Oceanside Advisors LLC

CIK

2012184

Location

MOUNT PLEASANT, SC

Portfolio Value

Micro $7,702,970

Diversification

Diversified

Filing Date

Global Rank

#7,854 / 8,232 ▲ 239

Top Industry

Consumer Electronics 17.9%

3Y Alpha vs SPY

+4.3%

Period ended 2 months ago

Filed Apr 28, 2026 · 46d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.9%

SPY

+52.9%

Annualised alpha

+4.3%

Max drawdown

−12.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

−1.2 pts

Top 5

56.2%

−4.6 pts

Top 10

84.6%

−3.1 pts

HHI

934

Diversified−79

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.0%	$2,234,863	3
Technology	28.1%	$2,166,867	4
Financial Services	27.2%	$2,095,613	4
Consumer Defensive	9.8%	$755,530	2
Consumer Cyclical	3.2%	$248,049	1
Industrials	2.6%	$202,048	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+567	3,858	$979,121
MSFT	Microsoft Corp	+97	1,521	$563,028
JPM	Jpmorgan Chase & Co	+91	2,176	$640,092
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−316	3,354	$1,443,192
GLDM	World Gold Trust	−69	5,527	$512,297
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MU	Micron Technology Inc	700	$236,488
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $7,702,970 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	3,354	-316	$1,443,192	−0.8%	18.74%
AAPL	Apple Inc. Technology	Added	3,858	+567	$979,121	+9.4%	12.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,462	0	$700,590	−4.7%	9.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,176	+91	$640,092	−4.7%	8.31%
MSFT	Microsoft Corp Technology	Added	1,521	+97	$563,028	−18.2%	7.31%
NTRS	Northern Trust Corp Financial Services	Held	3,803	0	$530,784	+2.2%	6.89%
GLDM	World Gold Trust	Reduced	5,527	-69	$512,297	+7.2%	6.65%
KO	Coca Cola Co Consumer Defensive	Held	6,127	0	$465,958	+8.8%	6.05%
CIEN	Ciena Corp Technology	Held	1,000	0	$388,230	+66.0%	5.04%
WMT	Walmart Inc. Consumer Defensive	Held	2,330	0	$289,572	+11.6%	3.76%
SLV	iShares Silver Trust	Held	4,100	0	$279,374	+5.8%	3.63%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,191	0	$248,049	−9.8%	3.22%
MU	Micron Technology Inc Technology	NEW	700	NEW	$236,488	NEW	3.07%
BY	Byline Bancorp, Inc. Financial Services	Held	7,100	0	$224,147	+8.3%	2.91%
NSC	Norfolk Southern Corp Industrials	Held	704	0	$202,048	−0.6%	2.62%