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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $216M AUM 172 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New
Page 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 10,500.0 $1.0M 0.48% NEW $99.81 -45.8%
62 SNAP SNAP INC Communication Services 135,200.0 $1.0M 0.48% NEW $7.71 -41.6%
63 NHI NATIONAL HEALTH INVS INC Real Estate 13,100.0 $1.0M 0.48% NEW $79.50 -9.0%
64 VTR VENTAS INC Real Estate 14,800.0 $1.0M 0.48% NEW $69.99 +21.1%
65 OKEANIS ECO TANKERS COR 35,000.0 $1.0M 0.47% NEW $29.27
66 MYRG MYR GROUP INC DEL Industrials 4,700.0 $978K 0.45% NEW $208.03 +125.2%
67 TAN INVESCO EXCH TRADED FD TR II 22,400.0 $977K 0.45% NEW $43.63 +35.3%
68 ALB ALBEMARLE CORP Basic Materials 12,000.0 $973K 0.45% NEW $81.08 +85.6%
69 FINW FINWISE BANCORP Financial Services 50,000.0 $970K 0.45% NEW $19.39 -25.2%
70 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,100.0 $947K 0.44% NEW $305.41 -4.6%
71 HGBL HERITAGE GLOBAL INC Financial Services 563,873.0 $936K 0.43% NEW $1.66 -25.9%
72 ITIC INVESTORS TITLE CO NC Financial Services 3,354.0 $898K 0.42% NEW $267.83 -1.4%
73 AMAT APPLIED MATLS INC Technology 4,200.0 $860K 0.40% NEW $204.74 +183.2%
74 NEXTRACKER INC 11,600.0 $858K 0.40% NEW $73.99
75 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 31,000.0 $856K 0.40% NEW $27.60 +35.4%
76 VBNK VERSABANK NEW Financial Services 70,000.0 $855K 0.40% NEW $12.21 +56.0%
77 PSIX POWER SOLUTIONS INTL INC Industrials 8,700.0 $855K 0.40% NEW $98.22 -61.1%
78 MTG MGIC INVT CORP WIS Financial Services 30,000.0 $851K 0.39% NEW $28.37 -6.3%
79 BOSC BOS BETTER ONLINE SOLUTIONS Technology 177,955.0 $847K 0.39% NEW $4.76 -7.4%
80 FPH FIVE POINT HOLDINGS LLC Real Estate 137,200.0 $841K 0.39% NEW $6.13 -17.3%
Page 4 of 9  ·  172 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 21.9%
Energy 18.1%
Industrials 16.9%
Technology 15.0%
Healthcare 9.1%
Consumer Cyclical 7.0%
Real Estate 3.7%
Communication Services 3.6%
Consumer Defensive 3.2%
Basic Materials 1.3%