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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 19 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DIS DISNEY WALT CO Communication Services 63.0 $6K 0.00% -415.0 -86.8% $96.38 +7.2%
362 EMB ISHARES TR 64.0 $6K 0.00% $93.94 +1.8%
363 PKG PACKAGING CORP AMER Consumer Cyclical 28.0 $6K 0.00% $212.21 +2.9%
364 LSTR LANDSTAR SYS INC Industrials 36.0 $6K 0.00% $160.31 +26.1%
365 LFUS LITTELFUSE INC Technology 17.0 $6K 0.00% $339.35 +40.5%
366 COKE COCA COLA CONS INC Consumer Defensive 30.0 $6K 0.00% $191.73 -8.0%
367 ROK ROCKWELL AUTOMATION INC Industrials 16.0 $6K 0.00% $358.88 +27.1%
368 EXPD EXPEDITORS INTL WASH INC Industrials 40.0 $6K 0.00% $143.22 +12.2%
369 INSTALLED BLDG PRODS INC 21.0 $6K 0.00% $265.14
370 SCHF SCHWAB STRATEGIC TR 220.0 $5K 0.00% +110.0 +100.0% $24.75 +12.2%
371 SCHX SCHWAB STRATEGIC TR 204.0 $5K 0.00% $25.64 +15.2%
372 MOS MOSAIC CO Basic Materials 200.0 $5K 0.00% NEW $25.50 -11.3%
373 EXPE EXPEDIA GROUP INC Consumer Cyclical 21.0 $5K 0.00% $230.90 -3.4%
374 SU SUNCOR ENERGY INC NEW Energy 70.0 $5K 0.00% $66.11 -0.8%
375 COP CONOCOPHILLIPS Energy 35.0 $5K 0.00% $132.00 -11.7%
376 BC BRUNSWICK CORP Consumer Cyclical 62.0 $5K 0.00% $72.76 +14.6%
377 EVTC EVERTEC INC Technology 158.0 $4K 0.00% $28.22 -15.3%
378 IAU ISHARES GOLD TR Financial Services 49.0 $4K 0.00% +36.0 +276.9% $88.16 -3.8%
379 STE STERIS PLC Healthcare 19.0 $4K 0.00% $221.11 -2.2%
380 PINK SIMPLIFY EXCHANGE TRADED FUN 124.0 $4K 0.00% -15.0 -10.8% $33.66 +10.8%
Page 19 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%