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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 1 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM State Street SPDR Portfolio S& 519,146.0 $41.6M 3.74% -104K -16.7% $80.22 +10.1%
2 CGGR Capital Group Growth ETF 635,354.0 $28.3M 2.54% -43K -6.3% $44.47 +5.9%
3 VO Vanguard Mid-Cap ETF 93,401.0 $27.1M 2.44% -2K -2.0% $290.22 -73.0%
4 QQQM Invesco NASDAQ 100 ETF 101,022.0 $25.6M 2.29% -28K -21.7% $252.93 +18.8%
5 CGXU Capital Group International Fo 853,723.0 $25.2M 2.27% -45K -5.0% $29.55 +16.4%
6 VTV Vanguard Value ETF 128,036.0 $24.5M 2.20% -2K -1.9% $190.99 +10.9%
7 PDO PIMCO Dynamic Income Opportuni Financial Services 1,698,816.0 $23.5M 2.11% +19K +1.1% $13.84 -6.1%
8 QQQ Invesco QQQ Trust Series 1 Financial Services 37,990.0 $23.3M 2.10% +931.0 +2.5% $614.32 +18.7%
9 PAXS PIMCO Access Income Fund Financial Services 1,471,674.0 $22.5M 2.02% +40K +2.8% $15.30 -7.6%
10 KBWB Invesco KBW Bank ETF 244,343.0 $20.6M 1.85% -21K -8.0% $84.29 +2.7%
11 KKR KKR & Co. Inc. Financial Services 159,083.0 $20.3M 1.82% +5K +3.0% $127.48 -25.5%
12 VXF Vanguard Extended Market Index 84,482.0 $17.7M 1.59% -4K -5.0% $209.12 +11.9%
13 MGK Vanguard Mega Cap 300 Growth I 42,629.0 $17.6M 1.58% -1K -2.8% $412.77 -78.3%
14 VOO Vanguard S&P 500 ETF 27,233.0 $17.1M 1.53% +290.0 +1.1% $627.14 +10.0%
15 APOS Apollo Global Management Inc. Financial Services 116,602.0 $16.9M 1.52% +9K +8.4% $144.76 -82.0%
16 BX Blackstone Group Inc. Cl A Financial Services 109,202.0 $16.8M 1.51% +1K +1.2% $154.14 -23.4%
17 MGV Vanguard Mega Cap 300 Value In 118,720.0 $16.8M 1.50% -2K -1.4% $141.16 +11.8%
18 VUG Vanguard Growth ETF 30,703.0 $15.0M 1.35% +295.0 +1.0% $487.87 -81.9%
19 JP Morgan Ultra Short Income F 275,791.0 $14.0M 1.25% +34K +14.1% $50.59
20 META Meta Platforms Inc. Communication Services 21,105.0 $13.9M 1.25% $660.08 -3.8%
Page 1 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%