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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 18,312.0 $1.6M 0.74% -287.0 -1.5% $88.47 -6.3%
22 EMB ISHARES TR 15,827.0 $1.5M 0.70% +218.0 +1.4% $95.94 -1.9%
23 DIVI FRANKLIN TEMPLETON ETF TR 34,169.0 $1.5M 0.67% -13K -28.0% $42.74 +2.9%
24 XMMO INVESCO EXCHANGE TRADED FD T 8,923.0 $1.4M 0.66% -721.0 -7.5% $160.26 -5.8%
25 XSVM INVESCO EXCHANGE TRADED FD T 18,423.0 $1.3M 0.59% -1K -6.4% $69.51 -1.3%
26 HNDL STRATEGY SHS 53,708.0 $1.2M 0.56% +4K +7.5% $22.84 -2.0%
27 SEIX VIRTUS ETF TR II 46,159.0 $1.1M 0.49% +6K +13.6% $23.19 +0.5%
28 PFFA ETFIS SER TR I 48,261.0 $1.0M 0.46% +20K +72.9% $20.91 -0.1%
29 DTD WISDOMTREE TR 9,513.0 $899K 0.41% -145.0 -1.5% $94.51 +2.0%
30 TRFK PACER FDS TR 8,943.0 $857K 0.39% -5K -36.8% $95.80 -4.1%
31 COWZ PACER FDS TR 13,146.0 $845K 0.39% +565.0 +4.5% $64.25 +11.8%
32 ICOW PACER FDS TR 18,475.0 $783K 0.36% +2K +9.5% $42.38 +5.9%
33 PATN PACER FDS TR 19,093.0 $682K 0.31% NEW $35.71 -1.2%
34 MGV VANGUARD WORLD FD 3,564.0 $585K 0.27% $164.10 +1.4%
35 MCK MCKESSON CORP Healthcare 641.0 $518K 0.24% -28.0 -4.2% $807.64 +12.3%
36 AAPL APPLE INC Technology 1,615.0 $502K 0.23% -18.0 -1.1% $310.65 +4.7%
37 ARKB ARK 21SHARES BITCOIN ETF Financial Services 22,934.0 $485K 0.22% $21.16 +21.1%
38 COWG PACER FDS TR 12,415.0 $481K 0.22% -761.0 -5.8% $38.73 +2.1%
39 MGK VANGUARD WORLD FD 4,651.0 $407K 0.19% +4K +400.1% $87.45 +1.8%
40 LQD ISHARES TR 3,574.0 $386K 0.18% $107.88 -2.5%
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 47.8%
Technology 25.9%
Utilities 14.5%
Healthcare 4.6%
Consumer Cyclical 4.2%
Consumer Defensive 3.0%