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Portfolio (Quarterly) Guide ↗

Westside Investment Management, Inc.

· CIK 0001538383
13F Portfolio $653M AUM 1,945 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 225 Added 162 Reduced 83 Exited
Page 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP Healthcare 3,816.0 $1.0M 0.16% -557.0 -12.7% $270.85 +48.0%
42 AMERICAN FUNDS INCOME FUND OF AMER A 32,083.0 $859K 0.13% -560.0 -1.7% $26.76
43 BABA ALIBABA GROUP Consumer Cyclical 6,562.0 $821K 0.13% -834.0 -11.3% $125.16 -14.4%
44 RTX RTX CORP Industrials 3,642.0 $709K 0.11% -46.0 -1.2% $194.55 -4.6%
45 PG PROCTER & GAMBLE Consumer Defensive 4,698.0 $677K 0.10% -108.0 -2.2% $144.12 +4.3%
46 DLX DELUXE CORP Communication Services 24,565.0 $677K 0.10% -6K -19.8% $27.54 -16.7%
47 CVX CHEVRON CORP Energy 3,141.0 $647K 0.10% -20.0 -0.6% $206.06 -15.7%
48 FDLO FIDELITY LOW 9,685.0 $626K 0.10% -190.0 -1.9% $64.59 +5.7%
49 SCHWAB TREASURY OBLIG MONEY INV 537,341.0 $537K 0.08% -66K -11.0% $1.00
50 PYPL PAYPAL HOLDINGS Financial Services 11,765.0 $532K 0.08% -424.0 -3.5% $45.24 -6.0%
51 HD HOME DEPOT Consumer Cyclical 1,617.0 $529K 0.08% -74.0 -4.4% $326.90 +2.3%
52 TSM TAIWAN SEMICONDUCTOR Technology 1,503.0 $509K 0.08% -47.0 -3.0% $338.83 +36.4%
53 DIS WALT DISNEY Communication Services 5,250.0 $506K 0.08% -264.0 -4.8% $96.41 +7.8%
54 VGT VANGUARD INFORMATION 711.0 $498K 0.08% -20.0 -2.7% $700.45 -82.9%
55 PFE PFIZER INC Healthcare 16,163.0 $454K 0.07% -395.0 -2.4% $28.11 -10.3%
56 HPQ HP INC Technology 22,700.0 $436K 0.07% -214.0 -0.9% $19.21 +22.3%
57 GE GE AEROSPACE Industrials 1,527.0 $432K 0.07% -184.0 -10.8% $283.16 +26.3%
58 JEPQ JPMORGAN 7,654.0 $425K 0.07% -253.0 -3.2% $55.58 +10.4%
59 SPYM STATE STREET 5,458.0 $419K 0.06% -86.0 -1.6% $76.68 +14.6%
60 IMCG ISHARES MORNINGSTAR 5,100.0 $405K 0.06% -150.0 -2.9% $79.34 +22.3%
Page 3 of 9  ·  162 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 36.4%
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%