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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  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRW WISDOMTREE TR 136,804.0 $13.1M 5.16% -10K -6.5% $95.62 +4.3%
2 QQQ INVESCO QQQ TR Financial Services 12,148.0 $8.9M 3.53% -241.0 -1.9% $736.43 -2.4%
3 AAPL APPLE INC Technology 27,726.0 $8.0M 3.16% -492.0 -1.7% $289.36 +10.6%
4 AMZN AMAZON COM INC Consumer Cyclical 24,142.0 $5.8M 2.27% -2K -6.8% $238.34 +8.5%
5 IVV ISHARES TR 7,166.0 $5.4M 2.12% -166.0 -2.3% $748.93 +3.3%
6 UAL UNITED AIRLS HLDGS INC Industrials 39,118.0 $5.3M 2.10% -3K -6.9% $135.99 -18.1%
7 JVAL J P MORGAN EXCHANGE TRADED F 86,756.0 $5.1M 2.00% -3K -3.3% $58.64 +2.2%
8 SPDW SPDR INDEX SHS FDS 95,325.0 $4.8M 1.89% -877.0 -0.9% $50.39 +3.8%
9 GOOGL ALPHABET INC Communication Services 8,034.0 $2.9M 1.13% -895.0 -10.0% $357.37 -5.3%
10 NVDA NVIDIA CORPORATION Technology 12,302.0 $2.5M 0.97% -2K -14.3% $200.09 +15.1%
11 XLK SELECT SECTOR SPDR TR 12,654.0 $2.4M 0.95% -667.0 -5.0% $190.52 -1.7%
12 DAL DELTA AIR LINES INC Industrials 25,174.0 $2.4M 0.93% -2K -6.1% $93.66 -14.4%
13 RPV INVESCO EXCHANGE TRADED FD T 20,682.0 $2.4M 0.93% -482.0 -2.3% $113.82 +7.9%
14 AVGO BROADCOM INC Technology 5,247.0 $2.0M 0.78% -1K -21.5% $377.76 -5.3%
15 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,296.0 $2.0M 0.77% -46.0 -0.9% $370.58 -9.2%
16 IXN ISHARES TR 12,342.0 $1.8M 0.70% -441.0 -3.5% $144.48 -1.1%
17 XSOE WISDOMTREE TR 33,414.0 $1.6M 0.65% -2K -5.9% $49.18 -1.2%
18 IVW ISHARES TR 10,829.0 $1.5M 0.59% -2K -14.3% $137.53 +2.2%
19 XSMO INVESCO EXCHANGE TRADED FD T 14,432.0 $1.4M 0.53% -1K -8.0% $93.63 -9.2%
20 FCX FREEPORT MCMORAN INC Basic Materials 17,170.0 $1.1M 0.43% -1K -6.3% $62.89 +15.6%
Page 1 of 3  ·  56 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%