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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 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 1,764.0 $1.2M 0.76% NEW $708.49 -0.2%
22 ET ENERGY TRANSFER L P Energy 55,825.0 $1.2M 0.70% NEW $20.78 +2.6%
23 LOW LOWES COS INC Consumer Cyclical 4,689.0 $1.0M 0.63% NEW $221.26 -6.0%
24 GTLB GITLAB INC Technology 24,045.0 $1.0M 0.61% NEW $42.11 +6.6%
25 IRSA INVERSIONES Y REP S A 66,588.0 $968K 0.58% NEW $14.54
26 META META PLATFORMS INC Communication Services 1,558.0 $933K 0.56% NEW $599.12 -3.5%
27 QQQ INVESCO QQQ TR Financial Services 1,249.0 $897K 0.54% NEW $718.53 -0.3%
28 VHT VANGUARD WORLD FD 2,832.0 $894K 0.54% NEW $315.70 +1.7%
29 AVGO BROADCOM INC Technology 2,124.0 $884K 0.53% NEW $416.08 -11.4%
30 ZTS ZOETIS INC Healthcare 11,208.0 $845K 0.51% NEW $75.35 +2.6%
31 ABT ABBOTT LABORATORIES Healthcare 7,494.0 $822K 0.50% NEW $109.71 +2.5%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 22,715.0 $816K 0.49% NEW $35.94 +22.1%
33 APP APPLOVIN CORP Technology 2,523.0 $804K 0.49% NEW $318.67 -0.3%
34 VTI VANGUARD INDEX FDS 2,079.0 $791K 0.48% NEW $380.64 -0.3%
35 ASML ASML HLDG NV Technology 425.0 $765K 0.46% NEW $1799.38 -5.7%
36 WMT WALMART INC Consumer Defensive 6,655.0 $754K 0.46% NEW $113.26 -9.0%
37 ZECP ZACKS TRUST 19,339.0 $745K 0.45% NEW $38.52 -0.9%
38 PG PROCTER & GAMBLE CO Consumer Defensive 4,792.0 $696K 0.42% NEW $145.21 -1.0%
39 XLE SELECT SECTOR SPDR TR 11,400.0 $695K 0.42% NEW $60.93 +2.9%
40 DEO DIAGEO PLC Consumer Defensive 7,052.0 $670K 0.41% NEW $94.94 -2.1%
Page 2 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%