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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 9 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEXT NEXTDECADE CORP Energy 54,800.0 $289K 0.11% NEW $5.27 +39.5%
162 DBC INVESCO DB COMMDY INDX TRCK Financial Services 12,500.0 $280K 0.11% NEW $22.36 +23.6%
163 ABBV ABBVIE INC Healthcare 1,200.0 $274K 0.10% NEW $228.49 -5.3%
164 PYPL CALL PAYPAL HLDGS INC Financial Services 45,000.0 $261K 0.10% $5.81 +631.6%
165 TSHA TAYSHA GENE THERAPIES INC Healthcare 46,500.0 $256K 0.10% -20K -30.4% $5.50 +16.7%
166 SBRA SABRA HEALTH CARE REIT INC Real Estate 13,000.0 $246K 0.09% NEW $18.94 -4.3%
167 CME CME GROUP INC Financial Services 880.0 $240K 0.09% NEW $273.08 -9.8%
168 UBER UBER TECHNOLOGIES INC Technology 2,900.0 $237K 0.09% $81.71 -12.3%
169 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 36,812.0 $236K 0.09% $6.41 -1.6%
170 TDW TIDEWATER INC NEW Energy 4,500.0 $227K 0.09% $50.51 +28.0%
171 FOUR SHIFT4 PMTS INC Technology 3,600.0 $227K 0.09% -6K -60.9% $62.97 -37.4%
172 EPOL ISHARES TR 7,451.0 $223K 0.09% NEW $29.96 +32.7%
173 VIRT VIRTU FINL INC Financial Services 6,400.0 $213K 0.08% $33.32 +89.3%
174 CALL KLARNA GROUP PLC 327,600.0 $213K 0.08% NEW $0.65
175 KDEF EXCHANGE LISTED FDS TR 4,838.0 $212K 0.08% $43.88 +10.2%
176 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 24,700.0 $210K 0.08% NEW $8.50 +22.6%
177 ICICI BANK LIMITED 7,000.0 $209K 0.08% NEW $29.80
178 QURE UNIQURE NV Healthcare 8,500.0 $203K 0.08% -26K -75.7% $23.93 +93.4%
179 BLOCK INC 3,100.0 $202K 0.08% -15K -83.1% $65.09
180 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 12,200.0 $199K 0.08% NEW $16.35 +48.4%
Page 9 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%