— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Militia Capital Management LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-13
Market Value
$413M
Holdings
209
New Purchases
209
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
24.6%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $47M 11.5%
Large Cap 62 $143M 34.5%
Mid Cap 62 $128M 31.0%
Small Cap 47 $60M 14.5%
Micro Cap 22 $35M 8.4%

Portfolio Analytics

Avg Market Cap
$128.4B
Median Market Cap
$5.0B
Avg P/E
32.6
Median P/E
25.4
Avg Dividend Yield
0.05%
Avg Beta
1.09
# Stocks
188
# ETFs / Funds
21

Top Holdings (209 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ORR 3.74% 424,411 $15M $36.45
2 AMZN 3.08% 61,053 $13M $208.27
3 TSM 2.89% 35,323 $12M $337.95
4 ET 2.80% 600,000 $12M $19.30
5 IBIT 2.37% 254,938 $10M $38.42
6 OMAB 2.35% 84,826 $10M $114.73
7 AX 2.06% 100,000 $9M $85.09
8 WES 1.99% 200,250 $8M $41.17
9 UTI 1.75% 200,000 $7M $36.10
10 GOOG 1.54% 22,229 $6M $286.86
11 IBKR 1.48% 91,000 $6M $67.07
12 TIGO 1.14% 63,000 $5M $74.94
13 LINC 1.09% 110,731 $5M $40.68
14 FIGR 1.07% 130,000 $4M $33.95
15 LTH 1.05% 161,100 $4M $26.94
16 BKD 1.05% 315,800 $4M $13.68
17 AFRM 1.01% 90,902 $4M $45.82
18 CAAP 0.99% 161,000 $4M $25.29
19 IBB 0.98% 24,100 $4M $168.85
20 SHC 0.94% 270,397 $4M $14.34
21 GRVY 0.93% 61,800 $4M $61.96
22 MPLX 0.93% 67,000 $4M $57.07
23 CCB 0.89% 48,559 $4M $76.10
24 GEO 0.88% 216,200 $4M $16.81
25 ADBE 0.87% 14,720 $4M $243.08
26 ALGN 0.86% 20,700 $4M $171.43
27 NIKL 0.86% 220,800 $4M $16.01
28 TEVA 0.85% 116,100 $3M $30.12
29 TPB 0.84% 40,000 $3M $86.79
30 STM 0.84% 100,000 $3M $34.55
31 PKBK 0.82% 120,000 $3M $28.40
32 NVDA 0.82% 19,538 $3M $174.40
33 LNG 0.82% 12,000 $3M $283.76
34 MEDP 0.82% 7,058 $3M $480.19
35 AVR 0.81% 605,000 $3M $5.55
36 FDS 0.81% 15,398 $3M $216.99
37 PURR 0.80% 652,902 $3M $5.09
38 FXI 0.75% 85,900 $3M $35.90
39 MELI 0.73% 1,750 $3M $1,729.02
40 BMA 0.71% 37,900 $3M $77.37
41 IQV 0.70% 17,000 $3M $170.54
42 KMI 0.70% 86,200 $3M $33.53
43 CSX 0.69% 69,700 $3M $41.05
44 SVV 0.69% 384,157 $3M $7.44
45 AMD 0.69% 13,990 $3M $203.43
46 ACHC 0.69% 121,500 $3M $23.39
47 NHC 0.68% 17,700 $3M $159.70
48 MHO 0.68% 23,000 $3M $122.45
49 LAMR 0.68% 22,100 $3M $126.66
50 WMB 0.68% 38,389 $3M $72.78
51 CORN 0.67% 151,574 $3M $18.40
52 EVLV 0.64% 439,398 $3M $6.05
53 EIDO 0.63% 164,278 $3M $15.79
54 RBLX 0.63% 45,800 $3M $56.56
55 CME 0.62% 8,660 $3M $295.35
56 ICLR 0.61% 22,800 $3M $110.66
57 NHI 0.59% 30,400 $2M $80.86
58 V 0.59% 8,073 $2M $302.24
59 NOK 0.58% 300,000 $2M $8.04
60 RDDT 0.58% 17,662 $2M $134.65
61 DRS 0.56% 52,300 $2M $44.52
62 REGN 0.56% 3,000 $2M $772.64
63 SMTC 0.56% 30,000 $2M $76.89
64 RHI 0.56% 90,760 $2M $25.40
65 NU 0.56% 160,000 $2M $14.37
66 APP 0.55% 5,720 $2M $398.00
67 UIHC 0.55% 200,658 $2M $11.25
68 KSPI 0.54% 30,300 $2M $74.07
69 SAIA 0.52% 6,060 $2M $351.28
70 BCS 0.51% 100,000 $2M $21.16
71 FLR 0.51% 44,900 $2M $46.65
72 ETHA 0.50% 131,281 $2M $15.83
73 STLD 0.50% 11,523 $2M $180.00
74 ARX 0.48% 150,000 $2M $13.36
75 INTC 0.48% 44,900 $2M $44.13
76 SNAP 0.47% 425,198 $2M $4.60
77 MH 0.46% 139,186 $2M $13.70
78 BBC 0.46% 45,663 $2M $41.62
79 ABVX 0.46% 17,000 $2M $111.35
80 WEAT 0.45% 78,200 $2M $23.57
81 CVCO 0.44% 3,740 $2M $484.29
82 MA 0.44% 3,600 $2M $499.66
83 FIVN 0.42% 115,663 $2M $15.17
84 TGB 0.42% 270,500 $2M $6.45
85 CVE 0.42% 65,600 $2M $26.53
86 VEEV 0.41% 9,636 $2M $175.66
87 ERO 0.40% 62,582 $2M $26.67
88 TMDX 0.40% 16,600 $2M $99.41
89 LIND 0.40% 94,968 $2M $17.30
90 HOOD 0.40% 23,618 $2M $69.30
91 BMNR 0.39% 82,098 $2M $19.78
92 GLNG 0.39% 30,000 $2M $54.11
93 UI 0.38% 2,000 $2M $790.29
94 NVEC 0.38% 24,000 $2M $65.50
95 QURE 0.37% 94,200 $2M $16.35
96 LHX 0.37% 4,440 $2M $345.15
97 DBC 0.37% 52,738 $2M $28.95
98 HII 0.37% 4,000 $2M $379.90
99 IMAX 0.37% 39,800 $2M $38.01
100 TX 0.36% 37,000 $1M $40.15

Options Breakdown

13 Calls $2M Call Value 23 Puts $5M Put Value 2.13 P/C Ratio

Top Calls

SymbolSharesValueStatus
BA 280,200 $584K
SPY 249,800 $357K
NVDA 100,000 $286K
BLND 300,000 $266K
ERO 160,200 $244K
RHI 399,800 $200K
CORN 679,600 $177K
FXI 115,500 $100K
KSPI 12,000 $81K
FLR 13,300 $72K

Top Puts

SymbolSharesValueStatus
COIN 279,700 $1M
B 50,000 $680K
TSLA 295,200 $632K
IWM 60,000 $521K
HCA 38,000 $420K
ISRG 47,500 $214K
EEM 372,500 $194K
OMC 50,100 $169K
CMG 92,200 $163K
EWZ 160,000 $157K

New Positions

SymbolValue% Port
ORR $15M 3.74%
AMZN $13M 3.08%
TSM $12M 2.89%
ET $12M 2.80%
IBIT $10M 2.37%
OMAB $10M 2.35%
AX $9M 2.06%
WES $8M 1.99%
UTI $7M 1.75%
GOOG $6M 1.54%
IBKR $6M 1.48%
TIGO $5M 1.14%
LINC $5M 1.09%
FIGR $4M 1.07%
LTH $4M 1.05%
View SEC EDGAR Filings for Militia Capital Management LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms