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Portfolio (Quarterly) Guide ↗

SOL Capital Management CO

· CIK 0001339270
13F Portfolio $1.1B AUM 308 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 85 Added 96 Reduced 9 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BDX Becton Dickinson & Co Healthcare 2,050.0 $398K 0.04% +332.0 +19.3% $194.15 -25.0%
82 SCHA Schwab US Small Cap ETF 12,544.0 $357K 0.03% +248.0 +2.0% $28.46 +20.3%
83 GD General Dynamics Corp. Industrials 1,049.0 $353K 0.03% +105.0 +11.1% $336.51 +3.8%
84 ACN Accenture Plc Cl A Technology 1,000.0 $268K 0.02% +50.0 +5.3% $268.00 -33.3%
85 SCHX Schwab US Large Cap ETF 8,350.0 $225K 0.02% +500.0 +6.4% $26.95 +10.2%
Page 5 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.7%
Technology 14.0%
Communication Services 12.1%
Consumer Cyclical 7.8%
Industrials 6.5%
Healthcare 6.4%
Consumer Defensive 2.2%
Utilities 1.3%
Energy 0.9%
Real Estate 0.1%