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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLE SELECT SECTOR SPDR TR 5,474.0 $291K 0.12% -778.0 -12.4% $53.11 +20.6%
122 PLTR PALANTIR TECHNOLOGIES INC Technology 2,444.0 $285K 0.11% -2K -49.2% $116.67 +49.4%
123 ORCL ORACLE CORP Technology 1,941.0 $284K 0.11% -308.0 -13.7% $146.53 +8.4%
124 HD HOME DEPOT INC Consumer Cyclical 785.0 $277K 0.11% $352.86 -9.0%
125 HYDB ISHARES TR 5,822.0 $272K 0.11% -448.0 -7.2% $46.77 -1.1%
126 F FORD MTR CO Consumer Cyclical 18,770.0 $261K 0.10% -2K -9.6% $13.90 +5.2%
127 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 675.0 $257K 0.10% NEW $380.37 -29.3%
128 IQDG WISDOMTREE TR 5,935.0 $256K 0.10% -1K -15.2% $43.08 +3.3%
129 XOM EXXON MOBIL CORP Energy 1,852.0 $253K 0.10% $136.72 +16.6%
130 USFD US FOODS HLDG CORP Consumer Defensive 2,468.0 $252K 0.10% $102.25 +1.8%
131 CSTM CONSTELLIUM SE Basic Materials 7,775.0 $248K 0.10% NEW $31.87 -14.8%
132 SCHW SCHWAB CHARLES CORP Financial Services 2,672.0 $247K 0.10% $92.26 +18.5%
133 CAR AVIS BUDGET GROUP INC Industrials 1,666.0 $246K 0.10% NEW $147.83 -6.2%
134 KGC KINROSS GOLD CORP Basic Materials 10,356.0 $245K 0.10% $23.62 +30.7%
135 DY DYCOM INDS INC Industrials 477.0 $241K 0.10% NEW $505.59 -40.6%
136 IEFA ISHARES TR 2,428.0 $235K 0.09% -183.0 -7.0% $96.58 +4.7%
137 VZ VERIZON COMMUNICATIONS INC Communication Services 5,483.0 $232K 0.09% -306.0 -5.3% $42.34 +18.4%
138 YYY AMPLIFY ETF TR 20,094.0 $232K 0.09% $11.53 -3.3%
139 SHEL SHELL PLC Energy 2,901.0 $225K 0.09% -128.0 -4.2% $77.55 +19.9%
140 WCBR WISDOMTREE TR 6,168.0 $223K 0.09% NEW $36.22 +10.1%
Page 7 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%