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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC Technology 7,586.0 $547K 0.22% $72.16 +5.0%
82 RSPR INVESCO EXCHANGE TRADED FD T 14,802.0 $541K 0.21% -314.0 -2.1% $36.56 -1.6%
83 NEAR ISHARES U S ETF TR 10,419.0 $528K 0.21% +2K +24.2% $50.66 -0.6%
84 GS GOLDMAN SACHS GROUP INC Financial Services 505.0 $511K 0.20% $1011.32 +2.7%
85 BERKSHIRE HATHAWAY INC DEL 996.0 $498K 0.20% -24.0 -2.4% $500.39
86 UNH UNITEDHEALTH GROUP INC Healthcare 1,185.0 $492K 0.19% $415.51 -4.4%
87 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,254.0 $477K 0.19% +2K +41.9% $90.76 +4.5%
88 VCIT VANGUARD SCOTTSDALE FDS 5,516.0 $456K 0.18% $82.65 -2.6%
89 VTI VANGUARD INDEX FDS 1,231.0 $455K 0.18% -49.0 -3.8% $370.01 +2.6%
90 J P MORGAN EXCHANGE TRADED F 8,986.0 $454K 0.18% -387.0 -4.1% $50.57
91 VUG VANGUARD INDEX FDS 5,162.0 $445K 0.17% +4K +450.3% $86.14 +2.7%
92 BP BP PLC Energy 11,978.0 $443K 0.17% $36.95 +18.6%
93 UI UBIQUITI INC Technology 815.0 $435K 0.17% -60.0 -6.9% $534.03 +8.5%
94 H HYATT HOTELS CORP Consumer Cyclical 2,200.0 $426K 0.17% $193.84 -14.4%
95 PDI PIMCO DYNAMIC INCOME FD Financial Services 25,137.0 $420K 0.17% +1K +4.4% $16.70 -8.2%
96 LUV SOUTHWEST AIRLS CO Industrials 8,100.0 $417K 0.16% $51.42 -22.9%
97 APLD APPLIED DIGITAL CORP Technology 11,065.0 $413K 0.16% -14K -55.7% $37.30 -29.3%
98 IJR ISHARES TR 2,763.0 $410K 0.16% $148.31 -2.0%
99 WDC WESTERN DIGITAL CORP Technology 626.0 $400K 0.16% NEW $638.76 -26.8%
100 NFLX NETFLIX INC. Communication Services 5,590.0 $399K 0.16% -64.0 -1.1% $71.40 +9.6%
Page 5 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%