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Latest Lido Advisors, LLC Stock Portfolio

$32.69Billion– No. of Holdings #1737

Lido Advisors, LLC Performance:
2026 Q1: -2.97%YTD: -2.97%2025: 12.04%
Performance for 2026 Q1 is -2.97%, and YTD is -2.97%, and 2025 is 12.04%.

About Lido Advisors, LLC and 13F Hedge Fund Stock Holdings

Lido Advisors, LLC is a hedge fund based in Los Angeles, CA. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lido Advisors, LLC reported an equity portfolio of $32.7 Billions as of 31 Mar, 2026.

The top stock holdings of Lido Advisors, LLC are SPY, BSAE, BSAE. The fund has invested 8.7% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.3% of portfolio in INVESCO EXCH TRD SLF IDX FD.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), STRATEGY INC (MSTR) and DUOLINGO INC (DUOL) stocks. They significantly reduced their stock positions in ISHARES TR, OMNICOM GROUP INC (OMC) and INVESCO EXCH TRADED FD TR II (BAB). Lido Advisors, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), CIRCLE INTERNET GROUP INC and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to KARMAN HLDGS INC, SSGA ACTIVE TR (EMTL) and PNC FINL SVCS GROUP INC (PNC).
Lido Advisors, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026

Lido Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Lido Advisors, LLC made a return of -2.97% in the last quarter. In trailing 12 months, it's portfolio return was 22.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust16,174,900
circle internet group inc10,344,500
ishares tr10,280,100
profesionally managed portfo8,689,540
astrazeneca plc8,298,190
bondbloxx etf trust6,626,280
prosperity bancshares inc4,617,750
New stocks bought by Lido Advisors, LLC

Additions

Ticker% Inc.
karman hldgs inc28,973
ishares tr12,546
ssga active tr5,490
pnc finl svcs group inc3,211
ishares tr593
gartner inc548
ssga active tr466
enbridge inc390
Additions to existing portfolio by Lido Advisors, LLC

Reductions

Ticker% Reduced
target corp-79.53
goldman sachs etf tr-70.17
adobe inc-67.44
rbb fd inc-64.01
spdr series trust-59.65
vaneck etf trust-54.48
altria group inc-52.72
pimco etf tr-50.71
Lido Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lido Advisors, LLC

Sector Distribution

Lido Advisors, LLC has about 63.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
Sector%
Others63.4
Technology15.6
Financial Services3.8
Consumer Cyclical3.3
Communication Services3.3
Healthcare3
Industrials2.8
Consumer Defensive1.6
Energy1.4

Market Cap. Distribution

Lido Advisors, LLC has about 34.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED63.4
MEGA-CAP24.7
LARGE-CAP10.2
MID-CAP1.1

Stocks belong to which Index?

About 34.7% of the stocks held by Lido Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others65.3
S&P 50033.4
RUSSELL 20001.3
Top 5 Winners (%)%
LITE
lumentum hldgs inc
292.4 %
RLMD
relmada therapeutics inc
246.3 %
IBRX
immunitybio inc
155.6 %
VIAV
viavi solutions inc
134.3 %
CIEN
ciena corp
106.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
39.4 M
AMAT
applied matls inc
27.8 M
GOOG
alphabet inc
26.5 M
MU
micron technology inc
24.2 M
LRCX
lam research corp
24.1 M
Top 5 Losers (%)%
NFLX
netflix inc.
-69.4 %
INVZ
innoviz technologies ltd
-66.5 %
PAR
par technology corp
-63.5 %
NOW
servicenow inc
-61.2 %
PCT
purecycle technologies inc
-60.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-267.5 M
NFLX
netflix inc.
-222.0 M
SPY
state str spdr s&p 500 etf t
-69.1 M
NVDA
nvidia corporation
-65.3 M
NOW
servicenow inc
-43.4 M

Lido Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lido Advisors, LLC

Lido Advisors, LLC has 1737 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Lido Advisors, LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions