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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 1 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CYBERARK SOFTWARE LTD 12,806 $5.7M 2.29% SOLD
2 SE SEA LTD Consumer Cyclical 18,700 $2.4M 0.96% SOLD
3 SLV ISHARES SILVER TR Financial Services 7,700 $496K 0.20% SOLD
4 INTC INTEL CORP Technology 4,750 $175K 0.07% SOLD
5 INTU INTUIT Technology 159 $105K 0.04% SOLD
6 ELECTROVAYA INC 5,000 $40K 0.02% SOLD
7 RH RH Consumer Cyclical 200 $36K 0.01% SOLD
8 VRTX VERTEX PHARMACEUTICALS INC Healthcare 67 $30K 0.01% SOLD
9 SIMO SILICON MOTION TECHNOLOGY CO Technology 300 $28K 0.01% SOLD
10 MPLX MPLX LP Energy 500 $27K 0.01% SOLD
11 MPTI M-TRON INDS INC Technology 500 $27K 0.01% SOLD
12 PM PHILIP MORRIS INTL INC Consumer Defensive 151 $24K 0.01% SOLD
13 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 82 $24K 0.01% SOLD
14 TRV TRAVELERS COMPANIES INC Financial Services 81 $23K 0.01% SOLD
15 DUK DUKE ENERGY CORP NEW Utilities 190 $22K 0.01% SOLD
16 CB CHUBB LIMITED Financial Services 69 $22K 0.01% SOLD
17 SO SOUTHERN CO Utilities 236 $21K 0.01% SOLD
18 BSY BENTLEY SYS INC Technology 484 $18K 0.01% SOLD
19 T AT&T INC Communication Services 652 $16K 0.01% SOLD
20 BRO BROWN & BROWN INC Financial Services 192 $15K 0.01% SOLD
Page 1 of 4  ·  79 positions
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%