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Portfolio (Quarterly) Guide ↗

Sidoxia Capital Management, LLC

· CIK 0002132534
13F Portfolio $136M AUM 88 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 88 New
Page 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDDT REDDIT INC Communication Services 4,110.0 $713K 0.52% NEW $173.58 -11.9%
62 TIP ISHARES TR 6,484.0 $710K 0.52% NEW $109.43 -2.3%
63 PFF ISHARES TR 22,997.0 $701K 0.51% NEW $30.49 +0.2%
64 VDE VANGUARD WORLD FD 4,571.0 $686K 0.50% NEW $150.13 +17.6%
65 NUKZ EXCHANGE TRADED CONCEPTS TRU 9,884.0 $674K 0.49% NEW $68.16 -4.2%
66 XZO EXZEO GROUP INC Financial Services 38,319.0 $646K 0.47% NEW $16.87 +0.1%
67 CRM SALESFORCE INC Technology 3,966.0 $621K 0.46% NEW $156.66 +63.4%
68 LMT LOCKHEED MARTIN CORP Industrials 1,114.0 $568K 0.42% NEW $509.46 +10.7%
69 VCSH VANGUARD SCOTTSDALE FDS 6,832.0 $540K 0.40% NEW $79.03 -0.7%
70 BERKSHIRE HATHAWAY INC DEL 1,033.0 $517K 0.38% NEW $500.39
71 GOOG ALPHABET INC 1,451.0 $513K 0.38% NEW $353.33
72 INDA ISHARES TR 10,245.0 $506K 0.37% NEW $49.39 +0.3%
73 PDBC INVESCO ACTVELY MNGD ETC FD 31,669.0 $503K 0.37% NEW $15.88 +15.8%
74 COIN COINBASE GLOBAL INC Financial Services 3,241.0 $474K 0.35% NEW $146.19 +22.2%
75 BSV VANGUARD BD INDEX FDS 6,071.0 $473K 0.35% NEW $77.91 -0.5%
76 PSP INVESCO EXCHANGE TRADED FD T 6,926.0 $386K 0.28% NEW $55.70 +14.7%
77 FFBC 1ST FINL BANCORP Financial Services 9,500.0 $321K 0.24% NEW $33.83 -3.0%
78 IJR ISHARES TR 2,112.0 $313K 0.23% NEW $148.31 -1.8%
79 IJH ISHARES TR 3,936.0 $304K 0.22% NEW $77.11 -1.8%
80 CPER UNITED STS COMMODITY INDEX F Financial Services 7,726.0 $292K 0.21% NEW $37.73 +5.1%
Page 4 of 5  ·  88 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
Industrials 30.7%
Technology 14.6%
Communication Services 14.1%
Healthcare 13.9%
Financial Services 11.1%
Consumer Cyclical 10.5%
Energy 4.0%
Consumer Defensive 1.1%