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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 9 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLACKROCK ETF TRUST II 6,266.0 $305K 0.03% NEW $48.68
162 SHEL SHELL PLC Energy 4,010.0 $295K 0.03% NEW $73.48 +16.1%
163 GS GOLDMAN SACHS GROUP INC Financial Services 332.0 $292K 0.03% NEW $880.47 +12.4%
164 VDE VANGUARD WORLD FD 2,308.0 $291K 0.03% NEW $125.92 +30.6%
165 BMI BADGER METER INC Technology 1,650.0 $288K 0.03% NEW $174.41 -26.3%
166 WMB WILLIAMS COS INC Energy 4,686.0 $282K 0.02% NEW $60.11 +27.9%
167 NOW SERVICENOW INC Technology 1,690.0 $259K 0.02% NEW $153.19 -33.9%
168 GTLB GITLAB INC Technology 6,864.0 $258K 0.02% NEW $37.53 -28.2%
169 BRZE BRAZE INC Technology 7,455.0 $256K 0.02% NEW $34.29 -25.5%
170 SPOT SPOTIFY TECHNOLOGY S A Communication Services 432.0 $251K 0.02% NEW $580.71 -8.5%
171 SCHW SCHWAB CHARLES CORP Financial Services 2,506.0 $250K 0.02% NEW $99.91 -10.1%
172 BN BROOKFIELD CORP Financial Services 5,250.0 $241K 0.02% NEW $45.89 -0.4%
173 B BARRICK MNG CORP Basic Materials 5,475.0 $238K 0.02% NEW $43.55 -4.1%
174 TJX TJX COS INC NEW Consumer Cyclical 1,549.0 $238K 0.02% NEW $153.61 +3.6%
175 VZ VERIZON COMMUNICATIONS INC Communication Services 5,752.0 $234K 0.02% NEW $40.74 +19.2%
176 BANK AMERICA CORP 185.0 $232K 0.02% NEW $1252.00
177 VTV VANGUARD INDEX FDS 1,200.0 $229K 0.02% NEW $190.99 +11.1%
178 ROST ROSS STORES INC Consumer Cyclical 1,272.0 $229K 0.02% NEW $180.14 +30.4%
179 MRSH MARSH & MCLENNAN COS INC Financial Services 1,185.0 $220K 0.02% NEW $185.52 -12.2%
180 AMRC AMERESCO INC Industrials 7,500.0 $220K 0.02% NEW $29.29 +20.1%
Page 9 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%