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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 6 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,249.0 $370K 0.13% $51.05 +31.8%
102 QUAL ISHARES TR 1,674.0 $367K 0.13% $219.43 +1.0%
103 PEP PEPSICO INC Consumer Defensive 2,688.0 $364K 0.12% $135.40 +4.4%
104 VBR VANGUARD INDEX FDS 1,478.0 $359K 0.12% $243.02 +1.1%
105 IXC ISHARES TR 7,283.0 $358K 0.12% NEW $49.13 +20.4%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 2,907.0 $339K 0.12% +3K +1062.8% $116.67 +42.6%
107 GS GOLDMAN SACHS GROUP INC Financial Services 333.0 $337K 0.12% $1011.37 -0.6%
108 TMUS T-MOBILE US INC Communication Services 1,974.0 $331K 0.11% $167.73 +11.8%
109 EWY ISHARES INC 1,589.0 $321K 0.11% +21.0 +1.3% $201.90 -11.8%
110 FXI ISHARES TR 10,086.0 $319K 0.11% -159.0 -1.6% $31.59 +12.5%
111 VO VANGUARD INDEX FDS 3,952.0 $318K 0.11% +3K +316.4% $80.57 +1.2%
112 XLV SELECT SECTOR SPDR TR 2,006.0 $318K 0.11% $158.66 +9.0%
113 RTX RTX CORPORATION Industrials 1,658.0 $315K 0.11% $189.73 +6.2%
114 GD GENERAL DYNAMICS CORP Industrials 868.0 $307K 0.10% $354.24 +2.6%
115 CTA SIMPLIFY EXCHANGE TRADED FUN 11,836.0 $307K 0.10% $25.94 +12.0%
116 BEKE KE HLDGS INC Real Estate 21,100.0 $307K 0.10% $14.53 +23.5%
117 KO COCA COLA CO Consumer Defensive 3,583.0 $291K 0.10% $81.27 +9.2%
118 PAX PATRIA INVESTMENTS LIMITED Financial Services 26,300.0 $289K 0.10% $10.98 +3.2%
119 KEYS KEYSIGHT TECHNOLOGIES INC Technology 816.0 $286K 0.10% $350.07 -8.5%
120 ABBV ABBVIE INC Healthcare 1,110.0 $279K 0.10% $251.64 +2.8%
Page 6 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%