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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $244M AUM 441 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 73 Added 82 Reduced 79 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHOP SHOPIFY INC Technology 430.0 $51K 0.02% NEW $118.62 -12.1%
22 HIMX HIMAX TECHNOLOGIES INC Technology 6,200.0 $49K 0.02% NEW $7.87 +174.0%
23 SIVR ABRDN SILVER ETF TRUST Financial Services 645.0 $46K 0.02% NEW $71.61 +1.8%
24 JXI ISHARES TR 460.0 $40K 0.02% NEW $86.34 -0.2%
25 MRK MERCK & CO INC Healthcare 255.0 $31K 0.01% NEW $120.29 +0.1%
26 FDX FEDEX CORP Industrials 85.0 $30K 0.01% NEW $356.18 +12.3%
27 E ENI SPA Energy 483.0 $27K 0.01% NEW $56.61 -5.3%
28 USO UNITED STS OIL FD LP Financial Services 200.0 $25K 0.01% NEW $127.25 +8.2%
29 PLD PROLOGIS INC. Real Estate 186.0 $25K 0.01% NEW $132.18 +11.3%
30 BNO UNITED STS BRENT OIL FD LP Financial Services 471.0 $24K 0.01% NEW $52.01 +2.4%
31 EOG EOG RES INC Energy 165.0 $24K 0.01% NEW $144.57 -5.1%
32 NDAQ NASDAQ INC Financial Services 278.0 $24K 0.01% NEW $84.89 +7.2%
33 CL COLGATE PALMOLIVE CO Consumer Defensive 253.0 $22K 0.01% NEW $85.23 +5.7%
34 TOTALENERGIES SE 231.0 $21K 0.01% NEW $90.98
35 MSI MOTOROLA SOLUTIONS INC Technology 47.0 $20K 0.01% NEW $433.98 -5.0%
36 ESS ESSEX PPTY TR INC Real Estate 74.0 $18K 0.01% NEW $242.00 +14.6%
37 BR BROADRIDGE FINL SOLUTIONS IN Technology 91.0 $15K 0.01% NEW $162.48 -9.3%
38 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 88.0 $7K 0.00% NEW $76.16 +10.8%
39 MOS MOSAIC CO Basic Materials 200.0 $5K 0.00% NEW $25.50 -11.4%
40 VRSK VERISK ANALYTICS INC Industrials 9.0 $2K 0.00% NEW $189.78 -9.9%
Page 2 of 3  ·  43 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 36.7%
Technology 20.3%
Consumer Cyclical 11.0%
Communication Services 8.8%
Energy 7.1%
Consumer Defensive 5.3%
Industrials 4.8%
Healthcare 4.3%
Basic Materials 0.9%
Real Estate 0.6%