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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 1,020.0 $489K 0.22% +8.0 +0.8% $479.20
82 QQQE DIREXION SHARES ETF TRUST 4,847.0 $478K 0.22% -381.0 -7.3% $98.53 +19.1%
83 J P MORGAN EXCHANGE TRADED F 9,373.0 $474K 0.22% +452.0 +5.1% $50.61
84 TTMI TTM TECHNOLOGIES INC Technology 4,850.0 $472K 0.22% +2K +59.2% $97.42 +95.7%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 2,826.0 $467K 0.21% +165.0 +6.2% $165.33 +10.1%
86 SMCI SUPER MICRO COMPUTER INC Technology 20,104.0 $458K 0.21% -7K -25.1% $22.77 +67.7%
87 VCIT VANGUARD SCOTTSDALE FDS 5,494.0 $455K 0.21% +255.0 +4.9% $82.74 -0.2%
88 GS GOLDMAN SACHS GROUP INC Financial Services 506.0 $428K 0.20% +5.0 +1.0% $846.18 +17.8%
89 NEAR ISHARES U S ETF TR 8,391.0 $427K 0.20% +246.0 +3.0% $50.84 -0.2%
90 PDI PIMCO DYNAMIC INCOME FD Financial Services 24,073.0 $412K 0.19% +13K +109.3% $17.11 -2.7%
91 VTI VANGUARD INDEX FDS 1,280.0 $411K 0.19% +393.0 +44.3% $320.79 +15.1%
92 VUG VANGUARD INDEX FDS 938.0 $410K 0.19% -98.0 -9.5% $436.65 -79.8%
93 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 77,653.0 $396K 0.18% -22K -22.4% $5.10 +3.9%
94 XLE SELECT SECTOR SPDR TR 6,252.0 $383K 0.17% +234.0 +3.9% $61.26 -7.0%
95 CAT CATERPILLAR INC Industrials 533.0 $378K 0.17% +19.0 +3.7% $708.64 +28.4%
96 SHOP SHOPIFY INC Technology 3,095.0 $367K 0.17% +18.0 +0.6% $118.62 -10.1%
97 APP APPLOVIN CORP Technology 917.0 $365K 0.17% +495.0 +117.3% $398.00 +42.7%
98 ESGU ISHARES TR 2,570.0 $364K 0.17% +266.0 +11.6% $141.45 +15.7%
99 IJR ISHARES TR 2,763.0 $343K 0.16% $124.31 +12.3%
100 SSRM SSR MINING IN Basic Materials 11,502.0 $338K 0.15% NEW $29.37 +1.1%
Page 5 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%