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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 7 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 B BARRICK MNG CORP Basic Materials 7,581.0 $278K 0.10% $36.73 +20.0%
122 SCHD SCHWAB STRATEGIC TR 8,660.0 $275K 0.09% +5K +157.0% $31.71 +10.5%
123 CRWD CROWDSTRIKE HLDGS INC Technology 350.0 $267K 0.09% -525.0 -60.0% $190.78 +6.7%
124 BYD BOYD GAMING CORP Consumer Cyclical 2,927.0 $259K 0.09% $88.33 -13.0%
125 TSLA TESLA INC Consumer Cyclical 613.0 $258K 0.09% $420.60 -15.7%
126 TJX TJX COS INC NEW Consumer Cyclical 1,686.0 $255K 0.09% $151.50 -12.9%
127 QCOM QUALCOMM INC Technology 1,366.0 $252K 0.09% $184.79 -8.1%
128 RSG REPUBLIC SVCS INC Industrials 1,181.0 $252K 0.09% -39.0 -3.2% $213.08 +4.9%
129 DOCS DOXIMITY INC Healthcare 12,090.0 $251K 0.09% $20.74 +28.1%
130 VECO VEECO INSTRS INC DEL Technology 3,200.0 $243K 0.08% $75.80 -43.6%
131 XAR SPDR SERIES TRUST 853.0 $242K 0.08% $283.79 -11.8%
132 DDS DILLARDS INC Consumer Cyclical 435.0 $230K 0.08% $528.42 +18.6%
133 VV VANGUARD INDEX FDS 665.0 $229K 0.08% $343.91 +2.5%
134 PICK ISHARES INC 3,829.0 $223K 0.08% $58.15 +11.3%
135 LRCX LAM RESEARCH CORP Technology 500.0 $217K 0.07% $433.33 -33.4%
136 BLK BLACKROCK INC Financial Services 222.0 $213K 0.07% $961.56 +16.2%
137 EQIX EQUINIX INC Real Estate 198.0 $206K 0.07% $1042.39 -3.0%
138 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,846.0 $202K 0.07% $52.65 +27.0%
139 XLY SELECT SECTOR SPDR TR 1,696.0 $199K 0.07% -10.0 -0.6% $117.28 -2.1%
140 JD JD.COM INC Consumer Cyclical 7,704.0 $196K 0.07% -6K -42.7% $25.48 +9.5%
Page 7 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%