Filed: 10/24/2025ACC: 0001172661-25-004422
📋 What this filing means
SOLIDARITY WEALTH, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $464.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$464.84M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$312.01M67.1%
CAP STK CL A$25.93M5.6%
CL B NEW$23.14M5.0%
CL A$20.88M4.5%
COM UNIT LTD PAR$20.69M4.5%
COM CL A$15.78M3.4%
COM NEW$8.33M1.8%
Portfolio Concentration
Top 3$107.19M23.1%
4–10$140.92M30.3%
11–25$135.31M29.1%
Rest$81.41M17.5%
Top 3 weight
23.1%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 2.66M
Sole
Full voting authority
2.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
APPLE INC
SOLEShares197.93K
TypeSH
Market value$50.40M
10.84%
Sole
197.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares131.51K
TypeSH
Market value$28.88M
6.21%
Sole
131.51K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares53.90K
TypeSH
Market value$27.92M
6.01%
Sole
53.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares106.64K
TypeSH
Market value$25.93M
5.58%
Sole
106.64K
Shared
0.00
None
0.00
ALLISON TRANSMISSION HLDGS I
SOLEShares278.09K
TypeSH
Market value$23.60M
5.08%
Sole
278.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares46.03K
TypeSH
Market value$23.14M
4.98%
Sole
46.03K
Shared
0.00
None
0.00
NATURAL RESOURCE PARTNERS L
SOLEShares197.04K
TypeSH
Market value$20.69M
4.45%
Sole
197.04K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares3.79K
TypeSH
Market value$16.24M
3.49%
Sole
3.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares46.23K
TypeSH
Market value$15.78M
3.40%
Sole
46.23K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares144.10K
TypeSH
Market value$15.54M
3.34%
Sole
144.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares24.57K
TypeSH
Market value$13.98M
3.01%
Sole
24.57K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares8.79K
TypeSH
Market value$13.15M
2.83%
Sole
8.79K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares39.79K
TypeSH
Market value$12.09M
2.60%
Sole
39.79K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares5.86K
TypeSH
Market value$11.19M
2.41%
Sole
5.86K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares61.23K
TypeSH
Market value$10.25M
2.20%
Sole
61.23K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares12.53K
TypeSH
Market value$9.98M
2.15%
Sole
12.53K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.76K
TypeSH
Market value$9.52M
2.05%
Sole
1.76K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares182.27K
TypeSH
Market value$8.01M
1.72%
Sole
182.27K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares28.35K
TypeSH
Market value$7.73M
1.66%
Sole
28.35K
Shared
0.00
None
0.00
NIKE INC
SOLEShares99.88K
TypeSH
Market value$7.00M
1.51%
Sole
99.88K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares28.31K
TypeSH
Market value$6.94M
1.49%
Sole
28.31K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares5.25K
TypeSH
Market value$6.45M
1.39%
Sole
5.25K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares18.25K
TypeSH
Market value$6.44M
1.39%
Sole
18.25K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.46K
TypeSH
Market value$6.30M
1.36%
Sole
9.46K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares6.48K
TypeSH
Market value$6.27M
1.35%
Sole
6.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 197.93K | SH | $50.40M 10.84% | 197.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 131.51K | SH | $28.88M 6.21% | 131.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 53.90K | SH | $27.92M 6.01% | 53.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 106.64K | SH | $25.93M 5.58% | 106.64K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS ISOLE | COM | 278.09K | SH | $23.60M 5.08% | 278.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 46.03K | SH | $23.14M 4.98% | 46.03K | 0.00 | 0.00 |
NATURAL RESOURCE PARTNERS LSOLE | COM UNIT LTD PAR | 197.04K | SH | $20.69M 4.45% | 197.04K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 3.79K | SH | $16.24M 3.49% | 3.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 46.23K | SH | $15.78M 3.40% | 46.23K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 144.10K | SH | $15.54M 3.34% | 144.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 24.57K | SH | $13.98M 3.01% | 24.57K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 8.79K | SH | $13.15M 2.83% | 8.79K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 39.79K | SH | $12.09M 2.60% | 39.79K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 5.86K | SH | $11.19M 2.41% | 5.86K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 61.23K | SH | $10.25M 2.20% | 61.23K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.53K | SH | $9.98M 2.15% | 12.53K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.76K | SH | $9.52M 2.05% | 1.76K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 182.27K | SH | $8.01M 1.72% | 182.27K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 28.35K | SH | $7.73M 1.66% | 28.35K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 99.88K | SH | $7.00M 1.51% | 99.88K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 28.31K | SH | $6.94M 1.49% | 28.31K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 5.25K | SH | $6.45M 1.39% | 5.25K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 18.25K | SH | $6.44M 1.39% | 18.25K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.46K | SH | $6.30M 1.36% | 9.46K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.48K | SH | $6.27M 1.35% | 6.48K | 0.00 | 0.00 |
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