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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 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRNO PUT TERRENO RLTY CORP Real Estate 38,303.0 $2.4M 0.59% NEW $61.42 +6.2%
62 SLB PUT SLB LIMITED Energy 45,742.0 $2.4M 0.59% NEW $51.39 -10.2%
63 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 10,808.0 $2.3M 0.59% NEW $216.58 +0.0%
64 GLNG PUT GOLAR LNG LTD Energy 42,430.0 $2.3M 0.58% NEW $54.11 -8.1%
65 AMZN PUT AMAZON COM INC Consumer Cyclical 10,666.0 $2.2M 0.56% NEW $208.27 +14.0%
66 OXY PUT OCCIDENTAL PETE CORP Energy 32,660.0 $2.1M 0.53% NEW $65.00 -21.7%
67 GEV PUT GE VERNOVA INC Utilities 2,426.0 $2.1M 0.53% NEW $872.90 +19.5%
68 WMT PUT WALMART INC Consumer Defensive 16,988.0 $2.1M 0.53% NEW $124.28 -4.1%
69 TGT PUT TARGET CORP Consumer Defensive 17,117.0 $2.1M 0.52% NEW $121.20 +13.6%
70 DOW PUT DOW HLDGS INC Basic Materials 49,760.0 $2.1M 0.52% NEW $41.65 -29.9%
71 WMB PUT WILLIAMS COS INC Energy 28,430.0 $2.1M 0.52% NEW $72.78 +3.2%
72 AEP PUT AMERICAN ELEC PWR CO INC Utilities 15,544.0 $2.0M 0.51% NEW $131.08 +2.1%
73 FDX PUT FEDEX CORP Industrials 5,682.0 $2.0M 0.51% NEW $356.18 -12.4%
74 CSCO PUT CISCO SYS INC Technology 25,871.0 $2.0M 0.51% NEW $77.59 +55.7%
75 SCHW PUT SCHWAB CHARLES CORP Financial Services 21,254.0 $2.0M 0.50% NEW $93.98 -2.9%
76 EGP PUT EASTGROUP PPTYS INC Real Estate 10,696.0 $2.0M 0.50% NEW $185.09 +9.8%
77 ROKU PUT ROKU INC Communication Services 20,496.0 $1.9M 0.49% NEW $94.62 +44.2%
78 CEG PUT CONSTELLATION ENERGY CORP Utilities 6,924.0 $1.9M 0.49% NEW $279.25 -3.2%
79 ROST PUT ROSS STORES INC Consumer Cyclical 8,924.0 $1.9M 0.49% NEW $216.63 +6.2%
80 ZM PUT ZOOM COMMUNICATIONS INC Technology 23,903.0 $1.9M 0.48% NEW $80.39 +6.6%
Page 4 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.