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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 8 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SOXX ISHARES TR 300.0 $192K 0.07% $640.76 -21.8%
142 XME SPDR SERIES TRUST 1,793.0 $192K 0.07% $106.93 +10.7%
143 VGT VANGUARD WORLD FD 1,600.0 $191K 0.07% +1K +700.0% $119.52 -0.5%
144 HOOD ROBINHOOD MKTS INC Financial Services 1,852.0 $186K 0.06% $100.28 +5.2%
145 ORCL ORACLE CORP Technology 1,256.0 $184K 0.06% -423.0 -25.2% $146.55 -1.2%
146 SPHQ INVESCO EXCHANGE TRADED FD T 2,005.0 $181K 0.06% $90.10 -6.0%
147 CRM SALESFORCE INC Technology 1,104.0 $173K 0.06% $156.66 +62.3%
148 ACWI ISHARES TR 1,100.0 $173K 0.06% $156.97 +1.9%
149 YUM YUM BRANDS INC Consumer Cyclical 1,069.0 $171K 0.06% $159.86 -5.3%
150 UBER UBER TECHNOLOGIES INC Technology 2,359.0 $170K 0.06% $72.16 +6.6%
151 FIX COMFORT SYS USA INC Industrials 84.0 $166K 0.06% $1981.95 -21.4%
152 BERKSHIRE HATHAWAY INC DEL 301.0 $151K 0.05% $500.39
153 WCN WASTE CONNECTIONS INC Industrials 893.0 $149K 0.05% $166.69 -1.0%
154 CART MAPLEBEAR INC Consumer Cyclical 3,126.0 $148K 0.05% $47.35 +8.2%
155 VXUS VANGUARD STAR FDS 1,714.0 $147K 0.05% +154.0 +9.9% $85.49 +1.7%
156 MAR MARRIOTT INTL INC NEW Consumer Cyclical 393.0 $146K 0.05% $370.59 -9.7%
157 APH AMPHENOL CORP Technology 825.0 $145K 0.05% $176.32 -9.8%
158 VHT VANGUARD WORLD FD 470.0 $141K 0.05% $299.01 +8.2%
159 NEE NEXTERA ENERGY INC Utilities 1,594.0 $140K 0.05% $87.77 -5.6%
160 CRL CHARLES RIV LABS INTL INC Healthcare 600.0 $136K 0.05% $226.79 +26.4%
Page 8 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%