Solitude Financial Services

Solitude Financial Services reported 42 holdings worth US$361M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Solitude Financial Services reported 42 holdings worth US$361M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Exxon Mobil Corporation. Filed Jul 24, 2026 (Form 13F).

Holdings
42
Value as reported
US$361M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.133KUS$66.6M18.4%
Apple Inc19,514US$5.65M1.6%
Exxon Mobil Corporation34,881US$4.77M1.3%
Jp Morgan Chase & Co.13,764US$4.51M1.2%
Nvidia Corporation21,540US$4.31M1.2%
Chevron Corporation25,796US$4.28M1.2%
Alphabet Inc (google) Class C9,726US$3.48M0.96%
American Express Company9,161US$3.1M0.86%
Markel Group Inc.1,346US$2.63M0.73%
American Electric Power Company, Inc.18,687US$2.56M0.71%
Broadcom Inc.5,148US$1.94M0.54%
U.s. Bancorp26,395US$1.59M0.44%
Tesla, Inc.3,602US$1.52M0.42%
Citigroup, Inc.6,292US$881K0.24%
United Parcel Service, Inc.4,400US$473K0.13%
Netflix, Inc.6,080US$434K0.12%
Amazon.com, Inc.1,292US$308K0.09%
Rio Tinto Plc3,000US$285K0.08%
Occidental Petroleum Corporation5,600US$272K0.08%
Viasat, Inc.2,785US$250K0.07%
Bristol-myers Squibb Company3,910US$225K0.06%

Source

View original at SEC

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