Advertisement
Screener

ALONGSIDE, LLC Historic Quarter Change: USA Stocks, New

Add as a preferred source on Google

ALONGSIDE, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 1 quarter from 2025-12-31 to 2026-06-30, ALONGSIDE, LLC opened 61 positions, added to 25, reduced 3 and sold out of 3.

  • Q2 2026: Stock PFDE; Country of operation —; Class PATHFINDER DISC; Shares before 0.
  • Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 0.
  • Q2 2026: Stock PHYS; Country of operation Canada; Class PHYSICAL GOLD TR; Shares before 0.
  • Q2 2026: Stock PFOE; Country of operation —; Class PATHFINDER FO; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113496), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFDE
RBB FUND TRUST		PATHFINDER DISC0367,969+367,969$0$10,263,242+$10,263,2422026-08-14
Q2 2026GLD
SPDR GOLD TR		United StatesGOLD SHS023,387+23,387$0$8,615,303+$8,615,3032026-08-14
Q2 2026PHYS
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD TR0195,849+195,849$0$5,908,759+$5,908,7592026-08-14
Q2 2026PFOE
RBB FUND TRUST		PATHFINDER FO0255,580+255,580$0$5,895,922+$5,895,9222026-08-14
Q2 2026PSLV
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL SILVER0123,582+123,582$0$2,331,992+$2,331,9922026-08-14
Q2 2026XOMXXXX
EXXON MOBIL CORP		COM013,282+13,282$0$1,815,949+$1,815,9492026-08-14
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW03,515+3,515$0$1,758,871+$1,758,8712026-08-14
Q2 2026MPC
MARATHON PETE CORP		United StatesCOM06,073+6,073$0$1,552,684+$1,552,6842026-08-14
Q2 2026META
META PLATFORMS INC		United StatesCL A02,493+2,493$0$1,404,411+$1,404,4112026-08-14
Q2 2026SBR
SABINE RTY TR		United StatesUNIT BEN INT016,049+16,049$0$1,174,787+$1,174,7872026-08-14
Q2 2026CVX
CHEVRON CORPORATION		United StatesCOM05,600+5,600$0$928,269+$928,2692026-08-14
Q2 2026PM
PHILIP MORRIS INTL INC		United StatesCOM04,199+4,199$0$759,639+$759,6392026-08-14
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0534+534$0$616,383+$616,3832026-08-14
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM01,937+1,937$0$491,952+$491,9522026-08-14
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM0796+796$0$462,404+$462,4042026-08-14
Q2 2026GEV
GE VERNOVA INC		United StatesCOM0391+391$0$459,038+$459,0382026-08-14
Q2 2026CP
CANADIAN PACIFIC KANSAS CITY		COM05,257+5,257$0$455,519+$455,5192026-08-14
Q2 2026MO
ALTRIA GROUP INC		United StatesCOM05,840+5,840$0$420,206+$420,2062026-08-14
Q2 2026KO
COCA COLA CO		United StatesCOM05,088+5,088$0$413,493+$413,4932026-08-14
Q2 2026AEM
AGNICO EAGLE MINES LTD		COM02,551+2,551$0$395,738+$395,7382026-08-14
Q2 2026NEM
NEWMONT CORP		United StatesCOM04,192+4,192$0$391,533+$391,5332026-08-14
Q2 2026BAC
BANK OF AMER CORP		United StatesCOM06,843+6,843$0$389,908+$389,9082026-08-14
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM01,360+1,360$0$382,532+$382,5322026-08-14
Q2 2026DMLP
DORCHESTER MINERALS L P		United StatesCOM UNIT015,072+15,072$0$380,568+$380,5682026-08-14
Q2 2026STX
SEAGATE TECHNOLOGY HLDNGS PL		ORD SHS0393+393$0$379,669+$379,6692026-08-14
Q2 2026EW
EDWARDS LIFESCIENCES CORP		United StatesCOM03,966+3,966$0$358,764+$358,7642026-08-14
Q2 2026GE
GE AEROSPACE		United StatesCOM NEW0949+949$0$354,697+$354,6972026-08-14
Q2 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM08,369+8,369$0$354,357+$354,3572026-08-14
Q2 2026MS
MORGAN STANLEY		United StatesCOM NEW01,576+1,576$0$329,447+$329,4472026-08-14
Q2 2026RTX
RTX CORPORATION		United StatesCOM01,672+1,672$0$317,243+$317,2432026-08-14
Q2 2026SLV
ISHARES SILVER TR		United StatesISHARES05,915+5,915$0$316,275+$316,2752026-08-14
Q2 2026NFLX
NETFLIX INC.		United StatesCOM04,395+4,395$0$313,803+$313,8032026-08-14
Q2 2026PG
PROCTER & GAMBLE CO		United StatesCOM02,059+2,059$0$301,859+$301,8592026-08-14
Q2 2026PAAS
PAN AMERN SILVER CORP		COM06,688+6,688$0$299,556+$299,5562026-08-14
Q2 2026B
BARRICK MNG CORP		COM SHS07,544+7,544$0$277,102+$277,1022026-08-14
Q2 2026DAR
DARLING INGREDIENTS INC		United StatesCOM05,071+5,071$0$276,978+$276,9782026-08-14
Q2 2026DELL
DELL TECHNOLOGIES INC		United StatesCL C0632+632$0$272,871+$272,8712026-08-14
Q2 2026DFTX
DEFINIUM THERAPEUTICS INC		United StatesCOM SHS05,772+5,772$0$271,515+$271,5152026-08-14
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM0775+775$0$264,291+$264,2912026-08-14
Q2 2026PEP
PEPSICO INC		United StatesCOM01,924+1,924$0$260,557+$260,5572026-08-14
Q2 2026LMT
LOCKHEED MARTIN CORP		United StatesCOM0495+495$0$252,183+$252,1832026-08-14
Q2 2026V
VISA INC		United StatesCOM CL A0732+732$0$251,100+$251,1002026-08-14
Q2 2026DIS
DISNEY WALT CO		United StatesCOM02,591+2,591$0$249,343+$249,3432026-08-14
Q2 2026SLB
SLB LIMITED		COM STK04,918+4,918$0$228,623+$228,6232026-08-14
Q2 2026COP
CONOCOPHILLIPS		United StatesCOM02,174+2,174$0$225,959+$225,9592026-08-14
Q2 2026ACN
ACCENTURE PLC IRELAND		SHS CLASS A01,773+1,773$0$220,639+$220,6392026-08-14
Q2 2026WPM
WHEATON PRECIOUS METALS CORP		COM01,960+1,960$0$220,147+$220,1472026-08-14
Q2 2026FER
FERROVIAL NV		ORD SHS03,150+3,150$0$216,122+$216,1222026-08-14
Q2 2026COF
CAPITAL ONE FINL CORP		United StatesCOM01,049+1,049$0$210,450+$210,4502026-08-14
Q2 2026BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM03,637+3,637$0$209,564+$209,5642026-08-14
Q2 2026AMGN
AMGEN INC		United StatesCOM0579+579$0$209,497+$209,4972026-08-14
Q2 2026WTRG
ESSENTIAL UTILS INC		United StatesCOM05,416+5,416$0$207,487+$207,4872026-08-14
Q2 2026RF
REGIONS FINANCIAL CORP NEW		United StatesCOM06,854+6,854$0$206,991+$206,9912026-08-14
Q2 2026EROK
EAGLEROCK LD LLC		United StatesCL A SHS REP LTD *A*09,690+9,690$0$205,913+$205,9132026-08-14
Q2 2026PRU
PRUDENTIAL FINL INC		United StatesCOM01,899+1,899$0$204,959+$204,9592026-08-14
Q2 2026INTC
INTEL CORP		United StatesCOM01,436+1,436$0$200,493+$200,4932026-08-14
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A01,716+1,716$0$200,204+$200,2042026-08-14
Q2 2026F
FORD MTR CO		United StatesCOM010,727+10,727$0$149,104+$149,1042026-08-14
Q2 2026XTIA
XTI AEROSPACE INC		United StatesCOM NEW064,000+64,000$0$115,840+$115,8402026-08-14
Q2 2026NMAX
NEWSMAX INC		United StatesCOM SHS CLASS B013,865+13,865$0$114,802+$114,8022026-08-14
Q2 2026GTBP
GT BIOPHARMA INC		United StatesCOM064,000+64,000$0$31,341+$31,3412026-08-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet
Advertisement