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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $249M AUM 477 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 477 New
Page 5 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV ISHARES SILVER TR Financial Services 7,700.0 $496K 0.20% NEW $64.42 +8.2%
82 LUNR INTUITIVE MACHINES INC Industrials 30,000.0 $487K 0.20% NEW $16.23 +114.8%
83 CVX CHEVRON CORP NEW Energy 3,076.0 $469K 0.19% NEW $152.41 +21.2%
84 UNP UNION PAC CORP Industrials 2,007.0 $464K 0.19% NEW $231.32 +17.2%
85 FXI ISHARES TR 11,886.0 $455K 0.18% NEW $38.29 -6.6%
86 NFLX NETFLIX INC Communication Services 4,830.0 $453K 0.18% NEW $93.76 -6.5%
87 TMUS T-MOBILE US INC Communication Services 2,144.0 $435K 0.17% NEW $203.04 -5.9%
88 EWA ISHARES INC 16,409.0 $430K 0.17% NEW $26.19 +10.5%
89 PAX PATRIA INVESTMENTS LIMITED Financial Services 26,300.0 $418K 0.17% NEW $15.89 -28.9%
90 VUG VANGUARD INDEX FDS 849.0 $414K 0.17% NEW $487.86 -81.9%
91 PG PROCTER AND GAMBLE CO Consumer Defensive 2,890.0 $414K 0.17% NEW $143.31 -0.2%
92 CRWD CROWDSTRIKE HLDGS INC Technology 875.0 $410K 0.17% NEW $468.76 +43.3%
93 PEP PEPSICO INC Consumer Defensive 2,688.0 $386K 0.15% NEW $143.52 +1.5%
94 JD JD.COM INC Consumer Cyclical 13,439.0 $386K 0.15% NEW $28.70 +4.5%
95 ASML ASML HOLDING N V Technology 345.0 $369K 0.15% NEW $1069.86 +52.5%
96 LNG CHENIERE ENERGY INC Energy 1,812.0 $352K 0.14% NEW $194.39 +20.4%
97 RIO RIO TINTO PLC Basic Materials 4,368.0 $350K 0.14% NEW $80.03 +33.6%
98 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 5,820.0 $341K 0.14% NEW $58.67 -1.8%
99 CTA SIMPLIFY EXCHANGE TRADED FUN 12,516.0 $341K 0.14% NEW $27.26 +9.5%
100 QUAL ISHARES TR 1,702.0 $338K 0.14% NEW $198.62 +8.6%
Page 5 of 24  ·  477 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 36.6%
Technology 21.8%
Consumer Cyclical 13.3%
Communication Services 9.4%
Healthcare 5.3%
Consumer Defensive 4.7%
Energy 3.9%
Industrials 3.7%
Real Estate 0.5%
Basic Materials 0.5%