BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 52,181.0 $5.1M 2.08% -2K -3.3% $97.13 +8.2%
2 GLD SPDR GOLD TR Financial Services 9,652.0 $4.2M 1.71% -541.0 -5.3% $430.29 -3.8%
3 V VISA INC Financial Services 11,741.0 $3.5M 1.46% -2K -14.2% $302.24 +8.0%
4 CAT CATERPILLAR INC Industrials 4,274.0 $3.0M 1.24% -50.0 -1.2% $708.46 +28.2%
5 IEF ISHARES TR 27,990.0 $2.7M 1.10% -6K -18.0% $95.44 -1.2%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,226.0 $2.2M 0.91% -142.0 -6.0% $996.43 +0.7%
7 CNQ CANADIAN NAT RES LTD MED TER Energy 44,060.0 $2.1M 0.88% -31K -41.0% $48.67 -3.8%
8 VOO VANGUARD INDEX FDS 3,062.0 $1.8M 0.75% -6K -66.7% $597.55 +15.5%
9 VEU VANGUARD INTL EQUITY INDEX F 22,035.0 $1.7M 0.68% -9K -29.4% $75.10 +12.0%
10 IGSB ISHARES TR 26,793.0 $1.4M 0.58% -6K -19.1% $52.56 -0.3%
11 PDD PDD HOLDINGS INC Consumer Cyclical 13,603.0 $1.4M 0.57% -630.0 -4.4% $102.18 -5.4%
12 LLY ELI LILLY & CO Healthcare 1,355.0 $1.2M 0.51% -150.0 -10.0% $919.77 +15.8%
13 XLK SELECT SECTOR SPDR TR 8,721.0 $1.2M 0.48% -673.0 -7.2% $132.90 +39.4%
14 VTI VANGUARD INDEX FDS 3,513.0 $1.1M 0.46% -4K -55.2% $320.81 +15.2%
15 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,964.0 $965K 0.40% -2K -46.4% $491.53 -8.8%
16 GDX VANECK ETF TRUST 8,926.0 $819K 0.34% -1K -10.3% $91.77 -3.6%
17 ADI ANALOG DEVICES INC Technology 2,261.0 $719K 0.29% -46.0 -2.0% $318.14 +32.0%
18 SJB PROSHARES TR 46,191.0 $716K 0.29% -9K -16.3% $15.50 -1.2%
19 SHV ISHARES TR 5,196.0 $574K 0.23% -2K -23.7% $110.39 -0.1%
20 LQD ISHARES TR 4,877.0 $532K 0.22% -2K -29.7% $108.99 -0.2%
Page 1 of 5  ·  82 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%