Latest Solidarilty Wealth, LLC Stock Portfolio

Solidarilty Wealth, LLC Performance:

2025 Q4: 2.81%YTD: -10.39%2024: 20.2%

Performance for 2025 Q4 is 2.81%, and YTD is -10.39%, and 2024 is 20.2%.

About Solidarilty Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Solidarity Wealth, LLC reported an equity portfolio of $488.8 Millions as of 31 Dec, 2025.

The top stock holdings of Solidarity Wealth, LLC are AAPL, GOOG, AMZN. The fund has invested 11.1% of it's portfolio in APPLE INC and 7.5% of portfolio in ALPHABET INC.

The fund managers got completely rid off NIKE INC (NKE), ADOBE INC (ADBE) and FEDEX CORP (FDX) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), RTX CORPORATION (RTX) and VERIZON COMMUNICATIONS INC (VZ). Solidarity Wealth, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), PITNEY BOWES INC (PBI) and ELEVANCE HEALTH INC FORMERLY (ELV). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), SPDR S&P 500 ETF TR (SPY) and UNITEDHEALTH GROUP INC (UNH).

Solidarilty Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Solidarity Wealth, LLC made a return of 2.81% in the last quarter. In trailing 12 months, it's portfolio return was -10.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	29,975,000
pitney bowes inc	6,235,560
elevance health inc formerly	1,432,700
shopify inc	1,361,320
ishares tr	557,141
stonex group inc	349,888
vanguard index fds	201,413

New stocks bought by Solidarilty Wealth, LLC

Additions

Ticker	% Inc.
invesco qqq tr	659
spdr s&p 500 etf tr	230
unitedhealth group inc	79.22
meta platforms inc	51.64
asml holding n v	19.86
tesla inc	19.53
vanguard index fds	19.32
amazon com inc	17.16

Additions to existing portfolio by Solidarilty Wealth, LLC

Reductions

Ticker	% Reduced
ishares tr	-95.6
rtx corporation	-90.3
verizon communications inc	-89.66
walmart inc	-78.09
waste mgmt inc del	-74.89
lowes cos inc	-70.65
fair isaac corp	-39.21
american express co	-36.82

Solidarilty Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nike inc	-7,003,550
novo-nordisk a s	-4,291,230
adobe inc	-6,438,390
fedex corp	-4,310,990
pepsico inc	-2,190,300
coupang inc	-483,000
eli lilly & co	-1,902,160
union pac corp	-204,224

Solidarilty Wealth, LLC got rid off the above stocks

Sector Distribution

Solidarity Wealth, LLC has about 22% of it's holdings in Consumer Cyclical sector.

Sector	%
Consumer Cyclical	22
Technology	20.6
Others	20.4
Financial Services	14.1
Communication Services	9.6
Energy	4.7
Healthcare	2.6
Industrials	2.4
Basic Materials	1.4
Real Estate	1.1

Market Cap. Distribution

Solidarity Wealth, LLC has about 67.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.1
LARGE-CAP	24.4
UNALLOCATED	20.4
MID-CAP	6.2
SMALL-CAP	5.9

Stocks belong to which Index?

About 66.3% of the stocks held by Solidarity Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.9
Others	33.7
RUSSELL 2000	1.4

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	27.1 %
CAT	caterpillar inc	19.3 %
ALSN	allison transmission hldgs i	15.1 %
C	citigroup inc	14.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	7.8 M
ALSN	allison transmission hldgs i	3.7 M
AAPL	apple inc	3.4 M
AMZN	amazon com inc	1.6 M
MKL	markel group inc	1.4 M

Top 5 Losers (%)		%
AZO	autozone inc	-20.8 %
CSGP	costar group inc	-19.7 %
HD	home depot inc	-14.8 %
ORLY	oreilly automotive inc	-14.4 %
LWLG	lightwave logic inc	-12.7 %

Top 5 Losers ($)		$
AZO	autozone inc	-3.4 M
ORLY	oreilly automotive inc	-2.2 M
MSFT	microsoft corp	-2.0 M
CSGP	costar group inc	-1.0 M
APD	air prods & chems inc	-0.7 M

Solidarilty Wealth, LLC Holdings Map

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

Current Stock Holdings of Solidarilty Wealth, LLC

Solidarity Wealth, LLC has 77 stocks in it's portfolio. About 61.2% of the portfolio is in top 10 stocks. AZO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Solidarity Wealth, LLC last quarter.

Last Reported on: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	11.11	199,720	54,296,000	added	0.9

ABBV	abbvie inc	0.17	3,690	843,128	reduced	-5.48

ABT	abbott labs	0.06	2,390	299,443	reduced	-2.65

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.10	1,871	507,415	reduced	-1.68

ALSN	allison transmission hldgs i	5.75	287,285	28,125,200	added	3.31

AMZN	amazon com inc	7.28	154,080	35,564,700	added	17.16

ANET	arista networks inc	0.10	3,802	498,176	reduced	-1.53

APD	air prods & chems inc	1.39	27,473	6,786,410	reduced	-3.08

AVGO	broadcom inc	0.08	1,098	380,018	reduced	-28.09

AXP	american express co	0.08	1,028	380,309	reduced	-36.82

AZO	autozone inc	2.59	3,739	12,680,800	reduced	-1.24

BBAX	j p morgan exchange traded f	0.06	5,005	292,391	reduced	-0.22

BKNG	booking holdings inc	1.75	1,597	8,552,470	reduced	-9.47

BNDW	vanguard scottsdale fds	0.05	824	254,649	unchanged	0.00

C	citigroup inc	1.00	41,661	4,861,450	added	2.18

CAT	caterpillar inc	0.07	596	341,431	reduced	-7.45

CME	cme group inc	0.70	12,485	3,409,400	reduced	-0.3

COST	costco whsl corp new	0.15	870	750,236	reduced	-5.13

CPNG	coupang inc	0.00	0.00	0.00	sold off	-100