ALONGSIDE, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2113496
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$524.6M
Holdings
190
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ALONGSIDE, LLC disclosed 190 positions worth $524.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 111 new positions and exited 4. The portfolio is most concentrated in Other (82.6% of disclosed assets). All figures are sourced directly from ALONGSIDE, LLC’s Form 13F-HR filing with the SEC under CIK 2113496.
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$41.0M54,793 shISHARES INC - CORE MSCI EMKT
—Quality
$26.8M323,600 shISHARES TR - CORE MSCI TOTAL
—Quality
$25.3M265,293 shISHARES TR - RUS 1000 GRW ETF
—Quality
$23.0M185,469 shISHARES TR - CORE MSCI EAFE
—Quality
$19.4M201,170 shISHARES TR - RUSSELL 2000 ETF
—Quality
$17.6M58,505 shELEVATION SERIES TRUST - POLEN DIVID ETF
—Quality
$16.2M434,705 shISHARES TR - CORE S&P MCP ETF
—Quality
$15.9M206,811 shISHARES TR - RUS MID CAP ETF
—Quality
$15.1M136,560 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$13.6M155,008 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $41.0M | 54,793 |
| ISHARES INC - CORE MSCI EMKT | — | $26.8M | 323,600 |
| ISHARES TR - CORE MSCI TOTAL | — | $25.3M | 265,293 |
| ISHARES TR - RUS 1000 GRW ETF | — | $23.0M | 185,469 |
| ISHARES TR - CORE MSCI EAFE | — | $19.4M | 201,170 |
| ISHARES TR - RUSSELL 2000 ETF | — | $17.6M | 58,505 |
| ELEVATION SERIES TRUST - POLEN DIVID ETF | — | $16.2M | 434,705 |
| ISHARES TR - CORE S&P MCP ETF | — | $15.9M | 206,811 |
| ISHARES TR - RUS MID CAP ETF | — | $15.1M | 136,560 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $13.6M | 155,008 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ALONGSIDE, LLC's 190 positions.
Showing top 10 of 190 holdings.
Sector Allocation
Other
$433.4M
Financials
$28.6M
Technology
$22.3M
Industrials
$14.8M
Healthcare
$7.9M
Energy
$5.3M
Consumer Discretionary
$5.0M
Consumer Staples
$2.7M
Full Holdings — ALONGSIDE, LLC (Q2 2026)
All 190 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $41.0M | 7.8% | +14% | — |
| 2 | — | ISHARES INC - CORE MSCI EMKT | $26.8M | 5.1% | +11% | — |
| 3 | — | ISHARES TR - CORE MSCI TOTAL | $25.3M | 4.8% | -1% | — |
| 4 | — | ISHARES TR - RUS 1000 GRW ETF | $23.0M | 4.4% | +332% | — |
| 5 | — | ISHARES TR - CORE MSCI EAFE | $19.4M | 3.7% | +1150% | — |
| 6 | — | ISHARES TR - RUSSELL 2000 ETF | $17.6M | 3.4% | +18% | — |
| 7 | — | ELEVATION SERIES TRUST - POLEN DIVID ETF | $16.2M | 3.1% | NEW | — |
| 8 | — | ISHARES TR - CORE S&P MCP ETF | $15.9M | 3.0% | +19% | — |
| 9 | — | ISHARES TR - RUS MID CAP ETF | $15.1M | 2.9% | +4% | — |
| 10 | — | SPDR SERIES TRUST - ST STR P500ETF | $13.6M | 2.6% | NEW | — |
| 11 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $12.4M | 2.4% | -62% | — |
| 12 | — | ISHARES TR - ISHS 5-10YR INVT | $12.3M | 2.4% | +22% | — |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.1M | 2.1% | NEW | — |
| 14 | — | RBB FUND TRUST - PATHFINDER DISC | $10.3M | 2.0% | NEW | — |
| 15 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $9.8M | 1.9% | NEW | — |
| 16 |  $DOV | DOVER Corp | $9.4M | 1.8% | +38% | 58.1 |
| 17 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | $9.1M | 1.7% | +13% | — |
| 18 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $8.7M | 1.7% | +2162% | — |
| 19 |  $GLD | SPDR GOLD TRUST | $8.6M | 1.6% | NEW | — |
| 20 | — | ISHARES TR - S&P 500 VAL ETF | $8.2M | 1.6% | +22% | — |
| 21 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $6.9M | 1.3% | NEW | — |
| 22 | — | ISHARES TR - S&P 500 GRWT ETF | $6.2M | 1.2% | +23% | — |
| 23 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $6.2M | 1.2% | +1111% | — |
| 24 | — | ISHARES TR - NATIONAL MUN ETF | $6.1M | 1.2% | +18% | — |
| 25 |  $PHYS | Sprott Physical Gold Trust | $5.9M | 1.1% | NEW | — |
| 26 | — | RBB FUND TRUST - PATHFINDER FO | $5.9M | 1.1% | NEW | — |
| 27 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $5.9M | 1.1% | NEW | — |
| 28 |  $AAPL | Apple Inc. | $5.7M | 1.1% | +225% | 76.4 |
| 29 | — | ISHARES TR - BROAD USD HIGH | $5.3M | 1.0% | -53% | — |
| 30 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $5.1M | 1.0% | NEW | — |
| 31 | — | PGIM ETF TR - PGIM ULTRA SH BD | $4.8M | 0.9% | NEW | — |
| 32 | — | PGIM ETF TR - AAA CLO ETF | $4.7M | 0.9% | NEW | — |
| 33 | — | ISHARES TR - TIPS BD ETF | $4.6M | 0.9% | +26% | — |
| 34 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $4.3M | 0.8% | NEW | — |
| 35 |  $IVZ | Invesco Ltd. | $4.2M | 0.8% | +182% | — |
| 36 | — | GLOBAL X FDS - 1 3 MO T BI ET | $4.0M | 0.8% | NEW | — |
| 37 |  $MSFT | MICROSOFT CORP | $3.5M | 0.7% | +20% | 79.8 |
| 38 | — | ISHARES TR - CORE S&P SCP ETF | $3.5M | 0.7% | +101% | — |
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.4M | 0.7% | +63% | — |
| 40 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $3.2M | 0.6% | NEW | — |
| 41 | — | ISHARES TR - 3 7 YR TREAS BD | $3.1M | 0.6% | +32% | — |
| 42 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.1M | 0.6% | +7135% | — |
| 43 | — | PGIM ETF TR - ACTV HY BD ETF | $3.1M | 0.6% | +28% | — |
| 44 | — | ISHARES TR - RUS 1000 VAL ETF | $2.9M | 0.6% | +1134% | — |
| 45 |  $ABBV | AbbVie Inc. | $2.7M | 0.5% | +45% | 72.6 |
| 46 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.7M | 0.5% | -54% | — |
| 47 | — | ISHARES TR - CORE INTL AGGR | $2.5M | 0.5% | +1% | — |
| 48 |  $AMZN | AMAZON COM INC | $2.5M | 0.5% | +127% | 68.7 |
| 49 | — | FUNDVANTAGE TR - POLE HIGH IN ETF | $2.5M | 0.5% | NEW | — |
| 50 | — | ISHARES TR - FLTG RATE NT ETF | $2.5M | 0.5% | +11% | — |
| 51 |  $PSLV | Sprott Physical Silver Trust | $2.3M | 0.4% | NEW | — |
| 52 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $2.3M | 0.4% | -81% | — |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.4% | +102% | 70.3 |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.4% | NEW | — |
| 55 |  $NVDA | NVIDIA CORP | $2.0M | 0.4% | +94% | 85.9 |
| 56 |  $LLY | ELI LILLY & Co | $1.9M | 0.4% | -1% | 87.5 |
| 57 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $1.8M | 0.3% | NEW | — |
| 58 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.3% | NEW | 57.9 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.3% | NEW | 73.8 |
| 60 | — | ISHARES TR - CRE U S REIT ETF | $1.7M | 0.3% | -55% | — |
| 61 |  $CAT | CATERPILLAR INC | $1.6M | 0.3% | +85% | 66.5 |
| 62 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.6M | 0.3% | NEW | — |
| 63 |  $MPC | Marathon Petroleum Corp | $1.6M | 0.3% | NEW | 61 |
| 64 |  $TXN | TEXAS INSTRUMENTS INC | $1.5M | 0.3% | +59% | 73.4 |
| 65 |  $META | Meta Platforms, Inc. | $1.4M | 0.3% | +69% | 79.6 |
| 66 | — | ISHARES TR - 0-5YR HI YL CP | $1.4M | 0.3% | NEW | — |
| 67 | — | ISHARES TR - JPMORGAN USD EMG | $1.3M | 0.2% | +15% | — |
| 68 | — | ISHARES TR - ISHS 1-5YR INVS | $1.2M | 0.2% | +60% | — |
| 69 |  $SBR | SABINE ROYALTY TRUST | $1.2M | 0.2% | NEW | — |
| 70 | — | ISHARES TR - ULTRA SHORT DUR | $1.2M | 0.2% | +3% | — |
| 71 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | +17% | 59.9 |
| 72 |  $ORCL | ORACLE CORP | $1.1M | 0.2% | +175% | 66.2 |
| 73 |  $GOOG | Alphabet Inc. | $1.1M | 0.2% | +300% | 78.2 |
| 74 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.1M | 0.2% | NEW | — |
| 75 |  $WMT | Walmart Inc. | $1.0M | 0.2% | +211% | 60.2 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.0M | 0.2% | NEW | — |
| 77 | — | ISHARES TR - RUS MD CP GR ETF | $981,426 | 0.2% | NEW | — |
| 78 |  $CVX | CHEVRON CORP | $928,269 | 0.2% | NEW | 62.8 |
| 79 |  $TSLA | Tesla, Inc. | $846,916 | 0.2% | +317% | 53.9 |
| 80 | — | ISHARES TR - RUS MDCP VAL ETF | $823,329 | 0.2% | NEW | — |
| 81 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $819,999 | 0.2% | NEW | — |
| 82 |  $COST | COSTCO WHOLESALE CORP /NEW | $812,776 | 0.1% | +163% | 66.2 |
| 83 | — | RBB FD INC - US TREASY 2 YR | $780,964 | 0.1% | NEW | — |
| 84 |  $PM | Philip Morris International Inc. | $759,639 | 0.1% | NEW | 75.9 |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | NEW | 73.8 |
| 86 |  $JPM | JPMORGAN CHASE & CO | $698,996 | 0.1% | +181% | 70.7 |
| 87 | — | ISHARES TR - RUS 1000 ETF | $687,155 | 0.1% | -11% | — |
| 88 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $680,428 | 0.1% | -74% | — |
| 89 |  $WEC | WEC ENERGY GROUP, INC. | $674,273 | 0.1% | +44% | 60.1 |
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $664,806 | 0.1% | +6% | — |
| 91 | — | ISHARES TR - CORE US AGGBD ET | $659,578 | 0.1% | -18% | — |
| 92 |  $HD | HOME DEPOT, INC. | $636,697 | 0.1% | +115% | 60.3 |
| 93 | — | RBB FD INC - US TREASRY 12 MT | $631,136 | 0.1% | NEW | — |
| 94 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETF | $618,156 | 0.1% | +6% | — |
| 95 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $617,070 | 0.1% | +54% | — |
| 96 |  $MU | MICRON TECHNOLOGY INC | $616,383 | 0.1% | NEW | 86.2 |
| 97 |  $ABT | ABBOTT LABORATORIES | $606,109 | 0.1% | +6% | 65.5 |
| 98 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $571,256 | 0.1% | +401% | — |
| 99 |  $GOOGL | Alphabet Inc. | $558,019 | 0.1% | +120% | 78.2 |
| 100 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $553,864 | 0.1% | NEW | — |
| 101 | — | ISHARES TR - EAFE GRWTH ETF | $539,063 | 0.1% | -5% | — |
| 102 |  $BA | BOEING CO | $510,497 | 0.1% | +29% | 61.6 |
| 103 |  $T | AT&T INC. | $506,770 | 0.1% | +97% | 65.7 |
| 104 |  $JNJ | JOHNSON & JOHNSON | $491,952 | 0.1% | NEW | 69 |
| 105 |  $SPY | SPDR S&P 500 ETF TRUST | $487,432 | 0.1% | +47% | — |
| 106 |  $BMO | BANK OF MONTREAL /CAN/ | $472,729 | 0.1% | +0% | 76 |
| 107 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $467,454 | 0.1% | NEW | — |
| 108 |  $AMD | ADVANCED MICRO DEVICES INC | $462,404 | 0.1% | NEW | 79.8 |
| 109 |  $GEV | GE Vernova Inc. | $459,038 | 0.1% | NEW | 81.1 |
| 110 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $455,519 | 0.1% | NEW | 69.7 |
| 111 | — | ISHARES TR - CORE DIV GRWTH | $433,221 | 0.1% | +19% | — |
| 112 |  $MO | ALTRIA GROUP, INC. | $420,206 | 0.1% | NEW | 67.4 |
| 113 |  $KO | COCA COLA CO | $413,493 | 0.1% | NEW | 69.5 |
| 114 | — | ISHARES TR - RUS 2000 GRW ETF | $407,749 | 0.1% | NEW | — |
| 115 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $399,203 | 0.1% | NEW | — |
| 116 |  $AEM | AGNICO EAGLE MINES LTD | $395,738 | 0.1% | NEW | — |
| 117 |  $NEM | NEWMONT Corp /DE/ | $391,533 | 0.1% | NEW | 86.8 |
| 118 |  $BAC | BANK OF AMERICA CORP /DE/ | $389,908 | 0.1% | NEW | 67.6 |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $382,532 | 0.1% | NEW | 70 |
| 120 |  $DMLP | DORCHESTER MINERALS, L.P. | $380,568 | 0.1% | NEW | 70.5 |
| 121 |  $SNA | Snap-on Inc | $380,245 | 0.1% | +1% | 63 |
| 122 |  $STX | Seagate Technology Holdings plc | $379,669 | 0.1% | NEW | — |
| 123 | — | ALPS ETF TR - ALERIAN MLP | $379,024 | 0.1% | NEW | — |
| 124 | — | VANECK ETF TRUST - GOLD MINERS ETF | $375,364 | 0.1% | NEW | — |
| 125 | — | ISHARES TR - SHRT NAT MUN ETF | $363,130 | 0.1% | +6% | — |
| 126 |  $EW | Edwards Lifesciences Corp | $358,764 | 0.1% | NEW | 69.4 |
| 127 | — | ISHARES TR - RUS 2000 VAL ETF | $357,902 | 0.1% | NEW | — |
| 128 |  $GE | GENERAL ELECTRIC CO | $354,697 | 0.1% | NEW | 73.8 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $354,357 | 0.1% | NEW | 65.8 |
| 130 |  $MS | MORGAN STANLEY | $329,447 | 0.1% | NEW | 75.8 |
| 131 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $323,417 | 0.1% | NEW | — |
| 132 |  $WFC | WELLS FARGO & COMPANY/MN | $320,039 | 0.1% | +11% | 61.8 |
| 133 |  $RTX | RTX Corp | $317,243 | 0.1% | NEW | 73.2 |
| 134 |  $SLV | iShares Silver Trust | $316,275 | 0.1% | NEW | — |
| 135 |  $NFLX | NETFLIX INC | $313,803 | 0.1% | NEW | 78.8 |
| 136 | — | ISHARES INC - MSCI EMRG CHN | $307,309 | 0.1% | NEW | — |
| 137 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $305,716 | 0.1% | NEW | — |
| 138 |  $PG | PROCTER & GAMBLE Co | $301,859 | 0.1% | NEW | 64.6 |
| 139 |  $PAAS | PAN AMERICAN SILVER CORP | $299,556 | 0.1% | NEW | — |
| 140 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $297,382 | 0.1% | NEW | — |
| 141 |  $WELL | WELLTOWER INC. | $296,256 | 0.1% | -19% | 59.8 |
| 142 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $290,901 | 0.1% | NEW | — |
| 143 | — | ISHARES TR - CORE S&P US GWT | $280,888 | 0.1% | -7% | — |
| 144 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $280,280 | 0.1% | NEW | — |
| 145 |  $B | BARRICK MINING CORP | $277,102 | 0.1% | NEW | 69.6 |
| 146 |  $DAR | DARLING INGREDIENTS INC. | $276,978 | 0.1% | NEW | 63.5 |
| 147 |  $DELL | Dell Technologies Inc. | $272,871 | 0.1% | NEW | 71.2 |
| 148 |  $DFTX | Definium Therapeutics, Inc. | $271,515 | 0.1% | NEW | — |
| 149 |  $PANW | Palo Alto Networks Inc | $264,291 | 0.1% | NEW | 65.5 |
| 150 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $261,058 | 0.1% | -13% | — |
| 151 |  $PEP | PEPSICO INC | $260,557 | 0.1% | NEW | 63.4 |
| 152 | — | SPDR SERIES TRUST - ST STR SP DIV | $258,706 | 0.1% | +0% | — |
| 153 |  $DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | $257,738 | 0.1% | NEW | — |
| 154 |  $MHF | WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC. | $254,555 | 0.1% | NEW | — |
| 155 |  $LMT | LOCKHEED MARTIN CORP | $252,183 | 0.1% | NEW | 65.6 |
| 156 |  $V | VISA INC. | $251,100 | 0.1% | NEW | 82.9 |
| 157 |  $DIS | Walt Disney Co | $249,343 | 0.1% | NEW | 60.1 |
| 158 |  $AEE | AMEREN CORP | $244,680 | 0.1% | -3% | 59.4 |
| 159 | — | SSGA ACTIVE TR - ST STR TOTAL ETF | $243,252 | 0.1% | NEW | — |
| 160 |  $CAH | CARDINAL HEALTH INC | $235,357 | 0.0% | +1% | 62.4 |
| 161 |  $SLB | SLB LIMITED/NV | $228,623 | 0.0% | NEW | 57.9 |
| 162 |  $COP | CONOCOPHILLIPS | $225,959 | 0.0% | NEW | 70.2 |
| 163 | — | PROSHARES TR - S&P 500 DV ARIST | $224,610 | 0.0% | +102% | — |
| 164 |  $STT | STATE STREET CORP | $224,421 | 0.0% | NEW | 71.5 |
| 165 |  $UTG | REAVES UTILITY INCOME FUND | $223,797 | 0.0% | NEW | — |
| 166 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $221,925 | 0.0% | NEW | — |
| 167 |  $ACN | Accenture plc | $220,639 | 0.0% | +2% | — |
| 168 |  $WPM | Wheaton Precious Metals Corp. | $220,147 | 0.0% | NEW | — |
| 169 |  $FER | Ferrovial N.V. | $216,122 | 0.0% | NEW | — |
| 170 |  $SHEL | Shell plc | $210,944 | 0.0% | NEW | — |
| 171 |  $COF | CAPITAL ONE FINANCIAL CORP | $210,450 | 0.0% | NEW | 62.4 |
| 172 |  $BMY | BRISTOL MYERS SQUIBB CO | $209,564 | 0.0% | NEW | 70.4 |
| 173 |  $AMGN | AMGEN INC | $209,497 | 0.0% | NEW | 79.2 |
| 174 |  $WTRG | Essential Utilities, Inc. | $207,487 | 0.0% | NEW | 68.1 |
| 175 |  $RF | REGIONS FINANCIAL CORP | $206,991 | 0.0% | NEW | 61.5 |
| 176 |  $EROK | EagleRock Land, LLC | $205,913 | 0.0% | NEW | — |
| 177 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $205,811 | 0.0% | NEW | — |
| 178 |  $PFH | PRUDENTIAL FINANCIAL INC | $204,959 | 0.0% | NEW | 58.7 |
| 179 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $200,949 | 0.0% | NEW | — |
| 180 |  $INTC | INTEL CORP | $200,493 | 0.0% | NEW | 45.6 |
| 181 |  $PLTR | Palantir Technologies Inc. | $200,204 | 0.0% | NEW | 84.6 |
| 182 | — | FLAHERTY & CRUMRIN PFD & INM - COM | $187,741 | 0.0% | NEW | — |
| 183 |  $F | FORD MOTOR CO | $149,104 | 0.0% | NEW | 54.9 |
| 184 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $115,932 | 0.0% | NEW | — |
| 185 |  $XTIA | XTI Aerospace, Inc. | $115,840 | 0.0% | NEW | — |
| 186 |  $NMAX | Newsmax Inc. | $114,802 | 0.0% | NEW | 35 |
| 187 |  $SBI | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $84,028 | 0.0% | NEW | — |
| 188 |  $MSD | MORGAN STANLEY EMERGING MARKETS DEBT FUND INC | $81,417 | 0.0% | NEW | — |
| 189 |  $PHK | PIMCO HIGH INCOME FUND | $46,600 | 0.0% | NEW | — |
| 190 |  $GTBP | GT Biopharma, Inc. | $31,341 | 0.0% | NEW | — |
New Positions (111)
ELEVATION SERIES TRUST - POLEN DIVID ETF$16.2M
SPDR SERIES TRUST - ST STR P500ETF$13.6M
FIDELITY MERRIMACK STR TR - TOTAL BD ETF$11.1M
RBB FUND TRUST - PATHFINDER DISC$10.3M
VANGUARD BD INDEX FDS - INTERMED TERM$9.8M
$GLD SPDR GOLD TRUST$8.6M FIDELITY COVINGTON TRUST - ENHANCED INTL$6.9M
$PHYS Sprott Physical Gold Trust$5.9M RBB FUND TRUST - PATHFINDER FO$5.9M
JANUS DETROIT STR TR - HENDRSON AAA CL$5.9M
SPDR SERIES TRUST - ST PORT HIGH ETF$5.1M
PGIM ETF TR - PGIM ULTRA SH BD$4.8M
PGIM ETF TR - AAA CLO ETF$4.7M
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF$4.3M
GLOBAL X FDS - 1 3 MO T BI ET$4.0M
Exited Positions (4)
ISHARES CORE 1-5 YEAR USD BOND ETF - CORE 1 5 YR USD
SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF - STATE STREET MUL
ISHARES TR PFD AND INCM SEC - PFD AND INCM SEC
$ONB OLD NATIONAL BANCORP /IN/Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: ALONGSIDE, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ALONGSIDE, LLC (SEC CIK: 2113496), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ALONGSIDE, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.