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 |
---|---|---|---|
GISGeneral Mls Inc
| 0.13% | $485,098 7,607 shares@ $63.77 avg price | |
LOWLowes Cos Inc
| 0.13% | $472,622 1,915 shares@ $246.8 avg price | |
ABTAbbott Labs
| 0.12% | $441,129 3,900 shares@ $113.11 avg price | |
VDEVanguard World Fd
| 0.12% | $429,195 3,538 shares@ $121.32 avg price | |
HOODRobinhood Mkts Inc
| 0.12% | $421,858 11,322 shares@ $37.27 avg price | New Position |
BALLBall Corp
| 0.11% | $412,152 7,476 shares@ $55.14 avg price | |
UNPUnion Pac Corp
| 0.11% | $394,965 1,732 shares@ $228.04 avg price | Increased 40.59% |
ITWIllinois Tool Wks Inc
| 0.11% | $390,736 1,541 shares@ $253.57 avg price | |
TTTrane Technologies Plc
| 0.11% | $385,971 1,045 shares@ $369.36 avg price | |
IEMGIshares Inc
| 0.11% | $384,564 7,364 shares@ $52.23 avg price |