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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 7 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVEM Avantis Emerging Markets Equit 28,221.0 $2.1M 0.19% NEW $75.12 +29.1%
122 PG Procter & Gamble Co. Consumer Defensive 13,583.0 $2.1M 0.19% NEW $153.65 -5.0%
123 TEL TE Connectivity Ltd. F Technology 9,330.0 $2.0M 0.18% NEW $219.51 -4.2%
124 MCD McDonald's Corp. Consumer Cyclical 6,561.0 $2.0M 0.18% NEW $303.92 -8.5%
125 GS Goldman Sachs Group Inc. Financial Services 2,427.0 $1.9M 0.17% NEW $796.46 +26.6%
126 DFLV Dimensional US Large Cap Value 56,330.0 $1.9M 0.17% NEW $32.90 +18.8%
127 IJR iShares Core S&P Small Cap ETF 15,456.0 $1.8M 0.17% NEW $118.85 +17.5%
128 BSV Vanguard Short Term Bond ETF 23,240.0 $1.8M 0.16% NEW $78.92 -1.1%
129 CXSE WisdomTree China ex-State Owne 40,912.0 $1.8M 0.16% NEW $44.58 -10.4%
130 BABA Alibaba Group Holding Limited Consumer Cyclical 10,124.0 $1.8M 0.16% NEW $178.68 -29.4%
131 AVRE Avantis Real Estate ETF 40,392.0 $1.8M 0.16% NEW $44.49 +7.5%
132 MUB iShares National Muni Bond ETF 16,765.0 $1.8M 0.16% NEW $106.47 +0.5%
133 GDIV Harbor Dividend Growth Leaders 109,285.0 $1.8M 0.16% NEW $16.21 +12.8%
134 PFF iShares US PFD ETF US PFD STK 55,940.0 $1.8M 0.16% NEW $31.62 -0.4%
135 NVDA Nvidia Corp. Technology 9,215.0 $1.7M 0.15% NEW $186.54 +14.9%
136 PRFD PIMCO Preferred and Capital Se 32,965.0 $1.7M 0.15% NEW $51.81 -1.2%
137 XBI SPDR Series Trust Biotech 16,565.0 $1.7M 0.15% NEW $100.21 +35.7%
138 VGK Vanguard European ETF 20,675.0 $1.6M 0.15% NEW $79.81 +11.6%
139 DFIV Dimensional International Valu 35,580.0 $1.6M 0.15% NEW $46.12 +20.6%
140 XLF Financial Select Sector SPDR 30,150.0 $1.6M 0.15% NEW $53.86 -4.8%
Page 7 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%