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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 12 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FLUTTER ENTMT PLC 585.0 $59K 0.02% $100.68
222 EWT ISHARES INC 537.0 $58K 0.02% +44.0 +8.9% $108.61 +1.4%
223 VIG VANGUARD SPECIALIZED FUNDS 246.0 $58K 0.02% $236.62 +2.8%
224 MTZ MASTEC INC Industrials 139.0 $58K 0.02% $416.06 -44.2%
225 HCA HCA HEALTHCARE INC Healthcare 148.0 $58K 0.02% $389.89 +5.0%
226 PWR QUANTA SVCS INC Industrials 80.0 $58K 0.02% $720.04 -13.9%
227 EMLP FIRST TR EXCHANGE-TRADED FD 1,317.0 $57K 0.02% $43.50 +1.7%
228 CSCO CISCO SYS INC Technology 476.0 $56K 0.02% $117.46 -7.5%
229 TXN TEXAS INSTRS INC Technology 178.0 $53K 0.02% $298.07 -14.8%
230 AMKR AMKOR TECHNOLOGY INC Technology 603.0 $52K 0.02% $86.23 -45.6%
231 AZO AUTOZONE INC Consumer Cyclical 16.0 $51K 0.02% $3195.94 -7.1%
232 C CITIGROUP INC Financial Services 365.0 $51K 0.02% $139.96 -1.3%
233 SYK STRYKER CORPORATION Healthcare 158.0 $50K 0.02% $314.84 -2.2%
234 ANNALY CAPITAL MANAGEMENT IN 2,215.0 $50K 0.02% -13K -85.1% $22.36
235 SHOP SHOPIFY INC Technology 430.0 $49K 0.02% $114.18 +27.8%
236 AWK AMERICAN WTR WKS CO INC NEW Utilities 369.0 $49K 0.02% -156.0 -29.7% $131.58 +7.1%
237 AMGN AMGEN INC Healthcare 133.0 $48K 0.02% $362.12 +22.6%
238 NVS NOVARTIS AG Healthcare 300.0 $47K 0.02% $156.72 +4.1%
239 FNV FRANCO NEV CORP Basic Materials 225.0 $47K 0.02% $208.44 +29.7%
240 REGN REGENERON PHARMACEUTICALS Healthcare 69.0 $43K 0.01% $623.54 +35.3%
Page 12 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%