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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  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BOND PIMCO Total Return ETF 32,325.0 $3.0M 0.27% +3K +10.6% $93.09 -1.1%
42 QCOM Qualcomm Inc. Technology 16,920.0 $2.9M 0.26% +995.0 +6.2% $171.04 +43.0%
43 SCHB Schwab US Broad Market ETF 89,028.0 $2.3M 0.21% +992.0 +1.1% $26.23 +11.0%
44 IJR iShares Core S&P Small Cap ETF 19,101.0 $2.3M 0.21% +4K +23.6% $120.20 +16.2%
45 BA Boeing Company Industrials 10,270.0 $2.2M 0.20% +403.0 +4.1% $217.14 +5.2%
46 DFLV Dimensional US Large Cap Value 64,297.0 $2.2M 0.20% +8K +14.1% $34.22 +14.3%
47 GDIV Harbor Dividend Growth Leaders 126,615.0 $2.1M 0.19% +17K +15.9% $16.67 +9.9%
48 PG Procter & Gamble Co. Consumer Defensive 13,733.0 $2.0M 0.18% +150.0 +1.1% $143.30 +2.1%
49 DFIV Dimensional International Valu 37,830.0 $1.9M 0.17% +2K +6.3% $49.91 +11.6%
50 PRFD PIMCO Preferred and Capital Se 34,335.0 $1.8M 0.16% +1K +4.2% $51.52 -0.5%
51 CXSE WisdomTree China ex-State Owne 41,672.0 $1.7M 0.15% +760.0 +1.9% $40.10 -0.4%
52 LMT Lockheed Martin Corp. Industrials 3,250.0 $1.6M 0.14% +250.0 +8.3% $483.69 +10.6%
53 SCHV Schwab US Large Cap Value ETF 46,889.0 $1.4M 0.12% +475.0 +1.0% $29.60 +13.4%
54 HON Honeywell International Inc. Industrials 6,793.0 $1.3M 0.12% +162.0 +2.4% $195.05 +19.3%
55 DIA SPDR Dow Jones Industrial Aver Financial Services 2,629.0 $1.3M 0.11% +204.0 +8.4% $480.41 +5.5%
56 HYS PIMCO 0-5 Yr. High Yield Corp. 11,413.0 $1.1M 0.10% +1K +11.8% $94.80 -1.1%
57 BKCI BNY Mellon Concentrated Intern 20,644.0 $1.1M 0.10% +8K +69.7% $51.59 +3.6%
58 TMO Thermo Fisher Scientific Inc. Healthcare 1,710.0 $991K 0.09% +150.0 +9.6% $579.53 -15.8%
59 DFAU Dimensional US Core Equity Mar 20,973.0 $982K 0.09% +900.0 +4.5% $46.82 +10.9%
60 IPAY Amplify Mobile Payments ETF 18,417.0 $958K 0.09% +9K +88.1% $52.02 -12.5%
Page 3 of 5  ·  85 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%