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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 1,696.0 $199K 0.07% -10.0 -0.6% $117.28 -2.1%
22 JD JD.COM INC Consumer Cyclical 7,704.0 $196K 0.07% -6K -42.7% $25.48 +9.5%
23 ORCL ORACLE CORP Technology 1,256.0 $184K 0.06% -423.0 -25.2% $146.55 -1.8%
24 FXY INVESCO CURRENCYSHARES Financial Services 2,184.0 $123K 0.04% -3K -55.4% $56.44 +2.3%
25 EWG ISHARES INC 2,529.0 $105K 0.04% -25K -90.8% $41.37 +5.0%
26 AGNC AGNC INVT CORP Real Estate 7,819.0 $85K 0.03% -10K -55.3% $10.90 -2.8%
27 XLRE SELECT SECTOR SPDR TR 1,734.0 $76K 0.03% -98.0 -5.3% $44.03 -0.5%
28 KRBN KRANESHARES TRUST 2,062.0 $68K 0.02% -35.0 -1.7% $33.16 +4.8%
29 ISRG INTUITIVE SURGICAL INC Healthcare 151.0 $60K 0.02% -215.0 -58.7% $397.68 -4.9%
30 BIL SPDR SERIES TRUST 653.0 $60K 0.02% -328.0 -33.4% $91.64 -0.3%
31 ANNALY CAPITAL MANAGEMENT IN 2,215.0 $50K 0.02% -13K -85.1% $22.36
32 AWK AMERICAN WTR WKS CO INC NEW Utilities 369.0 $49K 0.02% -156.0 -29.7% $131.58 +4.9%
33 EWW ISHARES INC 272.0 $20K 0.01% -3.0 -1.1% $75.27 +0.9%
34 HIMX HIMAX TECHNOLOGIES INC Technology 900.0 $14K 0.01% -5K -85.5% $15.34 -12.8%
35 RKT ROCKET COS INC Financial Services 740.0 $12K 0.00% -190.0 -20.4% $15.75 -13.7%
36 VTV VANGUARD INDEX FDS 50.0 $11K 0.00% -1K -95.2% $217.94 +3.4%
37 UUP INVESCO DB US DLR INDEX TR Financial Services 221.0 $6K 0.00% -10.0 -4.3% $28.41 -0.9%
38 EWP ISHARES INC 73.0 $4K 0.00% -8K -99.1% $59.38 +4.1%
39 LOW LOWES COS INC Consumer Cyclical 18.0 $4K 0.00% -23.0 -56.1% $220.50 -8.7%
40 BNDX VANGUARD CHARLOTTE FDS 75.0 $4K 0.00% -6.0 -7.4% $48.43 -2.5%
Page 2 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%