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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHOP SHOPIFY INC Technology 3,095.0 $367K 0.17% +18.0 +0.6% $118.62 -10.1%
62 APP APPLOVIN CORP Technology 917.0 $365K 0.17% +495.0 +117.3% $398.00 +42.7%
63 ESGU ISHARES TR 2,570.0 $364K 0.17% +266.0 +11.6% $141.45 +15.7%
64 VIG VANGUARD SPECIALIZED FUNDS 1,554.0 $334K 0.15% +383.0 +32.7% $215.10 +8.3%
65 UNH UNITEDHEALTH GROUP INC Healthcare 1,185.0 $321K 0.15% +100.0 +9.2% $270.50 +42.0%
66 HD HOME DEPOT INC Consumer Cyclical 784.0 $258K 0.12% +28.0 +3.7% $329.02 -3.4%
67 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,675.0 $251K 0.12% +795.0 +42.3% $93.87 +135.7%
68 SCHW SCHWAB CHARLES CORP Financial Services 2,669.0 $251K 0.12% +78.0 +3.0% $93.97 -8.9%
69 VISN VISTANCE NETWORKS INC Technology 13,122.0 $239K 0.11% +277.0 +2.2% $18.20 -31.4%
70 COIN COINBASE GLOBAL INC Financial Services 1,365.0 $238K 0.11% +111.0 +8.8% $174.61 -0.5%
71 USB US BANCORP Financial Services 4,582.0 $238K 0.11% +32.0 +0.7% $52.01 +5.2%
72 IEFA ISHARES TR 2,611.0 $236K 0.11% +229.0 +9.6% $90.51 +8.2%
73 SLV ISHARES SILVER TR Financial Services 3,183.0 $217K 0.10% +45.0 +1.4% $68.14 -0.9%
74 CSCO CISCO SYS INC Technology 2,730.0 $212K 0.10% +50.0 +1.9% $77.59 +54.2%
Page 4 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%