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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 8 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIQ Global X Artificial Intel and 32,325.0 $1.6M 0.14% NEW $49.40 +34.3%
142 AVDE Avantis International Equity E 20,121.0 $1.6M 0.14% NEW $78.92 +15.8%
143 AVUV Avantis US Small Cap ValueETF 15,935.0 $1.6M 0.14% NEW $99.53 +21.7%
144 DIS The Walt Disney Co. Communication Services 13,247.0 $1.5M 0.14% NEW $114.52 -9.4%
145 WMT Wal-Mart Inc. Consumer Defensive 14,551.0 $1.5M 0.13% NEW $103.09 +15.0%
146 LMT Lockheed Martin Corp. Industrials 3,000.0 $1.5M 0.13% NEW $499.33 +7.6%
147 DKNG DraftKings Inc Com Cl A Consumer Cyclical 40,000.0 $1.5M 0.13% NEW $37.40 -34.4%
148 IEFA iShares Core EAFE 17,087.0 $1.5M 0.13% NEW $87.32 +12.2%
149 IVW iShares S&P 500/Barra Growth E 12,253.0 $1.5M 0.13% NEW $120.71 +15.7%
150 XLI Industrial Select Sector SPDR 9,545.0 $1.5M 0.13% NEW $154.22 +12.7%
151 VSS Vanguard FTSE All-World Ex-US 10,298.0 $1.5M 0.13% NEW $142.55 +13.1%
152 AMAT Applied Materials Inc Technology 7,029.0 $1.4M 0.13% NEW $204.72 +119.7%
153 JNJ Johnson & Johnson Healthcare 7,576.0 $1.4M 0.13% NEW $185.45 +24.5%
154 HON Honeywell International Inc. Industrials 6,631.0 $1.4M 0.12% NEW $210.53 +10.7%
155 IWB iShares Russell 1000 ETF 3,806.0 $1.4M 0.12% NEW $365.48 +12.6%
156 SCHV Schwab US Large Cap Value ETF 46,414.0 $1.4M 0.12% NEW $29.11 +15.3%
157 UBS UBS Group CHF0.10 Financial Services 32,580.0 $1.3M 0.12% NEW $41.01 +15.0%
158 KOMP SPDR S&P Kensho New Economies 21,375.0 $1.3M 0.12% NEW $62.27 +19.5%
159 SPSM SPDR S&P 600 Small Cap ETF 27,920.0 $1.3M 0.12% NEW $46.31 +17.4%
160 OAKM Harris Oakmark ETF Trust 47,841.0 $1.3M 0.12% NEW $26.78 +4.9%
Page 8 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%