Institutional Fund
Ironsides Asset Advisors, LLC
Rocky Mount, NCCIK 16151355 filings on record
Portfolio Value
$398.71M
Q1 2026
Holdings
80
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.1%
from $394.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lowes Cos Inc26.6%
- Ishares Tr10.3%
- Spdr S&P 500 ETF Tr8.4%
- Ishares Tr7.8%
- Vanguard Index Fds4.4%
- Vanguard Index Fds4.0%
- Other38.4%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc | 449.1K | $106.12M | 26.6% | 0 | Held |
| 2 | Ishares Tr | 288.9K | $41.14M | 10.3% | +403 | Added |
| 3 | Spdr S&P 500 ETF Tr | 51.7K | $33.62M | 8.4% | +62 | Added |
| 4 | Ishares Tr | 342.7K | $31.03M | 7.8% | 0 | Held |
| 5 | Vanguard Index Fds | 29.5K | $17.65M | 4.4% | +24 | Added |
| 6 | Vanguard Index Fds | 50.2K | $16.11M | 4.0% | +4.7K | Added |
| 7 | Vanguard Index Fds | 43.9K | $12.61M | 3.2% | +794 | Added |
| 8 | Vanguard Index Fds | 26.6K | $11.60M | 2.9% | 0 | Held |
| 9 | Ishares Inc | 116.7K | $9.18M | 2.3% | +8.0K | Added |
| 10 | Spdr Index Shs Fds | 96.3K | $7.32M | 1.8% | +13.4K | Added |
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