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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 6 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 1,460.0 $334K 0.13% NEW $228.49 -5.7%
102 ANNALY CAPITAL MANAGEMENT IN 14,884.0 $333K 0.13% NEW $22.36
103 BEKE KE HLDGS INC Real Estate 21,100.0 $333K 0.13% NEW $15.76 +5.5%
104 ORCL ORACLE CORP Technology 1,679.0 $327K 0.13% NEW $194.91 -2.1%
105 CRM SALESFORCE INC Technology 1,214.0 $322K 0.13% NEW $264.91 -33.0%
106 VBR VANGUARD INDEX FDS 1,463.0 $310K 0.12% NEW $211.82 +11.0%
107 XLV SELECT SECTOR SPDR TR 1,968.0 $305K 0.12% NEW $154.80 -3.9%
108 RTX RTX CORPORATION Industrials 1,658.0 $304K 0.12% NEW $183.40 -3.7%
109 QCOM QUALCOMM INC Technology 1,750.0 $299K 0.12% NEW $171.05 +36.5%
110 CME CME GROUP INC Financial Services 1,043.0 $285K 0.11% NEW $273.08 +2.2%
111 CART MAPLEBEAR INC Consumer Cyclical 6,252.0 $281K 0.11% NEW $44.98 -10.1%
112 TSLA TESLA INC Consumer Cyclical 613.0 $276K 0.11% NEW $450.00 -2.1%
113 VO VANGUARD INDEX FDS 949.0 $276K 0.11% NEW $290.33 -73.0%
114 UBER UBER TECHNOLOGIES INC Technology 3,359.0 $274K 0.11% NEW $81.71 -13.4%
115 KO COCA COLA CO Consumer Defensive 3,793.0 $265K 0.11% NEW $69.91 +16.7%
116 DDS DILLARDS INC Consumer Cyclical 435.0 $264K 0.11% NEW $606.34 -2.7%
117 GS GOLDMAN SACHS GROUP INC Financial Services 299.0 $263K 0.10% NEW $879.00 +13.4%
118 BYD BOYD GAMING CORP Consumer Cyclical 2,927.0 $249K 0.10% NEW $85.24 -3.5%
119 BLK BLACKROCK INC Financial Services 222.0 $238K 0.10% NEW $1070.34 +0.0%
120 XBI SPDR SERIES TRUST 1,901.0 $232K 0.09% NEW $121.93 +10.3%
Page 6 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%