Solitude Financial Services

CIK

1839890

Location

CHARLOTTESVILLE, VA

Portfolio Value

Small $111,089,140

Diversification

Highly concentrated

Filing Date

Global Rank

#5,126 / 8,232 ▲ 497

Top Industry

Insurance - Diversified 59.5%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.0%

SPY

+76.3%

Annualised alpha

-2.9%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

54.0%

−0.8 pts

Top 5

76.3%

+0.2 pts

Top 10

90.3%

−0.2 pts

HHI

3,099

Highly concentrated−85

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	64.3%	$71,417,746	6
Energy	10.4%	$11,552,488	3
Technology	9.7%	$10,779,148	3
Unclassified	9.3%	$10,332,171	3
Utilities	2.2%	$2,406,497	1
Consumer Cyclical	1.6%	$1,752,348	2
Communication Services	1.5%	$1,693,135	2
Industrials	0.4%	$432,872	1
Basic Materials	0.3%	$382,489	1
Healthcare	0.3%	$340,246	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
USB	US Bancorp De	+15,677	21,158	$1,100,427
BRK-B	Berkshire Hathaway Inc	+14,905	125,184	$59,988,172
AEP	American Electric Power Co Inc	+9,944	18,359	$2,406,497
AAPL	Apple Inc.	+4,049	19,517	$4,953,219
IBIT	iShares Bitcoin Trust ETF	+3,985	18,089	$694,979
AXP	American Express Co	+2,000	8,473	$2,562,913
JPM	Jpmorgan Chase & Co	+1,653	13,592	$3,998,222
CVX	Chevron Corp	+1,263	24,879	$5,147,465
GOOGL	Alphabet Inc.	+807	3,855	$1,108,543
XOM	Exxon Mobil Corp	+454	34,373	$5,831,723
MKL	Markel Group Inc.	+112	1,365	$2,612,705
AVGO	Broadcom Inc.	+29	5,728	$1,772,873
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	−2,981	40,238	$8,800,855
RIO	Rio Tinto PLC	−2,800	4,100	$382,489
C	Citigroup Inc	−1,703	10,187	$1,155,307
OXY	Occidental Petroleum Corp /De/	−1,200	8,820	$573,300
TSLA	Tesla, Inc.	−588	4,102	$1,524,918
BMY	Bristol Myers Squibb Co	−300	5,610	$340,246
UPS	United Parcel Service Inc	−100	4,400	$432,872
NVDA	Nvidia Corp	−72	23,240	$4,053,056
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	6,080	$584,592
AMZN	Amazon Com Inc	1,092	$227,430
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
T	At&T Inc.	17,520	$435,196
UAL	United Airlines Holdings, Inc.	2,501	$279,661
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $111,089,140 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	125,184	+14,905	$59,988,172	+8.2%	54.00%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	40,238	-2,981	$8,800,855	−1.0%	7.92%
XOM	Exxon Mobil Corp Energy	Added	34,373	+454	$5,831,723	+42.9%	5.25%
CVX	Chevron Corp Energy	Added	24,879	+1,263	$5,147,465	+43.0%	4.63%
AAPL	Apple Inc. Technology	Added	19,517	+4,049	$4,953,219	+17.8%	4.46%
NVDA	Nvidia Corp Technology	Reduced	23,240	-72	$4,053,056	−6.8%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,592	+1,653	$3,998,222	+3.9%	3.60%
MKL	Markel Group Inc. Financial Services	Added	1,365	+112	$2,612,705	−3.0%	2.35%
AXP	American Express Co Financial Services	Added	8,473	+2,000	$2,562,913	+7.0%	2.31%
AEP	American Electric Power Co Inc Utilities	Added	18,359	+9,944	$2,406,497	+148.0%	2.17%
AVGO	Broadcom Inc. Technology	Added	5,728	+29	$1,772,873	−10.1%	1.60%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,102	-588	$1,524,918	−27.7%	1.37%
C	Citigroup Inc Financial Services	Reduced	10,187	-1,703	$1,155,307	−16.7%	1.04%
GOOGL	Alphabet Inc. Communication Services	Added	3,855	+807	$1,108,543	+16.2%	1.00%
USB	US Bancorp De Financial Services	Added	21,158	+15,677	$1,100,427	+276.3%	0.99%
SPY	Spdr S&P 500 ETF Trust	Held	1,286	0	$836,337	−4.6%	0.75%
IBIT	iShares Bitcoin Trust ETF	Added	18,089	+3,985	$694,979	−0.8%	0.63%
NFLX	Netflix Inc Communication Services	NEW	6,080	NEW	$584,592	NEW	0.53%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	8,820	-1,200	$573,300	+39.1%	0.52%
UPS	United Parcel Service Inc Industrials	Reduced	4,400	-100	$432,872	−3.0%	0.39%
RIO	Rio Tinto PLC Basic Materials	Reduced	4,100	-2,800	$382,489	−30.7%	0.34%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	5,610	-300	$340,246	+6.7%	0.31%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,092	NEW	$227,430	NEW	0.20%