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Portfolio (Quarterly) Guide ↗

SOL Capital Management CO

· CIK 0001339270
13F Portfolio $1.1B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 305 New
Page 11 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHG Schwab Strategic US Large Cap 22,170.0 $707K 0.06% NEW $31.89 +9.7%
202 VDE Vanguard Energy ETF 5,600.0 $705K 0.06% NEW $125.89 +27.7%
203 HPE Hewlett Packard Enterprise Com Technology 28,550.0 $701K 0.06% NEW $24.55 +55.6%
204 PNC PNC Financial Services Group, Financial Services 3,440.0 $691K 0.06% NEW $200.87 +9.4%
205 FBCG Fidelity Blue Chip Growth ETF 12,730.0 $683K 0.06% NEW $53.65 +17.3%
206 SCHC Schwab International Small Cap 14,790.0 $673K 0.06% NEW $45.50 +11.7%
207 DELL Dell Technologies Inc Technology 4,712.0 $668K 0.06% NEW $141.77 +123.6%
208 VNQ Vanguard REIT ETF 7,302.0 $668K 0.06% NEW $91.48 +5.5%
209 MDYV SPDR S&P 400 Mid Cap Value ETF 7,800.0 $651K 0.06% NEW $83.46 +9.7%
210 T AT&T, Inc. Communication Services 22,426.0 $633K 0.06% NEW $28.23 -11.9%
211 IBM International Business Machine Technology 2,244.0 $633K 0.06% NEW $282.09 -6.3%
212 BKCI BNY Mellon Concentrated Intern 12,164.0 $627K 0.06% NEW $51.55 +3.7%
213 PYPL Paypal Holdings Inc. Financial Services 9,352.0 $627K 0.06% NEW $67.04 -33.7%
214 CVX Chevron Corporation Energy 3,976.0 $617K 0.06% NEW $155.18 +18.0%
215 MS Morgan Stanley Financial Services 3,875.0 $616K 0.06% NEW $158.97 +28.2%
216 MRSH Marsh & McLennan Companies, In Financial Services 3,030.0 $611K 0.06% NEW $201.65 -20.9%
217 AMGN Amgen Inc. Healthcare 2,107.0 $595K 0.05% NEW $282.39 +19.2%
218 LLY Eli Lilly & Co. Healthcare 755.0 $576K 0.05% NEW $762.91 +47.8%
219 VYM Vanguard High Dividend Yield E 4,084.0 $576K 0.05% NEW $141.04 +12.3%
220 AVIV Avantis International Large Ca 8,370.0 $564K 0.05% NEW $67.38 +18.1%
Page 11 of 16  ·  305 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 48.5%
Technology 15.8%
Communication Services 11.5%
Consumer Cyclical 7.6%
Healthcare 6.1%
Industrials 5.9%
Consumer Defensive 2.4%
Utilities 1.3%
Energy 0.9%
Real Estate 0.1%