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Portfolio (Quarterly) Guide ↗

Dockside LLC

· CIK 0002074563
13F Portfolio $397M AUM 177 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New 183 Exited
Page 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SRE SEMPRA Utilities 44,606 $3.9M 1.01% SOLD
22 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 12,696 $3.9M 0.99% SOLD
23 OVV OVINTIV INC Energy 97,998 $3.8M 0.99% SOLD
24 SNPS SYNOPSYS INC Technology 8,106 $3.8M 0.98% SOLD
25 SEI SOLARIS ENERGY INFRAS INC Energy 82,722 $3.8M 0.98% SOLD
26 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,986 $3.7M 0.96% SOLD
27 VLO VALERO ENERGY CORP Energy 22,836 $3.7M 0.95% SOLD
28 META META PLATFORMS INC Communication Services 5,593 $3.7M 0.95% SOLD
29 WMB WILLIAMS COS INC Energy 58,868 $3.5M 0.91% SOLD
30 LIBERTY MEDIA CORP DEL 35,691 $3.5M 0.90% SOLD
31 CBOE CBOE GLOBAL MKTS INC Financial Services 13,537 $3.4M 0.87% SOLD
32 WFRD WEATHERFORD INTL PLC Energy 42,494 $3.3M 0.85% SOLD
33 COF CAPITAL ONE FINL CORP Financial Services 13,716 $3.3M 0.85% SOLD
34 TRNO TERRENO RLTY CORP Real Estate 54,636 $3.2M 0.82% SOLD
35 EVRG EVERGY INC Utilities 43,210 $3.1M 0.80% SOLD
36 VTR VENTAS INC Real Estate 40,042 $3.1M 0.80% SOLD
37 BP BP PLC Energy 85,594 $3.0M 0.76% SOLD
38 APA APA CORPORATION Energy 120,426 $2.9M 0.76% SOLD
39 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 18,102 $2.9M 0.75% SOLD
40 CARR CARRIER GLOBAL CORPORATION Industrials 55,120 $2.9M 0.75% SOLD
Page 2 of 10  ·  183 positions