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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
Q1 2026 Q4 2025 · All 43 New 73 Added 82 Reduced 79 Exited
Page 5 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LNG CHENIERE ENERGY INC Energy 1,812.0 $514K 0.21% $283.76 -17.5%
82 STM STMICROELECTRONICS N V Technology 14,400.0 $498K 0.20% NEW $34.55 +104.6%
83 XBI SPDR SERIES TRUST 3,865.0 $494K 0.20% +2K +103.3% $127.73 +4.4%
84 UNP UNION PAC CORP Industrials 2,007.0 $487K 0.20% $242.62 +11.7%
85 POWA INVESCO EXCH TRD SLF IDX FD 5,572.0 $480K 0.20% -3K -34.8% $86.15 +1.2%
86 NFLX NETFLIX INC. Communication Services 4,830.0 $464K 0.19% $96.15 -8.8%
87 EWA ISHARES INC 16,522.0 $459K 0.19% +113.0 +0.7% $27.76 +4.3%
88 EWP ISHARES INC 8,371.0 $455K 0.19% NEW $54.31 +6.4%
89 META META PLATFORMS INC Communication Services 766.0 $438K 0.18% $571.85 +7.1%
90 NU NU HLDGS LTD Financial Services 30,400.0 $437K 0.18% $14.37 -9.7%
91 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,249.0 $428K 0.18% -1K -13.8% $59.03 +11.9%
92 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,263.0 $427K 0.17% +568.0 +81.7% $337.95 +22.0%
93 PG PROCTER & GAMBLE CO Consumer Defensive 2,890.0 $417K 0.17% $144.44 -1.0%
94 PEP PEPSICO INC Consumer Defensive 2,688.0 $417K 0.17% $155.29 -6.2%
95 TMUS T-MOBILE US INC Communication Services 1,974.0 $415K 0.17% -170.0 -7.9% $210.03 -9.0%
96 RIO RIO TINTO PLC Basic Materials 4,368.0 $407K 0.17% $93.29 +14.6%
97 CME CME GROUP INC Financial Services 1,359.0 $401K 0.17% +316.0 +30.3% $295.35 -4.3%
98 JD JD.COM INC Consumer Cyclical 13,439.0 $397K 0.16% $29.57 +1.4%
99 FXI ISHARES TR 10,245.0 $368K 0.15% -2K -13.8% $35.90 -0.4%
100 CTA SIMPLIFY EXCHANGE TRADED FUN 11,836.0 $358K 0.15% -680.0 -5.4% $30.22 -1.3%
Page 5 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 36.7%
Technology 20.3%
Consumer Cyclical 11.0%
Communication Services 8.8%
Energy 7.1%
Consumer Defensive 5.3%
Industrials 4.8%
Healthcare 4.3%
Basic Materials 0.9%
Real Estate 0.6%