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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 21 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BKLN INVESCO EXCH TRADED FD TR II 77.0 $2K 0.00% $20.36 +1.0%
402 MILLROSE PPTYS INC 51.0 $2K 0.00% $30.06
403 BR BROADRIDGE FINL SOLUTIONS IN Technology 11.0 $2K 0.00% -80.0 -87.9% $136.91 +30.2%
404 ILF ISHARES TR 39.0 $1K $33.74 +6.9%
405 UFO PROCURE ETF TRUST II 24.0 $1K $50.67 -15.3%
406 EMLC VANECK ETF TRUST 44.0 $1K $25.57 -0.3%
407 SCHC SCHWAB STRATEGIC TR 23.0 $1K $48.13 +5.4%
408 DBMF LITMAN GREGORY FDS TR 35.0 $1K $30.60 +3.0%
409 WTMF WISDOMTREE TR 25.0 $1K $40.84 +2.9%
410 MTH MERITAGE HOMES CORP Consumer Cyclical 12.0 $1K $83.83 -19.1%
411 CF CF INDUSTRIES HOLD Basic Materials 9.0 $974.0 $108.22 +28.3%
412 SCHH SCHWAB STRATEGIC TR 40.0 $947.0 $23.68 -0.9%
413 BCC BOISE CASCADE CO DEL Basic Materials 12.0 $932.0 $77.67 -0.3%
414 VGSH VANGUARD SCOTTSDALE FDS 16.0 $931.0 $58.19 -0.5%
415 FLR FLUOR CORP Industrials 17.0 $891.0 $52.41 +7.3%
416 BRIGHTSTAR LOTTERY PLC 81.0 $868.0 $10.72
417 DVN DEVON ENERGY CORP NEW Energy 20.0 $826.0 NEW $41.30 +18.8%
418 PYPL PAYPAL HLDGS INC Financial Services 18.0 $777.0 -25.0 -58.1% $43.17 +25.7%
419 TFPN TIDAL TRUST II 24.0 $756.0 $31.50 -4.1%
420 VWO VANGUARD INTL EQUITY INDEX F 12.0 $733.0 -2.0 -14.3% $61.08 -0.7%
Page 21 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%