Solitude Financial Services
•CIK: 1839890•Filing: Q4 2025
**Solitude Financial Services** manages $303M across a concentrated portfolio of 38 positions. The strategy exhibits significant overweighting toward technology and financial infrastructure, anchored by a $66.5M position in SPYM and a $55.4M holding in BRK/B. Further allocations include substantial exposure to financial and industrial sectors, notably FNDA ($31.5M) and FNDF ($26.1M). This structure suggests a conviction-driven approach targeting established market leaders and cyclical growth opportunities.
Total AUM
$303.3M
QoQ Performance
+3.8%
Positions
33
Top 10 Concentration
84.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
BRK/B
FNDA
FNDF
FNDX
SPYM21.9%
BRK/B18.3%
FNDA10.4%
FNDF8.6%
FNDX8.2%
KNG4.2%
XLE3.8%
BUFR3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.8%
Financial20.3%
Technology4.0%
Energy1.5%
Consumer0.7%
ETF0.3%
Industrial0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑18 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023