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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 24 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SCHR SCHWAB STRATEGIC TR 18.0 $451.0 NEW $25.06 -1.6%
462 HAUZ DBX ETF TR 19.0 $441.0 NEW $23.21 +0.3%
463 HYLB DBX ETF TR 11.0 $405.0 NEW $36.82 -0.6%
464 WSC WILLSCOT HLDGS CORP Industrials 20.0 $377.0 NEW $18.85 +36.7%
465 SCHP SCHWAB STRATEGIC TR 14.0 $371.0 NEW $26.50 +0.8%
466 EBND SPDR SERIES TRUST 17.0 $363.0 NEW $21.35 -2.2%
467 PZZA PAPA JOHNS INTL INC Consumer Cyclical 9.0 $346.0 NEW $38.44 -15.0%
468 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 5.0 $337.0 NEW $67.40 +12.6%
469 HUBG HUB GROUP INC Industrials 7.0 $298.0 NEW $42.57 +0.5%
470 BNDD KRANESHARES TRUST 3.0 $287.0 NEW $95.67 +2.2%
471 SPYM SPDR SERIES TRUST 3.0 $241.0 NEW $80.33 +10.0%
472 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 8.0 $224.0 NEW $28.00 -29.7%
473 SPIB SPDR SERIES TRUST 6.0 $203.0 NEW $33.83 -1.2%
474 RES RPC INC Energy 32.0 $174.0 NEW $5.44 +30.9%
475 BUG GLOBAL X FDS 4.0 $122.0 NEW $30.50 +13.3%
476 GRAL GRAIL INC Healthcare 1.0 $86.0 NEW $86.00 -19.8%
477 WOLF WOLFSPEED INC Technology 1.0 $17.0 NEW $17.00 +333.4%
Page 24 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%