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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 17 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WST WEST PHARMACEUTICAL SVSC INC Healthcare 34.0 $12K 0.00% $359.00 -4.5%
322 RKT ROCKET COS INC Financial Services 740.0 $12K 0.00% -190.0 -20.4% $15.75 -9.7%
323 FLS FLOWSERVE CORP Industrials 153.0 $11K 0.00% $74.16 +4.1%
324 IDCC INTERDIGITAL INC Technology 40.0 $11K 0.00% $283.12 +18.6%
325 VTV VANGUARD INDEX FDS 50.0 $11K 0.00% -1K -95.2% $217.94 +4.2%
326 ANET ARISTA NETWORKS INC Technology 64.0 $11K 0.00% $169.88 +12.7%
327 FICO FAIR ISAAC CORP Technology 9.0 $11K 0.00% $1194.78 -6.3%
328 MCK MCKESSON CORP Healthcare 14.0 $11K 0.00% $755.57 +21.9%
329 DOV DOVER CORP Industrials 46.0 $10K 0.00% $224.28 -14.8%
330 ROL ROLLINS INC Consumer Cyclical 246.0 $10K 0.00% $41.74 -14.4%
331 SNX TD SYNNEX CORPORATION Technology 38.0 $10K 0.00% $267.34 -1.8%
332 ABT ABBOTT LABORATORIES Healthcare 111.0 $10K 0.00% $90.74 +19.9%
333 ITW ILLINOIS TOOL WKS INC Industrials 36.0 $10K 0.00% $270.47 +0.4%
334 WEC WEC ENERGY GROUP INC Utilities 82.0 $10K 0.00% $116.77 -8.6%
335 PINS PINTEREST INC Communication Services 433.0 $9K 0.00% $21.03 -0.9%
336 NXPI NXP SEMICONDUCTORS N V Technology 31.0 $9K 0.00% $281.03 -19.9%
337 FNDX SCHWAB STRATEGIC TR 279.0 $9K 0.00% $31.10 +5.4%
338 EUFN ISHARES TR 220.0 $9K 0.00% $38.99 +10.5%
339 IDXX IDEXX LABS INC Healthcare 16.0 $8K 0.00% $526.44 +0.5%
340 ROK ROCKWELL AUTOMATION INC Industrials 16.0 $8K 0.00% $495.06 -13.5%
Page 17 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%