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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 11 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AWK AMERICAN WTR WKS CO INC NEW Utilities 525.0 $71K 0.03% +175.0 +50.0% $136.09 -9.0%
202 HCA HCA HEALTHCARE INC Healthcare 148.0 $70K 0.03% $473.24 -17.1%
203 GE GE AEROSPACE Industrials 243.0 $69K 0.03% $283.77 +10.8%
204 BOTZ GLOBAL X FDS 2,055.0 $68K 0.03% $33.22 +23.1%
205 SHW SHERWIN WILLIAMS CO Basic Materials 208.0 $67K 0.03% -58.0 -21.8% $320.55 -2.9%
206 MS MORGAN STANLEY Financial Services 399.0 $66K 0.03% -94.0 -19.1% $164.57 +22.6%
207 ALL ALLSTATE CORP Financial Services 306.0 $63K 0.03% -88.0 -22.3% $207.34 +2.6%
208 KRBN KRANESHARES TRUST 2,097.0 $62K 0.03% $29.69 +11.1%
209 FLUTTER ENTMT PLC 585.0 $59K 0.02% $101.60
210 CMCSA COMCAST CORP NEW Communication Services 2,041.0 $59K 0.02% -1K -40.2% $28.71 -12.4%
211 EMLP FIRST TR EXCHANGE-TRADED FD 1,317.0 $58K 0.02% $43.66 +1.1%
212 JNJ JOHNSON & JOHNSON Healthcare 234.0 $57K 0.02% $244.44 -5.8%
213 MFG MIZUHO FINANCIAL GROUP INC Financial Services 7,058.0 $56K 0.02% NEW $7.94 +16.4%
214 IBB ISHARES TR 330.0 $56K 0.02% $168.85 +0.3%
215 FNV FRANCO NEV CORP Basic Materials 225.0 $56K 0.02% $247.05 -7.2%
216 AZO AUTOZONE INC Consumer Cyclical 16.0 $54K 0.02% -2.0 -11.1% $3377.75 -8.2%
217 JBL JABIL INC Technology 202.0 $54K 0.02% $265.63 +43.2%
218 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 800.0 $54K 0.02% $67.07 +23.6%
219 CIBR FIRST TR EXCHANGE-TRADED FD 856.0 $54K 0.02% $62.68 +34.8%
220 MPWR MONOLITHIC PWR SYS INC Technology 49.0 $54K 0.02% -5.0 -9.3% $1093.35 +52.1%
Page 11 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%