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Portfolio (Quarterly) Guide ↗

Solstein Capital, LLC

· CIK 0001730769
13F Portfolio $249M AUM 477 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 477 New
Page 11 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBB ISHARES TR 330.0 $56K 0.02% NEW $168.77 +0.4%
202 WMB WILLIAMS COS INC Energy 918.0 $55K 0.02% NEW $60.11 +30.5%
203 REGN REGENERON PHARMACEUTICALS Healthcare 71.0 $55K 0.02% NEW $771.87 -17.8%
204 MCO MOODYS CORP Financial Services 107.0 $55K 0.02% NEW $510.85 -11.7%
205 DIS DISNEY WALT CO Communication Services 478.0 $54K 0.02% NEW $113.77 -9.2%
206 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 2,000.0 $54K 0.02% NEW $27.15 -29.3%
207 GEV GE VERNOVA INC Utilities 83.0 $54K 0.02% NEW $653.57 +63.8%
208 VIG VANGUARD SPECIALIZED FUNDS 246.0 $54K 0.02% NEW $219.78 +6.1%
209 BETTER HOME & FINANCE HOLDIN 1,607.0 $52K 0.02% NEW $32.58
210 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 186.0 $52K 0.02% NEW $278.92 -4.0%
211 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 800.0 $51K 0.02% NEW $64.31 +28.9%
212 EMLP FIRST TR EXCHANGE-TRADED FD 1,317.0 $50K 0.02% NEW $37.87 +16.6%
213 ANET ARISTA NETWORKS INC Technology 380.0 $50K 0.02% NEW $131.03 +20.6%
214 MPWR MONOLITHIC PWR SYS INC Technology 54.0 $49K 0.02% NEW $906.35 +83.5%
215 JNJ JOHNSON & JOHNSON Healthcare 234.0 $48K 0.02% NEW $206.95 +11.2%
216 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9.0 $48K 0.02% NEW $5355.33 -97.0%
217 FNV FRANCO NEV CORP Basic Materials 225.0 $47K 0.02% NEW $207.28 +10.6%
218 JBL JABIL INC Technology 202.0 $46K 0.02% NEW $228.02 +66.8%
219 AWK AMERICAN WTR WKS CO INC NEW Utilities 350.0 $46K 0.02% NEW $130.50 -5.1%
220 AXP AMERICAN EXPRESS CO Financial Services 121.0 $45K 0.02% NEW $369.95 -16.0%
Page 11 of 24  ·  477 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 36.6%
Technology 21.8%
Consumer Cyclical 13.3%
Communication Services 9.4%
Healthcare 5.3%
Consumer Defensive 4.7%
Energy 3.9%
Industrials 3.7%
Real Estate 0.5%
Basic Materials 0.5%