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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 5 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SJB PROSHARES TR 46,191.0 $699K 0.24% $15.14 +0.3%
82 VUG VANGUARD INDEX FDS 7,194.0 $620K 0.21% +6K +500.0% $86.14 +1.4%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,263.0 $603K 0.21% $477.57 -13.3%
84 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 20,523.0 $547K 0.19% $26.67 +9.5%
85 UNP UNION PAC CORP Industrials 2,007.0 $546K 0.19% $272.00 +5.8%
86 LUNR INTUITIVE MACHINES INC Industrials 25,000.0 $535K 0.18% -5K -16.7% $21.39 -29.7%
87 LQD ISHARES TR 4,825.0 $526K 0.18% -52.0 -1.1% $109.07 -3.4%
88 NFLX NETFLIX INC. Communication Services 7,330.0 $523K 0.18% +2K +51.8% $71.40 +14.6%
89 EPOL ISHARES TR 13,390.0 $517K 0.18% -3K -20.1% $38.61 +14.7%
90 POWA INVESCO EXCH TRD SLF IDX FD 5,572.0 $495K 0.17% $88.84 +1.5%
91 HONEYWELL INTL INC 2,114.0 $473K 0.16% NEW $223.90
92 HONEYWELL AEROSPACE INC 2,114.0 $467K 0.16% NEW $221.08
93 EWA ISHARES INC 15,380.0 $433K 0.15% -1K -6.9% $28.16 +6.5%
94 LNG CHENIERE ENERGY INC Energy 1,812.0 $433K 0.15% $239.01 +20.6%
95 META META PLATFORMS INC Communication Services 765.0 $431K 0.15% $563.29 +4.2%
96 MU MICRON TECHNOLOGY INC Technology 369.0 $426K 0.15% $1154.29 -17.3%
97 PG PROCTER & GAMBLE CO Consumer Defensive 2,890.0 $424K 0.14% $146.64 -0.1%
98 RIO RIO TINTO PLC Basic Materials 4,368.0 $415K 0.14% $94.93 +8.7%
99 NU NU HLDGS LTD Financial Services 30,400.0 $406K 0.14% $13.36 +10.4%
100 AMD ADVANCED MICRO DEVICES INC Technology 657.0 $382K 0.13% $580.91 -21.0%
Page 5 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%