Solitude Financial Services
CIK
1839890
Location
CHARLOTTESVILLE, VA
Portfolio Value
Micro
$340,246
Diversification
Highly concentrated
Filing Date
Global Rank
#5,230
/ 8,336
▲ 469
Top Industry
Insurance - Diversified
59.5%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.0%
SPY
+74.2%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 64.3% | $71,417,746 |
| Energy | 10.4% | $11,552,488 |
| Technology | 9.7% | $10,779,148 |
| Unclassified | 9.3% | $10,332,171 |
| Utilities | 2.2% | $2,406,497 |
| Consumer Cyclical | 1.6% | $1,752,348 |
| Communication Services | 1.5% | $1,693,135 |
| Industrials | 0.4% | $432,872 |
| Basic Materials | 0.3% | $382,489 |
| Healthcare | 0.3% | $340,246 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
1 positions ·
$340,246 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 5,610 | $340,246 | 100.00% |