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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 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHWAB PRIME ADVANTAGE MONEY ULTRA 397,144.0 $397K 0.06% -360K -47.5% $1.00
62 BMY BRISTOL MYERS Healthcare 6,473.0 $391K 0.06% -148.0 -2.2% $60.46 -10.7%
63 MRK MERCK & COMPANY Healthcare 3,025.0 $364K 0.06% -117.0 -3.7% $120.37 -5.4%
64 LITE LUMENTUM HOLDINGS Technology 428.0 $301K 0.05% -150.0 -25.9% $702.76 +21.0%
65 PSX PHILLIPS 66 Energy 1,584.0 $286K 0.04% -284.0 -15.2% $180.63 -8.0%
66 NEE NEXTERA ENERGY Utilities 2,674.0 $249K 0.04% -122.0 -4.4% $92.97 -6.7%
67 VOO VANGUARD S&P 414.0 $247K 0.04% -75.0 -15.3% $597.55 +15.2%
68 SPMD STATE STREET 3,868.0 $231K 0.04% -3K -44.9% $59.72 +11.5%
69 AEP AMERICAN ELECTRIC Utilities 1,715.0 $225K 0.04% -72.0 -4.0% $131.41 -2.8%
70 IBM INTL BUSINESS Technology 917.0 $224K 0.03% -30.0 -3.2% $244.56 +1.9%
71 SCHD SCHWAB US 7,175.0 $220K 0.03% -196.0 -2.7% $30.59 +4.1%
72 T AT&T INC Communication Services 7,495.0 $215K 0.03% -160.0 -2.1% $28.75 -23.4%
73 IEF ISHARES 7-10YR 2,221.0 $212K 0.03% -845.0 -27.6% $95.47 -1.2%
74 USMV ISHARES MSCI 2,134.0 $198K 0.03% -304.0 -12.5% $92.91 +1.4%
75 TGT TARGET CORP Consumer Defensive 1,440.0 $174K 0.03% -169.0 -10.5% $121.12 +7.9%
76 F FORD MOTOR Consumer Cyclical 14,789.0 $171K 0.03% -3K -17.7% $11.55 +21.7%
77 NVO NOVO NORDISK Healthcare 4,430.0 $163K 0.03% -200.0 -4.3% $36.85 +17.2%
78 BDX BECTON DICKINSON Healthcare 907.0 $142K 0.02% -975.0 -51.8% $157.11 -8.4%
79 SCHWAB S&P 500 INDEX 8,274.0 $140K 0.02% -388.0 -4.5% $16.92
80 APH AMPHENOL CORP Technology 1,029.0 $132K 0.02% -157.0 -13.2% $127.98 +28.1%
Page 4 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%