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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 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AVIV Avantis International Large Ca 8,505.0 $606K 0.05% +135.0 +1.6% $71.25 +11.7%
222 CVX Chevron Corporation Energy 3,976.0 $606K 0.05% $152.41 +20.1%
223 DELL Dell Technologies Inc Technology 4,712.0 $593K 0.05% $125.85 +151.9%
224 VYM Vanguard High Dividend Yield E 4,084.0 $586K 0.05% $143.49 +10.3%
225 BMY Bristol-Myers Squibb Co. Healthcare 10,768.0 $581K 0.05% +2K +16.2% $53.96 +5.5%
226 PYPL Paypal Holdings Inc. Financial Services 9,657.0 $564K 0.05% +305.0 +3.3% $58.40 -23.9%
227 MAR Marriott International, Inc. C Consumer Cyclical 1,815.0 $563K 0.05% $310.19 +24.4%
228 MRSH Marsh & McLennan Companies, In Financial Services 3,030.0 $562K 0.05% $185.48 -14.0%
229 DFUS Dimensional US Equity ETF 7,540.0 $559K 0.05% $74.14 +10.9%
230 IXUS iShares Trust Core MSCI Total 6,526.0 $552K 0.05% $84.58 +14.3%
231 SATS Echostar Corp Com Class A Technology 5,000.0 $543K 0.05% $108.60 +20.7%
232 T AT&T, Inc. Communication Services 21,826.0 $542K 0.05% -600.0 -2.7% $24.83 +0.2%
233 VBR Vanguard Index Fund Small Cap 2,540.0 $538K 0.05% -80.0 -3.0% $211.81 +11.2%
234 FLXR TCW Flexible Income ETF 13,135.0 $520K 0.05% +1K +11.5% $39.59 -0.8%
235 RWO SPDR Dow Jones Global Real Est 11,450.0 $515K 0.05% $44.98 +9.8%
236 MRK Merck & Co. Inc. New Healthcare 4,858.0 $511K 0.05% +88.0 +1.8% $105.19 +14.0%
237 PEP Pepsico, Inc. Consumer Defensive 3,559.0 $511K 0.05% $143.58 +1.9%
238 IWR iShares Russell Midcap Index F 5,180.0 $499K 0.04% $96.33 +11.3%
239 TEVA Teva Pharmaceutical Industries Healthcare 15,400.0 $481K 0.04% +1K +9.2% $31.23 +10.5%
240 SCHF Schwab International Equity ET 19,899.0 $478K 0.04% $24.02 +15.4%
Page 12 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%