Latest Solitude Financial Services Stock Portfolio

Solitude Financial Services Performance:

2026 Q1: 4.57%YTD: 4.57%2025: 13.43%

Performance for 2026 Q1 is 4.57%, and YTD is 4.57%, and 2025 is 13.43%.

About Solitude Financial Services and 13F Hedge Fund Stock Holdings

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solitude Financial Services reported an equity portfolio of $338.1 Millions as of 31 Mar, 2026.

The top stock holdings of Solitude Financial Services are BIL, , FNDA. The fund has invested 22.2% of it's portfolio in SPDR SERIES TRUST and 17.6% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off AT&T INC (T), UNITED AIRLS HLDGS INC (UAL) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), RIO TINTO PLC (RIO) and INVESCO EXCHANGE TRADED FD T (CSD). Solitude Financial Services opened new stock positions in NETFLIX INC. (NFLX), VANGUARD INDEX FDS (VB) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to US BANCORP (USB), ALPHABET INC (GOOG) and AMERICAN ELEC PWR CO INC (AEP).

Solitude Financial Services Annual Return Estimates Vs S&P 500

Our best estimate is that Solitude Financial Services made a return of 4.57% in the last quarter. In trailing 12 months, it's portfolio return was 15.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
netflix inc.	654,877
vanguard index fds	409,234
amazon com inc	271,362
vanguard index fds	271,013

New stocks bought by Solitude Financial Services

Additions

Ticker	% Inc.
us bancorp	286
alphabet inc	142
american elec pwr co inc	118
american express co	30.9
ishares bitcoin trust etf	28.25
alphabet inc	26.48
apple inc	26.18
jpmorgan chase & co	13.85

Additions to existing portfolio by Solitude Financial Services

Reductions

Ticker	% Reduced
select sector spdr tr	-52.71
rio tinto plc	-40.58
invesco exchange traded fd t	-22.13
select sector spdr tr	-16.42
citigroup inc	-14.32
tesla inc	-12.54
occidental pete corp	-11.98
vanguard index fds	-8.63

Solitude Financial Services reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-435,197
invesco exchange traded fd t	-208,800
united airls hldgs inc	-279,662

Solitude Financial Services got rid off the above stocks

Sector Distribution

Solitude Financial Services has about 87.2% of it's holdings in Others sector.

Sector	%
Others	87.2
Technology	3.6
Financial Services	3.6
Energy	3
Communication Services	1.1

Market Cap. Distribution

Solitude Financial Services has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87.2
MEGA-CAP	10.6
LARGE-CAP	2.3

Stocks belong to which Index?

About 12% of the stocks held by Solitude Financial Services either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	88
S&P 500	12

Top 5 Winners (%)		%
OXY	occidental pete corp	33.6 %
XOM	exxon mobil corp	23.6 %
FTGC	first tr exchange trad fd vi	23.4 %
XLB	select sector spdr tr	22.7 %
CVX	chevron corporation	20.7 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	3.6 M
FNDA	schwab strategic tr	3.1 M
XLB	select sector spdr tr	2.6 M
BIL	spdr series trust	1.9 M
FTGC	first tr exchange trad fd vi	1.8 M

Top 5 Losers (%)		%
	ishares bitcoin trust etf	-12.9 %
TSLA	tesla inc	-12.0 %
AXP	american express co	-9.9 %
MKL	markel group inc	-7.5 %
	berkshire hathaway inc del	-5.4 %

Top 5 Losers ($)		$
	berkshire hathaway inc del	-3.4 M
AXP	american express co	-0.3 M
TSLA	tesla inc	-0.3 M
MKL	markel group inc	-0.2 M
JPM	jpmorgan chase & co	-0.2 M

Solitude Financial Services Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Solitude Financial Services

Solitude Financial Services has 39 stocks in it's portfolio. About 83.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Solitude Financial Services last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.54	19,517	5,199,930	added	26.18

AEP	american elec pwr co inc	0.73	18,359	2,467,270	added	118

AFLG	first tr exchng traded fd vi	3.00	288,004	10,143,500	added	5.21

AMZN	amazon com inc	0.08	1,092	271,362	new

AVGO	broadcom inc	0.67	5,728	2,272,410	added	0.51

AXP	american express co	0.82	8,473	2,788,120	added	30.9

BAB	invesco exch traded fd tr ii	2.96	38,127	10,007,600	added	6.65

BIL	spdr series trust	22.18	910,220	74,983,900	added	9.73

BMY	bristol-myers squibb co	0.10	5,610	324,763	reduced	-5.08

BSAE	invesco exch trd slf idx fd	0.08	14,300	279,780	unchanged	0.00

C	citigroup inc	0.40	10,187	1,341,530	reduced	-14.32

CSD	invesco exchange traded fd t	0.16	10,750	536,640	reduced	-22.13

CSD	invesco exchange traded fd t	0.00	0.00	0.00	sold off	-100

CVX	chevron corporation	1.36	24,879	4,600,290	added	5.35

FCVT	first tr exchange-traded fd	3.96	272,015	13,375,000	added	4.97

FNDA	schwab strategic tr	10.52	1,029,890	35,572,500	added	3.03

FNDA	schwab strategic tr	8.68	570,283	29,352,500	reduced	-1.04

FNDA	schwab strategic tr	8.03	935,707	27,144,900	added	1.88

FTGC	first tr exchange trad fd vi	2.85	336,336	9,646,120	reduced	-0.69

GLTR	abrdn precious metals basket	2.70	40,238	9,134,030	reduced	-6.9