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Home > Institutional Investor > Capitol Family Office, Inc. > Profile

Instuitional Investor - Capitol Family Office, Inc.

Fund Profile
Filing Period:
Fund Name: Capitol Family Office, Inc.
Portfolio Value $82,444,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 126,114 $41,386,953 50.2%
2.
Ishares Trust
 IEF 58,427 $6,942,865 8.42%
3.
Sector Spdr Trust
 XLB 16,615 $4,683,165 5.68%
4.
Apple Inc.
 AAPL 13,654 $3,476,718 4.22%
5.
Microsoft Corp
 MSFT 6,590 $3,413,132 4.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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