Solitude Financial Services
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 67.3% | $79,291,109 |
| Technology | 10.3% | $12,151,286 |
| Unclassified | 8.2% | $9,639,639 |
| Energy | 7.9% | $9,316,866 |
| Utilities | 2.2% | $2,556,568 |
| Consumer Cyclical | 1.7% | $2,033,236 |
| Communication Services | 1.5% | $1,820,350 |
| Industrials | 0.4% | $473,000 |
| Basic Materials | 0.2% | $284,790 |
| Healthcare | 0.2% | $225,294 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +7,879 | 133,063 | $66,583,394 | |
| USB | US Bancorp De | +5,237 | 26,395 | $1,594,258 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | +4,019 | 44,257 | $8,017,155 | |
| IBIT | iShares Bitcoin Trust ETF | +1,801 | 19,890 | $662,138 | |
| CVX | Chevron Corp | +917 | 25,796 | $4,275,944 | |
| AXP | American Express Co | +688 | 9,161 | $3,098,708 | |
| XOM | ExxonMobil Holdings Corp | +508 | 34,881 | $4,768,930 | |
| AEP | American Electric Power Co Inc | +328 | 18,687 | $2,556,568 | |
| AMZN | Amazon Com Inc | +200 | 1,292 | $307,935 | |
| JPM | Jpmorgan Chase & Co | +172 | 13,764 | $4,505,370 | |
| GOOGL | Alphabet Inc. | +24 | 3,879 | $1,386,238 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| C | Citigroup Inc | −3,895 | 6,292 | $880,628 | |
| OXY | Occidental Petroleum Corp /De/ | −3,220 | 5,600 | $271,992 | |
| NVDA | Nvidia Corp | −1,700 | 21,540 | $4,309,938 | |
| BMY | Bristol Myers Squibb Co | −1,700 | 3,910 | $225,294 | |
| RIO | Rio Tinto PLC | −1,100 | 3,000 | $284,790 | |
| AVGO | Broadcom Inc. | −580 | 5,148 | $1,944,657 | |
| MKL | Markel Group Inc. | −19 | 1,346 | $2,628,751 | |
| AAPL | Apple Inc. | −3 | 19,514 | $5,646,571 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VSAT | Viasat Inc | 2,785 | $250,120 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 133,063 | $66,583,394 | 56.53% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Added | 44,257 | $8,017,155 | 6.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,514 | $5,646,571 | 4.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 34,881 | $4,768,930 | 4.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,764 | $4,505,370 | 3.82% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 21,540 | $4,309,938 | 3.66% | |
| CVX |
Chevron Corp
Energy
|
Added | 25,796 | $4,275,944 | 3.63% | |
| AXP |
American Express Co
Financial Services
|
Added | 9,161 | $3,098,708 | 2.63% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 1,346 | $2,628,751 | 2.23% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 18,687 | $2,556,568 | 2.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,148 | $1,944,657 | 1.65% | |
| TSLA |
Tesla, Inc.
PUT
+ SHARES
Consumer Cyclical
|
Held | 4,102 | $1,725,301 | 1.46% | |
| USB |
US Bancorp De
Financial Services
|
Added | 26,395 | $1,594,258 | 1.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,879 | $1,386,238 | 1.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,286 | $960,346 | 0.82% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 6,292 | $880,628 | 0.75% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 19,890 | $662,138 | 0.56% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 4,400 | $473,000 | 0.40% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 6,080 | $434,112 | 0.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,292 | $307,935 | 0.26% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 3,000 | $284,790 | 0.24% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 5,600 | $271,992 | 0.23% | |
| VSAT |
Viasat Inc
Technology
|
NEW | 2,785 | $250,120 | 0.21% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 3,910 | $225,294 | 0.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.