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Portfolio (Quarterly) Guide ↗

Oxinas Partners, LLC

· CIK 0001759320
13F Portfolio $219M AUM 145 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 74 Added 35 Reduced 5 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TECL DIREXION SHARES ETF TRUST 8,050.0 $697K 0.32% +6K +302.5% $86.55 +155.4%
42 LQD ISHARES TR 6,199.0 $676K 0.31% +3K +103.9% $108.99 -0.1%
43 MU MICRON TECHNOLOGY INC Technology 1,985.0 $671K 0.31% +1K +118.8% $337.89 +174.8%
44 BND VANGUARD BD INDEX FDS 8,525.0 $628K 0.29% +2K +41.1% $73.64 -0.5%
45 VOO VANGUARD INDEX FDS 1,043.0 $623K 0.28% +223.0 +27.2% $597.49 +15.5%
46 STRL STERLING INFRASTRUCTURE INC Industrials 1,393.0 $567K 0.26% +274.0 +24.5% $407.27 +92.0%
47 QUAL ISHARES TR 2,904.0 $557K 0.26% +723.0 +33.1% $191.83 +12.2%
48 UBER UBER TECHNOLOGIES INC Technology 7,586.0 $546K 0.25% +100.0 +1.3% $71.93 -1.7%
49 BIL SPDR SERIES TRUST 5,597.0 $513K 0.23% +37.0 +0.7% $91.64 -0.0%
50 BERKSHIRE HATHAWAY INC DEL 1,020.0 $489K 0.22% +8.0 +0.8% $479.20
51 J P MORGAN EXCHANGE TRADED F 9,373.0 $474K 0.22% +452.0 +5.1% $50.61
52 TTMI TTM TECHNOLOGIES INC Technology 4,850.0 $472K 0.22% +2K +59.2% $97.42 +95.7%
53 PM PHILIP MORRIS INTL INC Consumer Defensive 2,826.0 $467K 0.21% +165.0 +6.2% $165.33 +10.1%
54 VCIT VANGUARD SCOTTSDALE FDS 5,494.0 $455K 0.21% +255.0 +4.9% $82.74 -0.2%
55 GS GOLDMAN SACHS GROUP INC Financial Services 506.0 $428K 0.20% +5.0 +1.0% $846.18 +17.8%
56 NEAR ISHARES U S ETF TR 8,391.0 $427K 0.20% +246.0 +3.0% $50.84 -0.2%
57 PDI PIMCO DYNAMIC INCOME FD Financial Services 24,073.0 $412K 0.19% +13K +109.3% $17.11 -2.7%
58 VTI VANGUARD INDEX FDS 1,280.0 $411K 0.19% +393.0 +44.3% $320.79 +15.1%
59 XLE SELECT SECTOR SPDR TR 6,252.0 $383K 0.17% +234.0 +3.9% $61.26 -7.0%
60 CAT CATERPILLAR INC Industrials 533.0 $378K 0.17% +19.0 +3.7% $708.64 +28.4%
Page 3 of 4  ·  74 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 28.5%
Technology 24.9%
Consumer Cyclical 17.2%
Communication Services 13.2%
Industrials 8.7%
Consumer Defensive 2.7%
Energy 2.2%
Basic Materials 2.2%
Healthcare 0.4%