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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 22 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OXY OCCIDENTAL PETE CORP Energy 15.0 $729.0 $48.60 +24.8%
422 CCS CENTURY COMMUNITIES INC Consumer Cyclical 9.0 $645.0 $71.67 -9.0%
423 MOO VANECK ETF TRUST 8.0 $634.0 $79.25 +11.9%
424 ADBE ADOBE INC Technology 3.0 $615.0 $205.00 +36.9%
425 SCHR SCHWAB STRATEGIC TR 18.0 $444.0 $24.67 -1.9%
426 HAUZ DBX ETF TR 19.0 $426.0 $22.42 +0.0%
427 DOCU DOCUSIGN INC Technology 9.0 $400.0 $44.44 +44.5%
428 EBND SPDR SERIES TRUST 17.0 $356.0 $20.94 +0.5%
429 PZZA PAPA JOHNS INTL INC Consumer Cyclical 9.0 $331.0 $36.78 -37.9%
430 BNDD KRANESHARES TRUST 3.0 $303.0 $101.00 -4.5%
431 SPIB SPDR SERIES TRUST 6.0 $201.0 $33.50 -1.9%
432 BUG GLOBAL X FDS 4.0 $153.0 $38.25 +4.2%
433 ETH GRAYSCALE ETHEREUM STAKING Financial Services 8.0 $120.0 $15.00 +52.4%
434 VSNT VERSANT MEDIA GROUP INC Industrials 3.0 $108.0 $36.00 +15.6%
Page 22 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%