Capitol Family Office as of March 31, 2025
Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 51.6 | $39M | 135k | 289.81 | |
| Ishares Tr Russell 2000 Etf (IWM) | 12.7 | $9.6M | 44k | 220.96 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.1 | $3.8M | 22k | 175.23 | |
| Microsoft Corporation (MSFT) | 5.0 | $3.8M | 8.9k | 421.49 | |
| Nike CL B (NKE) | 4.4 | $3.3M | 44k | 75.67 | |
| Apple (AAPL) | 4.4 | $3.3M | 13k | 250.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $3.3M | 7.2k | 453.28 | |
| Eli Lilly & Co. (LLY) | 3.1 | $2.4M | 3.1k | 772.00 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.1 | $2.4M | 17k | 137.57 | |
| Lululemon Athletica (LULU) | 1.6 | $1.2M | 3.1k | 382.41 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $846k | 1.9k | 444.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $403k | 2.1k | 190.46 | |
| Dell Technologies CL C (DELL) | 0.5 | $370k | 3.2k | 115.24 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $353k | 3.5k | 100.33 | |
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $325k | 1.4k | 232.52 | |
| Amgen (AMGN) | 0.4 | $302k | 1.2k | 260.64 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $209k | 1.6k | 131.76 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $121k | 715.00 | 169.23 | |
| Tesla Motors (TSLA) | 0.1 | $107k | 265.00 | 403.84 | |
| AFLAC Incorporated (AFL) | 0.1 | $86k | 828.00 | 103.44 | |
| Home Depot (HD) | 0.1 | $71k | 183.00 | 388.99 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $71k | 655.00 | 107.57 | |
| Intel Corporation (INTC) | 0.1 | $66k | 3.3k | 20.05 | |
| Walt Disney Company (DIS) | 0.1 | $59k | 529.00 | 111.35 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $52k | 690.00 | 75.69 | |
| Amazon (AMZN) | 0.1 | $48k | 220.00 | 219.39 | |
| At&t (T) | 0.1 | $44k | 1.9k | 22.77 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $21k | 269.00 | 78.53 | |
| Merck & Co (MRK) | 0.0 | $20k | 200.00 | 99.48 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $20k | 297.00 | 65.59 | |
| Under Armour CL C (UA) | 0.0 | $15k | 2.0k | 7.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $10k | 17.00 | 586.06 | |
| NVIDIA Corporation (NVDA) | 0.0 | $9.4k | 70.00 | 134.29 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $774.000000 | 8.00 | 96.75 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $600.000100 | 7.00 | 85.71 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $589.000300 | 7.00 | 84.14 |
