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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 16 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LRMR LARIMAR THERAPEUTICS INC Healthcare 4,477.0 $20K 0.01% $4.50 -21.6%
302 NIOCORP DEVS LTD 4,500.0 $20K 0.01% $4.46
303 PNC PNC FINL SVCS GROUP INC Financial Services 96.0 $20K 0.01% $208.09 +5.9%
304 CTVA CORTEVA INC Basic Materials 231.0 $19K 0.01% -82.0 -26.2% $83.71 -4.4%
305 MUSA MURPHY USA INC Consumer Cyclical 38.0 $19K 0.01% -7.0 -15.6% $493.97 +4.7%
306 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 1,062.0 $18K 0.01% -7.0 -0.7% $17.07 -2.8%
307 ESS ESSEX PPTY TR INC Real Estate 74.0 $18K 0.01% NEW $242.00 +15.0%
308 SPGI S&P GLOBAL INC Financial Services 41.0 $17K 0.01% -32.0 -43.8% $425.34 -2.8%
309 TPB TURNING PT BRANDS INC Consumer Defensive 200.0 $17K 0.01% +100.0 +100.0% $86.79 +3.3%
310 MELI MERCADOLIBRE INC Consumer Cyclical 10.0 $17K 0.01% $1729.00 -2.1%
311 DECK DECKERS OUTDOOR CORP Consumer Cyclical 162.0 $16K 0.01% $100.09 +14.1%
312 DHI D R HORTON INC Consumer Cyclical 114.0 $16K 0.01% $137.22 +7.2%
313 SBUX STARBUCKS CORP Consumer Cyclical 173.0 $15K 0.01% $89.59 +13.0%
314 MLM MARTIN MARIETTA MATLS INC Basic Materials 26.0 $15K 0.01% $588.69 -2.6%
315 WSO WATSCO INC Industrials 42.0 $15K 0.01% $363.79 +4.7%
316 BR BROADRIDGE FINL SOLUTIONS IN Technology 91.0 $15K 0.01% NEW $162.48 -9.7%
317 TFC TRUIST FINL CORP Financial Services 311.0 $14K 0.01% $45.97 +5.1%
318 CSX CSX CORP Industrials 333.0 $14K 0.01% $41.05 +14.7%
319 TEL TE CONNECTIVITY PLC Technology 64.0 $13K 0.01% $209.02 -0.4%
320 RKT ROCKET COS INC Financial Services 930.0 $13K 0.01% +430.0 +86.0% $14.25 -0.7%
Page 16 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%