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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 232.0 $217K 0.09% $934.58 -2.0%
142 LRCX LAM RESEARCH CORP Technology 495.0 $214K 0.09% NEW $433.33 -29.0%
143 SCHX SCHWAB STRATEGIC TR 7,277.0 $214K 0.08% NEW $29.43 +3.2%
144 KVUE KENVUE INC Consumer Defensive 11,151.0 $213K 0.08% -5K -32.0% $19.11 -1.9%
145 SMCI SUPER MICRO COMPUTER INC Technology 6,932.0 $203K 0.08% -13K -65.5% $29.33 +35.0%
146 VGT VANGUARD WORLD FD 1,688.0 $202K 0.08% NEW $119.52 +1.5%
147 INTC INTEL CORP Technology 1,441.0 $201K 0.08% NEW $139.63 -31.4%
148 ECC EAGLE POINT CR CO Financial Services 14,500.0 $54K 0.02% -67K -82.2% $3.72 +5.4%
149 SABR SABRE CORP Consumer Cyclical 15,733.0 $33K 0.01% -517.0 -3.2% $2.09 +1.9%
Page 8 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%