ALONGSIDE, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, ALONGSIDE, LLC opened 61 positions, added to 25, reduced 3, sold out of 3 and left 0 unchanged. The largest increase in value was PFDE (+$10,263,242); the largest decrease was META (-$975,000).
- AAPL: Country of operation United States; Class COM; Shares 2025-12-31 6,103; Shares 2026-06-30 19,837.
- AMZN: Country of operation United States; Class COM; Shares 2025-12-31 4,667; Shares 2026-06-30 10,586.
- CSCO: Country of operation United States; Class COM; Shares 2025-12-31 8,770; Shares 2026-06-30 17,748.
- CAT: Country of operation United States; Class COM; Shares 2025-12-31 836; Shares 2026-06-30 1,545.
Two Form 13F-HR filings compared (SEC CIK 2113496): 2025-12-31 (filed 2026-07-09) and 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-12-31 | Shares 2026-06-30 | Share change | Value 2025-12-31 | Value 2026-06-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 6,103 | 19,837 | +13,734 | $1,659,150 | $5,739,894 | +$4,080,744 |
|---|
AMZN
AMAZON COM INC | United States | COM | 4,667 | 10,586 | +5,919 | $1,077,225 | $2,523,115 | +$1,445,890 |
|---|
CSCO
CISCO SYS INC | United States | COM | 8,770 | 17,748 | +8,978 | $675,556 | $2,084,685 | +$1,409,129 |
|---|
CAT
CATERPILLAR INC | United States | COM | 836 | 1,545 | +709 | $478,635 | $1,645,519 | +$1,166,884 |
|---|
ABBV
ABBVIE INC | United States | COM | 7,457 | 10,846 | +3,389 | $1,703,812 | $2,729,274 | +$1,025,462 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 5,021 | 9,760 | +4,739 | $936,336 | $1,952,831 | +$1,016,495 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 3,123 | 4,964 | +1,841 | $541,866 | $1,479,657 | +$937,791 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 773 | 3,089 | +2,316 | $241,957 | $1,104,088 | +$862,131 |
|---|
WMT
WALMART INC | United States | COM | 2,928 | 9,116 | +6,188 | $326,180 | $1,032,482 | +$706,302 |
|---|
TSLA
TESLA INC | United States | COM | 483 | 2,014 | +1,531 | $217,030 | $846,916 | +$629,886 |
|---|
ORCL
ORACLE CORP | United States | COM | 2,795 | 7,680 | +4,885 | $544,756 | $1,125,446 | +$580,690 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 330 | 869 | +539 | $284,313 | $812,776 | +$528,463 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 759 | 2,135 | +1,376 | $244,667 | $698,996 | +$454,329 |
|---|
HD
HOME DEPOT INC | United States | COM | 841 | 1,805 | +964 | $289,303 | $636,697 | +$347,394 |
|---|
MRK
MERCK & CO INC | United States | COM | 7,661 | 8,956 | +1,295 | $806,362 | $1,150,899 | +$344,537 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 719 | 1,579 | +860 | $225,675 | $558,019 | +$332,344 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 7,956 | 9,511 | +1,555 | $3,847,792 | $3,547,698 | -$300,094 |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 4,012 | 5,774 | +1,762 | $423,114 | $674,273 | +$251,159 |
|---|
T
AT&T INC | United States | COM | 12,447 | 24,482 | +12,035 | $309,179 | $506,770 | +$197,591 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 6,292 | 6,680 | +388 | $788,376 | $606,109 | -$182,267 |
|---|
BMO
BANK MONTREAL MEDIUM | | COM | 2,673 | 2,675 | +2 | $346,908 | $472,729 | +$125,821 |
|---|
BA
BOEING CO | United States | COM | 1,835 | 2,358 | +523 | $398,389 | $510,497 | +$112,108 |
|---|
SNA
SNAP ON INC | United States | COM | 933 | 945 | +12 | $321,444 | $380,245 | +$58,801 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 986 | 991 | +5 | $202,624 | $235,357 | +$32,733 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 3,486 | 3,873 | +387 | $324,858 | $320,039 | -$4,819 |
|---|
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