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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG iShares Core MSCI Emerging Mkt 52,080.0 $3.5M 0.31% -1K -2.5% $67.22 +24.2%
42 REET iShares Global REIT ETF 128,140.0 $3.2M 0.29% -22K -14.8% $24.95 +10.3%
43 GOOGL Alphabet Inc Cl A Communication Services 9,777.0 $3.1M 0.28% -4K -28.7% $312.98 +24.2%
44 VB Vanguard Small Cap ETF 11,382.0 $2.9M 0.26% -123.0 -1.1% $257.95 +13.4%
45 AVGO Broadcom Limited Technology 8,152.0 $2.8M 0.25% -270.0 -3.2% $346.05 +21.9%
46 Berkshire Hathaway Cl B 5,565.0 $2.8M 0.25% -699.0 -11.2% $502.61
47 EMXC iShares MSCI Emerging Markets 35,955.0 $2.6M 0.23% -360.0 -1.0% $72.67 +38.2%
48 BND Vanguard Total Bond Market ETF 33,305.0 $2.5M 0.22% -3K -8.0% $74.07 -1.1%
49 DFAT Dimensional US Target Value ET 41,360.0 $2.5M 0.22% -5K -9.9% $59.55 +13.3%
50 AIG American International Group N Financial Services 28,755.0 $2.5M 0.22% -400.0 -1.4% $85.55 -12.0%
51 PSKY Paramount Skydance Corp. Communication Services 172,675.0 $2.3M 0.21% -2K -1.3% $13.40 -20.8%
52 RPV Invesco S&P 500 Pure Value ETF 21,144.0 $2.2M 0.20% -18K -46.1% $103.34 +9.4%
53 GNR SPDR S&P Global Natural Resour 34,670.0 $2.2M 0.19% -4K -11.5% $62.13 +18.1%
54 AAXJ iShares MSCI AC Asia Ex-Japan 23,019.0 $2.1M 0.19% -2K -8.1% $93.14 +27.2%
55 TEL TE Connectivity Ltd. F Technology 9,130.0 $2.1M 0.19% -200.0 -2.1% $227.49 -8.2%
56 AVEM Avantis Emerging Markets Equit 26,787.0 $2.1M 0.18% -1K -5.1% $77.01 +25.3%
57 XBI SPDR Series Trust Biotech 16,098.0 $2.0M 0.18% -467.0 -2.8% $121.94 +10.3%
58 VHT Vanguard Health Care ETF 6,810.0 $2.0M 0.18% -2K -23.0% $287.81 -3.5%
59 GS Goldman Sachs Group Inc. Financial Services 2,227.0 $2.0M 0.18% -200.0 -8.2% $879.21 +13.3%
60 NVDA Nvidia Corp. Technology 9,145.0 $1.7M 0.15% -70.0 -0.8% $186.55 +14.0%
Page 3 of 5  ·  96 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%