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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLOT ISHARES TR 66,830.0 $3.4M 1.34% +10K +16.8% $51.05 -0.3%
22 MU MICRON TECHNOLOGY INC Technology 2,723.0 $3.1M 1.24% +738.0 +37.2% $1154.20 -11.9%
23 JEPQ J P MORGAN EXCHANGE TRADED F 48,828.0 $3.0M 1.18% +1K +2.9% $61.46 -2.6%
24 GOOGL ALPHABET INC Communication Services 8,034.0 $2.9M 1.13% -895.0 -10.0% $357.37 -5.3%
25 MSFT MICROSOFT CORP Technology 7,660.0 $2.9M 1.13% +175.0 +2.3% $373.01 +34.0%
26 JEPI J P MORGAN EXCHANGE TRADED F 49,402.0 $2.8M 1.10% +1K +3.1% $56.48 +1.3%
27 DON WISDOMTREE TR 49,112.0 $2.8M 1.09% +1K +2.1% $56.52 +2.2%
28 VOT VANGUARD INDEX FDS 8,495.0 $2.6M 1.03% +2K +25.7% $306.31 -2.0%
29 NOBL PROSHARES TR 44,343.0 $2.5M 0.98% +23K +108.3% $56.16 +2.7%
30 NVDA NVIDIA CORPORATION Technology 12,302.0 $2.5M 0.97% -2K -14.3% $200.09 +15.1%
31 XLK SELECT SECTOR SPDR TR 12,654.0 $2.4M 0.95% -667.0 -5.0% $190.52 -1.7%
32 DAL DELTA AIR LINES INC Industrials 25,174.0 $2.4M 0.93% -2K -6.1% $93.66 -14.4%
33 RPV INVESCO EXCHANGE TRADED FD T 20,682.0 $2.4M 0.93% -482.0 -2.3% $113.82 +7.9%
34 GOVT ISHARES TR 102,424.0 $2.3M 0.92% $22.78 -1.9%
35 MTGP WISDOMTREE TR 51,000.0 $2.3M 0.89% +2K +4.7% $44.16 -1.5%
36 META META PLATFORMS INC Communication Services 3,954.0 $2.2M 0.88% +562.0 +16.6% $563.28 +9.5%
37 SPACE EXPLORATION TECHN CORP 12,377.0 $2.1M 0.83% NEW $170.86
38 AVGO BROADCOM INC Technology 5,247.0 $2.0M 0.78% -1K -21.5% $377.76 -5.3%
39 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5,296.0 $2.0M 0.77% -46.0 -0.9% $370.58 -9.2%
40 VYMI VANGUARD WHITEHALL FDS 18,726.0 $1.8M 0.72% +160.0 +0.9% $98.20 +9.0%
Page 2 of 8  ·  149 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%