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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 10 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BROOKFIELD ASSET MANAGMT LTD 2,066.0 $92K 0.04% NEW $44.45
182 VLO VALERO ENERGY CORP Energy 369.0 $91K 0.04% +305.0 +476.6% $247.08 -2.3%
183 VBK VANGUARD INDEX FDS 300.0 $91K 0.04% NEW $302.25 +16.7%
184 BIL SPDR SERIES TRUST 981.0 $90K 0.04% -400.0 -29.0% $91.64 -0.0%
185 PCAR PACCAR INC Industrials 778.0 $90K 0.04% $115.50 -3.0%
186 EFZ PROSHARES TR 6,900.0 $87K 0.04% $12.57 -7.5%
187 AMT AMERICAN TOWER CORP Real Estate 495.0 $85K 0.04% -18.0 -3.5% $172.58 +7.2%
188 PAA PLAINS ALL AMERN PIPELINE L Energy 3,807.0 $85K 0.04% NEW $22.33 +5.5%
189 TDG TRANSDIGM GROUP INC Industrials 73.0 $85K 0.04% NEW $1158.96 +5.8%
190 LMT LOCKHEED MARTIN CORP Industrials 139.0 $84K 0.03% $604.39 -11.8%
191 PH PARKER-HANNIFIN CORP Industrials 93.0 $83K 0.03% $895.24 -3.0%
192 PFE PFIZER INC Healthcare 2,903.0 $82K 0.03% $28.08 -7.9%
193 ETN EATON CORP PLC Industrials 227.0 $81K 0.03% $357.67 +12.7%
194 ROBO EXCHANGE TRADED CONCEPTS TRU 1,175.0 $80K 0.03% $68.43 +31.5%
195 EME EMCOR GROUP INC Industrials 106.0 $78K 0.03% $738.31 +16.7%
196 XLRE SELECT SECTOR SPDR TR 1,832.0 $75K 0.03% -3K -65.4% $40.83 +9.5%
197 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 4,380.0 $74K 0.03% NEW $16.97 +13.9%
198 EWZ ISHARES INC 1,936.0 $74K 0.03% -33.0 -1.7% $38.39 -4.9%
199 XLB SELECT SECTOR SPDR TR 1,470.0 $73K 0.03% $49.97 +2.1%
200 GEV GE VERNOVA INC Utilities 83.0 $72K 0.03% $872.90 +22.6%
Page 10 of 23  ·  441 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%