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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 12,377.0 $2.1M 0.83% NEW $170.86
2 CARNIVAL CORP LTD 36,531.0 $1.0M 0.41% NEW $28.57
3 WDC WESTERN DIGITAL CORP Technology 626.0 $400K 0.16% NEW $638.76 -26.8%
4 AMD ADVANCED MICRO DEVICES INC Technology 611.0 $355K 0.14% NEW $580.91 -17.8%
5 LITE LUMENTUM HLDGS INC Technology 392.0 $336K 0.13% NEW $858.06 +2.7%
6 WTAI WISDOMTREE TR 6,716.0 $319K 0.13% NEW $47.47 -11.6%
7 CHAT TIDAL TRUST II 3,076.0 $304K 0.12% NEW $98.69 -9.3%
8 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 675.0 $257K 0.10% NEW $380.37 -29.3%
9 CSTM CONSTELLIUM SE Basic Materials 7,775.0 $248K 0.10% NEW $31.87 -14.8%
10 CAR AVIS BUDGET GROUP INC Industrials 1,666.0 $246K 0.10% NEW $147.83 -6.2%
11 DY DYCOM INDS INC Industrials 477.0 $241K 0.10% NEW $505.59 -40.6%
12 WCBR WISDOMTREE TR 6,168.0 $223K 0.09% NEW $36.22 +10.1%
13 LRCX LAM RESEARCH CORP Technology 495.0 $214K 0.09% NEW $433.33 -29.0%
14 SCHX SCHWAB STRATEGIC TR 7,277.0 $214K 0.08% NEW $29.43 +3.2%
15 VGT VANGUARD WORLD FD 1,688.0 $202K 0.08% NEW $119.52 +1.5%
16 INTC INTEL CORP Technology 1,441.0 $201K 0.08% NEW $139.63 -31.4%

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%