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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDY SPDR S&P MidCap 400 ETF Financial Services 2,125.0 $1.3M 0.11% NEW $596.24 +14.0%
162 XLV Health Care Sector Select SPDR 9,018.0 $1.3M 0.11% NEW $139.17 +7.8%
163 KRE SPDR KBW Regional Banking ETF 18,790.0 $1.2M 0.11% NEW $63.28 +10.3%
164 IWS iShares Russell Midcap Value I 8,390.0 $1.2M 0.10% NEW $139.69 +14.7%
165 DIA SPDR Dow Jones Industrial Aver Financial Services 2,425.0 $1.1M 0.10% NEW $463.92 +9.8%
166 SHEL Shell PLC Energy 15,208.0 $1.1M 0.10% NEW $71.54 +17.8%
167 CALI iShares Short Term Cal. Muni A 21,400.0 $1.1M 0.10% NEW $50.65 -0.3%
168 SCHM Schwab US Mid Cap ETF 35,319.0 $1.0M 0.09% NEW $29.64 +18.5%
169 XOM Exxon Mobil Corp. Energy 9,007.0 $1.0M 0.09% NEW $112.80 +30.2%
170 SAP SAP AG (ADR) Technology 3,708.0 $991K 0.09% NEW $267.26 -32.4%
171 YUM Yum! Brands, Inc. Consumer Cyclical 6,485.0 $986K 0.09% NEW $152.04 -1.5%
172 VIG Vanguard Dividend Appreciation 4,535.0 $979K 0.09% NEW $215.88 +8.6%
173 HYS PIMCO 0-5 Yr. High Yield Corp. 10,208.0 $977K 0.09% NEW $95.71 -2.0%
174 SHV iShares Short Treasury Bond ET 8,820.0 $975K 0.09% NEW $110.54 -0.1%
175 HPQ HP Inc. Technology 35,544.0 $968K 0.09% NEW $27.23 +0.9%
176 INTC Intel Corp. Technology 28,450.0 $955K 0.09% NEW $33.57 +250.9%
177 DFAU Dimensional US Core Equity Mar 20,073.0 $919K 0.08% NEW $45.78 +13.4%
178 GLD SPDR Gold Trust ETF Financial Services 2,550.0 $906K 0.08% NEW $355.29 +17.3%
179 IWN iShares Russell 2000 Value Ind 5,060.0 $895K 0.08% NEW $176.88 +20.6%
180 TPR Tapestry Inc. Consumer Cyclical 7,879.0 $892K 0.08% NEW $113.21 +28.0%
Page 9 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%