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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 5 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FLQL Franklin US Lge-Cap Multifacto 55,015.0 $3.8M 0.34% +275.0 +0.5% $69.33 +12.2%
82 IUSV iShares Trust - iShares Core U 36,900.0 $3.8M 0.34% $102.55 +7.7%
83 CGSD Capital Group Short Duration I 144,360.0 $3.8M 0.34% +4K +3.2% $26.01 -0.6%
84 NFLX Netflix, Inc. Communication Services 39,680.0 $3.7M 0.33% +36K +876.4% $93.75 -8.1%
85 AXP American Express Company Financial Services 9,990.0 $3.7M 0.33% -100.0 -1.0% $369.97 -15.5%
86 VTI Vanguard Total Stock Mkt ETF 11,019.0 $3.7M 0.33% -350.0 -3.1% $335.24 +10.9%
87 Brookfield Asset Management Cl 69,741.0 $3.7M 0.33% +846.0 +1.2% $52.39
88 OEF iShares S&P 100 Index ETF 10,580.0 $3.6M 0.33% +320.0 +3.1% $343.01 +9.7%
89 HUM Humana Inc. Healthcare 14,044.0 $3.6M 0.32% +1K +10.2% $256.12 +19.8%
90 MGC Vanguard Mega Cap 300 Index ET 14,311.0 $3.6M 0.32% $251.14 +10.6%
91 VWO Vanguard Emerging Markets ETF 66,123.0 $3.6M 0.32% $53.76 +11.6%
92 CGDV Capital Group Dividend Value E 81,102.0 $3.5M 0.32% +2K +2.3% $43.64 +11.1%
93 IEMG iShares Core MSCI Emerging Mkt 52,080.0 $3.5M 0.31% -1K -2.5% $67.22 +24.3%
94 CMCSA Comcast Corp New Cl A Communication Services 115,779.0 $3.5M 0.31% +40K +52.0% $29.89 -16.4%
95 SPDW SDPR Developed World ex-US ETF 77,850.0 $3.5M 0.31% +6K +8.8% $44.41 +15.0%
96 IVE iShares S&P 500/Barra Value ET 15,837.0 $3.4M 0.30% +85.0 +0.5% $212.10 +7.6%
97 IJK iShares S&P Midcap 400/Growth 34,023.0 $3.3M 0.30% $96.88 +17.4%
98 REET iShares Global REIT ETF 128,140.0 $3.2M 0.29% -22K -14.8% $24.95 +10.4%
99 GOOGL Alphabet Inc Cl A Communication Services 9,777.0 $3.1M 0.28% -4K -28.7% $312.98 +24.8%
100 VOT Vanguard Mid Cap Growth ETF 10,807.0 $3.0M 0.27% $279.17 +6.7%
Page 5 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%