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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 9 of 16  ·  308 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 0.12% $603.29 +14.2%
162 KOMP SPDR S&P Kensho New Economies 21,250.0 $1.3M 0.11% -125.0 -0.6% $59.72 +13.5%
163 DIS The Walt Disney Co. Communication Services 11,097.0 $1.3M 0.11% -2K -16.2% $113.81 -15.8%
164 DIA SPDR Dow Jones Industrial Aver Financial Services 2,629.0 $1.3M 0.11% +204.0 +8.4% $480.41 +9.2%
165 IWS iShares Russell Midcap Value I 8,390.0 $1.2M 0.11% $141.00 +17.3%
166 XOM Exxon Mobil Corp. Energy 9,007.0 $1.1M 0.10% $120.35 +20.6%
167 HYS PIMCO 0-5 Yr. High Yield Corp. 11,413.0 $1.1M 0.10% +1K +11.8% $94.80 -1.9%
168 SHEL Shell PLC Energy 14,698.0 $1.1M 0.10% -510.0 -3.4% $73.48 +14.9%
169 BKCI BNY Mellon Concentrated Intern 20,644.0 $1.1M 0.10% +8K +69.7% $51.59 +3.1%
170 SCHM Schwab US Mid Cap ETF 35,321.0 $1.1M 0.10% $30.07 +18.3%
171 OAKM Harris Oakmark ETF Trust 37,161.0 $1.1M 0.10% -11K -22.3% $28.36 +2.5%
172 INTC Intel Corp. Technology 28,050.0 $1.0M 0.09% -400.0 -1.4% $36.90 +192.0%
173 TPR Tapestry Inc. Consumer Cyclical 7,879.0 $1.0M 0.09% $127.81 +5.9%
174 TMO Thermo Fisher Scientific Inc. Healthcare 1,710.0 $991K 0.09% +150.0 +9.6% $579.53 -7.8%
175 GPZ Vaneck Alternative Asset Manag 36,480.0 $990K 0.09% NEW $27.14 -17.2%
176 DFAU Dimensional US Core Equity Mar 20,973.0 $982K 0.09% +900.0 +4.5% $46.82 +11.0%
177 YUM Yum! Brands, Inc. Consumer Cyclical 6,485.0 $981K 0.09% $151.27 +4.6%
178 VIG Vanguard Dividend Appreciation 4,460.0 $980K 0.09% -75.0 -1.6% $219.73 +8.0%
179 SHV iShares Short Treasury Bond ET 8,820.0 $972K 0.09% $110.20 -0.0%
180 IPAY Amplify Mobile Payments ETF 18,417.0 $958K 0.09% +9K +88.1% $52.02 -7.0%
Page 9 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%