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Portfolio (Quarterly) Guide ↗

OxenFree Capital LLC

· CIK 0002009781
13F Portfolio $218M AUM 56 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 20 Added 21 Reduced 4 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STXT EA SERIES TRUST 846,242.0 $16.6M 7.59% -90K -9.6% $19.56 -0.7%
2 STXD EA SERIES TRUST 284,199.0 $11.2M 5.13% -58K -16.9% $39.38 +0.8%
3 STXE EA SERIES TRUST 168,519.0 $8.4M 3.83% -5K -2.9% $49.55 +0.7%
4 ISHARES TR 111,864.0 $5.5M 2.54% -44K -28.2% $49.47
5 IWY ISHARES TR 11,840.0 $3.4M 1.54% -709.0 -5.7% $283.83 +0.1%
6 QQQ INVESCO QQQ TR Financial Services 2,772.0 $2.0M 0.90% -3K -48.8% $709.47 -0.4%
7 NEE NEXTERA ENERGY INC Utilities 18,312.0 $1.6M 0.74% -287.0 -1.5% $88.47 -6.8%
8 DIVI FRANKLIN TEMPLETON ETF TR 34,169.0 $1.5M 0.67% -13K -28.0% $42.74 +2.9%
9 XMMO INVESCO EXCHANGE TRADED FD T 8,923.0 $1.4M 0.66% -721.0 -7.5% $160.26 -5.6%
10 XSVM INVESCO EXCHANGE TRADED FD T 18,423.0 $1.3M 0.59% -1K -6.4% $69.51 -0.7%
11 DTD WISDOMTREE TR 9,513.0 $899K 0.41% -145.0 -1.5% $94.51 +2.3%
12 TRFK PACER FDS TR 8,943.0 $857K 0.39% -5K -36.8% $95.80 -3.9%
13 MCK MCKESSON CORP Healthcare 641.0 $518K 0.24% -28.0 -4.2% $807.64 +13.5%
14 AAPL APPLE INC Technology 1,615.0 $502K 0.23% -18.0 -1.1% $310.65 +4.7%
15 COWG PACER FDS TR 12,415.0 $481K 0.22% -761.0 -5.8% $38.73 +2.0%
16 NVDA NVIDIA CORPORATION Technology 1,807.0 $356K 0.16% -200.0 -10.0% $196.95 +11.5%
17 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 349.0 $330K 0.15% -9.0 -2.5% $946.19 -1.1%
18 AFMC FIRST TR EXCHNG TRADED FD VI 6,653.0 $267K 0.12% -245.0 -3.5% $40.07 +1.1%
19 AMZN AMAZON COM INC Consumer Cyclical 1,063.0 $261K 0.12% -281.0 -20.9% $245.98 +3.4%
20 CSPF COHEN & STEERS ETF TRUST 8,476.0 $222K 0.10% -11K -55.9% $26.15 -1.4%
Page 1 of 2  ·  21 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 47.8%
Technology 25.9%
Utilities 14.5%
Healthcare 4.6%
Consumer Cyclical 4.2%
Consumer Defensive 3.0%