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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,675.0 $251K 0.12% +795.0 +42.3% $93.87 +135.7%
122 SCHW SCHWAB CHARLES CORP Financial Services 2,669.0 $251K 0.12% +78.0 +3.0% $93.97 -8.9%
123 CLSK CLEANSPARK INC Technology 29,252.0 $249K 0.11% -13K -30.6% $8.51 +112.0%
124 MBB ISHARES TR 2,610.0 $248K 0.11% NEW $94.97 -0.6%
125 F FORD MTR CO Consumer Cyclical 20,766.0 $240K 0.11% $11.54 +37.6%
126 VISN VISTANCE NETWORKS INC Technology 13,122.0 $239K 0.11% +277.0 +2.2% $18.20 -31.4%
127 COIN COINBASE GLOBAL INC Financial Services 1,365.0 $238K 0.11% +111.0 +8.8% $174.61 -0.5%
128 USB US BANCORP Financial Services 4,582.0 $238K 0.11% +32.0 +0.7% $52.01 +5.2%
129 IEFA ISHARES TR 2,611.0 $236K 0.11% +229.0 +9.6% $90.51 +8.2%
130 AGX ARGAN INC Industrials 430.0 $234K 0.11% NEW $544.27 +23.7%
131 BNO UNITED STS BRENT OIL FD LP Financial Services 4,450.0 $231K 0.11% NEW $52.01 -1.7%
132 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 232.0 $231K 0.11% NEW $995.28 +0.8%
133 USFD US FOODS HLDG CORP Consumer Defensive 2,468.0 $228K 0.10% NEW $92.21 -10.6%
134 YYY AMPLIFY ETF TR 20,094.0 $222K 0.10% $11.03 +5.3%
135 SCCO SOUTHERN COPPER CORP Basic Materials 1,266.0 $218K 0.10% NEW $172.06 +9.1%
136 CMI CUMMINS INC Industrials 403.0 $217K 0.10% NEW $538.60 +24.0%
137 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,600.0 $217K 0.10% -1K -7.9% $18.70 -2.9%
138 SLV ISHARES SILVER TR Financial Services 3,183.0 $217K 0.10% +45.0 +1.4% $68.14 -0.9%
139 CSCO CISCO SYS INC Technology 2,730.0 $212K 0.10% +50.0 +1.9% $77.59 +54.2%
140 COP CONOCOPHILLIPS Energy 1,594.0 $210K 0.10% NEW $132.04 -12.8%
Page 7 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%