Solidarity Wealth, LLC

CIK

1906613

Location

Lehi, UT

Portfolio Value

Micro $32,067,814

Diversification

Diversified

Filing Date

Global Rank

#2,397 / 8,232 ▲ 213

Top Industry

Auto Parts 13.9%

3Y Alpha vs SPY

-3.8%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

16 quarters · since Mar 2022

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

+60.2%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−16.6%

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

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

Top Position

11.4%

−0.7 pts

Top 5

39.2%

−1.9 pts

Top 10

60.2%

−3.0 pts

HHI

486

Diversified−35

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	25.2%	$119,712,059	11
Technology	22.6%	$107,089,811	10
Financial Services	21.0%	$99,730,168	13
Communication Services	9.6%	$45,622,645	4
Energy	6.8%	$32,067,814	5
Unclassified	4.9%	$23,294,708	3
Industrials	2.9%	$13,856,372	7
Healthcare	2.3%	$11,044,483	6
Basic Materials	2.1%	$9,886,563	2
Utilities	1.3%	$6,195,897	1
Real Estate	0.9%	$4,438,114	2
Consumer Defensive	0.4%	$1,934,299	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBI	Pitney Bowes Inc /De/	+156,904	746,833	$8,252,504
C	Citigroup Inc	+31,478	73,139	$8,294,693
ORLY	O Reilly Automotive Inc	+22,607	149,046	$13,758,436
CSGP	Costar Group, Inc.	+20,634	81,303	$3,279,763
NRP	Natural Resource Partners LP	+20,408	235,184	$28,457,264
NRG	Nrg Energy, Inc.	+18,519	42,397	$6,195,897
AAPL	Apple Inc.	+12,830	212,550	$53,943,064
ALSN	Allison Transmission Holdings Inc	+12,682	299,967	$35,114,137
AMZN	Amazon Com Inc	+9,257	163,337	$34,018,196
MSFT	Microsoft Corp	+6,693	69,566	$25,751,246
V	Visa Inc.	+6,662	55,351	$16,729,286
META	Meta Platforms, Inc.	+5,077	15,170	$8,679,212
MCD	Mcdonalds Corp	+4,828	36,434	$11,323,322
APD	Air Products & Chemicals, Inc.	+4,797	32,270	$9,374,112
JPM	Jpmorgan Chase & Co	+4,787	12,055	$3,546,098
NVDA	Nvidia Corp	+4,238	23,456	$4,090,726
GOOGL	Alphabet Inc.	+4,119	121,178	$34,845,945
AVGO	Broadcom Inc.	+3,190	4,288	$1,327,178
BRK-B	Berkshire Hathaway Inc	+3,088	49,570	$23,753,944
FICO	Fair Isaac Corp	+2,831	8,173	$8,725,004
SNEX	StoneX Group Inc.	+2,722	6,400	$516,160
GS	Goldman Sachs Group Inc	+1,955	14,656	$12,398,829
ANET	Arista Networks, Inc.	+1,600	5,402	$663,257
VZ	Verizon Communications Inc	+1,525	20,373	$1,022,724
CBOE	Cboe Global Markets, Inc.	+1,200	19,422	$5,458,941
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
LWLG	Lightwave Logic, Inc.	−7,000	72,895	$512,451
SHOP	Shopify Inc.	−5,131	3,326	$394,530
MA	Mastercard Inc	−4,174	21,241	$10,613,278
DE	Deere & Co	−4,001	1,017	$572,876
UNH	Unitedhealth Group Inc	−3,529	3,577	$967,900
ELV	Elevance Health, Inc.	−3,100	987	$288,944
SPY	Spdr S&P 500 ETF Trust	−1,501	29,735	$19,337,859
ABT	Abbott Laboratories	−186	2,204	$226,284
CVX	Chevron Corp	−66	2,409	$498,422
TSLA	Tesla, Inc.	−54	2,033	$755,767
RTX	RTX Corp	−40	5,902	$1,138,495
ADI	Analog Devices Inc	−28	1,843	$586,332
COST	Costco Wholesale Corp /New	−16	854	$850,951
WM	Waste Management Inc	−14	3,675	$844,478
HD	Home Depot, Inc.	−13	1,274	$419,005
LMT	Lockheed Martin Corp	−7	1,679	$1,014,770
SPG	Simon Property Group Inc.	−6	6,210	$1,158,351
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	1,805	$1,575,584
SLB	Slb Limited/Nv	30,500	$1,567,395
NFLX	Netflix Inc	11,178	$1,074,764
MELI	Mercadolibre Inc	600	$1,037,412
LLY	ELI LILLY & Co	322	$296,165
WFC	Wells Fargo & Company/Mn	3,376	$268,763
SBUX	Starbucks Corp	2,650	$237,413
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	6,632	$1,150,585
INTU	Intuit Inc.	388	$257,018
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $32,067,814 total · Energy only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NRP	Natural Resource Partners LP Energy	Added	235,184	+20,408	$28,457,264	+26.9%	88.74%
SLB	Slb Limited/Nv Energy	NEW	30,500	NEW	$1,567,395	NEW	4.89%
DTI	Drilling Tools International Corp Energy	Held	272,524	0	$1,180,028	+76.7%	3.68%
CVX	Chevron Corp Energy	Reduced	2,409	-66	$498,422	+32.1%	1.55%
KMI	Kinder Morgan, Inc. Energy	Held	10,877	0	$364,705	+22.0%	1.14%