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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 6 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRWD CROWDSTRIKE HLDGS INC Technology 875.0 $342K 0.14% $390.41 +72.0%
102 PAX PATRIA INVESTMENTS LIMITED Financial Services 26,300.0 $331K 0.14% $12.60 -10.4%
103 QUAL ISHARES TR 1,674.0 $321K 0.13% -28.0 -1.6% $191.81 +12.5%
104 RTX RTX CORPORATION Industrials 1,658.0 $320K 0.13% $192.90 -7.2%
105 VBR VANGUARD INDEX FDS 1,472.0 $320K 0.13% +9.0 +0.6% $217.19 +8.3%
106 BEKE KE HLDGS INC Real Estate 21,100.0 $316K 0.13% $14.97 +10.2%
107 ANNALY CAPITAL MANAGEMENT IN 14,884.0 $315K 0.13% $21.15
108 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,846.0 $310K 0.13% NEW $80.56 -14.3%
109 B BARRICK MNG CORP Basic Materials 7,581.0 $309K 0.13% +4K +102.2% $40.79 +3.2%
110 GD GENERAL DYNAMICS CORP Industrials 868.0 $298K 0.12% +305.0 +54.2% $343.22 +0.4%
111 XLV SELECT SECTOR SPDR TR 2,007.0 $294K 0.12% +39.0 +2.0% $146.61 +1.3%
112 FXY INVESCO CURRENCYSHARES Financial Services 4,900.0 $284K 0.12% -920.0 -15.8% $57.88 -0.4%
113 GS GOLDMAN SACHS GROUP INC Financial Services 333.0 $282K 0.12% +34.0 +11.4% $845.99 +17.6%
114 DOCS DOXIMITY INC Healthcare 12,090.0 $282K 0.12% $23.30 -16.2%
115 TLT ISHARES TR 3,229.0 $280K 0.12% -3K -50.8% $86.69 -1.9%
116 VO VANGUARD INDEX FDS 949.0 $273K 0.11% $287.19 -72.6%
117 KO COCA COLA CO Consumer Defensive 3,583.0 $272K 0.11% -210.0 -5.5% $76.05 +5.8%
118 TJX TJX COS INC NEW Consumer Cyclical 1,686.0 $269K 0.11% +179.0 +11.9% $159.70 -0.5%
119 RSG REPUBLIC SVCS INC Industrials 1,220.0 $267K 0.11% +863.0 +241.7% $219.02 -5.5%
120 DDS DILLARDS INC Consumer Cyclical 435.0 $249K 0.10% $572.11 +0.8%
Page 6 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%