SEC 13F Intelligence

Managers / Q1 2026

Sidoxia Capital Management, LLCNEW FILER

CIK 0002132534 · 2901 W COAST HWY, STE. 200, NEWPORT BEACH, CA, 92663 · (949) 258-4322

Reported Value
$116M
Q1 2026
Positions
83
Filings on Record
1
2019–present window
Filed
May 11, 2026
original filing

Summary

Sidoxia Capital Management, LLC reported $116M in U.S.-listed holdings across 83 positions for Q1 2026.

Its largest position, UAO, represents 5.6% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+34.9%
share of reported value
Largest Position
+5.6%
Sterling Infrastructure

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $116MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 62.6%ETP: 34.9%Closed-End Fund: 1.4%Other: 1.0%
  • Common Stock · 62.6% · $73M
  • ETP · 34.9% · $40M
  • Closed-End Fund · 1.4% · $2M
  • Other · 1.0% · $1M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
UAOSTERLING INFRASTRUCTURE INCNEW+16.0K16.0K+$7M$7M
PACER FDS TRNEW+118.9K118.9K+$6M$6M
GOOGLALPHABET INCNEW+15.3K15.3K+$4M$4M
FIXCOMFORT SYS USA INCNEW+3.0K3.0K+$4M$4M
INVESCO EXCH TRD SLF IDX FDNEW+162.8K162.8K+$4M$4M
NVDANVIDIA CORPORATIONNEW+20.5K20.5K+$4M$4M
ISHARES TRNEW+63.2K63.2K+$3M$3M
PHPARKER-HANNIFIN CORPNEW+3.6K3.6K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

42 positions
#IssuerClass% PortfolioValueShares
1INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 26 · BULETSHS 2027 · BULSHS 2026 CB · BULSHS 2027 CB · INVSCO 28 HYCORP8.91%$10M473.2K
2UAOSTERLING INFRASTRUCTURE INChistory →COM5.63%$7M16.0K
3PACER FDS TRARISTOTLE PACIFI4.75%$6M118.9K
4ISHARES TRFLTG RATE NT ETF · RUS 1000 VAL ETF · TRUST ISHARE 0-14.43%$5M76.0K
5GOOGLALPHABET INChistory →CAP STK CL A3.80%$4M15.3K
6FIXCOMFORT SYS USA INChistory →COM3.51%$4M3.0K
7NVDANVIDIA CORPORATIONhistory →COM3.09%$4M20.5K
8PHPARKER-HANNIFIN CORPhistory →COM2.75%$3M3.6K
9AAPLAPPLE INChistory →COM2.57%$3M11.7K
10UTHUNITED THERAPEUTICS CORP DELhistory →COM2.50%$3M4.9K
11LNGCHENIERE ENERGY INChistory →COM NEW2.39%$3M9.8K
12VANGUARD WHITEHALL FDSHIGH DIV YLD · EM MK GOV BD ETF2.35%$3M27.6K
13METAMETA PLATFORMS INChistory →CL A2.24%$3M4.5K
14HALOHALOZYME THERAPEUTICS INChistory →COM1.94%$2M34.8K
15VANGUARD INDEX FDSMID CAP ETF · SMALL CP ETF1.80%$2M7.5K
16HRMYHARMONY BIOSCIENCES HLDGS INhistory →COM1.67%$2M69.2K
17POWLPOWELL INDS INChistory →COM1.63%$2M3.5K
18MSFTMICROSOFT CORPhistory →COM1.63%$2M5.1K
19WD5ATRAVEL PLUS LEISURE COhistory →COM1.60%$2M26.7K
20KNSLKINSALE CAP GROUP INChistory →COM1.58%$2M5.4K
21CN2CATALYST PHARMACEUTICALS INChistory →COM1.52%$2M71.3K
22TWLOTWILIO INChistory →CL A1.47%$2M13.5K
23CARTMAPLEBEAR INChistory →COM1.42%$2M44.1K
24BLACKROCK FLOATING RATE INCCOM1.41%$2M151.6K
25AMZNAMAZON COM INChistory →COM1.37%$2M7.6K
26ABNBAIRBNB INChistory →COM CL A1.27%$1M11.7K
27SPDR SERIES TRUSTFTSE INT GVT ETF1.27%$1M37.0K
28VRTVERTIV HOLDINGS COhistory →COM CL A1.24%$1M5.7K
29ENVAENOVA INTL INChistory →COM1.16%$1M9.9K
30VANGUARD BD INDEX FDSTOTAL BND MRKT1.16%$1M18.3K
31GSGOLDMAN SACHS GROUP INChistory →COM1.15%$1M1.6K
32VANGUARD WORLD FDHEALTH CAR ETF1.09%$1M4.6K
33AVGOBROADCOM INChistory →COM1.09%$1M4.1K
34MAREX GROUP PLCORD1.04%$1M27.1K
35LNTHLANTHEUS HLDGS INCCOM1.00%$1M15.3K
36TSLATESLA INCCOM0.99%$1M3.1K
37ROPROPER TECHNOLOGIES INCCOM0.92%$1M3.0K
38ESPESPEY MFG & ELECTRS CORPCOM0.89%$1M18.6K
39AMGNAMGEN INCCOM0.89%$1M2.9K
40VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.80%$921,79617.1K
41SFMSPROUTS FMRS MKT INCCOM0.78%$905,44811.7K
42TKOTKO GROUP HOLDINGS INCCL A0.75%$867,1054.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$116M83May 11, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.