Top 46 Nearside Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 39.36% | 47.6K | $55.1M | new | $1178.26(+5.27%) | 2026-09-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 7.81% | 460.1K | $10.9M | new | $24.31(-1.78%) | 2026-09-30 | |
| LALT | FIRST TR EXCHNG TRADED FD VI | 5.51% | 312.3K | $7.7M | new | $24.37(+2.17%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.68% | 238.4K | $6.6M | new | $27.59(-2.45%) | 2026-09-30 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 4.21% | 61.8K | $5.9M | new | $96.05(+3.98%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 23.6K | $5.4M | new | $214.24(+1.33%) | 2026-09-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 3.29% | 49.1K | $4.6M | new | $93.88(+5.45%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.22% | 57.5K | $4.5M | new | $79.67(-0.42%) | 2026-09-30 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3.14% | 15.2K | $4.4M | new | $276.59(+3.98%) | 2026-09-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.68% | 80.0K | $3.8M | new | $47.55(+2.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Nearside Advisors LLC reports $139.97M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are LLY (39.4%), UCON (7.8%) and LALT (5.5%). The top 20 holdings account for 92.34% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Nearside Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2154145). View Nearside Advisors LLCโs 13F filings on SEC