Sol Capital Management CO has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $41.8M, Invesco Exchange Traded Fd Tr with a value of $27.9M, Capital Group Growth ETF Shs C with a value of $27.2M, Vanguard Mid Cap ETF with a value of $27.1M, and Capital Group Intl Focus Equit with a value of $24.5M.

Examining the 13F form we can see an increase of $124M in the current position value, from $907M to 1.03B.

Below you can find more details about Sol Capital Management CO portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Billion
ETFs: $624 Million
Financial Services: $143 Million
Communication Services: $48.7 Million
Technology: $44.8 Million
Consumer Cyclical: $26.4 Million
Basic Materials: $22.5 Million
Healthcare: $21.7 Million
Industrials: $20.9 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $1.03 Billion
  • Prior Value $907 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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