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Portfolio (Quarterly) Guide ↗

Westside Investment Management, Inc.

· CIK 0001538383
13F Portfolio $761M AUM 1,902 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 62 New 191 Added 177 Reduced 93 Exited
Page 1 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD TOTAL 57,284.0 $21.2M 2.78% -407.0 -0.7% $370.04 +2.2%
2 TPC TUTOR PERINI Industrials 198,767.0 $16.5M 2.17% -20K -9.2% $82.97 +7.1%
3 ETON PHARMACEUTICALS 431,160.0 $15.6M 2.05% -37K -7.9% $36.20
4 MU MICRON TECHNOLOGY Technology 10,895.0 $12.6M 1.65% -3K -21.1% $1154.34 -17.1%
5 COHR COHERENT CORP Technology 26,816.0 $10.6M 1.39% -335.0 -1.2% $394.48 -27.6%
6 PBI PITNEY BOWES Industrials 601,715.0 $10.5M 1.39% -12K -2.0% $17.52 -6.4%
7 AVGO BROADCOM INC Technology 24,874.0 $9.4M 1.23% -360.0 -1.4% $377.76 -3.7%
8 AMD ADVANCED MICRO Technology 13,886.0 $8.1M 1.06% -335.0 -2.4% $580.91 -20.2%
9 XLK STATE STREET 40,872.0 $7.8M 1.02% -210.0 -0.5% $190.52 -3.7%
10 SMH VANECK SEMICONDUCTOR 11,126.0 $7.3M 0.96% -128.0 -1.1% $655.89 -14.4%
11 FCAL FIRST TRUST 103,785.0 $5.2M 0.68% -2K -2.0% $49.65 -1.9%
12 QCOM QUALCOMM INC Technology 22,074.0 $4.1M 0.54% -202.0 -0.9% $184.79 -11.5%
13 FMB FIRST TRUST 70,950.0 $3.6M 0.48% -2K -2.8% $51.37 -1.8%
14 HPE HEWLETT PACKARD Technology 78,271.0 $3.5M 0.46% -1K -1.8% $45.11 +17.7%
15 CVS CVS HEALTH Healthcare 33,865.0 $3.5M 0.46% -6K -14.1% $103.45 -9.1%
16 VHT VANGUARD HEALTH 11,515.0 $3.4M 0.45% -115.0 -1.0% $299.01 +9.4%
17 CRWD CROWDSTRIKE HOLDINGS Technology 4,492.0 $3.4M 0.45% -593.0 -11.7% $190.80 +1.7%
18 GILD GILEAD SCIENCES Healthcare 22,902.0 $2.9M 0.38% -263.0 -1.1% $126.34 +15.3%
19 AIVL WISDOMTREE U S 20,811.0 $2.7M 0.36% -144.0 -0.7% $131.14 +2.9%
20 SMMU PIMCO SHORT 48,740.0 $2.5M 0.32% -4K -6.7% $50.50 -0.4%
Page 1 of 9  ·  177 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 41.3%
Industrials 13.7%
Financial Services 13.0%
Healthcare 11.1%
Communication Services 10.5%
Consumer Cyclical 6.2%
Consumer Defensive 1.6%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.6%