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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $249M AUM 477 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 477 New
Page 7 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TJX TJX COS INC NEW Consumer Cyclical 1,507.0 $231K 0.09% NEW $153.61 +4.4%
122 XLRE SELECT SECTOR SPDR TR 5,295.0 $214K 0.09% NEW $40.35 +11.3%
123 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 695.0 $211K 0.09% NEW $303.89 +38.5%
124 HOOD ROBINHOOD MKTS INC Financial Services 1,852.0 $209K 0.08% NEW $113.10 -34.0%
125 VV VANGUARD INDEX FDS 665.0 $209K 0.08% NEW $314.80 +9.6%
126 XAR SPDR SERIES TRUST 853.0 $206K 0.08% NEW $241.24 +14.3%
127 XLY SELECT SECTOR SPDR TR 1,722.0 $206K 0.08% NEW $119.41 +1.5%
128 PICK ISHARES INC 3,753.0 $193K 0.08% NEW $51.34 +26.3%
129 GD GENERAL DYNAMICS CORP Industrials 563.0 $190K 0.08% NEW $336.66 +2.2%
130 EXPAND ENERGY CORPORATION 1,708.0 $188K 0.08% NEW $110.36
131 AGNC AGNC INVT CORP Real Estate 17,493.0 $188K 0.07% NEW $10.72 -1.7%
132 XME SPDR SERIES TRUST 1,793.0 $186K 0.07% NEW $103.61 +16.3%
133 INTC INTEL CORP Technology 4,750.0 $175K 0.07% NEW $36.90 +219.0%
134 MBB ISHARES TR 1,820.0 $173K 0.07% NEW $95.22 -0.8%
135 EQIX EQUINIX INC Real Estate 220.0 $169K 0.07% NEW $766.16 +40.3%
136 KEYS KEYSIGHT TECHNOLOGIES INC Technology 816.0 $166K 0.07% NEW $203.19 +72.5%
137 B BARRICK MNG CORP Basic Materials 3,750.0 $163K 0.07% NEW $43.55 -4.7%
138 YUM YUM BRANDS INC Consumer Cyclical 1,069.0 $162K 0.07% NEW $151.28 +0.9%
139 ACWI ISHARES TR 1,100.0 $156K 0.06% NEW $141.49 +11.3%
140 EMLC VANECK ETF TRUST 5,907.0 $153K 0.06% NEW $25.82 -1.2%
Page 7 of 24  ·  477 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 36.6%
Technology 21.8%
Consumer Cyclical 13.3%
Communication Services 9.4%
Healthcare 5.3%
Consumer Defensive 4.7%
Energy 3.9%
Industrials 3.7%
Real Estate 0.5%
Basic Materials 0.5%