Northside Capital Management, LLC
Annual return '25
-8.8%
SPY '25
+17.7%
Alpha
-26.5ptsvs SPY
Invested
$2.3B
Holdings
192
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DVY
ISHARES TR
Q1 2026: Exited (was 654.0k shares)
8.8%
02
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 167.8k shares)
5.5%
03
$TXN
TEXAS INSTRS INC
Q1 2026: Exited (was 237.1k shares)
4.1%
04
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 1.54M shares)
3.8%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +158.4% (146.0k → 377.3k shares)
3.6%
06
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 2.11M shares)
3.5%
07
$MBB
ISHARES TR
Q1 2026: Exited (was 292.4k shares)
3.1%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +218.9% (76.9k → 245.2k shares)
3.1%
09
$NEE
NEXTERA ENERGY INC
Q1 2026: Sold 18.9% (317.5k → 257.4k shares)
2.5%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 61.2% (134.1k → 52.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.