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Portfolio (Quarterly) Guide ↗

Oasis Advisors, LLC

· CIK 0002124777
13F Portfolio $154M AUM 54 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 3 Added 27 Reduced 44 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 4,195.0 $208K 0.14% NEW $49.54
22 BBAI BIGBEAR AI HLDGS INC Technology 35,000.0 $128K 0.08% NEW $3.67 -16.5%
23 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 40,001.0 $113K 0.07% NEW $2.83 -9.2%
Page 2 of 2  ·  23 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 70.9%
Industrials 17.1%
Technology 6.7%
Consumer Cyclical 4.2%
Basic Materials 1.1%