John H. Phillips
@Northside Capital Management, Llc
Latest period2024 - Q4ReportedManaged Assets$376.197MTotal holdings122
Assets growth rate-41.21%Assets growth rate (2-Q avg)-15.6%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Northside Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 122 positions.
Assets under management
The assets under management (AUM) of Northside Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 376.197M in assets, with a quarterly growth rate of -41.21% and a 2-quarter average growth rate of -15.6%. The portfolio is managed by John H. Phillips, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TXNTexas Instrs Inc
| 11.82% | $44.466M 237,138 shares@ $187.51 avg price | Decreased -0.72% |
AAPLApple Inc
| 3.86% | $14.502M 57,910 shares@ $250.42 avg price | Decreased -1.94% |
TSITcw Strategic Income Fd Inc
| 1.39% | $5.212M 1.084M shares@ $4.81 avg price | Decreased -1.59% |
NVDANvidia Corporation
| 1.37% | $5.15M 38,352 shares@ $134.3 avg price | Decreased -6.95% |
METAMeta Platforms Inc
| 0.21% | $757,866 1,294 shares@ $585.68 avg price | Decreased -99.68% |
DMLPDorchester Minerals Lp
| 0.2% | $728,594 21,860 shares@ $33.34 avg price | Decreased -2.98% |
NFLXNetflix Inc
| 0.15% | $548,162 615 shares@ $891.33 avg price | Decreased -3.9% |
IWBIshares Tr
| 0.14% | $498,059 1,546 shares@ $322.16 avg price | Decreased -22.5% |
KKRKkr & Co Inc
| 0.1% | $353,242 2,388 shares@ $147.93 avg price | Decreased -17.74% |
BXBlackstone Inc
| 0.1% | $352,659 2,045 shares@ $172.45 avg price | Decreased -25.69% |