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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 7 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORCL ORACLE CORP Technology 1,679.0 $247K 0.10% $147.11 +31.2%
122 ABBV ABBVIE INC Healthcare 1,110.0 $241K 0.10% -350.0 -24.0% $217.49 -2.0%
123 BYD BOYD GAMING CORP Consumer Cyclical 2,927.0 $241K 0.10% $82.18 -1.8%
124 KEYS KEYSIGHT TECHNOLOGIES INC Technology 816.0 $230K 0.10% $282.37 +26.0%
125 TSLA TESLA INC Consumer Cyclical 613.0 $228K 0.09% $371.98 +16.6%
126 PICK ISHARES INC 3,829.0 $217K 0.09% +76.0 +2.0% $56.59 +16.4%
127 XAR SPDR SERIES TRUST 853.0 $217K 0.09% $253.98 +8.9%
128 BLK BLACKROCK INC Financial Services 222.0 $214K 0.09% $961.71 +12.0%
129 CRM SALESFORCE INC Technology 1,104.0 $206K 0.09% -110.0 -9.1% $186.67 -4.1%
130 VTV VANGUARD INDEX FDS 1,050.0 $206K 0.09% NEW $196.20 +8.1%
131 VV VANGUARD INDEX FDS 665.0 $199K 0.08% $298.85 +15.5%
132 EQIX EQUINIX INC Real Estate 198.0 $194K 0.08% -22.0 -10.0% $980.24 +9.9%
133 XME SPDR SERIES TRUST 1,793.0 $194K 0.08% $108.01 +13.6%
134 EWY ISHARES INC 1,568.0 $193K 0.08% $123.01 +63.1%
135 XLY SELECT SECTOR SPDR TR 1,706.0 $186K 0.08% -16.0 -0.9% $108.98 +9.6%
136 QCOM QUALCOMM INC Technology 1,366.0 $176K 0.07% -384.0 -21.9% $128.78 +93.2%
137 AGNC AGNC INVT CORP Real Estate 17,493.0 $175K 0.07% $10.03 +4.0%
138 MBB ISHARES TR 1,820.0 $173K 0.07% $94.95 -0.7%
139 UBER UBER TECHNOLOGIES INC Technology 2,359.0 $170K 0.07% -1K -29.8% $71.93 -2.5%
140 ISRG INTUITIVE SURGICAL INC Healthcare 366.0 $169K 0.07% +215.0 +142.4% $460.99 -5.3%
Page 7 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%