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Portfolio (Quarterly) Guide ↗

Oxinas Partners, LLC

· CIK 0001759320
13F Portfolio $254M AUM 149 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 45 Added 56 Reduced 12 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21,060.0 $15.7M 6.20% +969.0 +4.8% $746.77 +3.1%
2 QGRW WISDOMTREE TR 190,503.0 $12.6M 4.96% +5K +2.6% $66.03 +2.4%
3 GOOG ALPHABET INC 21,993.0 $7.8M 3.06% +1K +6.4% $353.33
4 TSLA TESLA INC Consumer Cyclical 14,716.0 $6.2M 2.44% +546.0 +3.9% $420.61 -15.8%
5 VYM VANGUARD WHITEHALL FDS 37,717.0 $6.0M 2.35% +1K +2.8% $158.03 +3.9%
6 AGG ISHARES TR 50,846.0 $5.0M 1.98% +2K +4.8% $98.98 -2.0%
7 MINT PIMCO ETF TR 48,847.0 $4.9M 1.94% +7K +16.8% $100.81 -0.3%
8 AGGY WISDOMTREE TR 112,861.0 $4.9M 1.93% +2K +1.5% $43.48 -2.2%
9 CGGR CAPITAL GROUP GROWTH ETF 88,969.0 $4.2M 1.66% +1K +1.3% $47.20 -0.0%
10 CGDV CAPITAL GROUP DIVIDEND VALUE 80,009.0 $3.9M 1.55% +896.0 +1.1% $49.28 +1.6%
11 FLOT ISHARES TR 66,830.0 $3.4M 1.34% +10K +16.8% $51.05 -0.3%
12 MU MICRON TECHNOLOGY INC Technology 2,723.0 $3.1M 1.24% +738.0 +37.2% $1154.20 -11.9%
13 JEPQ J P MORGAN EXCHANGE TRADED F 48,828.0 $3.0M 1.18% +1K +2.9% $61.46 -2.6%
14 MSFT MICROSOFT CORP Technology 7,660.0 $2.9M 1.13% +175.0 +2.3% $373.01 +34.0%
15 JEPI J P MORGAN EXCHANGE TRADED F 49,402.0 $2.8M 1.10% +1K +3.1% $56.48 +1.3%
16 DON WISDOMTREE TR 49,112.0 $2.8M 1.09% +1K +2.1% $56.52 +2.2%
17 VOT VANGUARD INDEX FDS 8,495.0 $2.6M 1.03% +2K +25.7% $306.31 -2.0%
18 NOBL PROSHARES TR 44,343.0 $2.5M 0.98% +23K +108.3% $56.16 +2.7%
19 MTGP WISDOMTREE TR 51,000.0 $2.3M 0.89% +2K +4.7% $44.16 -1.5%
20 META META PLATFORMS INC Communication Services 3,954.0 $2.2M 0.88% +562.0 +16.6% $563.28 +9.5%
Page 1 of 3  ·  45 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 29.7%
Technology 29.7%
Consumer Cyclical 15.8%
Industrials 11.8%
Communication Services 6.6%
Consumer Defensive 2.4%
Basic Materials 2.0%
Energy 1.6%
Healthcare 0.5%