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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CME CME GROUP INC Financial Services 1,359.0 $401K 0.17% +316.0 +30.3% $295.35 -3.9%
42 VBR VANGUARD INDEX FDS 1,472.0 $320K 0.13% +9.0 +0.6% $217.19 +8.2%
43 B BARRICK MNG CORP Basic Materials 7,581.0 $309K 0.13% +4K +102.2% $40.79 +2.5%
44 GD GENERAL DYNAMICS CORP Industrials 868.0 $298K 0.12% +305.0 +54.2% $343.22 +0.3%
45 XLV SELECT SECTOR SPDR TR 2,007.0 $294K 0.12% +39.0 +2.0% $146.61 +1.5%
46 GS GOLDMAN SACHS GROUP INC Financial Services 333.0 $282K 0.12% +34.0 +11.4% $845.99 +17.0%
47 TJX TJX COS INC NEW Consumer Cyclical 1,686.0 $269K 0.11% +179.0 +11.9% $159.70 -0.6%
48 RSG REPUBLIC SVCS INC Industrials 1,220.0 $267K 0.11% +863.0 +241.7% $219.02 -5.3%
49 PICK ISHARES INC 3,829.0 $217K 0.09% +76.0 +2.0% $56.59 +16.2%
50 ISRG INTUITIVE SURGICAL INC Healthcare 366.0 $169K 0.07% +215.0 +142.4% $460.99 -4.8%
51 NEE NEXTERA ENERGY INC Utilities 1,594.0 $148K 0.06% +16.0 +1.0% $92.88 -5.4%
52 LHX L3HARRIS TECHNOLOGIES INC Industrials 363.0 $125K 0.05% +315.0 +656.2% $345.15 -9.6%
53 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 428.0 $124K 0.05% +382.0 +830.4% $290.49 -0.7%
54 CNR CORE NATURAL RESOURCES INC Energy 1,172.0 $123K 0.05% +1K +5227.3% $104.73 -16.0%
55 WMB WILLIAMS COS INC Energy 1,656.0 $121K 0.05% +738.0 +80.4% $72.78 +5.4%
56 VMBS VANGUARD SCOTTSDALE FDS 2,189.0 $103K 0.04% +45.0 +2.1% $46.95 -0.6%
57 VLO VALERO ENERGY CORP Energy 369.0 $91K 0.04% +305.0 +476.6% $247.08 -2.1%
58 AWK AMERICAN WTR WKS CO INC NEW Utilities 525.0 $71K 0.03% +175.0 +50.0% $136.09 -8.6%
59 SYK STRYKER CORPORATION Healthcare 158.0 $52K 0.02% +57.0 +56.4% $328.59 -5.0%
60 MRSH MARSH & MCLENNAN COS INC Financial Services 231.0 $40K 0.02% +96.0 +71.1% $173.45 -6.2%
Page 3 of 4  ·  73 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%