SOL Capital Management CO

CIK: 0001339270Latest portfolio: $1.1B · Q4 2025

Holdings

308

Total Value

$1.1B

New Positions

284

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYMState Street SPDR Portfolio S&
519,146$41.6M3.74%NEW
2
CGGRCapital Group Growth ETF
635,354$28.3M2.54%NEW
3
VOVanguard Mid-Cap ETF
93,401$27.1M2.43%NEW
4
QQQMInvesco NASDAQ 100 ETF
101,022$25.6M2.30%NEW
5
CGXUCapital Group International Fo
853,723$25.2M2.27%NEW
6
VTVVanguard Value ETF
128,036$24.5M2.20%NEW
7
PDOPIMCO Dynamic Income Opportuni
1,698,816$23.5M2.11%NEW
8
QQQInvesco QQQ Trust Series 1
37,990$23.3M2.10%NEW
9
PAXSPIMCO Access Income Fund
1,471,674$22.5M2.02%NEW
10
KBWBInvesco KBW Bank ETF
244,343$20.6M1.85%NEW
11
KKRKKR & Co. Inc.
159,083$20.3M1.82%NEW
12
VXFVanguard Extended Market Index
84,482$17.7M1.59%NEW
13
MGKVanguard Mega Cap 300 Growth I
42,629$17.6M1.58%NEW
14
VOOVanguard S&P 500 ETF
27,233$17.1M1.53%NEW
15
APOApollo Global Management Inc.
116,602$16.9M1.52%NEW
16
BXBlackstone Group Inc. Cl A
109,202$16.8M1.51%NEW
17
MGVVanguard Mega Cap 300 Value In
118,720$16.8M1.51%NEW
18
VUGVanguard Growth ETF
30,703$15.0M1.35%NEW
19
JP Morgan Ultra Short Income F
275,791$14.0M1.25%NEW
20
METAMeta Platforms Inc.
21,105$13.9M1.25%NEW
21
WBDWarner Bros. Discovery Inc. Se
467,056$13.5M1.21%NEW
22
PDIPIMCO Dynamic Income
753,715$13.3M1.20%NEW
23
IBOCInternational Bancshares Corp.
200,265$13.3M1.20%NEW
24
WINNHarbor Long Term Growers ETF
411,454$12.8M1.15%NEW
25
AAPLApple Inc.
44,900$12.2M1.10%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($1.39521005173926e+105T)
Technology0.0% ($2.2517133481220611e+92T)
Consumer Cyclical0.0% ($7.05544504271408e+52T)
Healthcare0.0% ($8.40747403597157e+48T)
Industrials0.0% ($9.41644392545223e+41T)
Communication Services0.0% ($1.3931134613720346e+25T)
Consumer Defensive0.0% ($396319681.6T)
Energy0.0% ($10841080.7T)
Utilities0.0% ($4407241.2T)
Real Estate0.0% ($263K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$1.1B308
Q3 2025Oct 29, 2025$1.1B0
Q2 2025Jul 22, 2025$1.0B304
Q1 2025Apr 23, 2025$907.2M298

Fund Information

CIK0001339270
Most Recent FilingJan 30, 2026
Number of Filings4

SOL Capital Management CO is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 308 holdings. The largest position is State Street SPDR Portfolio S& (SPYM), representing 3.7% of the portfolio. Compared to the previous quarter, the fund opened 308 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.