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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LQD ISHARES TR 8,030.0 $876K 0.34% +2K +29.5% $109.07 -3.3%
62 IYW ISHARES TR 3,430.0 $865K 0.34% $252.26 +0.4%
63 DHS WISDOMTREE TR 7,340.0 $834K 0.33% -700.0 -8.7% $113.68 +4.2%
64 IUSB ISHARES TR 17,934.0 $828K 0.33% +391.0 +2.2% $46.15 -2.0%
65 DIA STATE STR SPDR DOW JONES IND Financial Services 1,541.0 $805K 0.32% -393.0 -20.3% $522.45 +2.2%
66 USIG ISHARES TR 14,928.0 $766K 0.30% +5K +46.8% $51.29 -2.5%
67 QUAL ISHARES TR 3,441.0 $755K 0.30% +537.0 +18.5% $219.45 +1.4%
68 MTUM ISHARES TR 2,074.0 $711K 0.28% $342.90 -11.1%
69 VOO VANGUARD INDEX FDS 957.0 $658K 0.26% -86.0 -8.2% $687.10 +3.0%
70 APP APPLOVIN CORP Technology 1,241.0 $639K 0.25% +324.0 +35.3% $515.19 -37.8%
71 BND VANGUARD BD INDEX FDS 8,689.0 $638K 0.25% +164.0 +1.9% $73.41 -2.0%
72 JPM JPMORGAN CHASE & CO Financial Services 1,866.0 $611K 0.24% $327.37 +9.6%
73 WES WESTERN MIDSTREAM PARTNERS L Energy 13,761.0 $602K 0.24% $43.76 +13.2%
74 CAT CATERPILLAR INC Industrials 549.0 $585K 0.23% +16.0 +3.0% $1065.28 -23.6%
75 VTWO VANGUARD SCOTTSDALE FDS 4,724.0 $574K 0.23% +3K +135.0% $121.42 -1.5%
76 RECS COLUMBIA ETF TR I 13,150.0 $569K 0.22% -8K -36.5% $43.28 +5.7%
77 IJH ISHARES TR 7,360.0 $568K 0.22% $77.11 -1.6%
78 QQQE DIREXION SHARES ETF TRUST 4,542.0 $554K 0.22% -305.0 -6.3% $122.01 -1.0%
79 BIL SPDR SERIES TRUST 6,041.0 $554K 0.22% +444.0 +7.9% $91.65 -0.2%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 3,052.0 $552K 0.22% +226.0 +8.0% $180.92 +0.9%
Page 4 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%