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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 9 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 1,036.0 $131K 0.04% $126.34 +18.2%
162 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 428.0 $125K 0.04% $293.18 +5.4%
163 FXY INVESCO CURRENCYSHARES Financial Services 2,184.0 $123K 0.04% -3K -55.4% $56.44 +2.2%
164 WMB WILLIAMS COS INC Energy 1,656.0 $123K 0.04% $74.34 +0.4%
165 BHP BHP BILLITON LIMITED Basic Materials 1,459.0 $122K 0.04% $83.31 +11.5%
166 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 125.0 $121K 0.04% $965.00 -16.8%
167 IBM INTERNATIONAL BUSINESS MACHS Technology 420.0 $118K 0.04% $281.21 -17.5%
168 MCD MCDONALDS CORP Consumer Cyclical 422.0 $114K 0.04% $270.31 -3.4%
169 EXPAND ENERGY CORPORATION 1,245.0 $114K 0.04% $91.19
170 ET ENERGY TRANSFER L P Energy 5,927.0 $113K 0.04% $19.12 +12.5%
171 DBC INVESCO DB COMMDY INDX TRCK Financial Services 4,040.0 $108K 0.04% $26.66 +19.9%
172 LHX L3HARRIS TECHNOLOGIES INC Industrials 363.0 $105K 0.04% $290.59 -10.0%
173 EWG ISHARES INC 2,529.0 $105K 0.04% -25K -90.8% $41.37 +4.9%
174 VMBS VANGUARD SCOTTSDALE FDS 2,189.0 $102K 0.04% $46.81 -2.2%
175 XLP SELECT SECTOR SPDR TR 1,231.0 $102K 0.04% $83.07 +3.3%
176 ROBO EXCHANGE TRADED CONCEPTS TRU 1,175.0 $101K 0.03% $85.66 -8.3%
177 GEV GE VERNOVA INC Utilities 83.0 $98K 0.03% $1174.86 -22.0%
178 TDG TRANSDIGM GROUP INC Industrials 73.0 $97K 0.03% $1332.04 -13.2%
179 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 7,595.0 $97K 0.03% +7K +615.2% $12.76 +50.0%
180 ETN EATON CORP PLC Industrials 227.0 $97K 0.03% $426.12 -8.4%
Page 9 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%