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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $216M AUM 172 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New
Page 1 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 83,046.0 $8.6M 4.00% NEW $103.87 +9.8%
2 AMZN AMAZON COM INC Consumer Cyclical 37,600.0 $8.3M 3.82% NEW $219.57 +11.3%
3 ET ENERGY TRANSFER L P Energy 477,000.0 $8.2M 3.79% NEW $17.16 +9.3%
4 WES WESTERN MIDSTREAM PARTNERS L Energy 200,000.0 $7.9M 3.64% NEW $39.29 +9.3%
5 AX AXOS FINANCIAL INC Financial Services 88,000.0 $7.4M 3.45% NEW $84.65 +4.0%
6 TSM TAIWAN SEMICONDUCTOR MFG LT Technology 24,000.0 $6.7M 3.10% NEW $279.29 +65.5%
7 IBIT ISHARES BITCOIN TRUST ETF Financial Services 86,290.0 $5.6M 2.60% NEW $65.00 -45.2%
8 EC ECOPETROL S A Energy 500,000.0 $4.6M 2.13% NEW $9.21 +80.0%
9 ORR EA SERIES TRUST 123,000.0 $3.9M 1.79% NEW $31.48 +17.8%
10 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 56,000.0 $3.9M 1.78% NEW $68.81 +39.5%
11 GRVY GRAVITY CO LTD Technology 58,000.0 $3.7M 1.72% NEW $64.00 +2.4%
12 MPLX MPLX LP Energy 67,000.0 $3.3M 1.55% NEW $49.95 +13.8%
13 CQP CHENIERE ENERGY PARTNERS LP Energy 12,600.0 $3.0M 1.37% NEW $234.98 -75.3%
14 CAAP CORPORACION AMER ARPTS S A Industrials 161,000.0 $2.9M 1.35% NEW $18.12 +52.0%
15 AGM FEDERAL AGRIC MTG CORP Financial Services 16,000.0 $2.7M 1.25% NEW $167.98 +9.2%
16 HOOD ROBINHOOD MKTS INC Financial Services 18,678.0 $2.7M 1.24% NEW $143.18 -24.5%
17 PKBK PARKE BANCORP INC Financial Services 120,000.0 $2.6M 1.20% NEW $21.55 +47.8%
18 IBB ISHARES TR 16,500.0 $2.4M 1.10% NEW $144.37 +20.3%
19 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 294,521.0 $2.2M 1.03% NEW $7.55 -25.2%
20 AMERICAN COASTAL INS CORP 190,658.0 $2.2M 1.01% NEW $11.39
Page 1 of 9  ·  172 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 21.9%
Energy 18.1%
Industrials 16.9%
Technology 15.0%
Healthcare 9.1%
Consumer Cyclical 7.0%
Real Estate 3.7%
Communication Services 3.6%
Consumer Defensive 3.2%
Basic Materials 1.3%