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Sound Capital Solutions LLC

Location
NAPLES, FL
Portfolio Value
Small $404,496,335
Diversification
Diversified
Filing Date
Jun 30, 2026
Global Rank
#3,134 / 8,517
Top Industry
Semiconductors 13.9%
Period ended 47 days ago
Filed Aug 13, 2026 · 3d

Clone Performance

Aug 2026–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio
+0.0%
SPY
+0.0%
Annualised alpha
Max drawdown
−0.0%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

308 tracked positions · as of Jun 30, 2026
Top Position
4.7%
of portfolio value
Top 5
17.2%
of portfolio value
Top 10
28.4%
of portfolio value
HHI
145
Diversified

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 56.8% $229,787,927
Healthcare 9.1% $36,997,455
Financial Services 6.5% $26,403,550
Consumer Cyclical 5.6% $22,602,690
Basic Materials 5.5% $22,209,562
Industrials 5.4% $22,018,374
Communication Services 3.3% $13,322,666
Energy 2.9% $11,790,464
Consumer Defensive 2.5% $10,094,696
Utilities 1.9% $7,840,397
Real Estate 0.4% $1,428,554

Portfolio Positions

Export CSV View 13F filing
308 tracked positions · $404,496,335 total · filing declares 309 positions · $427,438,865 · as of Jun 30, 2026
Showing 1–50 of 308 positions by value · page 1 of 7
Ticker Company Shares Value (USD) % of Portfolio History

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.