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Solari Capital Management, LLC

Location
Palm Beach Gardens, FL
Portfolio Value
Small $317,611,608
Diversification
Highly concentrated
Filing Date
Sep 30, 2025
Global Rank
#3,290 / 7,976
Top Industry
Capital Markets 100.0%
3Y Alpha vs SPY
-114.9%
Period ended 9 months ago
Filed Nov 17, 2025 · 7mo

Clone Performance

Nov 2025–Jun 2026 · vs SPY

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

Cloned portfolio
-82.4%
SPY
+11.0%
Annualised alpha
-114.7%
Max drawdown
−84.4%

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

1 positions · as of Sep 30, 2025
Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Financial Services 100.0% $317,611,608

Portfolio Positions

Export CSV View 13F filing
1 positions · $317,611,608 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History