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Portfolio (Quarterly) Guide ↗

Militia Capital Management LLC

· CIK 0002130487
13F Portfolio $3.4B AUM 278 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 278 New
Page 6 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 5,000.0 $2.5M 0.08% NEW $509.46 +19.2%
102 RHI ROBERT HALF INC. Industrials 81,807.0 $2.5M 0.07% NEW $30.70 +42.5%
103 WT WISDOMTREE INC Financial Services 147,632.0 $2.5M 0.07% NEW $16.94 +34.9%
104 OFG OFG BANCORP Financial Services 50,951.0 $2.5M 0.07% NEW $49.07 +8.1%
105 REGN REGENERON PHARMACEUTICALS Healthcare 4,000.0 $2.5M 0.07% NEW $623.54 +29.9%
106 DDD 3D SYS CORP DEL Technology 825,546.0 $2.5M 0.07% NEW $3.02 +13.9%
107 KMI KINDER MORGAN INC DEL Energy 76,200.0 $2.4M 0.07% NEW $31.97 +2.8%
108 BBC ETFIS SER TR I 45,663.0 $2.4M 0.07% NEW $52.69 +2.1%
109 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,220.0 $2.4M 0.07% NEW $290.59 -3.8%
110 NHI NATIONAL HEALTH INVS INC Real Estate 30,400.0 $2.3M 0.07% NEW $76.26 -4.0%
111 DRS LEONARDO DRS INC Industrials 52,300.0 $2.2M 0.07% NEW $42.67 +3.7%
112 OPCH OPTION CARE HEALTH INC Healthcare 103,543.0 $2.2M 0.06% NEW $20.97 +11.6%
113 MEDP MEDPACE HLDGS INC Healthcare 4,000.0 $2.1M 0.06% NEW $529.59 +11.5%
114 TREKOR METALS LTD 306,100.0 $2.1M 0.06% NEW $6.88
115 ENSG ENSIGN GROUP INC Healthcare 13,100.0 $2.1M 0.06% NEW $160.30 +13.8%
116 INTC INTEL CORP Technology 15,000.0 $2.1M 0.06% NEW $139.63 -30.8%
117 FBP FIRST BANCORP CORPORATION Financial Services 80,000.0 $2.1M 0.06% NEW $26.07 +12.6%
118 B PUT BARRICK MNG CORP Basic Materials 50,000.0 $2.1M 0.06% NEW $41.61 +1.2%
119 GREENFIRE RES LTD NEW 362,100.0 $2.0M 0.06% NEW $5.65
120 LAMR LAMAR ADVERTISING CO Real Estate 13,100.0 $2.0M 0.06% NEW $155.98 -2.7%
Page 6 of 14  ·  278 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
Healthcare 21.6%
Financial Services 19.6%
Technology 14.2%
Industrials 13.2%
Consumer Cyclical 9.2%
Energy 7.5%
Communication Services 6.1%
Consumer Defensive 3.5%
Basic Materials 2.7%
Real Estate 2.5%