Institutional Fund
Sol Capital Management Co
Rockville, MDCIK 13392705 filings on record
Portfolio Value
$206.04M
Q1 2026
Holdings
52
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+18408.5%
from $1.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds28.7%
- Ishares Tr9.8%
- Ishares Tr8.7%
- Ishares Tr6.2%
- Vanguard Index Fds6.1%
- Dimensional ETF Trust5.3%
- Other35.2%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 115.1K | $59.11M | 28.7% | +87.9K | Added |
| 2 | Ishares Tr | 491.9K | $20.21M | 9.8% | +354.2K | Added |
| 3 | Ishares Tr | 782.3K | $17.92M | 8.7% | +782.3K | New |
| 4 | Ishares Tr | 75.7K | $12.83M | 6.2% | +26.6K | Added |
| 5 | Vanguard Index Fds | 48.8K | $12.54M | 6.1% | −44.6K | Reduced |
| 6 | Dimensional ETF Trust | 222.3K | $10.97M | 5.3% | +180.9K | Added |
| 7 | American Centy ETF Tr | 169.4K | $10.26M | 5.0% | +142.6K | Added |
| 8 | Ishares Tr | 86.2K | $9.00M | 4.4% | +72.9K | Added |
| 9 | Apple Inc | 26.3K | $5.60M | 2.7% | −18.6K | Reduced |
| 10 | Microsoft Corp | 11.5K | $4.90M | 2.4% | −9.9K | Reduced |
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