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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
Q2 2026 Q1 2026 · All 43 New 73 Added 82 Reduced
Page 23 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WOLF WOLFSPEED INC Technology 1.0 $16.0 $16.00 +65.2%
Page 23 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 38.2%
Technology 21.1%
Consumer Cyclical 11.5%
Energy 7.4%
Consumer Defensive 5.5%
Communication Services 5.0%
Industrials 5.0%
Healthcare 4.5%
Basic Materials 1.0%
Real Estate 0.6%