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Portfolio (Quarterly) Guide ↗

OxenFree Capital LLC

· CIK 0002009781
13F Portfolio $206M AUM 56 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 23 Added 16 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STRV EA SERIES TRUST 932,285.0 $42.1M 20.42% -64K -6.4% $45.16 +7.1%
2 QQQ INVESCO QQQ TR Financial Services 5,417.0 $3.5M 1.68% -565.0 -9.4% $637.46 +14.4%
3 IWY ISHARES TR 12,549.0 $3.4M 1.67% -940.0 -7.0% $273.97 +7.6%
4 DIVI FRANKLIN TEMPLETON ETF TR 47,431.0 $2.0M 0.97% -6K -11.3% $42.34 +2.2%
5 XMMO INVESCO EXCHANGE TRADED FD T 9,644.0 $1.5M 0.73% -1K -10.2% $156.82 +7.4%
6 XSVM INVESCO EXCHANGE TRADED FD T 19,679.0 $1.2M 0.60% -918.0 -4.5% $63.40 +6.0%
7 ARKB ARK 21SHARES BITCOIN ETF Financial Services 22,895.0 $570K 0.28% -2K -8.5% $24.91 -0.3%
8 NVDA NVIDIA CORPORATION Technology 2,007.0 $399K 0.19% -123.0 -5.8% $198.87 +6.9%
9 LQD ISHARES TR 3,569.0 $392K 0.19% -1K -26.5% $109.93 -0.9%
10 MGK VANGUARD WORLD FD 930.0 $380K 0.18% -80.0 -7.9% $408.94 -78.1%
11 AMZN AMAZON COM INC Consumer Cyclical 1,344.0 $334K 0.16% -242.0 -15.3% $248.50 +9.4%
12 GLDM WORLD GOLD TR Financial Services 2,825.0 $268K 0.13% -15.0 -0.5% $94.91 -7.2%
13 AFMC FIRST TR EXCHNG TRADED FD VI 6,898.0 $259K 0.13% -8K -53.7% $37.62 +5.9%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 343.0 $240K 0.12% -29.0 -7.8% $700.13 +7.2%
15 UFEB INNOVATOR ETFS TRUST 6,200.0 $233K 0.11% -79.0 -1.3% $37.54 +2.7%
16 LHX L3HARRIS TECHNOLOGIES INC Industrials 611.0 $218K 0.10% -284.0 -31.7% $355.99 -13.2%

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 52.4%
Technology 20.6%
Utilities 15.8%
Healthcare 4.4%
Consumer Defensive 2.7%
Consumer Cyclical 2.5%
Industrials 1.6%