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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 10 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VLO VALERO ENERGY CORP Energy 369.0 $96K 0.03% $260.44 +42.3%
182 CNR CORE NATURAL RESOURCES INC Energy 1,172.0 $94K 0.03% $80.02 +21.8%
183 PCAR PACCAR INC Industrials 778.0 $93K 0.03% $120.12 +3.7%
184 SLB SLB LIMITED Energy 2,000.0 $93K 0.03% $46.49 +23.5%
185 CCJ CAMECO CORP Energy 910.0 $93K 0.03% $101.86 -1.2%
186 VCX FUNDRISE INNOVATION FD LLC Financial Services 1,064.0 $92K 0.03% NEW $86.43 -57.2%
187 PH PARKER-HANNIFIN CORP Industrials 93.0 $91K 0.03% $978.12 -1.4%
188 GE GE AEROSPACE Industrials 243.0 $91K 0.03% $373.73 -10.8%
189 EME EMCOR GROUP INC Industrials 106.0 $88K 0.03% $829.88 -10.7%
190 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 4,380.0 $87K 0.03% $19.89 +21.3%
191 AGNC AGNC INVT CORP Real Estate 7,819.0 $85K 0.03% -10K -55.3% $10.90 -2.2%
192 PAA PLAINS ALL AMERN PIPELINE L Energy 3,807.0 $85K 0.03% $22.26 +14.7%
193 MS MORGAN STANLEY Financial Services 399.0 $83K 0.03% $209.04 +3.9%
194 AMT AMERICAN TOWER CORP Real Estate 495.0 $81K 0.03% $163.57 +8.7%
195 ACHR ARCHER AVIATION INC Industrials 16,970.0 $80K 0.03% NEW $4.73 +21.8%
196 GLW CORNING INC Technology 314.0 $80K 0.03% +237.0 +307.8% $255.43 -42.8%
197 PROSHARES TR 3,450.0 $79K 0.03% NEW $22.98
198 MRVL MARVELL TECHNOLOGY INC Technology 263.0 $78K 0.03% $297.89 -29.9%
199 JBL JABIL INC Technology 202.0 $78K 0.03% $385.48 -20.6%
200 CIBR FIRST TR EXCHANGE-TRADED FD 856.0 $77K 0.03% $89.85 +6.1%
Page 10 of 22  ·  434 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%