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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 15 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PAYX PAYCHEX INC Industrials 241.0 $24K 0.01% $98.33 +23.8%
282 PNC PNC FINL SVCS GROUP INC Financial Services 96.0 $24K 0.01% $246.22 -0.3%
283 PGR PROGRESSIVE CORP Financial Services 107.0 $23K 0.01% $218.45 +0.2%
284 E ENI SPA Energy 483.0 $23K 0.01% $46.86 +14.3%
285 NDAQ NASDAQ INC Financial Services 278.0 $22K 0.01% $78.82 +22.9%
286 NIOCORP DEVS LTD 4,500.0 $22K 0.01% $4.82
287 ESS ESSEX PPTY TR INC Real Estate 74.0 $22K 0.01% $291.59 -4.5%
288 EOG EOG RES INC Energy 165.0 $21K 0.01% $129.73 +11.9%
289 USO UNITED STS OIL FD LP Financial Services 200.0 $21K 0.01% $106.44 +33.4%
290 AMP AMERIPRISE FINL INC Financial Services 46.0 $21K 0.01% $458.76 +22.2%
291 KMI KINDER MORGAN INC DEL Energy 651.0 $21K 0.01% $31.97 -1.8%
292 MUSA MURPHY USA INC Consumer Cyclical 38.0 $20K 0.01% $538.87 -5.1%
293 EWW ISHARES INC 272.0 $20K 0.01% -3.0 -1.1% $75.27 +1.8%
294 KR KROGER CO Consumer Defensive 368.0 $20K 0.01% $55.53 +5.5%
295 CTVA CORTEVA INC Basic Materials 231.0 $20K 0.01% $84.69 +3.7%
296 MSI MOTOROLA SOLUTIONS INC Technology 47.0 $20K 0.01% $415.30 +12.7%
297 BNO UNITED STS BRENT OIL FD LP Financial Services 471.0 $19K 0.01% $40.69 +37.9%
298 DHI D R HORTON INC Consumer Cyclical 114.0 $19K 0.01% $162.88 -12.4%
299 TOTALENERGIES SE 231.0 $18K 0.01% $77.76
300 SBUX STARBUCKS CORP Consumer Cyclical 173.0 $18K 0.01% $102.19 +2.2%
Page 15 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%