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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ICE INTERCONTINENTAL EXCHANG Financial Services 322.0 $52K 0.01% -3.0 -0.9% $162.98 -17.9%
102 TRV TRAVELERS COS Financial Services 168.0 $49K 0.01% -138.0 -45.1% $293.51 +4.9%
103 EXPE EXPEDIA GROUP Consumer Cyclical 195.0 $44K 0.01% -1.0 -0.5% $227.62 +5.8%
104 PNC PNC FINANCIAL Financial Services 203.0 $42K 0.01% -60.0 -22.8% $208.09 +11.5%
105 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 356.0 $40K 0.01% -40.0 -10.1% $111.70 -2.0%
106 VV VANGUARD LARGE 128.0 $38K 0.01% -15.0 -10.5% $298.85 +15.4%
107 MRSH MARSH & MCLENNAN COS INC Financial Services 218.0 $38K 0.01% -33.0 -13.2% $174.61 -7.0%
108 NCLH NORWEGIAN CRUISE Consumer Cyclical 2,004.0 $38K 0.01% -24.0 -1.2% $18.91 +8.1%
109 ROP ROPER TECHNOLOGIES INC Industrials 102.0 $37K 0.01% -22.0 -17.7% $357.87 -7.7%
110 SMG SCOTTS MIRACLE-GRO Basic Materials 550.0 $33K 0.01% -100.0 -15.4% $60.81 +6.4%
111 BK BANK NEW YORK Financial Services 272.0 $33K 0.01% -161.0 -37.2% $121.90 +16.9%
112 MMM 3M COMPANY Industrials 218.0 $31K 0.01% -31.0 -12.4% $144.49 +11.2%
113 INTU INTUIT INC Technology 74.0 $31K 0.01% -7.0 -8.6% $423.01 -36.9%
114 VTRS VIATRIS INC Healthcare 2,297.0 $31K 0.01% -30.0 -1.3% $13.46 +14.2%
115 SPAB STATE STREET 1,162.0 $30K 0.01% -707.0 -37.8% $25.62 -0.5%
116 PSA PUBLIC STORAGE REIT Real Estate 100.0 $28K 0.00% -449.0 -81.8% $280.35 +13.5%
117 MSTR STRATEGY INC Technology 215.0 $27K 0.00% -4.0 -1.8% $124.80 -9.8%
118 RIG TRANSOCEAN LTD Energy 4,014.0 $26K 0.00% -300.0 -7.0% $6.60 -19.5%
119 PTEN PATTERSON-UTI ENERGY INC Energy 2,485.0 $26K 0.00% -83.0 -3.2% $10.61 -5.4%
120 OTIS OTIS WORLDWIDE CORP Industrials 336.0 $26K 0.00% -7.0 -2.0% $77.86 -5.9%
Page 6 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%