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Sidoxia Capital Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002132534

$136.4M

disclosed book value

88

positions

6.9%

largest position share

Positions, as of 2026-06-30

top 88 of 88 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1STRLSTERLING INFRASTRUCTURE INC11,265$9.5M6.9%
2FLRTPACER FDS TR151,885$7.1M5.2%
3GOOGLALPHABET INC15,390$5.5M4%
4FIXCOMFORT SYS USA INC2,686$5.3M3.9%
5NVDANVIDIA CORPORATION20,992$4.2M3.1%
6BSJQINVESCO EXCH TRD SLF IDX FD158,727$3.6M2.7%
7PHPARKER-HANNIFIN CORP3,552$3.5M2.5%
8AAPLAPPLE INC11,681$3.4M2.5%
9FLOTISHARES TR65,328$3.3M2.4%
10BSJRINVESCO EXCH TRD SLF IDX FD144,834$3.2M2.4%
11HALOHALOZYME THERAPEUTICS INC40,952$3.2M2.3%
12TWLOTWILIO INC13,620$2.8M2.1%
13POWLPOWELL INDS INC9,534$2.7M2%
14UTHRUNITED THERAPEUTICS CORP DEL4,955$2.7M2%
15METAMETA PLATFORMS INC4,592$2.6M1.9%
16HRMYHARMONY BIOSCIENCES HLDGS IN70,629$2.6M1.9%
17LNGCHENIERE ENERGY INC9,792$2.3M1.7%
18CARTMAPLEBEAR INC44,342$2.1M1.5%
19TNLTRAVEL PLUS LEISURE CO26,928$2.1M1.5%
20ENVAENOVA INTL INC8,396$2.0M1.5%
21VRTVERTIV HOLDINGS CO5,754$1.9M1.4%
22MSFTMICROSOFT CORP5,155$1.9M1.4%
23KNSLKINSALE CAP GROUP INC5,443$1.8M1.3%
24AMZNAMAZON COM INC7,514$1.8M1.3%
25VYMVANGUARD WHITEHALL FDS11,174$1.8M1.3%
26LNTHLANTHEUS HLDGS INC15,447$1.7M1.3%
27ABNBAIRBNB INC11,744$1.7M1.2%
28BGTBLACKROCK FLOATING RATE INC156,654$1.7M1.2%
29MAREX GROUP PLC27,155$1.7M1.2%
30GSGOLDMAN SACHS GROUP INC1,593$1.6M1.2%
31AVGOBROADCOM INC4,135$1.6M1.1%
32WIPSPDR SERIES TRUST38,460$1.5M1.1%
33BSCQINVESCO EXCH TRD SLF IDX FD72,686$1.4M1%
34BNDVANGUARD BD INDEX FDS19,070$1.4M1%
35VHTVANGUARD WORLD FD4,665$1.4M1%
36TSLATESLA INC3,285$1.4M1%
37VOVANGUARD INDEX FDS16,818$1.4M1%
38ESPESPEY MFG & ELECTRS CORP18,817$1.3M0.9%
39IWDISHARES TR4,964$1.2M0.9%
40VWOBVANGUARD WHITEHALL FDS17,698$1.2M0.9%
41PAYXPAYCHEX INC11,633$1.1M0.8%
42BSCRINVESCO EXCH TRD SLF IDX FD56,648$1.1M0.8%
43AMGNAMGEN INC2,952$1.1M0.8%
44BSJSINVESCO EXCH TRD SLF IDX FD48,255$1.0M0.8%
45ROPROPER TECHNOLOGIES INC3,062$1.0M0.8%
46VWOVANGUARD INTL EQUITY INDEX F17,270$1.0M0.8%
47VBVANGUARD INDEX FDS3,385$1.0M0.8%
48SHPROSHARES TR30,760$1.0M0.7%
49ANETARISTA NETWORKS INC5,978$1.0M0.7%
50SFMSPROUTS FMRS MKT INC11,831$1.0M0.7%
51CWBSPDR SERIES TRUST8,704$938,4470.7%
52PEVERPURE INC11,898$937,4430.7%
53DRAMROUNDHILL ETF TRUST12,381$914,3370.7%
54SEISOLARIS ENERGY INFRAS INC11,214$902,2930.7%
55SHVISHARES TR8,164$900,9250.7%
56TKOTKO GROUP HOLDINGS INC4,344$874,5110.6%
57LLYELI LILLY & CO718$861,1990.6%
58EWWISHARES INC11,435$860,7120.6%
59SPYSTATE STR SPDR S&P 500 ETF T1,041$777,3880.6%
60STIPISHARES TR7,226$738,2490.5%
61RDDTREDDIT INC4,110$713,4140.5%
62TIPISHARES TR6,484$709,5350.5%
63PFFISHARES TR22,997$701,1740.5%
64VDEVANGUARD WORLD FD4,571$686,2560.5%
65NUKZEXCHANGE TRADED CONCEPTS TRU9,884$673,6930.5%
66XZOEXZEO GROUP INC38,319$646,4420.5%
67CRMSALESFORCE INC3,966$621,3260.5%
68LMTLOCKHEED MARTIN CORP1,114$567,5380.4%
69VCSHVANGUARD SCOTTSDALE FDS6,832$539,9040.4%
70BRK/BBERKSHIRE HATHAWAY INC DEL1,033$516,9030.4%
71GOOGALPHABET INC1,451$512,6820.4%
72INDAISHARES TR10,245$506,0010.4%
73PDBCINVESCO ACTVELY MNGD ETC FD31,669$502,9040.4%
74COINCOINBASE GLOBAL INC3,241$473,8020.3%
75BSVVANGUARD BD INDEX FDS6,071$473,0190.3%
76PSPINVESCO EXCHANGE TRADED FD T6,926$385,7780.3%
77FFBC1ST FINL BANCORP9,500$321,3850.2%
78IJRISHARES TR2,112$313,2310.2%
79IJHISHARES TR3,936$303,5050.2%
80CPERUNITED STS COMMODITY INDEX F7,726$291,5020.2%
81CVXCHEVRON CORPORATION1,526$252,9500.2%
82VTIVANGUARD INDEX FDS637$235,7150.2%
83HDHOME DEPOT INC665$234,5080.2%
84CATCATERPILLAR INC220$234,2780.2%
85BMYBRISTOL-MYERS SQUIBB CO3,925$226,1590.2%
86IBITISHARES BITCOIN TRUST ETF6,661$221,7450.2%
87EWZISHARES INC5,992$206,7240.2%
88CSCOCISCO SYS INC1,740$204,3800.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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