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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 19 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 COKE COCA COLA CONS INC Consumer Defensive 30.0 $6K 0.00% $190.93 +3.4%
362 SPACE EXPLORATION TECHN CORP 32.0 $5K 0.00% NEW $170.88
363 EXPE EXPEDIA GROUP INC Consumer Cyclical 21.0 $5K 0.00% $255.86 +18.5%
364 PINK SIMPLIFY EXCHANGE TRADED FUN 124.0 $5K 0.00% $39.15 +1.8%
365 INSTALLED BLDG PRODS INC 21.0 $5K 0.00% $229.86
366 SLV ISHARES SILVER TR Financial Services 87.0 $5K 0.00% NEW $53.47 +13.2%
367 FNDA SCHWAB STRATEGIC TR 122.0 $5K 0.00% $38.06 -2.7%
368 EVTC EVERTEC INC Technology 158.0 $4K 0.00% $27.78 +10.0%
369 EWP ISHARES INC 73.0 $4K 0.00% -8K -99.1% $59.38 +5.4%
370 SCHE SCHWAB STRATEGIC TR 119.0 $4K 0.00% $36.26 +2.9%
371 MSA MSA SAFETY INC Industrials 24.0 $4K 0.00% $174.58 +7.5%
372 VLTO VERALTO CORP Industrials 47.0 $4K 0.00% $88.68 +10.4%
373 STE STERIS PLC Healthcare 19.0 $4K 0.00% $210.58 +7.7%
374 LOW LOWES COS INC Consumer Cyclical 18.0 $4K 0.00% -23.0 -56.1% $220.50 -8.4%
375 SU SUNCOR ENERGY INC NEW Energy 70.0 $4K 0.00% $53.69 +27.1%
376 AVY AVERY DENNISON CORP Industrials 23.0 $4K 0.00% $162.35 +6.6%
377 IAU ISHARES GOLD TR Financial Services 49.0 $4K 0.00% $75.51 +11.4%
378 COP CONOCOPHILLIPS Energy 35.0 $4K 0.00% $103.97 +30.5%
379 BNDX VANGUARD CHARLOTTE FDS 75.0 $4K 0.00% -6.0 -7.4% $48.43 -2.1%
380 IWM ISHARES TR 11.0 $3K 0.00% $300.45 -1.8%
Page 19 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%