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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 11 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLRE SELECT SECTOR SPDR TR 1,734.0 $76K 0.03% -98.0 -5.3% $44.03 +0.5%
202 XLB SELECT SECTOR SPDR TR 1,470.0 $75K 0.03% $50.83 +3.5%
203 WULF TERAWULF INC Financial Services 2,990.0 $74K 0.03% $24.70 -34.3%
204 ALL ALLSTATE CORP Financial Services 306.0 $73K 0.03% $237.94 +10.6%
205 SHW SHERWIN WILLIAMS CO Basic Materials 208.0 $72K 0.03% $344.32 -3.5%
206 LMT LOCKHEED MARTIN CORP Industrials 139.0 $71K 0.02% $509.46 +4.6%
207 PFE PFIZER INC Healthcare 2,903.0 $70K 0.02% $24.08 +19.6%
208 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 800.0 $70K 0.02% $87.04 +6.8%
209 KRBN KRANESHARES TRUST 2,062.0 $68K 0.02% -35.0 -1.7% $33.16 +4.8%
210 AUR AURORA INNOVATION INC Technology 10,000.0 $68K 0.02% $6.82 -7.3%
211 UAL UNITED AIRLS HLDGS INC Industrials 500.0 $68K 0.02% $135.99 -20.1%
212 MPWR MONOLITHIC PWR SYS INC Technology 49.0 $68K 0.02% $1382.37 -12.2%
213 MFG MIZUHO FINANCIAL GROUP INC Financial Services 7,058.0 $68K 0.02% $9.58 +18.2%
214 EWZ ISHARES INC 1,930.0 $67K 0.02% $34.50 +10.5%
215 IBB ISHARES TR 330.0 $63K 0.02% $190.19 +12.4%
216 ISRG INTUITIVE SURGICAL INC Healthcare 151.0 $60K 0.02% -215.0 -58.7% $397.68 -7.0%
217 BIL SPDR SERIES TRUST 653.0 $60K 0.02% -328.0 -33.4% $91.64 -0.2%
218 JNJ JOHNSON & JOHNSON Healthcare 234.0 $59K 0.02% $253.97 +9.6%
219 PAVE GLOBAL X FDS 1,005.0 $59K 0.02% $58.92 -7.2%
220 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 186.0 $59K 0.02% $317.53 -16.4%
Page 11 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%