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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 14 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EEM iShares MSCI Emerging Markets 7,200.0 $394K 0.04% $54.72 +25.2%
262 VBK Vanguard Small Cap Growth ETF 1,303.0 $394K 0.04% -41.0 -3.0% $302.38 +17.5%
263 MSI Motorola Solutions Inc. Technology 1,012.0 $388K 0.04% $383.40 +8.2%
264 RVT Royce Value Trust Inc. Financial Services 23,542.0 $379K 0.03% -3K -11.7% $16.10 +15.3%
265 GEHC GE Healthcare Technologies Inc Healthcare 4,399.0 $361K 0.03% $82.06 -22.9%
266 SCHA Schwab US Small Cap ETF 12,544.0 $357K 0.03% +248.0 +2.0% $28.46 +20.2%
267 GD General Dynamics Corp. Industrials 1,049.0 $353K 0.03% +105.0 +11.1% $336.51 +3.7%
268 IXJ iShares S&P Global Healthcare 3,400.0 $331K 0.03% $97.35 -2.5%
269 VCSH Vanguard Short-Term Corporate 4,020.0 $321K 0.03% $79.85 -0.9%
270 GLD SPDR Gold Trust ETF Financial Services 800.0 $317K 0.03% -2K -68.6% $396.25 +3.9%
271 XME SPDR S&P Metals and Mining ETF 3,000.0 $311K 0.03% $103.67 +20.9%
272 ABBV AbbVie Inc. Healthcare 1,350.0 $308K 0.03% -15.0 -1.1% $228.15 -4.3%
273 JCPB JP Morgan Core Plus Bond ETF 6,260.0 $296K 0.03% $47.28 -0.8%
274 KO Coca-Cola Co. Consumer Defensive 4,190.0 $293K 0.03% -107.0 -2.5% $69.93 +15.4%
275 CRM Salesforce.Com Technology 1,106.0 $293K 0.03% $264.92 -32.1%
276 A Agilent Technologies Inc. Healthcare 2,146.0 $292K 0.03% $136.07 -0.6%
277 YUMC Yum China Holdings Inc. Consumer Cyclical 6,010.0 $287K 0.03% $47.75 -9.2%
278 WYNN Wynn Resorts LTD Consumer Cyclical 2,340.0 $282K 0.03% $120.51 -16.4%
279 FEZ SPDR DJ Euro Stoxx 50 ETF 4,300.0 $277K 0.03% $64.42 +5.7%
280 VZ Verizon Communications Inc. Communication Services 6,654.0 $271K 0.02% $40.73 +18.3%
Page 14 of 16  ·  308 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%