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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 21 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DGX QUEST DIAGNOSTICS INC Healthcare 9.0 $2K 0.00% -40.0 -81.6% $196.00 -1.5%
402 VRSK VERISK ANALYTICS INC Industrials 9.0 $2K 0.00% NEW $189.78 -9.6%
403 EMQQ EXCHANGE TRADED CONCEPTS TRU 51.0 $2K 0.00% $33.08 -1.2%
404 BKLN INVESCO EXCH TRADED FD TR II 77.0 $2K 0.00% $20.42 +0.3%
405 URI UNITED RENTALS INC Industrials 2.0 $1K 0.00% -16.0 -88.9% $728.50 +32.2%
406 MILLROSE PPTYS INC 51.0 $1K 0.00% $28.00
407 WYNN WYNN RESORTS LTD Consumer Cyclical 14.0 $1K 0.00% NEW $101.57 -3.6%
408 ILF ISHARES TR 39.0 $1K 0.00% $35.51 -0.4%
409 CF CF INDUSTRIES HOLD Basic Materials 9.0 $1K -34.0 -79.1% $129.89 -8.3%
410 EMLC VANECK ETF TRUST 44.0 $1K -6K -99.3% $25.11 +1.4%
411 UFO PROCURE ETF TRUST II 24.0 $1K $44.79 +46.1%
412 SCHC SCHWAB STRATEGIC TR 23.0 $1K $46.74 +9.4%
413 DBMF LITMAN GREGORY FDS TR 35.0 $1K $30.14 +3.4%
414 BRIGHTSTAR LOTTERY PLC 81.0 $1K $12.74
415 CTRA COTERRA ENERGY INC Energy 29.0 $1K $35.14 -7.3%
416 WTMF WISDOMTREE TR 25.0 $992.0 $39.68 +3.9%
417 OXY OCCIDENTAL PETE CORP Energy 15.0 $975.0 $65.00 -11.6%
418 VGSH VANGUARD SCOTTSDALE FDS 16.0 $937.0 $58.56 -0.5%
419 BCC BOISE CASCADE CO DEL Basic Materials 12.0 $910.0 $75.83 -10.2%
420 SCHH SCHWAB STRATEGIC TR 40.0 $860.0 $21.50 +10.9%
Page 21 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%