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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 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTA METALLA RTY & STREAMING LTD Basic Materials 26,496.0 $202K 0.02% $7.61 +46.4%
182 B BARRICK MNG CORP Basic Materials 5,475.0 $201K 0.02% $36.73 +29.6%
183 PCG PG&E CORP Utilities 11,105.0 $187K 0.01% NEW $16.82 +4.6%
184 MSOS ADVISORSHARES TR 32,290.0 $164K 0.01% $5.08 -2.4%
185 NOK NOKIA CORP Technology 12,000.0 $159K 0.01% $13.28 -23.2%
186 EURONET WORLDWIDE INC 46,000.0 $39K 0.00% $0.85
187 BLACKSTONE MORTGAGE TRUST IN 28,000.0 $28K 0.00% $0.99
Page 10 of 10  ·  187 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%