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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 14 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EXPE Expedia Group Inc. Consumer Cyclical 1,540.0 $329K 0.03% NEW $213.64 +6.4%
262 BDX Becton Dickinson & Co Healthcare 1,718.0 $322K 0.03% NEW $187.43 -21.4%
263 GD General Dynamics Corp. Industrials 944.0 $322K 0.03% NEW $341.10 +2.3%
264 VCSH Vanguard Short-Term Corporate 4,020.0 $321K 0.03% NEW $79.85 -0.9%
265 ABBV AbbVie Inc. Healthcare 1,365.0 $316K 0.03% NEW $231.50 -5.7%
266 IXJ iShares S&P Global Healthcare 3,400.0 $301K 0.03% NEW $88.53 +7.4%
267 WYNN Wynn Resorts LTD Consumer Cyclical 2,340.0 $300K 0.03% NEW $128.21 -20.7%
268 JCPB JP Morgan Core Plus Bond ETF 6,260.0 $298K 0.03% NEW $47.60 -1.4%
269 HTO H2O America Utilities 6,000.0 $292K 0.03% NEW $48.67 +17.7%
270 VZ Verizon Communications Inc. Communication Services 6,654.0 $292K 0.03% NEW $43.88 +9.6%
271 BLK BlackRock Inc. Financial Services 248.0 $289K 0.03% NEW $1165.32 -9.8%
272 KWEB KraneShares CSI China Internet 6,800.0 $286K 0.03% NEW $42.06 -36.5%
273 KO Coca-Cola Co. Consumer Defensive 4,297.0 $285K 0.03% NEW $66.33 +21.2%
274 TEVA Teva Pharmaceutical Industries Healthcare 14,100.0 $285K 0.03% NEW $20.21 +71.3%
275 XME SPDR S&P Metals and Mining ETF 3,000.0 $280K 0.03% NEW $93.33 +35.5%
276 A Agilent Technologies Inc. Healthcare 2,146.0 $275K 0.03% NEW $128.15 +6.8%
277 D Dominion Resources Inc VA New Utilities 4,480.0 $274K 0.03% NEW $61.16 +10.6%
278 FEZ SPDR DJ Euro Stoxx 50 ETF 4,300.0 $267K 0.02% NEW $62.09 +9.6%
279 IAT iShares Dow Jones Reg Banks In 5,000.0 $263K 0.02% NEW $52.60 +8.9%
280 CRM Salesforce.Com Technology 1,106.0 $262K 0.02% NEW $236.89 -25.8%
Page 14 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%