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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 9 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MU MICRON TECHNOLOGY INC Technology 369.0 $105K 0.04% NEW $285.41 +213.9%
162 CMCSA COMCAST CORP NEW Communication Services 3,416.0 $102K 0.04% NEW $29.89 -15.9%
163 VMBS VANGUARD SCOTTSDALE FDS 2,144.0 $101K 0.04% NEW $47.08 -0.7%
164 CSCO CISCO SYS INC Technology 1,305.0 $101K 0.04% NEW $77.03 +53.6%
165 ET ENERGY TRANSFER L P Energy 5,927.0 $98K 0.04% NEW $16.49 +18.9%
166 SCHD SCHWAB STRATEGIC TR 3,370.0 $92K 0.04% NEW $27.43 +19.1%
167 DBC INVESCO DB COMMDY INDX TRCK Financial Services 4,040.0 $90K 0.04% NEW $22.36 +34.3%
168 AMT AMERICAN TOWER CORP NEW Real Estate 513.0 $90K 0.04% NEW $175.57 +5.3%
169 BHP BHP GROUP LTD Basic Materials 1,459.0 $88K 0.04% NEW $60.37 +43.3%
170 MS MORGAN STANLEY Financial Services 493.0 $88K 0.04% NEW $177.53 +13.6%
171 EFZ PROSHARES TR 6,900.0 $87K 0.04% NEW $12.67 -8.2%
172 SHW SHERWIN WILLIAMS CO Basic Materials 266.0 $86K 0.04% NEW $324.03 -3.9%
173 LRCX LAM RESEARCH CORP Technology 500.0 $86K 0.03% NEW $171.18 +88.5%
174 ISRG INTUITIVE SURGICAL INC Healthcare 151.0 $86K 0.03% NEW $566.36 -22.9%
175 PCAR PACCAR INC Industrials 778.0 $85K 0.03% NEW $109.51 +2.3%
176 ALL ALLSTATE CORP Financial Services 394.0 $82K 0.03% NEW $208.15 +2.2%
177 PH PARKER-HANNIFIN CORP Industrials 93.0 $82K 0.03% NEW $878.96 -1.2%
178 ROBO EXCHANGE TRADED CONCEPTS TRU 1,175.0 $81K 0.03% NEW $69.31 +29.8%
179 FIX COMFORT SYS USA INC Industrials 84.0 $78K 0.03% NEW $933.29 +101.9%
180 SLB SLB LIMITED Energy 2,000.0 $77K 0.03% NEW $38.38 +51.1%
Page 9 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%