Solitude Financial Services
Net buyer this quarter
$361M
27
+$4.71M
39.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $66.6M | 18.43% | Not reported | +6.3% | Q4 2020 |
 FNDF | $30.4M | 8.42% | Not reported | +1.1% | Q2 2022 |
 FTGC | $9.16M | 2.54% | Not reported | +0.7% | Q1 2022 |
 GLTR | $8.02M | 2.22% | 0.33% | +10.0% | Q4 2020 |
 AAPL | $5.65M | 1.56% | 0.00% | 0.0% | Q4 2020 |
 XOM | $4.77M | 1.32% | 0.00% | +1.5% | Q4 2020 |
 JPM | $4.51M | 1.25% | 0.00% | +1.3% | Q4 2020 |
 NVDA | $4.31M | 1.19% | 0.00% | -7.3% | Q1 2025 |
 CVX | $4.28M | 1.18% | 0.00% | +3.7% | Q4 2020 |
 AXP | $3.1M | 0.86% | 0.00% | +8.1% | Q4 2020 |
 MKL | $2.63M | 0.73% | 0.01% | -1.4% | Q2 2024 |
 AEP | $2.56M | 0.71% | 0.00% | +1.8% | Q4 2020 |
 GOOG | $2.09M | 0.58% | Not reported | +6.6% | Q4 2025 |
 AVGO | $1.94M | 0.54% | 0.00% | -10.1% | Q1 2025 |
 USB | $1.59M | 0.44% | 0.00% | +24.8% | Q4 2025 |
 TSLA | $1.52M | 0.42% | 0.00% | -12.2% | Q3 2024 |
| GOOGL | $1.39M | 0.38% | 0.00% | +0.6% | Q4 2020 |
 SPY | $960K | 0.27% | Not reported | Not reported | Q4 2020 |
 C | $881K | 0.24% | 0.00% | -38.2% | Q4 2020 |
 IBIT | $662K | 0.18% | 0.00% | +10.0% | Q4 2024 |
 UPS | $473K | 0.13% | 0.00% | Not reported | Q4 2020 |
 NFLX | $434K | 0.12% | 0.00% | Not reported | Q2 2023 |
 AMZN | $308K | 0.09% | 0.00% | +18.3% | Q2 2021 |
 RIO | $285K | 0.08% | 0.00% | -26.8% | Q2 2024 |
 OXY | $272K | 0.08% | 0.00% | -36.5% | Q1 2025 |
 VSAT | $250K | 0.07% | 0.00% | New | Q2 2026 |
 BMY | $225K | 0.06% | 0.00% | -30.3% | Q1 2024 |
| Q1 2026 | |||||
| BRK.B | $59.3M | 17.55% | Not reported | +13.5% | Q4 2020 |
| FNDF | $29.4M | 8.68% | Not reported | -1.0% | Q2 2022 |
| FTGC | $9.65M | 2.85% | Not reported | -0.7% | Q1 2022 |
| GLTR | $9.13M | 2.70% | 0.30% | -6.9% | Q4 2020 |
| AAPL | $5.2M | 1.54% | 0.00% | +26.2% | Q4 2020 |
| XOM | $5.12M | 1.51% | 0.00% | +1.3% | Q4 2020 |
| NVDA | $4.62M | 1.37% | 0.00% | -0.3% | Q1 2025 |
| CVX | $4.6M | 1.36% | 0.00% | +5.4% | Q4 2020 |
| JPM | $4.16M | 1.23% | 0.00% | +13.9% | Q4 2020 |
| AXP | $2.79M | 0.82% | 0.00% | +30.9% | Q4 2020 |
| MKL | $2.71M | 0.80% | 0.01% | +8.9% | Q2 2024 |
| AEP | $2.47M | 0.73% | 0.00% | +118.2% | Q4 2020 |
| AVGO | $2.27M | 0.67% | 0.00% | +0.5% | Q1 2025 |
| GOOG | $1.86M | 0.55% | Not reported | +142.7% | Q4 2025 |
| TSLA | $1.61M | 0.48% | 0.00% | -12.5% | Q3 2024 |
| C | $1.34M | 0.40% | 0.00% | -14.3% | Q4 2020 |
| GOOGL | $1.3M | 0.38% | 0.00% | +26.5% | Q4 2020 |
| USB | $1.19M | 0.35% | 0.00% | +286.0% | Q4 2025 |
| SPY | $900K | 0.27% | Not reported | Not reported | Q4 2020 |
| IBIT | $770K | 0.23% | 0.00% | +28.3% | Q4 2024 |
| NFLX | $655K | 0.19% | 0.00% | Not reported | Q2 2023 |
| OXY | $492K | 0.15% | 0.00% | -12.0% | Q1 2025 |
| UPS | $456K | 0.13% | 0.00% | -2.2% | Q4 2020 |
| RIO | $404K | 0.12% | 0.00% | -40.6% | Q2 2024 |
| BMY | $325K | 0.10% | 0.00% | -5.1% | Q1 2024 |
| AMZN | $271K | 0.08% | 0.00% | Not reported | Q2 2021 |
| Q4 2025 | |||||
| BRK.B | $55.4M | 18.28% | Not reported | +5.2% | Q4 2020 |
| FNDF | $26.1M | 8.59% | Not reported | -2.4% | Q2 2022 |
| GLTR | $8.89M | 2.93% | 0.35% | -26.6% | Q4 2020 |
| FTGC | $7.87M | 2.59% | Not reported | +4.1% | Q1 2022 |
| NVDA | $4.35M | 1.43% | 0.00% | -14.3% | Q1 2025 |
| AAPL | $4.21M | 1.39% | 0.00% | +12.2% | Q4 2020 |
| XOM | $4.08M | 1.35% | 0.00% | +6.1% | Q4 2020 |
| JPM | $3.85M | 1.27% | 0.00% | +8.1% | Q4 2020 |
| CVX | $3.6M | 1.19% | 0.00% | +4.9% | Q4 2020 |
| MKL | $2.69M | 0.89% | 0.01% | +1.8% | Q2 2024 |
| AXP | $2.39M | 0.79% | 0.00% | +10.0% | Q4 2020 |
| TSLA | $2.11M | 0.70% | 0.00% | Not reported | Q3 2024 |
| AVGO | $1.97M | 0.65% | 0.00% | +7.6% | Q1 2025 |
| C | $1.39M | 0.46% | 0.00% | -1.7% | Q4 2020 |
| AEP | $970K | 0.32% | 0.00% | +30.7% | Q4 2020 |
| GOOGL | $954K | 0.31% | 0.00% | +69.1% | Q4 2020 |
| SPY | $877K | 0.29% | Not reported | +0.8% | Q4 2020 |
| GOOG | $717K | 0.24% | Not reported | New | Q4 2025 |
| IBIT | $700K | 0.23% | 0.00% | +27.6% | Q4 2024 |
| RIO | $552K | 0.18% | 0.00% | -44.4% | Q2 2024 |
| UPS | $446K | 0.15% | 0.00% | Not reported | Q4 2020 |
 T | $435K | 0.14% | 0.00% | -41.4% | Q4 2020 |
| OXY | $412K | 0.14% | 0.00% | -48.7% | Q1 2025 |
| BMY | $319K | 0.11% | 0.00% | -59.3% | Q1 2024 |
| USB | $292K | 0.10% | 0.00% | New | Q4 2025 |
 UAL | $280K | 0.09% | 0.00% | -16.7% | Q2 2023 |
| Q3 2025 | |||||
| BRK.B | $52.7M | 18.03% | Not reported | +3.9% | Q4 2020 |
| FNDF | $25.4M | 8.68% | Not reported | +6.5% | Q2 2022 |
| GLTR | $9.75M | 3.34% | 0.52% | -4.9% | Q4 2020 |
| FTGC | $8.43M | 2.88% | Not reported | +1.2% | Q1 2022 |
| NVDA | $5.08M | 1.74% | 0.00% | -9.1% | Q1 2025 |
| XOM | $3.61M | 1.23% | 0.00% | -12.9% | Q4 2020 |
| AAPL | $3.51M | 1.20% | 0.00% | -2.5% | Q4 2020 |
| CVX | $3.5M | 1.20% | 0.00% | -11.1% | Q4 2020 |
| JPM | $3.48M | 1.19% | 0.00% | +0.7% | Q4 2020 |
| MKL | $2.35M | 0.81% | 0.01% | +2.6% | Q2 2024 |
| AXP | $1.95M | 0.67% | 0.00% | -5.0% | Q4 2020 |
| AVGO | $1.75M | 0.60% | 0.00% | -2.4% | Q1 2025 |
| C | $1.23M | 0.42% | 0.00% | -0.8% | Q4 2020 |
| OXY | $922K | 0.32% | 0.00% | +46.2% | Q1 2025 |
| SPY | $850K | 0.29% | Not reported | -98.7% | Q4 2020 |
| T | $844K | 0.29% | 0.00% | -1.1% | Q4 2020 |
| RIO | $819K | 0.28% | 0.00% | -2.8% | Q2 2024 |
| AEP | $725K | 0.25% | 0.00% | +37.0% | Q4 2020 |
| IBIT | $719K | 0.25% | 0.00% | +30.0% | Q4 2024 |
 VZ | $714K | 0.24% | 0.00% | -16.0% | Q2 2021 |
 BUD | $685K | 0.23% | 0.00% | +37.8% | Q4 2020 |
| BMY | $654K | 0.22% | 0.00% | +34.2% | Q1 2024 |
| GOOGL | $438K | 0.15% | 0.00% | +48.0% | Q4 2020 |
| UPS | $376K | 0.13% | 0.00% | Not reported | Q4 2020 |
| UAL | $290K | 0.10% | 0.00% | -1.3% | Q2 2023 |