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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $292M AUM 434 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 36 Added 47 Reduced 25 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX VANECK ETF TRUST 10,520.0 $794K 0.27% +2K +17.9% $75.45 +28.5%
22 VUG VANGUARD INDEX FDS 7,194.0 $620K 0.21% +6K +500.0% $86.14 +1.9%
23 NFLX NETFLIX INC. Communication Services 7,330.0 $523K 0.18% +2K +51.8% $71.40 +15.0%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 2,907.0 $339K 0.12% +3K +1062.8% $116.67 +42.6%
25 EWY ISHARES INC 1,589.0 $321K 0.11% +21.0 +1.3% $201.90 -11.8%
26 VO VANGUARD INDEX FDS 3,952.0 $318K 0.11% +3K +316.4% $80.57 +1.2%
27 SCHD SCHWAB STRATEGIC TR 8,660.0 $275K 0.09% +5K +157.0% $31.71 +10.5%
28 VGT VANGUARD WORLD FD 1,600.0 $191K 0.07% +1K +700.0% $119.52 -0.3%
29 VXUS VANGUARD STAR FDS 1,714.0 $147K 0.05% +154.0 +9.9% $85.49 +1.8%
30 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 7,595.0 $97K 0.03% +7K +615.2% $12.76 +51.0%
31 GLW CORNING INC Technology 314.0 $80K 0.03% +237.0 +307.8% $255.43 -43.5%
32 EWT ISHARES INC 537.0 $58K 0.02% +44.0 +8.9% $108.61 +0.6%
33 BKNG BOOKING HOLDINGS INC Consumer Cyclical 225.0 $40K 0.01% +216.0 +2400.0% $178.24 +11.8%
34 CPER UNITED STS COMMODITY INDEX F Financial Services 957.0 $36K 0.01% +115.0 +13.7% $37.73 +4.8%
35 POWL POWELL INDS INC Industrials 60.0 $17K 0.01% +40.0 +200.0% $286.37 -40.2%
36 EMB ISHARES TR 75.0 $7K 0.00% +11.0 +17.2% $96.44 -2.4%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.6%
Technology 23.1%
Consumer Cyclical 9.8%
Communication Services 5.8%
Energy 5.8%
Consumer Defensive 5.4%
Industrials 5.2%
Healthcare 4.7%
Basic Materials 0.9%
Real Estate 0.5%