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Portfolio (Quarterly) Guide ↗

Northside Capital Management, LLC

· CIK 0001631052
13F Portfolio $1.2B AUM 201 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 201 New
Page 8 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 2,829.0 $453K 0.04% NEW $160.16 -3.6%
142 ACM AECOM Industrials 4,750.0 $453K 0.04% NEW $95.33 -24.0%
143 UBER UBER TECHNOLOGIES INC Technology 5,342.0 $436K 0.04% NEW $81.71 -14.1%
144 TT TRANE TECHNOLOGIES PLC Industrials 1,115.0 $434K 0.04% NEW $389.39 +18.1%
145 UNH UNITEDHEALTH GROUP INC Healthcare 1,313.0 $433K 0.04% NEW $330.11 +14.9%
146 IUSG ISHARES TR 2,570.0 $432K 0.04% NEW $167.94 +12.6%
147 VLO VALERO ENERGY CORP Energy 2,463.0 $401K 0.04% NEW $162.79 +48.8%
148 BALL BALL CORP Consumer Cyclical 7,476.0 $396K 0.03% NEW $52.97 +6.8%
149 GIS GENERAL MLS INC Consumer Defensive 8,307.0 $386K 0.03% NEW $46.50 -28.5%
150 NRG NRG ENERGY INC Utilities 2,400.0 $382K 0.03% NEW $159.24 -11.7%
151 IJR ISHARES TR 3,158.0 $380K 0.03% NEW $120.20 +16.1%
152 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,000.0 $380K 0.03% NEW $75.91 -25.7%
153 CVS CVS HEALTH CORP Healthcare 4,740.0 $376K 0.03% NEW $79.36 +14.9%
154 BA BOEING CO Industrials 1,726.0 $375K 0.03% NEW $217.12 +0.8%
155 PAGP PLAINS GP HLDGS L P Energy 19,228.0 $368K 0.03% NEW $19.14 +33.3%
156 VOO VANGUARD INDEX FDS 569.0 $357K 0.03% NEW $627.23 +10.0%
157 LMT LOCKHEED MARTIN CORP Industrials 728.0 $352K 0.03% NEW $483.71 +10.3%
158 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,336.0 $334K 0.03% NEW $23.31 -0.4%
159 MCK MCKESSON CORP Healthcare 400.0 $328K 0.03% NEW $820.29 -8.1%
160 SYK STRYKER CORPORATION Healthcare 907.0 $319K 0.03% NEW $351.47 -11.2%
Page 8 of 11  ·  201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.6%
Energy 17.6%
Technology 16.4%
Healthcare 10.2%
Utilities 9.3%
Communication Services 7.9%
Consumer Cyclical 5.0%
Real Estate 3.3%
Consumer Defensive 3.2%
Industrials 3.1%