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Portfolio (Quarterly) Guide ↗

OceanIQ Capital, LLC

· CIK 0002149849
13F Portfolio $165M AUM 115 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 110 New
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARGT GLOBAL X FDS 7,200.0 $667K 0.40% NEW $92.60 +1.3%
42 RMD RESMED INC Healthcare 2,944.0 $662K 0.40% NEW $224.84 +6.9%
43 SYY SYSCO CORP Consumer Defensive 7,730.0 $651K 0.39% NEW $84.26 -2.8%
44 UPS UNITED PARCEL SVCS INC Industrials 6,236.0 $651K 0.39% NEW $104.43 +0.9%
45 CRESUD S A C I F Y A 61,448.0 $650K 0.39% NEW $10.58
46 DB DEUTSCHE BK AG Financial Services 15,865.0 $607K 0.37% NEW $38.23 +5.6%
47 SOXS DIREXION SHARES ETF TRUST 13,449.0 $592K 0.36% NEW $44.03 +13.2%
48 MANH MANHATTAN ASSOCIATES INC Technology 3,026.0 $591K 0.36% NEW $195.20 +14.4%
49 VZ VERIZON COMMUNICATIONS INC Communication Services 12,462.0 $589K 0.36% NEW $47.27 +6.0%
50 ABEV AMBEV SA Consumer Defensive 207,320.0 $589K 0.36% NEW $2.84 +0.7%
51 SUB ISHARES TR 5,457.0 $580K 0.35% NEW $106.28 +0.0%
52 BWX SPDR SERIES TRUST 25,600.0 $559K 0.34% NEW $21.83 -0.1%
53 SPTS SPDR SERIES TRUST 18,225.0 $527K 0.32% NEW $28.92 +0.0%
54 AVMA AMERICAN CENTY ETF TR 7,084.0 $523K 0.32% NEW $73.83 +0.0%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,970.0 $507K 0.31% NEW $63.61 +4.7%
56 GLD SPDR GOLD TR Financial Services 1,245.0 $499K 0.30% NEW $400.96 +2.0%
57 AVGE AMERICAN CENTY ETF TR 4,900.0 $497K 0.30% NEW $101.39 +0.0%
58 VWO VANGUARD INTL EQUITY INDEX F 8,000.0 $481K 0.29% NEW $60.12 +1.1%
59 DIGITALBRIDGE GROUP INC 28,930.0 $461K 0.28% NEW $15.94
60 CPB THE CAMPBELLS COMPANY Consumer Defensive 20,113.0 $457K 0.28% NEW $22.72 +2.9%
Page 3 of 6  ·  110 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
Technology 62.1%
Consumer Cyclical 14.1%
Communication Services 6.2%
Financial Services 5.1%
Healthcare 4.7%
Consumer Defensive 4.0%
Industrials 2.5%
Energy 1.1%
Utilities 0.2%
Real Estate 0.1%