% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Capitol Family Office.
As of its Q3 2026 13F filing, Capitol Family Office, Inc.’s five largest positions were Apple Inc. (AAPL) at 22.8%, Microsoft Corp (MSFT) at 14.4%, ELI LILLY & Co (LLY) at 10.8%, Berkshire Hathaway Inc (BRK-B) at 10.7%, Dell Technologies Inc. (DELL) at 6.4% of the reported portfolio.
Capitol Family Office, Inc. reported a 13F portfolio worth $19.35M across 23 positions for Q3 2026. That is up 6.0% from the previous quarter.
Its largest purchases by value were Apple Inc. ($287.73K), Alphabet Inc. ($223.85K), Meta Platforms, Inc. ($188.50K). It opened 1 new positions.
Its largest sales by value were NIKE, Inc. ($395.02K), ELI LILLY & Co ($296.19K), Caterpillar Inc ($221.49K). It exited 1 positions entirely.
From the Form 13F-HR reports Capitol Family Office, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.