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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $263M AUM 198 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 49 Added 24 Reduced 52 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VESTA REAL ESTATE CORP 27,700.0 $845K 0.32% +6K +28.8% $30.49
42 KMI KINDER MORGAN INC DEL Energy 29,400.0 $808K 0.31% +3K +10.9% $27.49 +14.9%
43 SAIA SAIA INC Industrials 2,460.0 $803K 0.30% +2K +173.3% $326.52 +33.3%
44 WOLF WOLFSPEED INC Technology 44,000.0 $766K 0.29% +18K +69.2% $17.41 +229.8%
45 ICLR ICON PLC Healthcare 4,000.0 $729K 0.28% +800.0 +25.0% $182.22 -19.9%
46 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,815.0 $721K 0.27% +300.0 +11.9% $256.03 -6.5%
47 COLO GLOBAL X FDS 16,700.0 $595K 0.23% +2K +9.9% $35.64 +23.6%
48 AVAV AEROVIRONMENT IN Industrials 1,898.0 $459K 0.17% +818.0 +75.7% $241.89 -29.9%
49 TIGR CALL UP FINTECH HLDG LTD Financial Services 250,000.0 $4K 0.00% +50K +25.0% $0.01 +31510.7%
Page 3 of 3  ·  49 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 23.4%
Technology 14.5%
Energy 12.7%
Industrials 12.0%
Healthcare 11.8%
Consumer Cyclical 9.5%
Communication Services 6.6%
Real Estate 4.0%
Consumer Defensive 3.9%
Basic Materials 1.5%