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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 6 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB Vanguard Small Cap ETF 11,505.0 $2.9M 0.26% NEW $254.24 +15.6%
102 AVGO Broadcom Limited Technology 8,422.0 $2.8M 0.25% NEW $329.97 +29.3%
103 BOND PIMCO Total Return ETF 29,226.0 $2.7M 0.24% NEW $93.34 -1.3%
104 BND Vanguard Total Bond Market ETF 36,215.0 $2.7M 0.24% NEW $74.36 -1.3%
105 DFAT Dimensional US Target Value ET 45,920.0 $2.7M 0.24% NEW $58.21 +16.1%
106 VEA Vanguard FTSE Developed Market 44,455.0 $2.7M 0.24% NEW $59.93 +19.6%
107 QCOM Qualcomm Inc. Technology 15,925.0 $2.6M 0.24% NEW $166.34 +46.3%
108 Parnassus Core Select ETF 97,694.0 $2.6M 0.23% NEW $26.17
109 EMXC iShares MSCI Emerging Markets 36,315.0 $2.5M 0.22% NEW $67.52 +49.6%
110 CSCO Cisco Systems Inc Technology 35,271.0 $2.4M 0.22% NEW $68.41 +73.4%
111 CMCSA Comcast Corp New Cl A Communication Services 76,190.0 $2.4M 0.21% NEW $31.42 -19.9%
112 ITB iShares DJ US Home Constructio 22,040.0 $2.4M 0.21% NEW $107.26 -13.1%
113 GNR SPDR S&P Global Natural Resour 39,170.0 $2.3M 0.21% NEW $59.20 +24.6%
114 VHT Vanguard Health Care ETF 8,840.0 $2.3M 0.21% NEW $259.62 +8.5%
115 AIG American International Group N Financial Services 29,155.0 $2.3M 0.20% NEW $78.55 -5.3%
116 AAXJ iShares MSCI AC Asia Ex-Japan 25,034.0 $2.3M 0.20% NEW $91.24 +30.4%
117 SCHB Schwab US Broad Market ETF 88,036.0 $2.3M 0.20% NEW $25.71 +13.2%
118 SONY Sony Corp. (ADR) Technology 75,595.0 $2.2M 0.20% NEW $28.78 -24.5%
119 BA Boeing Company Industrials 9,867.0 $2.1M 0.19% NEW $215.87 +6.0%
120 CAT Caterpillar Inc. Industrials 4,448.0 $2.1M 0.19% NEW $477.07 +86.1%
Page 6 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%