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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 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 55,347.0 $16.0M 5.48% -5K -8.3% $289.36 +12.4%
2 EFA ISHARES TR 51,881.0 $5.4M 1.84% -300.0 -0.6% $103.88 +2.9%
3 CAT CATERPILLAR INC Industrials 4,149.0 $4.4M 1.51% -125.0 -2.9% $1064.90 -26.8%
4 V VISA INC Financial Services 10,477.0 $3.6M 1.23% -1K -10.8% $343.09 +9.7%
5 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 95,075.0 $3.2M 1.10% -2K -2.6% $33.88 +10.4%
6 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 27,117.0 $2.6M 0.89% -5K -14.8% $95.98 +17.2%
7 VOO VANGUARD INDEX FDS 2,934.0 $2.0M 0.69% -128.0 -4.2% $686.81 +2.1%
8 INDA ISHARES TR 32,474.0 $1.6M 0.55% -3K -8.5% $49.39 +1.1%
9 HD HOME DEPOT INC Consumer Cyclical 3,377.0 $1.2M 0.41% -3K -46.6% $352.68 -9.3%
10 PRU PRUDENTIAL FINL INC Financial Services 88,570.0 $1.2M 0.40% -543.0 -0.6% $13.31 +791.5%
11 EWC ISHARES INC 18,622.0 $1.1M 0.37% -365.0 -1.9% $57.64 +5.7%
12 MA MASTERCARD INCORPORATED Financial Services 2,087.0 $1.1M 0.37% -47.0 -2.2% $513.60 +14.2%
13 KWEB KRANESHARES TRUST 32,332.0 $791K 0.27% -435.0 -1.3% $24.47 +5.5%
14 LUNR INTUITIVE MACHINES INC Industrials 25,000.0 $535K 0.18% -5K -16.7% $21.39 -29.7%
15 LQD ISHARES TR 4,825.0 $526K 0.18% -52.0 -1.1% $109.07 -3.4%
16 EPOL ISHARES TR 13,390.0 $517K 0.18% -3K -20.1% $38.61 +14.7%
17 EWA ISHARES INC 15,380.0 $433K 0.15% -1K -6.9% $28.16 +6.5%
18 FXI ISHARES TR 10,086.0 $319K 0.11% -159.0 -1.6% $31.59 +12.6%
19 CRWD CROWDSTRIKE HLDGS INC Technology 350.0 $267K 0.09% -525.0 -60.0% $190.78 +8.7%
20 RSG REPUBLIC SVCS INC Industrials 1,181.0 $252K 0.09% -39.0 -3.2% $213.08 +4.3%
Page 1 of 3  ·  47 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%