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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 4 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BP BP PLC Energy 27,538.0 $1.0M 0.35% $36.95 +18.2%
62 ITUB ITAU UNIBANCO HLDG S A Financial Services 122,590.0 $1.0M 0.34% $8.17 -3.1%
63 ITA ISHARES TR 4,070.0 $987K 0.34% $242.42 -7.1%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,964.0 $985K 0.34% $501.36 +22.2%
65 MXI ISHARES TR 9,133.0 $967K 0.33% NEW $105.84 +7.9%
66 BOTZ GLOBAL X FDS 25,302.0 $960K 0.33% +23K +1131.2% $37.94 -7.8%
67 XBI SPDR SERIES TRUST 5,848.0 $925K 0.32% +2K +51.3% $158.25 +6.0%
68 EQNR EQUINOR ASA Energy 28,421.0 $900K 0.31% $31.67 +36.5%
69 ADI ANALOG DEVICES INC Technology 2,261.0 $898K 0.31% $397.17 -10.8%
70 WTAI WISDOMTREE TR 18,781.0 $892K 0.30% NEW $47.47 -16.1%
71 SHV ISHARES TR 7,943.0 $877K 0.30% +3K +52.9% $110.35 -0.3%
72 VB VANGUARD INDEX FDS 2,868.0 $869K 0.30% $303.09 -2.1%
73 AVGO BROADCOM INC Technology 2,258.0 $853K 0.29% $377.75 -2.5%
74 GDX VANECK ETF TRUST 10,520.0 $794K 0.27% +2K +17.9% $75.45 +30.1%
75 KWEB KRANESHARES TRUST 32,332.0 $791K 0.27% -435.0 -1.3% $24.47 +5.5%
76 ASML ASML HLDG NV Technology 390.0 $776K 0.27% $1989.44 -16.5%
77 KOID KRANESHARES TRUST 18,676.0 $770K 0.26% $41.22 -14.3%
78 REMX VANECK ETF TRUST 8,664.0 $767K 0.26% $88.50 -14.1%
79 XLI SELECT SECTOR SPDR TR 4,098.0 $759K 0.26% $185.23 -7.0%
80 BAI BLACKROCK ETF TRUST 13,749.0 $725K 0.25% NEW $52.72 -18.5%
Page 4 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%