Nearside Advisors, LLC

CIK

2154145

Location

INDIANAPOLIS, IN

Portfolio Value

Small $139,763,366

Diversification

Moderately concentrated

Filing Date

Sep 30, 2026

Top Industry

Drug Manufacturers - General 75.2%

Period ended 22 days ago

Filed Oct 20, 2026 · 2d

Portfolio style

Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

47 tracked positions · as of Sep 30, 2026

Top Position

39.4%

of portfolio value

Top 5

75.8%

of portfolio value

Top 10

91.1%

of portfolio value

HHI

2,007

Moderately concentrated

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.0%	$65,669,498	24
Healthcare	39.9%	$55,753,685	3
Technology	6.9%	$9,605,147	8
Industrials	3.0%	$4,190,864	3
Consumer Cyclical	1.3%	$1,755,153	2
Communication Services	1.1%	$1,530,243	3
Financial Services	0.6%	$814,632	3
Energy	0.3%	$444,144	1

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $139,763,366 total · filing declares 47 positions · $139,965,904 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	First	47,617	—	$55,096,678	—	39.42%
UCON	First Trust Smith Unconstrained Bond ETF	First	460,071	—	$10,924,385	—	7.82%
LALT	First Trust Multi-Strategy Alternative ETF	First	312,303	—	$7,717,007	—	5.52%
SCHF	Schwab International Equity ETF	First	238,444	—	$6,550,056	—	4.69%
FTA	First Trust Large Cap Value AlphaDEX Fund	First	61,799	—	$5,889,500	—	4.21%
NVDA	Nvidia Corp Technology	First	23,625	—	$5,395,477	—	3.86%
FTCS	First Trust Capital Strength ETF	First	49,134	—	$4,611,225	—	3.30%
RDVY	First Trust Rising Dividend Achievers ETF	First	57,519	—	$4,503,162	—	3.22%
FDN	First Trust Dow Jones Internet Index Fund	First	15,224	—	$4,391,362	—	3.14%
FVD	First Trust Value Line Dividend Index Fund	First	79,959	—	$3,750,876	—	2.68%
TKR	Timken Co Industrials	First	29,936	—	$3,495,028	—	2.50%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	First	9,351	—	$3,083,305	—	2.21%
IVV	iShares Core S&P 500 ETF	First	3,298	—	$2,525,773	—	1.81%
FJP	First Trust Japan AlphaDEX Fund	First	27,566	—	$2,154,558	—	1.54%
FBT	First Trust NYSE Arca Biotechnology Index Fund	First	7,599	—	$2,068,903	—	1.48%
AAPL	Apple Inc. Technology	First	5,668	—	$1,887,557	—	1.35%
SCHE	Schwab Emerging Markets Equity ETF	First	46,589	—	$1,698,169	—	1.22%
FTXO	First Trust Nasdaq Bank ETF	First	36,439	—	$1,410,189	—	1.01%
AMZN	Amazon Com Inc Consumer Cyclical	First	4,551	—	$1,133,881	—	0.81%
IWF	iShares Russell 1000 Growth ETF	First	7,716	—	$966,506	—	0.69%
MSFT	Microsoft Corp Technology	First	1,746	—	$895,523	—	0.64%
LGOV	First Trust Long Duration Opportunities ETF	First	42,992	—	$842,213	—	0.60%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	First	6,480	—	$814,341	—	0.58%
NFLX	Netflix Inc Communication Services	First	9,526	—	$662,819	—	0.47%
GOOGL	Alphabet Inc. Communication Services	First	1,855	—	$638,268	—	0.46%
TSLA	Tesla, Inc. Consumer Cyclical	First	1,751	—	$621,272	—	0.44%
CAT	Caterpillar Inc Industrials	First	608	—	$492,960	—	0.35%
JPM	Jpmorgan Chase & Co Financial Services	First	1,472	—	$486,981	—	0.35%
MU	Micron Technology Inc Technology	First	437	—	$465,453	—	0.33%
XOM	ExxonMobil Holdings Corp Energy	First	2,729	—	$444,144	—	0.32%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	First	7,670	—	$386,184	—	0.28%
JNJ	Johnson & Johnson Healthcare	First	1,378	—	$364,811	—	0.26%
BRK-B	Berkshire Hathaway Inc Financial Services	First	658	—	$327,651	—	0.23%
AVGO	Broadcom Inc. Technology	First	915	—	$321,338	—	0.23%
ABBV	AbbVie Inc. Healthcare	First	1,117	—	$292,196	—	0.21%
IYE	iShares U.S. Energy ETF	First	3,867	—	$250,581	—	0.18%
IWD	iShares Russell 1000 Value ETF	First	1,008	—	$249,913	—	0.18%
VEA	Vanguard FTSE Developed Markets ETF	First	3,299	—	$232,942	—	0.17%
CSCO	Cisco Systems, Inc. Technology	First	2,146	—	$230,973	—	0.17%
META	Meta Platforms, Inc. Communication Services	First	316	—	$229,156	—	0.16%
FXH	First Trust Health Care AlphaDEX Fund	First	1,714	—	$224,088	—	0.16%
VIG	Vanguard Specialized Funds	First	931	—	$217,211	—	0.16%
VIS	VANGUARD INDUSTRIALS INDEX FUND	First	646	—	$207,049	—	0.15%
ADP	Automatic Data Processing Inc Technology	First	795	—	$205,157	—	0.15%
INTC	Intel Corp Technology	First	1,694	—	$203,669	—	0.15%
CSX	Csx Corp Industrials	First	4,362	—	$202,876	—	0.15%
XLF	State Street Corp Financial Services	First	3,796	—	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.