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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 4 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HON HONEYWELL INTL INC Industrials 4,232.0 $957K 0.39% $226.03 +2.5%
62 KWEB KRANESHARES TRUST 32,767.0 $932K 0.38% +15K +83.5% $28.43 -4.1%
63 ITA ISHARES TR 4,070.0 $890K 0.36% $218.75 +4.9%
64 UBS UBS GROUP AG Financial Services 22,647.0 $870K 0.36% $38.43 +24.3%
65 GDX VANECK ETF TRUST 8,926.0 $819K 0.34% -1K -10.3% $91.77 -3.6%
66 REMX VANECK ETF TRUST 8,664.0 $762K 0.31% $88.00 +12.5%
67 VB VANGUARD INDEX FDS 2,859.0 $749K 0.31% $261.96 +11.8%
68 ADI ANALOG DEVICES INC Technology 2,261.0 $719K 0.29% -46.0 -2.0% $318.14 +32.0%
69 SJB PROSHARES TR 46,191.0 $716K 0.29% -9K -16.3% $15.50 -1.2%
70 AVGO BROADCOM INC Technology 2,258.0 $699K 0.29% +98.0 +4.5% $309.51 +36.3%
71 XLI SELECT SECTOR SPDR TR 4,098.0 $663K 0.27% +68.0 +1.7% $161.73 +7.8%
72 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,908.0 $615K 0.25% +675.0 +20.9% $157.28 -4.2%
73 EPOL ISHARES TR 16,758.0 $610K 0.25% +16K +1436.0% $36.41 +11.1%
74 KOID KRANESHARES TRUST 18,676.0 $583K 0.24% NEW $31.20 +38.7%
75 SHV ISHARES TR 5,196.0 $574K 0.23% -2K -23.7% $110.39 -0.1%
76 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 20,523.0 $561K 0.23% $27.32 +0.5%
77 LUNR INTUITIVE MACHINES INC Industrials 30,000.0 $557K 0.23% $18.56 +87.8%
78 LQD ISHARES TR 4,877.0 $532K 0.22% -2K -29.7% $108.99 -0.2%
79 VUG VANGUARD INDEX FDS 1,199.0 $524K 0.21% +350.0 +41.2% $436.79 -79.8%
80 ASML ASML HLDG NV Technology 390.0 $515K 0.21% +45.0 +13.0% $1320.83 +23.6%
Page 4 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%