Fund HoldingsSolstein Capital, LLC

Total Portfolio Value
$119.96M
Total Bought
$11.51M
Total Sold
$6.90M
Net Transaction
+$4.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
APPLE INC(AAPL)69,17270,532+1,36011,40613,68111.40%+2,275
MICROSOFT CORP(MSFT)21,48322,315+8326,1947,5996.33%+1,406
ENDEAVOR GROUP HLDGS INC15,291949,187+933,8963661,2351.03%+869
AMAZON COM INC(AMZN)24,91525,014+992,5733,2612.72%+687
ISHARES TR
MSCI SAUDI ARBIA
30,88842,188+11,3001,1961,7441.45%+547
FOMENTO ECONOMICO MEXICANO S(FMX)27,17227,17202,5873,0122.51%+425
ADOBE SYSTEMS INCORPORATED(ADBE)3,6973,706+91,4251,8121.51%+387
ALPHABET INC(GOOG)22,63822,63802,3482,7102.26%+362
SPDR GOLD TR(GLD)8,19210,274+2,0821,5011,8321.53%+331
ISHARES INC
MSCI JAPAN ETF
18,75622,316+3,5601,1011,3811.15%+281
ALPHABET INC(GOOG)15,96016,004+441,6601,9361.61%+276
ISHARES TR5,5688,418+2,8505928670.72%+274
PROSHARES TR II(AGQ)011,400+11,40002330.19%+233
LILLY ELI & CO(LLY)1,5601,634+745367660.64%+231
ISHARES TR5,4687,858+2,3905427590.63%+217
NVIDIA CORPORATION(NVDA)1,0681,164+962974920.41%+196
CYBERARK SOFTWARE LTD22,70622,70603,3603,5502.96%+190
ISHARES TR
MSCI INDIA ETF
12,65415,614+2,9604986820.57%+184
VISA INC(V)13,62813,643+153,0733,2402.70%+167
MELCO RESORTS AND ENTMNT LTD(MLCO)138,639157,239+18,6001,7651,9201.60%+155
COSTCO WHSL CORP NEW(COST)2,2732,335+621,1291,2571.05%+128
ISHARES INC03,890+3,89001260.11%+126
HONEYWELL INTL INC(HON)6,5306,53001,2481,3551.13%+107
MASTERCARD INCORPORATED(MA)1,7541,882+1286377400.62%+103
META PLATFORMS INC(META)0348+34801000.08%+100
WALMART INC(WMT)5,2515,547+2967748720.73%+98
SHELL PLC(SHEL)17,82718,577+7501,0261,1220.94%+96
HOME DEPOT INC(HD)6,1056,10501,8021,8961.58%+95
JPMORGAN CHASE & CO(JPM)6,2316,232+18129060.76%+94
ISHARES TR9,96812,278+2,3103934860.40%+92
ISHARES TR02,008+2,00801460.12%+146
NETFLIX INC(NFLX)0195+1950860.07%+86
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,7513,75105666520.54%+86
COMCAST CORP NEW(CCZ)23,12823,12808779610.80%+84
EQUINIX INC(EQIX)525587+623794600.38%+82
TIM S A(TIMB)27,20027,20003364160.35%+80
MCDONALDS CORP(MCD)1,5461,698+1524325070.42%+74
NOVO-NORDISK A S(NVO)15,67515,865+1902,4952,5672.14%+73
CATERPILLAR INC(CAT)4,2144,21409641,0370.86%+73
ITAU UNIBANCO HLDG S A(ITUB)67,40067,40003283980.33%+69
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0825+82501400.12%+140
ASML HOLDING N V
N Y REGISTRY SHS
626660+344264780.40%+52
ORACLE CORP(ORCL)01,256+1,25601500.12%+150
INTERCONTINENTAL EXCHANGE IN(ICE)2,7102,920+2102833300.28%+48
SALESFORCE INC(CRM)2,4012,487+864805250.44%+46
ISHARES INC0726+7260450.04%+45
ISHARES TR
MSCI INDONIA ETF
01,870+1,8700430.04%+43
COCA COLA CO(KO)3,2353,953+7182012380.20%+37
PEPSICO INC(PEP)4,2884,406+1187828160.68%+34
PIONEER NAT RES CO0150+1500310.03%+31
NOVARTIS AG(NVS)0372+3720380.03%+38
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
15,69415,69401,0561,0870.91%+31
CHARLES RIV LABS INTL INC(CRL)0714+71401500.13%+150
SELECT SECTOR SPDR TR
ST STR UTIL ETF
25,24326,553+1,3101,7091,7381.45%+29
VANGUARD INDEX FDS84984902122400.20%+28
ENOVIX CORPORATION(ENVX)09,008+9,00801630.14%+163
UNITED AIRLS HLDGS INC(UAL)0500+5000270.02%+27
BENTLEY SYS INC(BSY)0484+4840260.02%+26
INTUITIVE SURGICAL INC074+740250.02%+25
BROADCOM INC(AVGO)0112+1120970.08%+97
TESLA INC(TSLA)0459+45901200.10%+120
AIR PRODS & CHEMS INC0126+1260380.03%+38
HCA HEALTHCARE INC(HCA)080+800240.02%+24
FRANCO NEV CORP(FNV)5,2515,537+2867667900.66%+24
MARRIOTT INTL INC NEW(MAR)0130+1300240.02%+24
UBS GROUP AG(UBS)01,170+1,1700240.02%+24
RAYTHEON TECHNOLOGIES CORP(RTX)2,4012,627+2262352570.21%+22
TJX COS INC NEW(TJX)01,275+1,27501080.09%+108
PROCTER AND GAMBLE CO(PG)2,9583,040+824404610.38%+21
NORTHROP GRUMMAN CORP(NOC)0313+31301430.12%+143
CANADIAN NAT RES LTD(CNQ)19,94719,94701,1031,1230.94%+20
ISHARES TR
MSCI USA QLT FCT
1,8171,81702252450.20%+20
ADVANCED MICRO DEVICES INC(AMD)0165+1650190.02%+19
MARVELL TECHNOLOGY INC(MRVL)02,136+2,13601280.11%+128
EXXON MOBIL CORP(XOM)3,4183,664+2463753930.33%+18
INTERACTIVE BROKERS GROUP IN(IBKR)0200+2000170.01%+17
PRUDENTIAL FINL INC(PFH)34,50934,50904704860.41%+16
WATSCO INC(WSO)042+420160.01%+16
AURORA INNOVATION INC010,000+10,0000290.02%+29
SHERWIN WILLIAMS CO(SHW)058+580150.01%+15
BOYD GAMING CORP(BYD)2,9272,92701882030.17%+15
MONDELEZ INTL INC(MDLZ)0910+9100660.06%+66
REPUBLIC SVCS INC(RSG)0144+1440220.02%+22
AUTOZONE INC(AZO)06+60150.01%+15
ANALOG DEVICES INC(ADI)2,1592,261+1024264400.37%+15
FAIR ISAAC CORP(FICO)018+180150.01%+15
ISHARES TR3,0453,04502782920.24%+15
SHOPIFY INC(SHOP)0210+2100140.01%+14
UBER TECHNOLOGIES INC(UBER)0310+3100130.01%+13
CHIPOTLE MEXICAN GRILL INC(CMG)06+60130.01%+13
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
6,0106,01001411530.13%+13
YUM BRANDS INC(YUM)1,8491,84902442560.21%+12
MERCADOLIBRE INC(MELI)010+100120.01%+12
STARBUCKS CORP(SBUX)0318+3180320.03%+32
PACCAR INC(PCAR)01,057+1,0570880.07%+88
SERVICENOW INC(NOW)070+700390.03%+39
VANGUARD INDEX FDS0665+66501350.11%+135
ILLUMINA INC(ILMN)0390+3900730.06%+73
ROLLINS INC(ROL)0246+2460110.01%+11
BRISTOL-MYERS SQUIBB CO(BMY)0157+1570100.01%+10
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