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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLRT PACER FDS TR 8,209.0 $384K 0.18% +197.0 +2.5% $46.72 -0.1%
42 BERKSHIRE HATHAWAY INC DEL 713.0 $359K 0.17% $504.00
43 NVDA NVIDIA CORPORATION Technology 1,807.0 $356K 0.16% -200.0 -10.0% $196.95 +11.5%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 349.0 $330K 0.15% -9.0 -2.5% $946.19 -1.1%
45 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 405.0 $279K 0.13% $688.12 -0.9%
46 AFMC FIRST TR EXCHNG TRADED FD VI 6,653.0 $267K 0.12% -245.0 -3.5% $40.07 +1.1%
47 AMZN AMAZON COM INC Consumer Cyclical 1,063.0 $261K 0.12% -281.0 -20.9% $245.98 +3.4%
48 GLDM WORLD GOLD TR Financial Services 3,157.0 $257K 0.12% +332.0 +11.8% $81.41 +6.4%
49 SPY STATE STR SPDR S&P 500 ETF T Financial Services 344.0 $257K 0.12% $746.66 +2.2%
50 MU MICRON TECHNOLOGY INC Technology 258.0 $242K 0.11% NEW $938.67 +1.7%
51 UFEB INNOVATOR ETFS TRUST 6,200.0 $240K 0.11% $38.68 +1.7%
52 CSPF COHEN & STEERS ETF TRUST 8,476.0 $222K 0.10% -11K -55.9% $26.15 -1.4%
53 LVHI LEGG MASON ETF INVT 5,282.0 $218K 0.10% -101.0 -1.9% $41.29 +4.1%
54 TSLA TESLA INC Consumer Cyclical 507.0 $204K 0.09% NEW $403.14 -13.0%
55 ETHW BITWISE ETHEREUM ETF Financial Services 14,148.0 $181K 0.08% $12.80 +34.9%
56 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 18,710.0 $92K 0.04% $4.90 +6.8%
Page 3 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%