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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PACS PACS GROUP INC Financial Services 14,100.0 $541K 0.21% NEW $38.39 -4.7%
42 CELH CELSIUS HLDGS INC Consumer Defensive 11,700.0 $535K 0.20% NEW $45.74 -32.7%
43 AFRM CALL AFFIRM HLDGS INC Technology 555,600.0 $431K 0.16% NEW $0.78 +9438.1%
44 ONON ON HLDG AG Consumer Cyclical 8,900.0 $414K 0.16% NEW $46.48 -16.4%
45 FRPT FRESHPET INC Consumer Defensive 6,600.0 $402K 0.15% NEW $60.93 -9.7%
46 MSTR STRATEGY INC Technology 2,560.0 $389K 0.15% NEW $151.95 -25.9%
47 RH RH Consumer Cyclical 2,100.0 $376K 0.14% NEW $179.15 -17.3%
48 FIVN FIVE9 INC Technology 16,000.0 $321K 0.12% NEW $20.05 -3.3%
49 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 22,400.0 $318K 0.12% NEW $14.19 +75.3%
50 BSOL BITWISE SOLANA STAKING ETF Financial Services 18,800.0 $308K 0.12% NEW $16.40 -42.7%
51 META META PLATFORMS INC Communication Services 440.0 $290K 0.11% NEW $660.09 -12.6%
52 NEXT NEXTDECADE CORP Energy 54,800.0 $289K 0.11% NEW $5.27 +39.5%
53 DBC INVESCO DB COMMDY INDX TRCK Financial Services 12,500.0 $280K 0.11% NEW $22.36 +23.6%
54 ABBV ABBVIE INC Healthcare 1,200.0 $274K 0.10% NEW $228.49 -5.2%
55 SBRA SABRA HEALTH CARE REIT INC Real Estate 13,000.0 $246K 0.09% NEW $18.94 -4.3%
56 CME CME GROUP INC Financial Services 880.0 $240K 0.09% NEW $273.08 -9.8%
57 EPOL ISHARES TR 7,451.0 $223K 0.09% NEW $29.96 +32.7%
58 CALL KLARNA GROUP PLC 327,600.0 $213K 0.08% NEW $0.65
59 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 24,700.0 $210K 0.08% NEW $8.50 +22.6%
60 ICICI BANK LIMITED 7,000.0 $209K 0.08% NEW $29.80
Page 3 of 4  ·  78 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%