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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 2 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEF ISHARES TR 36,208.0 $3.4M 1.17% +8K +29.4% $94.57 -2.6%
22 VTI VANGUARD INDEX FDS 8,835.0 $3.3M 1.12% +5K +151.5% $370.04 +1.9%
23 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 95,075.0 $3.2M 1.10% -2K -2.6% $33.88 +6.4%
24 XLU SELECT SECTOR SPDR TR 69,946.0 $3.2M 1.09% $45.34 -6.6%
25 NVDA NVIDIA CORPORATION Technology 15,293.0 $3.1M 1.05% $200.09 +12.0%
26 VEA VANGUARD TAX-MANAGED FDS 39,907.0 $2.8M 0.97% +212.0 +0.5% $71.25 +1.7%
27 SHLD GLOBAL X FDS 44,211.0 $2.6M 0.90% +11K +34.5% $59.71 +6.0%
28 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 27,117.0 $2.6M 0.89% -5K -14.8% $95.98 +16.8%
29 IGF ISHARES TR 37,598.0 $2.5M 0.86% +38K +10000.0% $66.60 -3.2%
30 JPM JPMORGAN CHASE & CO Financial Services 6,473.0 $2.1M 0.72% $327.33 +10.2%
31 QQQ INVESCO QQQ TR Financial Services 2,828.0 $2.1M 0.71% $736.40 -3.9%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,225.0 $2.1M 0.71% $935.47 -0.1%
33 VOO VANGUARD INDEX FDS 2,934.0 $2.0M 0.69% -128.0 -4.2% $686.81 +2.4%
34 IGSB ISHARES TR 36,035.0 $1.9M 0.65% +9K +34.5% $52.41 -1.2%
35 SCJ ISHARES INC 17,620.0 $1.9M 0.64% +264.0 +1.5% $105.31 +3.1%
36 SHEL SHELL PLC Energy 23,396.0 $1.8M 0.62% $77.54 +20.4%
37 JXI ISHARES TR 21,341.0 $1.8M 0.62% +21K +4539.4% $84.97 -5.3%
38 KSA ISHARES TR 46,795.0 $1.7M 0.60% $37.31 +2.9%
39 CNQ CANADIAN NAT RES LTD MED TER Energy 44,060.0 $1.7M 0.60% $39.53 +30.9%
40 WMT WALMART INC Consumer Defensive 14,799.0 $1.7M 0.57% $113.26 -6.3%
Page 2 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%