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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 18 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WST WEST PHARMACEUTICAL SVSC INC Healthcare 34.0 $9K 0.00% $250.65 +25.9%
342 ENVA ENOVA INTL INC Financial Services 61.0 $8K 0.00% $135.84 +18.4%
343 SMR NUSCALE PWR CORP Utilities 750.0 $8K 0.00% $10.84 +12.3%
344 PINS PINTEREST INC Communication Services 433.0 $8K 0.00% $18.34 +9.6%
345 ANET ARISTA NETWORKS INC Technology 64.0 $8K 0.00% -316.0 -83.2% $122.78 +27.7%
346 FNDX SCHWAB STRATEGIC TR 279.0 $8K 0.00% $27.85 +11.2%
347 EUFN ISHARES TR 220.0 $8K 0.00% $34.85 +11.7%
348 LECO LINCOLN ELEC HLDGS INC Industrials 29.0 $7K 0.00% $249.07 +7.0%
349 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 100.0 $7K 0.00% $71.18 -8.9%
350 HPK HIGHPEAK ENERGY INC Energy 1,000.0 $7K 0.00% $6.90 -3.1%
351 EMR EMERSON ELEC CO Industrials 52.0 $7K 0.00% $131.02 +7.5%
352 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 88.0 $7K 0.00% NEW $76.16 +11.5%
353 UUP INVESCO DB US DLR INDEX TR Financial Services 231.0 $6K 0.00% $27.78 -0.2%
354 SNX TD SYNNEX CORPORATION Technology 38.0 $6K 0.00% $168.71 +45.7%
355 MATX MATSON INC Industrials 39.0 $6K 0.00% $163.95 +13.4%
356 YOU CLEAR SECURE INC Technology 132.0 $6K 0.00% $48.41 +21.2%
357 SNA SNAP ON INC Industrials 17.0 $6K 0.00% $363.24 +2.9%
358 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 10.0 $6K 0.00% $616.80 +10.5%
359 EW EDWARDS LIFESCIENCES CORP Healthcare 77.0 $6K 0.00% $80.08 +9.7%
360 NXPI NXP SEMICONDUCTORS N V Technology 31.0 $6K 0.00% $196.87 +67.4%
Page 18 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%