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Portfolio (Quarterly) Guide ↗

Oxinas Partners, LLC

· CIK 0001759320
13F Portfolio $219M AUM 145 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 74 Added 35 Reduced 5 Exited
Page 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLOT ISHARES TR 57,198.0 $2.9M 1.33% +20K +52.6% $50.95 +0.2%
22 MSFT MICROSOFT CORP Technology 7,485.0 $2.8M 1.27% +119.0 +1.6% $370.19 +11.5%
23 JEPI J P MORGAN EXCHANGE TRADED F 47,924.0 $2.7M 1.24% +4K +9.5% $56.68 -0.7%
24 JEPQ J P MORGAN EXCHANGE TRADED F 47,456.0 $2.6M 1.20% +3K +7.5% $55.52 +9.4%
25 GOOGL ALPHABET INC Communication Services 8,929.0 $2.6M 1.17% +211.0 +2.4% $287.58 +35.2%
26 DON WISDOMTREE TR 48,112.0 $2.5M 1.16% +1K +3.1% $52.54 +5.4%
27 NVDA NVIDIA CORPORATION Technology 14,357.0 $2.5M 1.14% +2K +20.6% $174.40 +21.9%
28 GOVT ISHARES TR 102,480.0 $2.3M 1.07% NEW $22.91 -0.8%
29 RPV INVESCO EXCHANGE TRADED FD T 21,164.0 $2.3M 1.04% -407.0 -1.9% $107.39 +5.3%
30 NOBL PROSHARES TR 21,289.0 $2.3M 1.03% +7K +47.4% $106.01 +1.8%
31 MTGP WISDOMTREE TR 48,728.0 $2.2M 0.98% +2K +5.0% $44.20 -0.6%
32 AVGO BROADCOM INC Technology 6,686.0 $2.1M 0.95% +2K +32.1% $309.51 +36.3%
33 META META PLATFORMS INC Communication Services 3,392.0 $1.9M 0.89% +36.0 +1.1% $572.13 +11.0%
34 DAL DELTA AIR LINES INC Industrials 26,799.0 $1.8M 0.81% $66.48 +23.0%
35 XLK SELECT SECTOR SPDR TR 13,321.0 $1.8M 0.81% -803.0 -5.7% $132.90 +38.8%
36 VYMI VANGUARD WHITEHALL FDS 18,566.0 $1.7M 0.80% -544.0 -2.9% $94.24 +6.7%
37 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,342.0 $1.7M 0.80% -2K -31.6% $327.05 +18.0%
38 VOT VANGUARD INDEX FDS 6,758.0 $1.7M 0.80% +3K +90.6% $257.35 +13.8%
39 DXJ WISDOMTREE TR 9,175.0 $1.5M 0.67% -971.0 -9.6% $158.58 +7.8%
40 IVW ISHARES TR 12,635.0 $1.4M 0.65% +2K +16.5% $113.11 +22.3%
Page 2 of 8  ·  145 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 28.5%
Technology 24.9%
Consumer Cyclical 17.2%
Communication Services 13.2%
Industrials 8.7%
Consumer Defensive 2.7%
Energy 2.2%
Basic Materials 2.2%
Healthcare 0.4%