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Portfolio (Quarterly) Guide ↗

Oxinas Partners, LLC

· CIK 0001759320
13F Portfolio $208M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IQDG WISDOMTREE TR 7,468.0 $310K 0.15% NEW $41.48 +4.2%
102 SNPS SYNOPSYS INC Technology 635.0 $298K 0.14% NEW $469.72 +12.0%
103 VTI VANGUARD INDEX FDS 887.0 $297K 0.14% NEW $335.21 +10.2%
104 CAT CATERPILLAR INC Industrials 514.0 $295K 0.14% NEW $572.99 +58.8%
105 APP APPLOVIN CORP Technology 422.0 $284K 0.14% NEW $673.82 -15.7%
106 COIN COINBASE GLOBAL INC Financial Services 1,254.0 $284K 0.14% NEW $226.14 -23.2%
107 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 12,600.0 $281K 0.14% NEW $22.32 -18.7%
108 F FORD MTR CO Consumer Cyclical 20,761.0 $272K 0.13% NEW $13.12 +21.0%
109 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,880.0 $271K 0.13% NEW $143.89 +53.7%
110 XLE SELECT SECTOR SPDR TR 6,018.0 $269K 0.13% NEW $44.71 +27.4%
111 CWB SPDR SERIES TRUST 3,016.0 $269K 0.13% NEW $89.20 +19.9%
112 HD HOME DEPOT INC Consumer Cyclical 756.0 $260K 0.12% NEW $344.12 -7.6%
113 MU MICRON TECHNOLOGY INC Technology 907.0 $259K 0.12% NEW $285.48 +225.2%
114 SCHW SCHWAB CHARLES CORP Financial Services 2,591.0 $259K 0.12% NEW $99.92 -14.3%
115 VIG VANGUARD SPECIALIZED FUNDS 1,171.0 $257K 0.12% NEW $219.78 +6.0%
116 USB US BANCORP DEL Financial Services 4,550.0 $243K 0.12% NEW $53.36 +2.5%
117 VZ VERIZON COMMUNICATIONS INC Communication Services 5,827.0 $237K 0.11% NEW $40.73 +18.4%
118 TECL DIREXION SHS ETF TR 2,000.0 $235K 0.11% NEW $117.49 +88.2%
119 VISN COMMSCOPE HLDG CO INC Technology 12,845.0 $233K 0.11% NEW $18.13 -31.1%
120 TOST TOAST INC Technology 6,557.0 $233K 0.11% NEW $35.51 -31.0%
Page 6 of 7  ·  132 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 26.4%
Technology 25.0%
Consumer Cyclical 19.4%
Communication Services 14.3%
Industrials 9.6%
Consumer Defensive 2.0%
Energy 1.6%
Basic Materials 1.2%
Healthcare 0.4%