Sidoxia Capital Management, LLC — 13F holdings

Sidoxia Capital Management, LLC reported 88 holdings worth $136M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. STRL STERLING INFRASTRUCTURE INC — $9.46M (6.9%)
  2. FLRT PACER FDS TR — $7.08M (5.2%)
  3. GOOGL ALPHABET INC — $5.50M (4.0%)
  4. FIX COMFORT SYS USA INC — $5.32M (3.9%)
  5. NVDA NVIDIA CORPORATION — $4.20M (3.1%)
  6. BSJQ INVESCO EXCH TRD SLF IDX FD — $3.64M (2.7%)
  7. PH Parker-Hannifin Corp — $3.47M (2.5%)
  8. AAPL APPLE INC — $3.38M (2.5%)
  9. FLOT ISHARES TR — $3.34M (2.4%)
  10. BSJR INVESCO EXCH TRD SLF IDX FD — $3.24M (2.4%)