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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AES PUT AES CORP Utilities 104,900.0 $1.5M 0.37% NEW $14.09 +4.3%
102 CNP PUT CENTERPOINT ENERGY INC Utilities 34,234.0 $1.5M 0.37% NEW $43.16 +0.8%
103 FIX PUT COMFORT SYS USA INC Industrials 1,040.0 $1.4M 0.36% NEW $1378.99 +38.4%
104 AFRM PUT AFFIRM HLDGS INC Technology 30,800.0 $1.4M 0.35% NEW $45.82 +56.8%
105 WCN PUT WASTE CONNECTIONS INC Industrials 8,656.0 $1.4M 0.35% NEW $162.44 -1.8%
106 LPX PUT LOUISIANA PAC CORP Basic Materials 19,288.0 $1.4M 0.35% NEW $72.75 +2.0%
107 VOYA PUT VOYA FINANCIAL INC Financial Services 19,457.0 $1.3M 0.34% NEW $68.32 +34.7%
108 TRGP PUT TARGA RES CORP Energy 5,102.0 $1.3M 0.32% NEW $250.73 +7.2%
109 PNW PUT PINNACLE WEST CAP CORP Utilities 12,478.0 $1.3M 0.32% NEW $100.75 +3.3%
110 OII PUT OCEANEERING INTL INC Energy 34,170.0 $1.2M 0.30% NEW $35.47 +2.3%
111 RSP PUT INVESCO EXCHANGE TRADED FD T 6,237.0 $1.2M 0.30% NEW $191.92 +8.8%
112 PUT SKYWARD SPECIALTY INS GROUP 26,290.0 $1.1M 0.29% NEW $43.68
113 META PUT META PLATFORMS INC Communication Services 2,001.0 $1.1M 0.29% NEW $572.13 -1.7%
114 VIST PUT VISTA ENERGY S.A.B. DE C.V. Energy 15,090.0 $1.1M 0.29% NEW $75.47 -11.6%
115 SIGI PUT SELECTIVE INS GROUP INC Financial Services 15,023.0 $1.1M 0.28% NEW $75.39 +25.2%
116 LIN PUT LINDE PLC Basic Materials 2,272.0 $1.1M 0.28% NEW $495.76 +3.3%
117 HP PUT HELMERICH & PAYNE INC Energy 30,992.0 $1.1M 0.28% NEW $36.03 -1.2%
118 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 17,766.0 $1.1M 0.28% NEW $61.85 -14.7%
119 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 33,984.0 $1.1M 0.27% NEW $32.01 -3.3%
120 HD PUT HOME DEPOT INC Consumer Cyclical 3,196.0 $1.1M 0.27% NEW $328.89 -1.3%
Page 6 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.