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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 22 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FLR FLUOR CORP Industrials 17.0 $793.0 $46.65 -0.5%
422 VWO VANGUARD INTL EQUITY INDEX F 14.0 $771.0 +3.0 +27.3% $55.07 +9.2%
423 MTH MERITAGE HOMES CORP Consumer Cyclical 12.0 $742.0 $61.83 +4.0%
424 NKE NIKE INC Consumer Cyclical 14.0 $739.0 $52.79 -16.0%
425 ADBE ADOBE INC Technology 3.0 $729.0 -54.0 -94.7% $243.00 -0.4%
426 MOO VANECK ETF TRUST 8.0 $676.0 $84.50 -5.0%
427 TFPN TIDAL TRUST II 24.0 $667.0 $27.79 +15.0%
428 IGF ISHARES TR 9.0 $603.0 NEW $67.00 +1.0%
429 CCS CENTURY COMMUNITIES INC Consumer Cyclical 9.0 $516.0 $57.33 -7.7%
430 SCHR SCHWAB STRATEGIC TR 18.0 $448.0 $24.89 -1.0%
431 HAUZ DBX ETF TR 19.0 $429.0 $22.58 +3.1%
432 DOCU DOCUSIGN INC Technology 9.0 $427.0 $47.44 +5.0%
433 EBND SPDR SERIES TRUST 17.0 $351.0 $20.65 +1.2%
434 BNDD KRANESHARES TRUST 3.0 $294.0 $98.00 -0.2%
435 PZZA PAPA JOHNS INTL INC Consumer Cyclical 9.0 $292.0 $32.44 +0.1%
436 SPYM SPDR SERIES TRUST 3.0 $230.0 $76.67 +15.1%
437 SPIB SPDR SERIES TRUST 6.0 $201.0 $33.50 -0.2%
438 ETH GRAYSCALE ETHEREUM STAKING Financial Services 8.0 $159.0 $19.88 -1.4%
439 VSNT VERSANT MEDIA GROUP INC Industrials 3.0 $111.0 NEW $37.00 +16.0%
440 BUG GLOBAL X FDS 4.0 $100.0 $25.00 +39.0%
Page 22 of 23  ·  441 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%