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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 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SEZL SEZZLE INC Financial Services 22,043.0 $1.4M 0.53% NEW $63.47 +157.2%
62 DHR DANAHER CORPORATION Healthcare 6,100.0 $1.4M 0.53% +6K +1933.3% $228.92 -22.6%
63 HII HUNTINGTON INGALLS INDS INC Industrials 4,000.0 $1.4M 0.52% $340.07 -16.1%
64 CSX X CORP Industrials 37,400.0 $1.4M 0.52% +8K +25.5% $36.25 +25.9%
65 NU NU HLDGS LTD Financial Services 80,000.0 $1.3M 0.51% NEW $16.74 -24.1%
66 CBNK CAPITAL BANCORP INC MD Financial Services 47,000.0 $1.3M 0.50% NEW $28.17 +18.1%
67 MELI MERCADOLIBRE INC Consumer Cyclical 650.0 $1.3M 0.50% NEW $2014.26 -18.8%
68 IMAX IMAX CORP Communication Services 35,000.0 $1.3M 0.49% NEW $36.96 +19.9%
69 DRS LEONARDO DRS INC Industrials 37,400.0 $1.3M 0.48% +20K +117.4% $34.09 +35.2%
70 DHC DIVERSIFIED HEALTHCARE TR Real Estate 257,239.0 $1.2M 0.47% +92K +55.6% $4.85 +82.7%
71 CORZ CORE SCIENTIFIC INC NEW Technology 83,500.0 $1.2M 0.46% -2K -1.8% $14.56 +100.3%
72 BBC ETFIS SER TR I 31,263.0 $1.2M 0.46% -22K -41.7% $38.56 +17.9%
73 SNAP SNAP INC Communication Services 149,190.0 $1.2M 0.46% +14K +10.3% $8.07 -42.4%
74 NNI NELNET INC Financial Services 9,000.0 $1.2M 0.46% NEW $132.96 -2.0%
75 KASPI KZ JSC 15,000.0 $1.2M 0.45% NEW $78.13
76 GTLB GITLAB INC Technology 30,000.0 $1.1M 0.43% -5K -14.3% $37.53 -29.2%
77 HDB HDFC BANK LTD Financial Services 30,244.0 $1.1M 0.42% +16K +115.3% $36.54 -31.4%
78 PRCT PROCEPT BIOROBOTICS CORP Healthcare 35,000.0 $1.1M 0.42% NEW $31.46 -31.0%
79 BMBL BUMBLE INC Technology 302,604.0 $1.1M 0.41% NEW $3.57 -17.1%
80 V VISA INC Financial Services 3,000.0 $1.1M 0.40% NEW $350.71 -6.7%
Page 4 of 10  ·  198 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%