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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 13 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLB Materials Select Sector SPDR E 10,430.0 $473K 0.04% +5K +100.0% $45.35 +13.3%
242 FXI iShares FTSE/Xinhua China 25 I 12,300.0 $471K 0.04% -300.0 -2.4% $38.29 -8.6%
243 IWV iShares Russell 3000 Index Fun 1,210.0 $468K 0.04% $386.78 +10.6%
244 VNQI Vanguard Global ex-US Real Est 10,110.0 $463K 0.04% -8K -42.8% $45.80 +0.3%
245 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 12,450.0 $461K 0.04% NEW $37.03 -12.4%
246 GLW Corning Inc. Technology 5,202.0 $455K 0.04% $87.47 +109.2%
247 ROBO Robo Global Robotics & Automat 6,555.0 $454K 0.04% -2K -19.7% $69.26 +28.4%
248 NEAR iShares Short Maturity Bond ET 8,850.0 $452K 0.04% $51.07 -0.6%
249 EXPE Expedia Group Inc. Consumer Cyclical 1,540.0 $436K 0.04% $283.12 -19.6%
250 IJS iShares S&P Small Cap 600 Valu 3,837.0 $436K 0.04% $113.63 +15.9%
251 RPG Invesco S&P 500 Pure Growth ET 9,280.0 $433K 0.04% -100.0 -1.1% $46.66 +28.0%
252 XLC Select Sector SPDR TR Communic 3,680.0 $433K 0.04% -30.0 -0.8% $117.66 -0.8%
253 PHG Koninklijke Philips Electronic Healthcare 15,926.0 $431K 0.04% -2K -10.8% $27.06 -2.3%
254 DHR Danaher Corporation Healthcare 1,879.0 $430K 0.04% +50.0 +2.7% $228.85 -21.1%
255 ADSK Autodesk Inc Technology 1,420.0 $420K 0.04% $295.77 -18.5%
256 COWZ Pacer US Cash Cows 100 ETF 6,895.0 $415K 0.04% $60.19 +7.4%
257 CSX CSX Corp. Industrials 11,400.0 $413K 0.04% $36.23 +26.4%
258 DFEM Dimensional Emerging Mkts Core 12,365.0 $409K 0.04% $33.08 +24.3%
259 DFAR Dimensional US Real Estate Tru 17,540.0 $402K 0.04% $22.92 +13.9%
260 BDX Becton Dickinson & Co Healthcare 2,050.0 $398K 0.04% +332.0 +19.3% $194.15 -23.6%
Page 13 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%