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Portfolio (Quarterly) Guide ↗

Northside Capital Management, LLC

· CIK 0001631052
13F Portfolio $1.2B AUM 187 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 20 Added 49 Reduced 17 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKE ONEOK INC NEW Energy 8,500.0 $739K 0.06% -2K -19.1% $86.94 +7.3%
42 TT TRANE TECHNOLOGIES PLC Industrials 1,095.0 $538K 0.04% -20.0 -1.8% $491.50 -7.7%
43 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 12,625.0 $445K 0.04% -1K -7.3% $35.22 +3.0%
44 INTC INTEL CORP Technology 3,042.0 $425K 0.04% -3K -48.3% $139.63 -35.5%
45 GPC GENUINE PARTS CO Consumer Cyclical 3,125.0 $369K 0.03% -930.0 -22.9% $117.98 +13.5%
46 MCD MCDONALDS CORP Consumer Cyclical 1,291.0 $349K 0.03% -285.0 -18.1% $270.39 +0.2%
47 SHEL SHELL PLC Energy 4,285.0 $332K 0.03% -225.0 -5.0% $77.54 +20.4%
48 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,475.0 $317K 0.03% -3K -51.9% $127.90 -5.6%
49 GIS GENERAL MILLS INC Consumer Defensive 6,933.0 $241K 0.02% -1K -16.5% $34.80 +14.9%
Page 3 of 3  ·  49 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
Technology 21.1%
Financial Services 20.6%
Healthcare 12.9%
Energy 11.2%
Utilities 9.7%
Communication Services 8.3%
Consumer Cyclical 5.2%
Real Estate 4.2%
Industrials 3.4%
Consumer Defensive 3.1%