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Sidoxia 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 2026-05-11
Market Value
$115M
Holdings
82
New Purchases
82
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
35.2%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $26M 22.9%
Large Cap 33 $44M 38.2%
Mid Cap 19 $23M 20.4%
Small Cap 9 $18M 15.9%
Micro Cap 3 $3M 2.6%

Portfolio Analytics

Avg Market Cap
$459.3B
Median Market Cap
$26.3B
Avg P/E
46.7
Median P/E
25.2
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
45
# ETFs / Funds
37

Top Holdings (82 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 STRL 5.69% 16,021 $7M $407.27
2 FLRT 4.80% 118,868 $6M $46.31
3 GOOGL 3.84% 15,289 $4M $287.56
4 FIX 3.55% 2,952 $4M $1,378.99
5 BSJQ 3.29% 162,799 $4M $23.18
6 NVDA 3.12% 20,534 $4M $174.40
7 FLOT 2.81% 63,208 $3M $50.95
8 PH 2.77% 3,552 $3M $895.24
9 BSJR 2.74% 140,626 $3M $22.36
10 AAPL 2.60% 11,735 $3M $253.80
11 UTHR 2.53% 4,886 $3M $592.98
12 LNG 2.41% 9,754 $3M $283.76
13 META 2.26% 4,536 $3M $572.07
14 HALO 1.96% 34,758 $2M $64.63
15 HRMY 1.69% 69,238 $2M $28.01
16 POWL 1.65% 3,498 $2M $541.08
17 MSFT 1.64% 5,086 $2M $370.17
18 TNL 1.61% 26,743 $2M $69.19
19 KNSL 1.60% 5,357 $2M $341.66
20 CPRX 1.54% 71,316 $2M $24.76
21 TWLO 1.49% 13,536 $2M $125.82
22 CART 1.44% 44,052 $2M $37.46
23 VYM 1.43% 11,045 $2M $148.09
24 BGT 1.42% 151,570 $2M $10.76
25 AMZN 1.38% 7,602 $2M $208.27
26 ABNB 1.28% 11,655 $1M $126.28
27 BSCQ 1.28% 75,263 $1M $19.53
28 WIP 1.28% 37,009 $1M $39.60
29 VRT 1.25% 5,710 $1M $250.58
30 ENVA 1.17% 9,914 $1M $135.83
31 BND 1.17% 18,252 $1M $73.64
32 GS 1.17% 1,580 $1M $846.01
33 VHT 1.10% 4,636 $1M $272.31
34 AVGO 1.10% 4,077 $1M $309.51
35 VO 1.05% 4,191 $1M $287.19
36 LNTH 1.01% 15,262 $1M $75.85
37 TSLA 1.00% 3,079 $1M $371.69
38 VWOB 0.95% 16,598 $1M $65.69
39 BSCR 0.94% 55,020 $1M $19.62
40 ROP 0.93% 3,008 $1M $353.86
41 IWD 0.92% 4,921 $1M $213.67
42 ESP 0.90% 18,633 $1M $55.42
43 AMGN 0.90% 2,926 $1M $351.86
44 VWO 0.80% 17,055 $922K $54.05
45 SFM 0.79% 11,739 $905K $77.13
46 VB 0.76% 3,345 $876K $261.93
47 TKO 0.76% 4,300 $867K $201.65
48 SHV 0.75% 7,833 $865K $110.39
49 BSJS 0.75% 39,473 $856K $21.68
50 EWW 0.74% 11,350 $854K $75.23
51 VDE 0.68% 4,491 $777K $173.04
52 CWB 0.68% 8,462 $774K $91.52
53 CRM 0.64% 3,908 $730K $186.67
54 ANET 0.63% 5,893 $724K $122.78
55 STIP 0.63% 6,955 $719K $103.44
56 P 0.61% 11,793 $696K $59.04
57 PFF 0.60% 22,751 $690K $30.32
58 TIP 0.60% 6,209 $685K $110.36
59 SPY 0.59% 1,041 $677K $650.34
60 LMT 0.59% 1,114 $673K $604.39
61 LLY 0.57% 709 $652K $919.77
62 NUKZ 0.56% 9,777 $643K $65.77
63 SEI 0.55% 11,095 $627K $56.51
64 COIN 0.49% 3,197 $558K $174.61
65 XZO 0.48% 37,730 $553K $14.67
66 VCSH 0.46% 6,607 $524K $79.27
67 PDBC 0.45% 30,106 $521K $17.32
68 BRK-B 0.43% 1,034 $495K $479.20
69 INDA 0.41% 10,119 $474K $46.84
70 BSV 0.40% 5,857 $459K $78.41
71 GOOG 0.37% 1,461 $419K $286.86
72 PSP 0.33% 6,776 $383K $56.52
73 CVX 0.28% 1,526 $316K $206.90
74 CPER 0.24% 7,882 $271K $34.43
75 IJH 0.23% 3,936 $266K $67.53
76 FFBC 0.23% 9,500 $265K $27.88
77 IJR 0.23% 2,112 $263K $124.31
78 IBIT 0.22% 6,608 $254K $38.42
79 BMY 0.21% 4,041 $245K $60.65
80 EWZ 0.20% 5,962 $229K $38.39
81 HD 0.19% 665 $219K $328.86
82 VTI 0.18% 636 $204K $320.81

New Positions

SymbolValue% Port
STRL $7M 5.69%
FLRT $6M 4.80%
GOOGL $4M 3.84%
FIX $4M 3.55%
BSJQ $4M 3.29%
NVDA $4M 3.12%
FLOT $3M 2.81%
PH $3M 2.77%
BSJR $3M 2.74%
AAPL $3M 2.60%
UTHR $3M 2.53%
LNG $3M 2.41%
META $3M 2.26%
HALO $2M 1.96%
HRMY $2M 1.69%
View SEC EDGAR Filings for Sidoxia Capital Management, LLC →

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