Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | TTD | THE TRADE DESK INC CLASS CLASS A | Technology | 45 | $2K | — | SOLD |
| 42 | MOS | THE MOSAIC CO | Basic Materials | 65 | $2K | — | SOLD |
| 43 | — | LOOMIS SAYLES BOND RETAIL | — | 126 | $2K | — | SOLD |
| 44 | CBT | CABOT CORP | Basic Materials | 23 | $2K | — | SOLD |
| 45 | CXT | CRANE NXT | Industrials | 28 | $1K | — | SOLD |
| 46 | APG | API GROUP | Industrials | 34 | $1K | — | SOLD |
| 47 | — | APARTMENT INVT & MGMT COCLASS CLASS A | — | 211 | $1K | — | SOLD |
| 48 | — | FRONTIER COMMUNICATIONS | — | 30 | $1K | — | SOLD |
| 49 | PHIN | PHINIA INC | Consumer Cyclical | 18 | $1K | — | SOLD |
| 50 | HGV | HILTON GRAND | Consumer Cyclical | 25 | $1K | — | SOLD |
| 51 | ATAI | ATAI BECKLEY | Healthcare | 250 | $1K | — | SOLD |
| 52 | AGX | ARGAN INC | Industrials | 3 | $940.0 | — | SOLD |
| 53 | HHH | HOWARD HUGHES | Real Estate | 10 | $798.0 | — | SOLD |
| 54 | MGNI | MAGNITE INC | Communication Services | 45 | $730.0 | — | SOLD |
| 55 | TMDX | TRANSMEDICS GROUP | Healthcare | 6 | $730.0 | — | SOLD |
| 56 | TWLO | TWILIO INC | Communication Services | 5 | $711.0 | — | SOLD |
| 57 | — | LXP INDUSTRIAL | — | 14 | $694.0 | — | SOLD |
| 58 | WAL | WESTERN ALLIANCE | Financial Services | 8 | $673.0 | — | SOLD |
| 59 | DRH | DIAMONDROCK HOSPITALITY | Real Estate | 68 | $609.0 | — | SOLD |
| 60 | PK | PARK HOTELS | Real Estate | 55 | $575.0 | — | SOLD |
Sector Allocation
Technology
36.4%
Industrials
14.9%
Financial Services
13.9%
Healthcare
11.6%
Communication Services
11.2%
Consumer Cyclical
6.8%
Consumer Defensive
2.0%
Energy
1.4%
Utilities
0.8%
Basic Materials
0.8%