Arkolith/Funds/Oxinas Partners, LLC

Oxinas Partners, LLC

CIK 1759320
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Oxinas Partners, LLC holds a diversified book of 149 stocks worth $253.7M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Carnival Corp Ltd and trimmed Wisdomtree U.S. Quality Divi. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 6% of the equity book.

Opened
15
bought for the first time
+12 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
38%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

31% mapped to company sectors

No sector on file yet
69%
Information Technology
16%
Consumer Discretionary
6%
Industrials
5%
Financials
1%
Communication Services
1%
Materials
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Oxinas Partners, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Swiss Re Ltd18 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
Draper Asset Management, LLC8 / 80$171.1M
9823 Capital, L.P.8 / 80$126.0M
Outlook Capital Management, LLC8 / 80$257.4M
Integrated Financial Solutions, Inc.19 / 80$147.7M
Ebert Capital Management Inc.13 / 80$84.0M

Ranked by the share of each fund's own book sitting in the names it shares with Oxinas Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

149 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$15.7M21.1K
6.2%
+4.8%
Added · +969 sh
2Wisdomtree TR
US QTLY DIV GRT
$13.1M136.8K
5.2%
−6.5%
Reduced · −10K sh
3Wisdomtree TR
US QUALITY GROW
$12.6M190.5K
5.0%
+2.6%
Added · +5K sh
4SPDR Series Trust
ST STR P500GRW
$11.9M100.0K
4.7%
−0.1%
Reduced · −140 sh
5Invesco QQQ TR
UNIT SER 1
$8.9M12.1K
3.5%
−1.9%
Reduced · −241 sh
6Apple Inc
COM
$8.0M27.7K
3.2%
−1.7%
Reduced · −492 sh
7Alphabet Inc
CAP STK CL C
$7.8M22.0K
3.1%
+6.4%
Added · +1K sh
8Tesla Inc
COM
$6.2M14.7K
2.4%
+3.9%
Added · +546 sh
9Vanguard Whitehall FDS
HIGH DIV YLD
$6.0M37.7K
2.3%
+2.8%
Added · +1K sh
10Amazon Com Inc
COM
$5.8M24.1K
2.3%
−6.8%
Reduced · −2K sh
11Ishares TR
CORE S&P500 ETF
$5.4M7.2K
2.1%
−2.3%
Reduced · −166 sh
12United Airls Hldgs Inc
COM
$5.3M39.1K
2.1%
−6.9%
Reduced · −3K sh
13J P Morgan Exchange Traded F
US VALUE FACTR
$5.1M86.8K
2.0%
−3.3%
Reduced · −3K sh
14Ishares TR
CORE US AGGBD ET
$5.0M50.8K
2.0%
+4.8%
Added · +2K sh
15Pimco ETF TR
ENHAN SHRT MA AC
$4.9M48.8K
1.9%
+17%
Added · +7K sh
16Wisdomtree TR
YIELD ENHANCD US
$4.9M112.9K
1.9%
+1.5%
Added · +2K sh
17SPDR Index SHS FDS
ST STR PO EX ETF
$4.8M95.3K
1.9%
−0.9%
Reduced · −877 sh
18Capital Group Growth ETF
SHS CREAT UNIT
$4.2M89.0K
1.7%
+1.3%
Added · +1K sh
19Capital Group Dividend Value
SHS CREAT UNIT
$3.9M80.0K
1.6%
+1.1%
Added · +896 sh
20Schwab Strategic TR
US LCAP GR ETF
$3.5M103.8K
1.4%
+0.3%
Added · +264 sh
21Ishares TR
FLTG RATE NT ETF
$3.4M66.8K
1.3%
+17%
Added · +10K sh
22Micron Technology Inc
COM
$3.1M2.7K
1.2%
+37%
Added · +738 sh
23J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.0M48.8K
1.2%
+2.9%
Added · +1K sh
24Alphabet Inc
CAP STK CL A
$2.9M8.0K
1.1%
−10%
Reduced · −895 sh
25Microsoft Corp
COM
$2.9M7.7K
1.1%
+2.3%
Added · +175 sh
26J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.8M49.4K
1.1%
+3.1%
Added · +1K sh
27Wisdomtree TR
US MIDCAP DIVID
$2.8M49.1K
1.1%
+2.1%
Added · +1K sh
28Vanguard Index FDS
MCAP GR IDXVIP
$2.6M8.5K
1.0%
+26%
Added · +2K sh
29Proshares TR
S&P 500 DV ARIST
$2.5M44.3K
1.0%
+108%
Added · +23K sh
30Nvidia Corporation
COM
$2.5M12.3K
1.0%
−14%
Reduced · −2K sh
31Select Sector SPDR TR
ST STR TECHN ETF
$2.4M12.7K
1.0%
−5.0%
Reduced · −667 sh
32Delta Air Lines Inc
COM NEW
$2.4M25.2K
0.9%
−6.1%
Reduced · −2K sh
33Invesco Exchange Traded FD T
S&P500 PUR VAL
$2.4M20.7K
0.9%
−2.3%
Reduced · −482 sh
34Ishares TR
US TREAS BD ETF
$2.3M102.4K
0.9%
−0.1%
Reduced · −56 sh
35Wisdomtree TR
MORTGAGE PLUS BD
$2.3M51.0K
0.9%
+4.7%
Added · +2K sh
36Meta Platforms Inc
CL A
$2.2M4.0K
0.9%
+17%
Added · +562 sh
37Space Exploration Techn Corp
CLASS A COM STK
$2.1M12.4K
0.8%
Listed
Newly reportable
38Broadcom Inc
COM
$2.0M5.2K
0.8%
−22%
Reduced · −1K sh
39Marriott Intl Inc New
CL A
$2.0M5.3K
0.8%
−0.9%
Reduced · −46 sh
40Vanguard Whitehall FDS
INTL HIGH ETF
$1.8M18.7K
0.7%
+0.9%
Added · +160 sh
41Ishares TR
GLOBAL TECH ETF
$1.8M12.3K
0.7%
−3.4%
Reduced · −441 sh
42Wisdomtree TR
EM EX ST-OWNED
$1.6M33.4K
0.6%
−5.9%
Reduced · −2K sh
43Wisdomtree TR
JAPN HEDGE EQT
$1.6M9.2K
0.6%
+0.3%
Added · +31 sh
44Ishares TR
S&P 500 GRWT ETF
$1.5M10.8K
0.6%
−14%
Reduced · −2K sh
45Celestica Inc
COM
$1.4M3.9K
0.6%
+11%
Added · +388 sh
46Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$1.4M14.4K
0.5%
−8.0%
Reduced · −1K sh
47Vanguard World FD
MEGA CAP VAL ETF
$1.3M8.1K
0.5%
−0.3%
Reduced · −29 sh
48Credo Technology Group Holdi
ORDINARY SHARES
$1.2M4.4K
0.5%
+63%
Added · +2K sh
49Ishares TR
MSCI USA MIN ETF
$1.2M12.3K
0.5%
+4.1%
Added · +485 sh
50Ishares TR
S&P 500 VAL ETF
$1.2M5.2K
0.5%
+9.6%
Added · +451 sh
Showing 50 of 149 positions
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Filing history

As-of date vs the date the SEC received each filing

$253.7M · Q2 2026Q3 2024 · $163.2MQ2 2026 · $253.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d149$253.7M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202610d145$218.8M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d132$207.8M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d122$186.8M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d124$194.8M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202511d121$169.3M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202517d117$170.6M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d115$163.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.