Lido Advisors
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Lido Advisors’s New Mountain Finance NMFC Stock Holding History

Lido Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$167K Sell
21,508
-333
-2% -$2.78K ﹤0.01% 1808
2025
Q4 		$211K Hold
21,841
– – ﹤0.01% 1746
2025
Q3 		$211K Sell
21,841
-11,399
-34% -$118K ﹤0.01% 1660
2025
Q2 		$351K Buy
33,240
+9,159
+38% +$94.4K ﹤0.01% 1265
2025
Q1 		$266K Sell
24,081
-21,476
-47% -$245K ﹤0.01% 1261
2024
Q4 		$513K Buy
45,557
+1,199
+3% +$13.8K ﹤0.01% 1002
2024
Q3 		$531K Buy
44,358
+18,319
+70% +$224K ﹤0.01% 938
2024
Q2 		$319K Buy
26,039
+4,159
+19% +$52.1K ﹤0.01% 1092
2024
Q1 		$277K Buy
21,880
+2,000
+10% +$25.5K ﹤0.01% 1134
2023
Q4 		$253K Buy
+19,880
New +$253K ﹤0.01% 1114

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