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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 3 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EVRG PUT EVERGY INC Utilities 35,804.0 $2.9M 0.74% NEW $81.92 +3.6%
42 ASML PUT ASML HLDG NV Technology 2,204.0 $2.9M 0.73% NEW $1320.83 +34.6%
43 AMAT PUT APPLIED MATLS INC Technology 8,452.0 $2.9M 0.73% NEW $341.79 +71.4%
44 SRE PUT SEMPRA Utilities 29,616.0 $2.9M 0.72% NEW $97.17 -5.0%
45 SOLS PUT SOLSTICE ADVANCED MATLS INC Basic Materials 37,584.0 $2.9M 0.72% NEW $76.16 +11.2%
46 COF PUT CAPITAL ONE FINL CORP Financial Services 15,613.0 $2.8M 0.72% NEW $182.43 +8.4%
47 SM PUT SM ENERGY COMPANY Energy 90,066.0 $2.8M 0.71% NEW $31.18 -12.1%
48 UNP PUT UNION PAC CORP Industrials 11,518.0 $2.8M 0.70% NEW $242.62 +6.6%
49 BP PUT BP PLC Energy 59,126.0 $2.8M 0.70% NEW $47.00 -16.3%
50 MSCI PUT MSCI INC Financial Services 5,074.0 $2.7M 0.69% NEW $539.01 +7.9%
51 GOOGL PUT ALPHABET INC Communication Services 9,341.0 $2.7M 0.68% NEW $287.56 +20.4%
52 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 23,072.0 $2.6M 0.67% NEW $114.85 +4.4%
53 WELL PUT WELLTOWER INC Real Estate 12,886.0 $2.5M 0.64% NEW $197.71 +6.9%
54 UNM PUT UNUM GROUP Financial Services 34,825.0 $2.5M 0.64% NEW $73.03 +25.1%
55 PPL PUT PPL CORP Utilities 66,306.0 $2.5M 0.64% NEW $38.20 -5.0%
56 PUT BUNGE GLOBAL SA 19,792.0 $2.5M 0.63% NEW $127.20
57 CARR PUT CARRIER GLOBAL CORPORATION Industrials 43,344.0 $2.4M 0.61% NEW $56.31 +25.6%
58 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 578.0 $2.4M 0.61% NEW $4210.32 -96.0%
59 AXS PUT AXIS CAP HLDGS LTD Financial Services 23,526.0 $2.4M 0.60% NEW $101.41 +4.3%
60 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 15,525.0 $2.4M 0.60% NEW $152.51 +10.6%
Page 3 of 9  ·  177 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.