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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PYLD PIMCO ETF TR 39,717.0 $1.1M 0.41% -3K -7.1% $26.52 -1.8%
22 IYH ISHARES TR 13,980.0 $937K 0.37% -501.0 -3.5% $67.01 +8.0%
23 IDV ISHARES TR 22,568.0 $935K 0.37% -2K -9.0% $41.43 +9.2%
24 STRL STERLING INFRASTRUCTURE INC Industrials 1,113.0 $934K 0.37% -280.0 -20.1% $839.36 -42.0%
25 DHS WISDOMTREE TR 7,340.0 $834K 0.33% -700.0 -8.7% $113.68 +4.2%
26 DIA STATE STR SPDR DOW JONES IND Financial Services 1,541.0 $805K 0.32% -393.0 -20.3% $522.45 +2.2%
27 VOO VANGUARD INDEX FDS 957.0 $658K 0.26% -86.0 -8.2% $687.10 +3.0%
28 RECS COLUMBIA ETF TR I 13,150.0 $569K 0.22% -8K -36.5% $43.28 +5.7%
29 QQQE DIREXION SHARES ETF TRUST 4,542.0 $554K 0.22% -305.0 -6.3% $122.01 -1.0%
30 RSPR INVESCO EXCHANGE TRADED FD T 14,802.0 $541K 0.21% -314.0 -2.1% $36.56 -1.6%
31 BERKSHIRE HATHAWAY INC DEL 996.0 $498K 0.20% -24.0 -2.4% $500.39
32 VTI VANGUARD INDEX FDS 1,231.0 $455K 0.18% -49.0 -3.8% $370.01 +2.6%
33 J P MORGAN EXCHANGE TRADED F 8,986.0 $454K 0.18% -387.0 -4.1% $50.57
34 UI UBIQUITI INC Technology 815.0 $435K 0.17% -60.0 -6.9% $534.03 +8.5%
35 APLD APPLIED DIGITAL CORP Technology 11,065.0 $413K 0.16% -14K -55.7% $37.30 -29.3%
36 NFLX NETFLIX INC. Communication Services 5,590.0 $399K 0.16% -64.0 -1.1% $71.40 +9.6%
37 CLSK CLEANSPARK INC Technology 26,427.0 $385K 0.15% -3K -9.7% $14.55 -12.8%
38 AIS TIDAL TRUST III 4,400.0 $375K 0.15% -500.0 -10.2% $85.31 -17.6%
39 ESGU ISHARES TR 2,219.0 $363K 0.14% -351.0 -13.7% $163.66 +3.1%
40 BITWISE FUNDS TRUST 14,425.0 $353K 0.14% -3K -15.2% $24.50
Page 2 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%