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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 18 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 88.0 $8K 0.00% $88.60 -30.7%
342 LFUS LITTELFUSE INC Technology 17.0 $8K 0.00% $455.35 -9.0%
343 LECO LINCOLN ELEC HLDGS INC Industrials 29.0 $8K 0.00% $265.52 +3.1%
344 SMR NUSCALE PWR CORP Utilities 750.0 $8K 0.00% $10.03 -2.8%
345 MATX MATSON INC Industrials 39.0 $7K 0.00% $192.23 +15.6%
346 EMR EMERSON ELEC CO Industrials 52.0 $7K 0.00% $143.15 +4.9%
347 YOU CLEAR SECURE INC Technology 132.0 $7K 0.00% $55.73 -20.0%
348 EMB ISHARES TR 75.0 $7K 0.00% +11.0 +17.2% $96.44 -2.1%
349 INFQ INFLEQTION INC Technology 534.0 $7K 0.00% NEW $13.32 -5.0%
350 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 10.0 $7K 0.00% $703.30 -1.8%
351 HPK HIGHPEAK ENERGY INC Energy 1,000.0 $7K 0.00% $6.99 +18.6%
352 EW EDWARDS LIFESCIENCES CORP Healthcare 77.0 $7K 0.00% $90.45 -0.7%
353 SNA SNAP ON INC Industrials 17.0 $7K 0.00% $402.41 -4.5%
354 PKG PACKAGING CORP AMER Consumer Cyclical 28.0 $7K 0.00% $238.29 -1.6%
355 EXPD EXPEDITORS INTL WASH INC Industrials 40.0 $7K 0.00% $162.97 +14.8%
356 FEDEX FGHT HLDG CO INC 42.0 $6K 0.00% NEW $151.00
357 UUP INVESCO DB US DLR INDEX TR Financial Services 221.0 $6K 0.00% -10.0 -4.3% $28.41 -1.4%
358 SCHF SCHWAB STRATEGIC TR 220.0 $6K 0.00% $27.70 +2.7%
359 DIS DISNEY WALT CO Communication Services 63.0 $6K 0.00% $96.25 +11.3%
360 SCHX SCHWAB STRATEGIC TR 204.0 $6K 0.00% $29.43 +3.6%
Page 18 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%