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Lido Advisors

Lido Advisors Portfolio holdings

AUM $32.7B
1-Year Est. Return 19.2%
This Fund
S&P 500
This Quarter Est. Return
-2.2%
1 Year Est. Return
+19.2%
3 Year Est. Return
+58.37%
5 Year Est. Return
+70.07%
10 Year Est. Return
+272.01%
AUM
$32.7B
AUM Growth
-$761M
Cap. Flow
+$279M
Cap. Flow %
0.85%
Top 10 Hldgs %
45.52%
Holding
2,162
New
239
Increased
721
Reduced
846
Closed
224

Sector Composition

Rank Sector Weight
1 Technology 12.15%
2 Financials 3.72%
3 Communication Services 2.6%
4 Consumer Discretionary 2.58%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LNG icon
2051
PUT
Cheniere Energy
LNG
$55B
-2,100
Closed -$408K
LUMN icon
2052
Lumen
LUMN
$6.96B
-11,954
Closed -$73.2K
LZB icon
2053
La-Z-Boy
LZB
$1.57B
-7,752
Closed -$266K
MAA icon
2054
Mid-America Apartment Communities
MAA
$15.4B
-2,413
Closed -$337K
MANH icon
2055
Manhattan Associates
MANH
$9.41B
-1,332
Closed -$265K
MAR icon
2056
PUT
Marriott International
MAR
$97B
-5,000
Closed -$1.55M
MCO icon
2057
PUT
Moody's
MCO
$85.7B
-2,600
Closed -$1.33M
MDLZ icon
2058
PUT
Mondelez International
MDLZ
$76.8B
-2,700
Closed -$145K
MEDP icon
2059
Medpace
MEDP
$15.2B
-393
Closed -$211K
MET icon
2060
PUT
MetLife
MET
$60.1B
-38,000
Closed -$3M
MHN
2061
DELISTED
BlackRock MuniHoldings New Yrok Quality Fund
MHN
-117,123
Closed -$1.2M
MMU
2062
Western Asset Managed Municipals Fund
MMU
$564M
-46,337
Closed -$482K
MNDY icon
2063
monday.com
MNDY
$3.08B
-1,366
Closed -$265K
MOH icon
2064
Molina Healthcare
MOH
$11.8B
-1,318
Closed -$252K
MRCC
2065
DELISTED
Monroe Capital Corp
MRCC
-22,568
Closed -$158K
MRK icon
2066
CALL
Merck
MRK
$312B
-2,600
Closed -$274K
MRVL icon
2067
PUT
Marvell Technology
MRVL
$187B
-700
Closed -$59.5K
MSTR icon
2068
CALL
Strategy Inc
MSTR
$37B
-700
Closed -$106K
MSTR icon
2069
Strategy Inc
MSTR
$37B
-22,799
Closed -$7.32M
MSTR icon
2070
PUT
Strategy Inc
MSTR
$37B
-2,900
Closed -$441K
MVF
2071
DELISTED
BlackRock MuniVest Fund
MVF
-105,790
Closed -$730K
NFLX icon
2072
CALL
Netflix
NFLX
$286B
-300
Closed -$28.1K
NKE icon
2073
PUT
Nike
NKE
$63.7B
-800
Closed -$51K
NMR icon
2074
Nomura Holdings
NMR
$28.7B
-17,843
Closed -$140K
NMRK icon
2075
Newmark Group
NMRK
$2.79B
-64,089
Closed -$1.2M

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Lido Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Lido Advisors held 2,162 positions worth $32.7B, down 2.3% from $33.5B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Lido Advisors's Q1 2026 filing shows 239 new, 721 increased, 846 reduced and 224 closed positions. Its largest new stake was Dimensional US Core Equity Market ETF: 358,487 shares worth $16.2M. The largest sale was iShares Large Cap 10% Target Buffer Mar ETF, an estimated $168M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

  • Lido Advisors's largest Q1 2026 buy was Dimensional US Core Equity Market ETF: 358,487 shares worth $16.2M.
  • Lido Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $604M increase.
  • Lido Advisors's biggest Q1 2026 reduction was iShares Large Cap 10% Target Buffer Mar ETF, cutting an estimated $168M.
  • Lido Advisors fully exited Strategy Inc in Q1 2026, selling an estimated $7.32M.
  • Lido Advisors's ten largest holdings make up 46% of its $32.7B portfolio in Q1 2026.
  • Lido Advisors opened 239 new positions and closed 224 in Q1 2026.
  • Lido Advisors's portfolio value fell 2.3% quarter-over-quarter to $32.7B.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.