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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHOP SHOPIFY INC Technology 3,064.0 $350K 0.14% -31.0 -1.0% $114.18 +27.1%
42 AGX ARGAN INC Industrials 420.0 $335K 0.13% -10.0 -2.3% $798.40 -47.6%
43 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 62,208.0 $323K 0.13% -15K -19.9% $5.20 -4.8%
44 XLE SELECT SECTOR SPDR TR 5,474.0 $291K 0.12% -778.0 -12.4% $53.11 +20.6%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 2,444.0 $285K 0.11% -2K -49.2% $116.67 +49.4%
46 ORCL ORACLE CORP Technology 1,941.0 $284K 0.11% -308.0 -13.7% $146.53 +8.4%
47 HYDB ISHARES TR 5,822.0 $272K 0.11% -448.0 -7.2% $46.77 -1.1%
48 F FORD MTR CO Consumer Cyclical 18,770.0 $261K 0.10% -2K -9.6% $13.90 +5.2%
49 IQDG WISDOMTREE TR 5,935.0 $256K 0.10% -1K -15.2% $43.08 +3.3%
50 IEFA ISHARES TR 2,428.0 $235K 0.09% -183.0 -7.0% $96.58 +4.7%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 5,483.0 $232K 0.09% -306.0 -5.3% $42.34 +18.4%
52 SHEL SHELL PLC Energy 2,901.0 $225K 0.09% -128.0 -4.2% $77.55 +19.9%
53 KVUE KENVUE INC Consumer Defensive 11,151.0 $213K 0.08% -5K -32.0% $19.11 -1.9%
54 SMCI SUPER MICRO COMPUTER INC Technology 6,932.0 $203K 0.08% -13K -65.5% $29.33 +35.0%
55 ECC EAGLE POINT CR CO Financial Services 14,500.0 $54K 0.02% -67K -82.2% $3.72 +5.4%
56 SABR SABRE CORP Consumer Cyclical 15,733.0 $33K 0.01% -517.0 -3.2% $2.09 +1.9%
Page 3 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%