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Portfolio (Quarterly) Guide ↗

OxenFree Capital LLC

· CIK 0002009781
13F Portfolio $206M AUM 56 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 23 Added 16 Reduced 2 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EOI EATON VANCE ENHANCED EQUITY Financial Services 80,711.0 $1.6M 0.78% +13K +18.5% $19.92 -0.4%
22 XMMO INVESCO EXCHANGE TRADED FD T 9,644.0 $1.5M 0.73% -1K -10.2% $156.82 +7.4%
23 EMB ISHARES TR 15,609.0 $1.5M 0.73% +1K +7.8% $96.25 -0.3%
24 XSVM INVESCO EXCHANGE TRADED FD T 19,679.0 $1.2M 0.60% -918.0 -4.5% $63.40 +6.0%
25 HNDL STRATEGY SHS 49,964.0 $1.1M 0.54% +6K +13.6% $22.38 +2.3%
26 TRFK PACER FDS TR 14,148.0 $1.0M 0.50% NEW $72.62 +34.3%
27 SEIX VIRTUS ETF TR II 40,642.0 $941K 0.46% +4K +10.4% $23.16 +0.3%
28 DTD WISDOMTREE TR 9,658.0 $864K 0.42% $89.46 +3.4%
29 COWZ PACER FDS TR 12,581.0 $783K 0.38% +636.0 +5.3% $62.23 +3.1%
30 ICOW PACER FDS TR 16,868.0 $739K 0.36% NEW $43.81 +2.7%
31 PFFA ETFIS SER TR I 27,913.0 $605K 0.29% +4K +14.8% $21.66 -1.3%
32 MCK MCKESSON CORP Healthcare 669.0 $578K 0.28% +9.0 +1.4% $863.74 -12.4%
33 ARKB ARK 21SHARES BITCOIN ETF Financial Services 22,895.0 $570K 0.28% -2K -8.5% $24.91 -0.3%
34 MGV VANGUARD WORLD FD 3,551.0 $530K 0.26% $149.19 +5.7%
35 CSPF COHEN & STEERS ETF TRUST 19,218.0 $501K 0.24% +2K +13.7% $26.05 +0.3%
36 COWG PACER FDS TR 13,176.0 $467K 0.23% NEW $35.46 +7.8%
37 AAPL APPLE INC Technology 1,633.0 $435K 0.21% +270.0 +19.8% $266.38 +16.7%
38 ED CONSOLIDATED EDISON INC Utilities 3,631.0 $400K 0.19% $110.28 -2.1%
39 NVDA NVIDIA CORPORATION Technology 2,007.0 $399K 0.19% -123.0 -5.8% $198.87 +6.9%
40 LQD ISHARES TR 3,569.0 $392K 0.19% -1K -26.5% $109.93 -0.9%
Page 2 of 3  ·  56 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 52.4%
Technology 20.6%
Utilities 15.8%
Healthcare 4.4%
Consumer Defensive 2.7%
Consumer Cyclical 2.5%
Industrials 1.6%