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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IXN ISHARES TR 12,342.0 $1.8M 0.70% -441.0 -3.5% $144.48 -1.1%
42 XSOE WISDOMTREE TR 33,414.0 $1.6M 0.65% -2K -5.9% $49.18 -1.2%
43 DXJ WISDOMTREE TR 9,206.0 $1.6M 0.63% $173.52 +3.7%
44 IVW ISHARES TR 10,829.0 $1.5M 0.59% -2K -14.3% $137.53 +2.2%
45 CLS CELESTICA INC Technology 3,900.0 $1.4M 0.56% +388.0 +11.1% $364.80 -14.4%
46 XSMO INVESCO EXCHANGE TRADED FD T 14,432.0 $1.4M 0.53% -1K -8.0% $93.63 -9.2%
47 MGV VANGUARD WORLD FD 8,113.0 $1.3M 0.52% $163.45 +2.7%
48 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,363.0 $1.2M 0.47% +2K +63.1% $271.95 -37.3%
49 USMV ISHARES TR 12,289.0 $1.2M 0.47% +485.0 +4.1% $96.46 +4.5%
50 IVE ISHARES TR 5,171.0 $1.2M 0.46% +451.0 +9.6% $227.06 +4.3%
51 EPI WISDOMTREE TR 26,288.0 $1.1M 0.44% +851.0 +3.4% $42.78 +1.3%
52 FCX FREEPORT MCMORAN INC Basic Materials 17,170.0 $1.1M 0.43% -1K -6.3% $62.89 +15.6%
53 PYLD PIMCO ETF TR 39,717.0 $1.1M 0.41% -3K -7.1% $26.52 -1.8%
54 CARNIVAL CORP LTD 36,531.0 $1.0M 0.41% NEW $28.57
55 WMT WALMART INC Consumer Defensive 9,162.0 $1.0M 0.41% $113.25 -5.4%
56 QHY WISDOMTREE TR 22,394.0 $1.0M 0.40% +955.0 +4.5% $45.81 -0.5%
57 TTMI TTM TECHNOLOGIES INC Technology 5,415.0 $1.0M 0.40% +565.0 +11.7% $187.02 -32.8%
58 IYH ISHARES TR 13,980.0 $937K 0.37% -501.0 -3.5% $67.01 +8.0%
59 IDV ISHARES TR 22,568.0 $935K 0.37% -2K -9.0% $41.43 +9.2%
60 STRL STERLING INFRASTRUCTURE INC Industrials 1,113.0 $934K 0.37% -280.0 -20.1% $839.36 -42.0%
Page 3 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%