Fund HoldingsSolstein Capital, LLC

Total Portfolio Value
$144.24M
Total Bought
$16.37M
Total Sold
$13.37M
Net Transaction
+$3.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR16,37145,649+29,2781,2343,6462.53%+2,412
SPDR S&P 500 ETF TR(SPY)23,29124,766+1,47511,07012,9548.98%+1,884
ISHARES INC
MSCI JAPAN ETF
66,06374,742+8,6794,2375,3333.70%+1,096
SEA LTD(SE)019,900+19,90001,0690.74%+1,069
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,701+6,70109120.63%+912
ISHARES TR
MSCI INDIA ETF
16,28832,470+16,1827951,6751.16%+880
ISHARES INC012,741+12,74108830.61%+883
VANECK MERK GOLD TR(OUNZ)164,153190,706+26,5533,2764,0962.84%+820
MICROSOFT CORP(MSFT)22,42721,941-4868,4339,2316.40%+798
NOVO-NORDISK A S(NVO)31,75830,837-9213,2853,9592.74%+674
ISHARES INC027,147+27,14706690.46%+669
CANADIAN NAT RES LTD(CNQ)19,94725,917+5,9701,3131,9791.37%+666
AMAZON COM INC(AMZN)24,80224,201-6013,7684,3653.03%+597
ISHARES INC8,38327,373+18,9902938870.62%+594
ISHARES INC4,80919,541+14,7321767480.52%+572
NVIDIA CORPORATION(NVDA)1,1641,16405761,0520.73%+475
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,1216,614+1,4939861,3770.95%+392
ELI LILLY & CO(LLY)1,6341,623-119521,2630.88%+310
ASML HOLDING N V
N Y REGISTRY SHS
640810+1704847860.54%+302
CATERPILLAR INC(CAT)4,2144,21401,2461,5441.07%+298
TRIP COM GROUP LTD(TCOM)26,70028,400+1,7009611,2460.86%+285
ISHARES TR
MSCI SAUDI ARBIA
42,09546,795+4,7001,7822,0661.43%+285
MAPLEBEAR INC(CART)06,252+6,25202330.16%+233
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,554+17,55401,1520.80%+1,152
HOME DEPOT INC(HD)6,1056,089-162,1162,3361.62%+220
TARGET CORP(TGT)01,224+1,22402170.15%+217
ISHARES TR44,29648,539+4,2431,7811,9941.38%+213
INVESCO QQQ TR2,3632,626+2639681,1660.81%+198
ALPHABET INC(GOOG)16,91216,916+42,3832,5761.79%+192
VISA INC(V)13,64513,418-2273,5523,7452.60%+192
JPMORGAN CHASE & CO(JPM)6,2426,24201,0621,2500.87%+189
ALPHABET INC(GOOG)22,81222,349-4633,1873,3732.34%+187
KB FINL GROUP INC(KB)014,987+14,98707800.54%+780
COSTCO WHSL CORP NEW(COST)2,3392,335-41,5441,7111.19%+167
THERMO FISHER SCIENTIFIC INC(TMO)4,8084,655-1532,5522,7061.88%+153
PINTEREST INC(PINS)03,940+3,94001370.09%+137
SALESFORCE INC(CRM)2,4872,48706547490.52%+95
MASTERCARD INCORPORATED(MA)1,8821,859-238038950.62%+93
SHELL PLC(SHEL)18,66919,517+8481,2281,3080.91%+80
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,897+7,89707460.52%+746
ITAU UNIBANCO HLDG S A(ITUB)97,100108,200+11,1006757500.52%+75
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,3764,490+1144995660.39%+67
INTUITIVE MACHINES INC(LUNR)037,500+37,5000660.05%+66
EXXON MOBIL CORP03,664+3,66404260.30%+426
ISHARES TR1,7332,309+5761542070.14%+53
PROCTER AND GAMBLE CO(PG)03,040+3,04004930.34%+493
SPDR SER TR
ST STR SP AERO
0326+3260460.03%+46
META PLATFORMS INC(META)34834801231690.12%+46
NETFLIX INC(NFLX)38038001852310.16%+46
ENDEAVOR GROUP HLDGS INC022,496+22,49605790.40%+579
INTUITIVE MACHINES INC(LUNR)07,094+7,0940440.03%+44
VANGUARD INTL EQUITY INDEX F01,997+1,99701170.08%+117
TIM S A(TIMB)43,60047,400+3,8008058410.58%+36
QUALCOMM INC(QCOM)1,3661,36601982310.16%+34
REGENERON PHARMACEUTICALS(REGN)37137103263570.25%+31
DILLARDS INC(DDS)43543501762050.14%+30
VANGUARD INDEX FDS84984902642920.20%+28
PACCAR INC(PCAR)1,0571,05701031310.09%+28
INTERCONTINENTAL EXCHANGE IN(ICE)2,9502,95003794050.28%+27
ORACLE CORP(ORCL)01,256+1,25601580.11%+158
CHARLES RIV LABS INTL INC(CRL)71471401691930.13%+25
PATRIA INVESTMENTS LIMITED
COM CL A
23,60026,300+2,7003663900.27%+24
BROADCOM INC(AVGO)11211201251480.10%+23
PEPSICO INC(PEP)04,406+4,40607710.53%+771
EOG RES INC(EOG)0170+1700220.02%+22
PHINIA INC(PHIN)0550+5500210.01%+21
MARVELL TECHNOLOGY INC(MRVL)01,869+1,86901320.09%+132
SONY GROUP CORP(SONY)0208+2080180.01%+18
YUM BRANDS INC(YUM)1,8491,84902422560.18%+15
ISHARES TR482574+9261760.05%+15
VANGUARD INDEX FDS66566501451590.11%+14
EMCOR GROUP INC(EME)0106+1060370.03%+37
BOYD GAMING CORP(BYD)02,927+2,92701970.14%+197
LARIMAR THERAPEUTICS INC04,477+4,4770340.02%+34
ISHARES TR
MSCI USA QLT FCT
1,8111,702-1092662800.19%+13
FOMENTO ECONOMICO MEXICANO S(FMX)28,25428,372+1183,6833,6962.56%+13
CHEVRON CORP NEW(CVX)02,201+2,20103470.24%+347
GENERAL DYNAMICS CORP(GD)56356301461590.11%+13
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
2,0052,00501081210.08%+13
STELLANTIS N.V(STLA)2,1652,165050610.04%+11
ALLSTATE CORP(ALL)306306043530.04%+10
COMFORT SYS USA INC(FIX)084+840270.02%+27
VANGUARD WORLD FD
HEALTH CAR ETF
0470+47001270.09%+127
VANGUARD INDEX FDS53753701251340.09%+9
HIGHPEAK ENERGY INC(HPK)06,000+6,0000950.07%+95
COCA COLA CO(KO)3,9533,95302332420.17%+9
INVESCO DB MULTI-SECTOR COMM(DBA)02,703+2,7030670.05%+67
JD.COM INC(JD)07,704+7,70402110.15%+211
TJX COS INC NEW(TJX)01,268+1,26801290.09%+129
WEX INC(WEX)0179+1790430.03%+43
DECKERS OUTDOOR CORP(DECK)027+270250.02%+25
GOLDMAN SACHS GROUP INC(GS)238237-192990.07%+7
GLOBAL X FDS
RBTCS ARTFL INTE
02,055+2,0550650.05%+65
T-MOBILE US INC(TMUS)2,3212,32103723790.26%+7
MEDPACE HLDGS INC(MEDP)067+670270.02%+27
INTERACTIVE BROKERS GROUP IN(IBKR)0200+2000220.02%+22
PIONEER NAT RES CO0150+1500390.03%+39
PARKER-HANNIFIN CORP(PH)058+580320.02%+32
ADVANCED MICRO DEVICES INC(AMD)0165+1650300.02%+30
MARATHON PETE CORP(MPC)0100+1000200.01%+20
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