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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLSK CLEANSPARK INC Technology 26,427.0 $385K 0.15% -3K -9.7% $14.55 -12.8%
102 AIS TIDAL TRUST III 4,400.0 $375K 0.15% -500.0 -10.2% $85.31 -17.6%
103 BAC BANK OF AMER CORP Financial Services 6,509.0 $371K 0.15% $56.98 +10.0%
104 VIG VANGUARD SPECIALIZED FUNDS 1,559.0 $369K 0.14% $236.65 +2.3%
105 ESGU ISHARES TR 2,219.0 $363K 0.14% -351.0 -13.7% $163.66 +3.1%
106 AMD ADVANCED MICRO DEVICES INC Technology 611.0 $355K 0.14% NEW $580.91 -17.8%
107 BITWISE FUNDS TRUST 14,425.0 $353K 0.14% -3K -15.2% $24.50
108 SHOP SHOPIFY INC Technology 3,064.0 $350K 0.14% -31.0 -1.0% $114.18 +27.1%
109 CMI CUMMINS INC Industrials 489.0 $349K 0.14% +86.0 +21.3% $712.85 -21.3%
110 LITE LUMENTUM HLDGS INC Technology 392.0 $336K 0.13% NEW $858.06 +2.7%
111 AGX ARGAN INC Industrials 420.0 $335K 0.13% -10.0 -2.3% $798.40 -47.6%
112 UPS UNITED PARCEL SVCS INC Industrials 3,103.0 $334K 0.13% $107.51 -4.8%
113 SSRM SSR MINING IN Basic Materials 11,502.0 $325K 0.13% $28.28 +31.4%
114 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 62,208.0 $323K 0.13% -15K -19.9% $5.20 -4.8%
115 CWB SPDR SERIES TRUST 3,000.0 $323K 0.13% $107.81 -4.5%
116 CSCO CISCO SYS INC Technology 2,730.0 $321K 0.13% $117.48 -7.0%
117 WTAI WISDOMTREE TR 6,716.0 $319K 0.13% NEW $47.47 -11.6%
118 MBB ISHARES TR 3,318.0 $314K 0.12% +708.0 +27.1% $94.53 -1.9%
119 CHAT TIDAL TRUST II 3,076.0 $304K 0.12% NEW $98.69 -9.3%
120 VISN VISTANCE NETWORKS INC Technology 23,357.0 $298K 0.12% +10K +78.0% $12.78 -49.9%
Page 6 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%