Fund Holdings

Northside Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SNOWFLAKE INC(SNOW)087,550+87,550019,746,9031.80%+19,746,903
CROWN HLDGS INC(CCK)0109,400+109,400010,566,9460.96%+10,566,946
ALPHABET INC(GOOG)147,826146,403-1,42326,051,44935,590,5693.25%+9,539,120
MEDTRONIC PLC(MDT)21,544110,327+88,7831,877,99010,507,5430.96%+8,629,553
DUKE ENERGY CORP NEW(DUK)068,152+68,15208,433,8100.77%+8,433,810
UNILEVER PLC(UL)31,715163,099+131,3841,940,0079,668,5090.88%+7,728,502
FIDELITY COVINGTON TRUST3,990118,343+114,353209,8746,682,8290.61%+6,472,955
HEALTHPEAK PROPERTIES INC(DOC)0319,758+319,75806,123,3660.56%+6,123,366
GE HEALTHCARE TECHNOLOGIES I(GEHC)79,655140,507+60,8525,900,04610,552,0760.96%+4,652,030
NEXTERA ENERGY INC(NEE)286,581322,118+35,53719,894,48024,316,7352.22%+4,422,255
APPLE INC(AAPL)104,30098,083-6,21721,399,23424,974,9922.28%+3,575,758
SPDR GOLD TR(GLD)190,647172,338-18,30958,114,92561,260,9895.59%+3,146,064
ISHARES TR683,508659,657-23,85190,776,63993,737,3908.56%+2,960,751
CRH PLC93,35992,835-5248,570,35611,130,9171.02%+2,560,561
CITIGROUP INC(C)153,329153,163-16613,051,35215,546,0721.42%+2,494,720
BECTON DICKINSON & CO(BDX)46,08853,012+6,9247,938,6589,922,2560.91%+1,983,598
JPMORGAN CHASE & CO.(JPM)61,15261,352+20017,728,65419,352,2611.77%+1,623,607
ALPHABET INC(GOOG)33,69731,136-2,5615,977,5827,583,1730.69%+1,605,591
ENERGY TRANSFER L P(ET)1,888,0762,074,617+186,54134,230,81735,600,4353.25%+1,369,618
JOHNSON & JOHNSON(JNJ)33,40834,042+6345,103,0306,312,1510.58%+1,209,121
NVIDIA CORPORATION(NVDA)41,86141,610-2516,613,5447,763,5940.71%+1,150,050
HOWARD HUGHES HOLDINGS INC(HHH)78,84877,815-1,0335,322,2406,394,0590.58%+1,071,819
NORTHROP GRUMMAN CORP(NOC)9,6579,65704,828,3075,884,2030.54%+1,055,896
VANGUARD WHITEHALL FDS138,090138,090018,408,77819,463,7861.78%+1,055,008
BANK AMERICA CORP272,443269,959-2,48412,892,01913,927,2031.27%+1,035,184
MICROSOFT CORP(MSFT)66,52765,787-74033,090,97034,074,6103.11%+983,640
SPDR S&P 500 ETF TR(SPY)19,64119,560-8112,134,88713,030,9501.19%+896,063
COSTCO WHSL CORP NEW(COST)2,9444,035+1,0912,914,3253,735,7980.34%+821,473
ENTERPRISE PRODS PARTNERS L(EPD)1,535,8931,543,396+7,50347,628,04248,261,9984.41%+633,956
ONEOK INC NEW(OKE)6,43915,477+9,038525,6161,129,3570.10%+603,741
ISHARES GOLD TR(IAU)47,42248,047+6252,957,2363,496,3800.32%+539,144
CGI INC(GIB)06,000+6,0000534,7800.05%+534,780
LINDE PLC(LIN)2,0573,156+1,099965,0891,499,5610.14%+534,472
ABBVIE INC(ABBV)11,26711,26702,091,3812,608,7610.24%+517,380
THERMO FISHER SCIENTIFIC INC(TMO)5,8005,839+392,351,7352,832,2810.26%+480,546
BERKSHIRE HATHAWAY INC DEL27,20527,237+3213,215,37313,693,1291.25%+477,756
AECOM(ACM)03,500+3,5000456,6450.04%+456,645
FORTINET INC(FTNT)05,000+5,0000420,4000.04%+420,400
ZIMMER BIOMET HOLDINGS INC(ZBH)57,36257,382+205,231,9885,652,1270.52%+420,139
PNC FINL SVCS GROUP INC(PNC)27,97427,97405,214,9135,620,8160.51%+405,903
AMERICAN ELEC PWR CO INC03,500+3,5000393,7500.04%+393,750
ORACLE CORP(ORCL)6,0006,00001,311,7801,687,4400.15%+375,660
WEST FRASER TIMBER CO LTD(WFG)05,500+5,5000373,8900.03%+373,890
LINCOLN ELEC HLDGS INC(LECO)01,500+1,5000353,7450.03%+353,745
SERVICETITAN INC(TTAN)2,6496,293+3,644283,920634,5230.06%+350,603
DTE ENERGY CO(DTB)38,23838,23805,065,0055,408,0000.49%+342,995
PPL CORP(PPL)111,138109,933-1,2053,766,4674,085,1100.37%+318,643
VALERO ENERGY CORP(VLO)01,713+1,7130291,6550.03%+291,655
METALLA RTY & STREAMING LTD111,578111,5780428,460708,5200.06%+280,060
PHILLIPS 66(PSX)16,72516,72501,995,2932,274,9350.21%+279,642
AMERESCO INC07,500+7,5000251,8500.02%+251,850
CHEVRON CORP NEW(CVX)14,47614,966+4902,072,7622,324,1890.21%+251,427
INVESCO EXCH TRADED FD TR II132,885132,88506,320,0116,571,1630.60%+251,152
NOVARTIS AG(NVS)29,29029,543+2533,544,3833,788,5940.35%+244,211
ISHARES TR479,636472,886-6,75014,715,23114,952,6621.37%+237,431
KRATOS DEFENSE & SEC SOLUTIO(KTOS)5,0005,0000232,250456,8500.04%+224,600
TJX COS INC NEW(TJX)01,549+1,5490223,8920.02%+223,892
OREILLY AUTOMOTIVE INC(ORLY)02,055+2,0550221,5500.02%+221,550
ISHARES TR9,8009,80001,698,0461,919,4280.18%+221,382
VANGUARD SCOTTSDALE FDS02,500+2,5000210,2750.02%+210,275
VANGUARD SCOTTSDALE FDS02,134+2,1340208,7480.02%+208,748
PEPSICO INC(PEP)14,33814,848+5101,893,1902,085,2530.19%+192,063
BROADCOM INC(AVGO)3,3363,3360919,5681,100,5800.10%+181,012
UNITEDHEALTH GROUP INC(UNH)5,4195,41901,690,5651,871,1810.17%+180,616
BERKSHIRE HATHAWAY INC DEL7705,101,6005,279,4000.48%+177,800
MERCK & CO INC(MRK)36,80436,803-12,913,3923,088,9460.28%+175,554
CONOCOPHILLIPS(COP)34,11834,11803,061,7493,227,2220.29%+165,473
CORNING INC(GLW)6,1845,900-284325,212483,9770.04%+158,765
ISHARES TR9,92711,236+1,309828,668981,0630.09%+152,395
HOME DEPOT INC(HD)3,5233,52301,291,6851,427,5090.13%+135,824
TESLA INC(TSLA)1,0351,0350328,778460,2850.04%+131,507
CATERPILLAR INC(CAT)1,9851,885-100770,597899,4380.08%+128,841
CENTERPOINT ENERGY INC(CNP)123,415120,126-3,2894,534,2674,660,8890.43%+126,622
ASML HOLDING N V737736-1590,488713,3180.07%+122,830
CRESCENT ENERGY COMPANY(CRGY)374,204374,20403,218,1543,337,9000.30%+119,746
ISHARES TR28,70128,700-11,835,1261,953,9470.18%+118,821
GE AEROSPACE(GE)5,9475,478-4691,530,6981,647,8920.15%+117,194
ISHARES TR4,0624,061-11,236,1211,351,8330.12%+115,712
WELLS FARGO CO NEW(WFC)32,34932,273-762,591,7982,705,2030.25%+113,405
GE VERNOVA INC(GEV)1,2821,287+5678,370791,3780.07%+113,008
UNION PAC CORP(UNP)9,1499,383+2342,105,0022,217,8600.20%+112,858
LAM RESEARCH CORP(LRCX)3,0103,0100292,993403,0390.04%+110,046
SYSCO CORP(SYY)13,97013,97001,058,0881,150,2900.11%+92,202
STATE STR CORP(STT)5,5275,827+300587,741675,9900.06%+88,249
PROLOGIS INC.(PLD)9,3229,3220979,9291,067,5550.10%+87,626
GRAINGER W W INC(GWW)716872+156744,812830,9810.08%+86,169
EXXON MOBIL CORP16,03716,087+501,728,7891,813,8090.17%+85,020
INVESCO QQQ TR1,7001,7000937,7881,020,6290.09%+82,841
ADVISORSHARES TR32,29032,290077,819154,6690.01%+76,850
LEIDOS HOLDINGS INC(LDOS)2,3202,3200366,003438,3870.04%+72,384
MASTERCARD INCORPORATED(MA)21,56621,424-14212,118,68112,186,6351.11%+67,954
GENUINE PARTS CO(GPC)3,8253,8250464,011530,1450.05%+66,134
ISHARES TR15,30515,3050531,849597,7110.05%+65,862
LOWES COS INC(LOW)1,9151,929+14424,881484,7770.04%+59,896
BANCO BILBAO VIZCAYA ARGENTA(BBVA)14,33614,3360220,344275,9680.03%+55,624
ILLINOIS TOOL WKS INC(ITW)2,5312,606+75625,790679,5410.06%+53,751
FEDEX CORP(FDX)5,6305,647+171,279,7551,331,6320.12%+51,877
PARKER-HANNIFIN CORP(PH)8418410587,413637,6040.06%+50,191
AMERICAN EXPRESS CO(AXP)3,6133,61301,152,4751,200,0940.11%+47,619
GITLAB INC(GTLB)5,8346,864+1,030263,172309,4290.03%+46,257
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