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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 7 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FPH FIVE POINT HOLDINGS LLC Real Estate 117,816.0 $659K 0.25% -19K -14.1% $5.59 -8.4%
122 MYRG MYR GROUP INC DEL Industrials 3,000.0 $656K 0.25% -2K -36.2% $218.50 +111.0%
123 CHYM CHIME FINL INC Financial Services 25,300.0 $637K 0.24% NEW $25.17 -30.1%
124 AMD CALL ADVANCED MICRO DEVICES INC Technology 6,500.0 $614K 0.23% NEW $94.46 +468.9%
125 COLO GLOBAL X FDS 16,700.0 $595K 0.23% +2K +9.9% $35.64 +23.6%
126 MTCH MATCH GROUP INC NEW Communication Services 18,400.0 $594K 0.23% NEW $32.29 +9.8%
127 AIN BRIDGE BANCORP INC 17,000.0 $589K 0.22% $34.64
128 TVTX TRAVERE THERAPEUTICS INC Healthcare 15,400.0 $588K 0.22% $38.21 +44.3%
129 WT WISDOMTREE INC Financial Services 47,600.0 $580K 0.22% $12.19 +50.2%
130 TWLO TWILIO INC Communication Services 3,900.0 $555K 0.21% NEW $142.24 +30.9%
131 OZK BANK OZK LITTLE ROCK ARK Financial Services 12,000.0 $552K 0.21% NEW $46.02 +7.0%
132 LOGI LOGITECH INTL S A Technology 5,500.0 $551K 0.21% $100.22 +7.4%
133 PACS PACS GROUP INC Financial Services 14,100.0 $541K 0.21% NEW $38.39 -4.7%
134 CELH CELSIUS HLDGS INC Consumer Defensive 11,700.0 $535K 0.20% NEW $45.74 -32.7%
135 BIOA BIOAGE LABS INC Healthcare 40,300.0 $533K 0.20% $13.23 +57.0%
136 BOSC BOS BETTER ONLINE SOLUTIONS Technology 116,677.0 $532K 0.20% -61K -34.4% $4.56 -4.4%
137 AVAV AEROVIRONMENT IN Industrials 1,898.0 $459K 0.17% +818.0 +75.7% $241.89 -29.9%
138 TSAT TELESAT CORP Technology 15,475.0 $450K 0.17% $29.10 +56.7%
139 NVDA NVIDIA CORPORATION Technology 2,400.0 $448K 0.17% -8K -76.0% $186.50 +13.0%
140 AFRM CALL AFFIRM HLDGS INC Technology 555,600.0 $431K 0.16% NEW $0.78 +9438.1%
Page 7 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%