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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 42.0 $3K 0.00% -58.0 -58.0% $64.00 +11.8%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 29.0 $3K 0.00% -224.0 -88.5% $91.69 -1.0%
43 CTAS CINTAS CORP Industrials 13.0 $2K 0.00% -155.0 -92.3% $170.08 +16.8%
44 CMCSA COMCAST CORP NEW Communication Services 90.0 $2K 0.00% -2K -95.6% $24.56 +10.4%
45 BR BROADRIDGE FINL SOLUTIONS IN Technology 11.0 $2K 0.00% -80.0 -87.9% $136.91 +30.5%
46 PYPL PAYPAL HLDGS INC Financial Services 18.0 $777.0 -25.0 -58.1% $43.17 +25.7%
47 VWO VANGUARD INTL EQUITY INDEX F 12.0 $733.0 -2.0 -14.3% $61.08 -0.6%
Page 3 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%