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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 13 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NPK NATIONAL PRESTO INDS INC Industrials 290.0 $40K 0.02% $137.06 -1.9%
242 JXI ISHARES TR 460.0 $40K 0.02% NEW $86.34 -0.3%
243 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 2,000.0 $40K 0.02% $19.78 -2.9%
244 SPLV INVESCO EXCH TRADED FD TR II 524.0 $38K 0.02% $73.14 +1.0%
245 ZROZ PIMCO ETF TR 592.0 $38K 0.02% $64.01 -3.3%
246 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9.0 $38K 0.02% $4210.33 -96.1%
247 BA BOEING CO Industrials 188.0 $37K 0.01% $199.03 +10.0%
248 CSCO CISCO SYS INC Technology 476.0 $37K 0.01% -829.0 -63.5% $77.59 +52.5%
249 AXP AMERICAN EXPRESS CO Financial Services 121.0 $37K 0.01% $302.48 +2.7%
250 NOW SERVICENOW INC Technology 350.0 $37K 0.01% -120.0 -25.5% $104.55 -4.4%
251 PLTR PALANTIR TECHNOLOGIES INC Technology 250.0 $37K 0.01% -98.0 -28.2% $146.28 -6.6%
252 FIDELITY COVINGTON TRUST 518.0 $36K 0.01% $70.36
253 EWT ISHARES INC 493.0 $35K 0.01% $70.92 +44.0%
254 TXN TEXAS INSTRS INC Technology 178.0 $35K 0.01% -230.0 -56.4% $194.14 +67.3%
255 DHR DANAHER CORP DEL Healthcare 175.0 $33K 0.01% $189.60 -8.9%
256 DLR DIGITAL RLTY TR INC Real Estate 180.0 $32K 0.01% -93.0 -34.1% $180.21 +7.5%
257 MEDP MEDPACE HLDGS INC Healthcare 67.0 $32K 0.01% $480.19 -10.6%
258 MDT MEDTRONIC PLC Healthcare 371.0 $32K 0.01% $86.65 -10.4%
259 MDLZ MONDELEZ INTL INC Consumer Defensive 548.0 $32K 0.01% +364.0 +197.8% $57.64 +6.2%
260 CEG CONSTELLATION ENERGY CORP Utilities 110.0 $31K 0.01% $279.25 +8.0%
Page 13 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%