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Portfolio (Quarterly) Guide ↗

Westside Investment Management, Inc.

· CIK 0001538383
13F Portfolio $625M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1495 New
Page 5 of 75  ·  1,495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATERIALS Technology 7,113.0 $1.8M 0.29% NEW $257.85 +139.3%
82 TRMB TRIMBLE INC Technology 23,262.0 $1.8M 0.29% NEW $78.35 -37.3%
83 INEQ COLUMBIA INTL 48,128.0 $1.8M 0.29% NEW $37.27 +6.5%
84 FDVV FIDELITY HIGH 31,511.0 $1.8M 0.29% NEW $56.69 +6.9%
85 DKNG DRAFTKINGS INC Consumer Cyclical 51,633.0 $1.8M 0.28% NEW $34.46 -23.4%
86 MDT MEDTRONIC PLC Healthcare 18,277.0 $1.8M 0.28% NEW $96.06 -17.4%
87 GBIL GOLDMAN SACHS 17,518.0 $1.8M 0.28% NEW $99.94 +0.1%
88 BND VANGUARD TOTAL 23,561.0 $1.7M 0.28% NEW $74.07 -1.0%
89 CI CIGNA GROUP Healthcare 6,194.0 $1.7M 0.27% NEW $275.33 +1.4%
90 SBUX STARBUCKS CORP Consumer Cyclical 19,025.0 $1.6M 0.26% NEW $84.13 +19.6%
91 MUNI PIMCO INTERMEDIATE 30,392.0 $1.6M 0.26% NEW $52.41 +0.1%
92 BNDX VANGUARD TOTAL 32,958.0 $1.6M 0.26% NEW $48.32 +0.1%
93 TSLA TESLA INC Consumer Cyclical 3,577.0 $1.6M 0.26% NEW $444.86 -10.0%
94 SHM STATE STREET 32,536.0 $1.6M 0.25% NEW $47.99 -0.1%
95 HYD VANECK HIGH 30,417.0 $1.6M 0.25% NEW $51.12 +0.7%
96 AMERICAN FUNDS FUNDAMENTAL INVS A 16,506.0 $1.5M 0.24% NEW $92.87
97 FDX FEDEX CORP Industrials 5,263.0 $1.5M 0.24% NEW $288.97 +12.9%
98 RVTY REVVITY INC Healthcare 15,479.0 $1.5M 0.24% NEW $96.76 +3.3%
99 UNH UNITEDHEALTH GROUP Healthcare 4,373.0 $1.4M 0.23% NEW $330.32 +21.4%
100 LRCX LAM RESEARCH Technology 8,250.0 $1.4M 0.23% NEW $172.21 +125.9%
Page 5 of 75  ·  1,495 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 13.9%
Industrials 13.7%
Healthcare 12.5%
Communication Services 12.3%
Consumer Cyclical 7.2%
Consumer Defensive 1.6%
Energy 1.0%
Basic Materials 0.7%
Utilities 0.6%