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Capitol Family Office, Inc. — 13F Holdings & Portfolio

CIK 1863768 · latest 13F-HR filed 2026-10-13

Backtest portfolio

Capitol Family Office, Inc. manages $92.9M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VTI (53.26%), IWM (11.04%), XLK (7.90%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 11; 14 existing positions rose in reported value and 13 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$92.9M

Long-equity book

Holdings
37

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+2 / −11 / ↑14 / ↓13

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VTI53.3% · +1%IWM11.0% · +72%XLK7.9% · +4%AAPL4.8% · +7%MSFT3.0% · -3%LLY2.2% · -12%BRK.B2.2% · +5%XLI2.1% · -1%XLV1.7% · +1632%XLF1.6% · -5%DELL1.3% · 0%GOOG1.1% · +27%AMZN1.1% · -6%META0.9% · +27%JPM0.9% · -4%NKE0.8% · -34%INTC0.6% · +34%IJR0.6% · -90%AMGN0.5% · 0%RSP0.5% · 0%CAT0.5% · -33%SGOV0.3% · +7%DKS0.2% · +72%ESGV0.2% · +18%TSLA0.1% · 0%DIS0.1% · +11%XOM0.1% · 0%HD0.1% · 0%USB0.1% · 0%T0.1% · 0%AFL0.1% · -50%TRV0.0% · newXLY0.0% · -98%ESML0.0% · -6%SUSL0.0% · -52%UA0.0% · 0%NULV0.0% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 89.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 25, 2026.

Assets Under Management
$136.1M
Discretionary
$130.7M
Employees
2
Accounts
462
Address
1500 NW BETHANY BLVD.
SUITE 200
BEAVERTON, OR 97006
Phone
(503) 897-0236
Website
Name Title / Status Ownership Type
NORTMAN, ERICA, GAIL ControlMANAGING PARTNER & CHIEF COMPLIANCE OFFICER
since Aug 2011
50–75%Individual
NORTMAN, MARK, DAVID ControlPRESIDENT
since Aug 2011
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 14 →

Top Trims

Show all 13 →

New Positions

Show all 2 →

Exited Positions

Show all 11 →

Capitol Family Office, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $49.5M 53.26% 132,202 SH
2 ISHARES TR IWM 464287655 $10.3M 11.04% 36,902 SH
3 SELECT SECTOR SPDR TR XLK 81369Y803 $7.3M 7.90% 37,503 SH
4 APPLE INC AAPL 037833100 $4.4M 4.75% 13,249 SH
5 MICROSOFT CORP MSFT 594918104 $2.8M 3.01% 5,451 SH
6 ELI LILLY & CO LLY 532457108 $2.1M 2.25% 1,804 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 2.24% 4,173 SH
8 SELECT SECTOR SPDR TR XLI 81369Y704 $2.0M 2.11% 11,738 SH
9 SELECT SECTOR SPDR TR XLV 81369Y209 $1.6M 1.67% 9,216 SH
10 SELECT SECTOR SPDR TR XLF 81369Y605 $1.5M 1.62% 28,135 SH
11 DELL TECHNOLOGIES INC DELL 24703L202 $1.2M 1.34% 2,309 SH
12 ALPHABET INC GOOG 02079K107 $1.0M 1.12% 3,064 SH
13 AMAZON COM INC AMZN 023135106 $1.0M 1.12% 4,173 SH
14 META PLATFORMS INC META 30303M102 $877.3K 0.94% 1,210 SH
15 JPMORGAN CHASE & CO JPM 46625H100 $808.0K 0.87% 2,442 SH
16 NIKE INC NKE 654106103 $772.0K 0.83% 21,807 SH
17 INTEL CORP INTC 458140100 $602.2K 0.65% 5,009 SH
18 ISHARES TR IJR 464287804 $511.1K 0.55% 3,757 SH
19 AMGEN INC AMGN 031162100 $489.0K 0.53% 1,160 SH
20 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $451.2K 0.49% 2,169 SH
21 CATERPILLAR INC CAT 149123101 $443.0K 0.48% 546 SH
22 ISHARES TR SGOV 46436E718 $261.8K 0.28% 2,600 SH
23 DICKS SPORTING GOODS INC DKS 253393102 $165.7K 0.18% 1,234 SH
24 VANGUARD WORLD FD ESGV 921910733 $153.6K 0.17% 1,133 SH
25 TESLA INC TSLA 88160R101 $94.0K 0.10% 265 SH
26 DISNEY WALT CO DIS 254687106 $93.3K 0.10% 889 SH
27 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $59.9K 0.06% 368 SH
28 HOME DEPOT INC HD 437076102 $52.1K 0.06% 183 SH
29 US BANCORP USB 902973304 $51.1K 0.05% 884 SH
30 AT&T INC T 00206R102 $46.7K 0.05% 1,913 SH
31 AFLAC INC AFL 001055102 $46.3K 0.05% 414 SH
32 TRAVELERS COMPANIES INC TRV 89417E109 $44.6K 0.05% 125 SH
33 SELECT SECTOR SPDR TR XLY 81369Y407 $36.0K 0.04% 331 SH
34 ISHARES TR ESML 46435U663 $28.8K 0.03% 554 SH
35 ISHARES TR SUSL 46435U218 $10.1K 0.01% 74 SH
36 UNDER ARMOUR INC UA 904311206 $8.5K 0.01% 1,960 SH
37 NUSHARES ETF TR NULV 67092P300 $6.9K 0.01% 131 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $92.9M 37 0001863768-26-000007
2026-06-30 2026-07-31 $94.7M 46 0001863768-26-000005
2026-03-31 2026-04-15 $84.7M 48 0001863768-26-000004
2025-12-31 2026-01-26 $84.7M 48 0001863768-26-000001
Filer Information
Address
1500 NW BETHANY BLVD., SUITE 200
BEAVERTON, OR 97006
Phone
(503) 897-0236
Filing Manager
Capitol Family Office, Inc.
BEAVERTON, OR
Signatory
Erica Nortman
CCO