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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 3,252.0 $447K 0.29% -394.0 -10.8% $137.54 +1.8%
42 HD HOME DEPOT INC Consumer Cyclical 1,206.0 $425K 0.28% -220.0 -15.4% $352.65 -6.4%
43 OVLH LISTED FDS TR 8,556.0 $357K 0.23% $41.78 +1.8%
44 GLDI CREDIT SUISSE NASSAU BRANC Financial Services 2,491.0 $350K 0.23% -5K -65.3% $140.55 +6.4%
45 IVE ISHARES TR 1,271.0 $289K 0.19% -183.0 -12.6% $227.08 +4.5%
46 SGOV ISHARES TR 2,426.0 $244K 0.16% NEW $100.68 +0.0%
47 QQQ INVESCO QQQ TR Financial Services 321.0 $237K 0.15% -456.0 -58.7% $736.83 -2.8%
48 OVF LISTED FDS TR 7,389.0 $234K 0.15% +355.0 +5.0% $31.69 +1.0%
49 QQQM INVESCO EXCH TRADED FD TR II 734.0 $222K 0.14% -58K -98.8% $303.07 -2.7%
50 QUAL ISHARES TR 1,002.0 $220K 0.14% -78.0 -7.2% $219.36 +1.9%
51 ISHARES TR 4,195.0 $208K 0.14% NEW $49.54
52 UPS UNITED PARCEL SVCS INC Industrials 1,906.0 $205K 0.13% -605.0 -24.1% $107.50 -2.0%
53 BBAI BIGBEAR AI HLDGS INC Technology 35,000.0 $128K 0.08% NEW $3.67 -16.5%
54 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 40,001.0 $113K 0.07% NEW $2.83 -9.2%
Page 3 of 3  ·  54 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%