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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 20 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CACI CACI INTL INC Technology 6.0 $3K 0.00% $463.33 +34.2%
382 XAIX DBX ETF TR 48.0 $3K 0.00% NEW $57.54 -3.3%
383 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 42.0 $3K 0.00% -58.0 -58.0% $64.00 +11.1%
384 CL COLGATE PALMOLIVE CO Consumer Defensive 29.0 $3K 0.00% -224.0 -88.5% $91.69 -1.1%
385 SCHA SCHWAB STRATEGIC TR 72.0 $3K 0.00% $36.12 -6.0%
386 URI UNITED RENTALS INC Industrials 2.0 $2K 0.00% $1133.00 -13.4%
387 CTAS CINTAS CORP Industrials 13.0 $2K 0.00% -155.0 -92.3% $170.08 +16.3%
388 CMCSA COMCAST CORP NEW Communication Services 90.0 $2K 0.00% -2K -95.6% $24.56 +10.3%
389 DTH WISDOMTREE TR 40.0 $2K 0.00% $54.10 +7.7%
390 EWL ISHARES INC 34.0 $2K 0.00% $62.85 -0.1%
391 SCHP SCHWAB STRATEGIC TR 79.0 $2K 0.00% $26.51 -2.6%
392 ZTS ZOETIS INC Healthcare 28.0 $2K 0.00% $71.86 +7.4%
393 FNDC SCHWAB STRATEGIC TR 41.0 $2K 0.00% $48.56 +4.5%
394 FNDE SCHWAB STRATEGIC TR 49.0 $2K 0.00% $39.67 +7.4%
395 DGX QUEST DIAGNOSTICS INC Healthcare 9.0 $2K 0.00% $212.00 +13.9%
396 DVYE ISHARES INC 58.0 $2K 0.00% $32.22 +11.7%
397 HUN HUNTSMAN CORP Basic Materials 168.0 $2K 0.00% $10.62 -8.3%
398 AZN ASTRAZENECA PLC Healthcare 9.0 $2K 0.00% NEW $189.67 -14.5%
399 VRSK VERISK ANALYTICS INC Industrials 9.0 $2K 0.00% $179.56 +4.7%
400 EMQQ EXCHANGE TRADED CONCEPTS TRU 51.0 $2K 0.00% $31.20 +7.9%
Page 20 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%