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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION Energy 1,526.0 $253K 0.18% NEW $165.76 +21.9%
82 VTI VANGUARD INDEX FDS 637.0 $236K 0.17% NEW $370.04 +2.6%
83 HD HOME DEPOT INC Consumer Cyclical 665.0 $235K 0.17% NEW $352.64 -7.0%
84 CAT CATERPILLAR INC Industrials 220.0 $234K 0.17% NEW $1064.90 -24.7%
85 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,925.0 $226K 0.17% NEW $57.62 +15.1%
86 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,661.0 $222K 0.16% NEW $33.29 +32.3%
87 EWZ ISHARES INC 5,992.0 $207K 0.15% NEW $34.50 +2.0%
88 CSCO CISCO SYS INC Technology 1,740.0 $204K 0.15% NEW $117.46 -6.1%
Page 5 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%