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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 13 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AXP AMERICAN EXPRESS CO Financial Services 121.0 $41K 0.01% $338.25 -2.5%
242 UNH UNITEDHEALTH GROUP INC Healthcare 98.0 $41K 0.01% $415.63 -3.5%
243 BA BOEING CO Industrials 188.0 $41K 0.01% $216.47 -2.8%
244 BKNG BOOKING HOLDINGS INC Consumer Cyclical 225.0 $40K 0.01% +216.0 +2400.0% $178.24 +9.5%
245 FIDELITY COVINGTON TRUST 518.0 $40K 0.01% $77.25
246 SPLV INVESCO EXCH TRADED FD TR II 524.0 $39K 0.01% $74.90 +0.5%
247 MRSH MARSH & MCLENNAN COS INC Financial Services 231.0 $39K 0.01% $166.67 +13.1%
248 NVO NOVO-NORDISK A S Healthcare 794.0 $38K 0.01% $47.94 -0.9%
249 BETTER HOME & FINANCE HOLDIN 1,343.0 $37K 0.01% $27.50
250 NOC NORTHROP GRUMMAN CORP Industrials 72.0 $37K 0.01% $509.31 +3.7%
251 SIVR ABRDN SILVER ETF TRUST Financial Services 645.0 $36K 0.01% $56.22 +13.2%
252 NPK NATIONAL PRESTO INDS INC Industrials 290.0 $36K 0.01% $124.99 +15.8%
253 CPER UNITED STS COMMODITY INDEX F Financial Services 957.0 $36K 0.01% +115.0 +13.7% $37.73 +5.8%
254 MEDP MEDPACE HLDGS INC Healthcare 67.0 $35K 0.01% $529.60 +12.0%
255 NOW SERVICENOW INC Technology 350.0 $35K 0.01% $99.28 +46.6%
256 WELL WELLTOWER INC Real Estate 148.0 $34K 0.01% $226.97 +6.2%
257 DHR DANAHER CORP DEL Healthcare 175.0 $33K 0.01% $190.48 +10.8%
258 MRK MERCK & CO INC Healthcare 255.0 $33K 0.01% $128.50 +18.6%
259 DLR DIGITAL RLTY TR INC Real Estate 180.0 $32K 0.01% $179.58 +4.6%
260 RL RALPH LAUREN CORP Consumer Cyclical 79.0 $32K 0.01% $401.41 -14.3%
Page 13 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%