Sidoxia Capital Management, LLC
Top Portfolio Positions
48 positions ·
$75,908,543 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
16,021 | $6,524,872 | 8.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,289 | $4,396,504 | 5.79% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
2,952 | $4,070,778 | 5.36% | |
| NVDA |
Nvidia Corp
Technology
|
20,534 | $3,581,129 | 4.72% | |
| PH |
Parker-Hannifin Corp
Industrials
|
3,552 | $3,179,892 | 4.19% | |
| AAPL |
Apple Inc.
Technology
|
11,735 | $2,978,225 | 3.92% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
4,886 | $2,897,300 | 3.82% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
9,754 | $2,767,795 | 3.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,536 | $2,595,181 | 3.42% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
34,758 | $2,246,409 | 2.96% |
Holdings in BGT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,630,893 | 151,570 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||