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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 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLM SLM CORP Financial Services 35,000.0 $908K 0.03% NEW $25.94 +2.5%
182 IONS IONIS PHARMACEUTICALS INC Healthcare 11,400.0 $904K 0.03% NEW $79.29 -23.3%
183 HIMS HIMS & HERS HEALTH INC Healthcare 25,800.0 $894K 0.03% NEW $34.67 -10.3%
184 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 3,400.0 $861K 0.03% NEW $253.16 -18.5%
185 PNTG PENNANT GROUP INC Healthcare 22,919.0 $847K 0.03% NEW $36.95 +5.9%
186 MTG MGIC INVT CORP WIS Financial Services 30,000.0 $846K 0.03% NEW $28.20 +9.5%
187 SPGI S&P GLOBAL INC Financial Services 2,065.0 $841K 0.03% NEW $407.26 +4.8%
188 DKNG DRAFTKINGS INC NEW Consumer Cyclical 32,400.0 $818K 0.02% NEW $25.26 +0.2%
189 SBRA SABRA HEALTH CARE REIT INC Real Estate 41,785.0 $815K 0.02% NEW $19.51 +5.3%
190 PRLB PROTO LABS INC Industrials 10,000.0 $815K 0.02% NEW $81.51 +0.7%
191 WFRD WEATHERFORD INTL PLC Energy 10,000.0 $815K 0.02% NEW $81.50 +13.2%
192 ASGN EVERFORTH INC Technology 45,500.0 $813K 0.02% NEW $17.87 +17.3%
193 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 277,700.0 $803K 0.02% NEW $2.89 +11.1%
194 ASML ASML HLDG NV Technology 400.0 $796K 0.02% NEW $1989.44 -11.9%
195 BIOA BIOAGE LABS INC Healthcare 32,286.0 $791K 0.02% NEW $24.51 -56.1%
196 CHAIN BRIDGE BANCORP INC 18,396.0 $774K 0.02% NEW $42.05
197 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,560.0 $771K 0.02% NEW $301.03 -19.4%
198 RH RH Consumer Cyclical 4,400.0 $725K 0.02% NEW $164.73 +3.2%
199 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,600.0 $709K 0.02% NEW $52.15 +5.8%
200 HGBL HERITAGE GLOBAL INC Financial Services 563,873.0 $682K 0.02% NEW $1.21 -9.1%
Page 10 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%