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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NXDR NEXTDOOR HOLDINGS Communication Services 25,500.0 $58K 0.01% -1K -3.8% $2.27 +4.2%
102 CARR CARRIER GLOBAL Industrials 789.0 $58K 0.01% -50.0 -6.0% $73.35 -17.3%
103 BLOCK INC 727.0 $55K 0.01% -341.0 -31.9% $76.00
104 BSX BOSTON SCIENTIFIC Healthcare 1,286.0 $55K 0.01% -50.0 -3.7% $42.68 +16.5%
105 FIG FIGMA INC Technology 3,000.0 $54K 0.01% -700.0 -18.9% $18.09 +51.4%
106 PL PLANET LABS PBC CLASS A Industrials 1,500.0 $50K 0.01% -500.0 -25.0% $33.13 -33.5%
107 RCL ROYAL CARIBBEAN Consumer Cyclical 150.0 $48K 0.01% -6.0 -3.9% $317.71 -8.6%
108 MTB M&T BANK Financial Services 183.0 $44K 0.01% -16.0 -8.0% $238.44 +0.7%
109 SPOT SPOTIFY TECHNOLOGY Communication Services 95.0 $44K 0.01% -109.0 -53.4% $459.14 +16.2%
110 CMCSA COMCAST CORP Communication Services 1,634.0 $40K 0.01% -557.0 -25.4% $24.55 +9.0%
111 VV VANGUARD LARGE 108.0 $37K 0.01% -20.0 -15.6% $343.92 +2.4%
112 CNS COHEN & STEERS Financial Services 466.0 $35K 0.01% -12.0 -2.5% $76.14 +6.8%
113 JEPQ JPMORGAN 554.0 $34K 0.00% -7K -92.8% $61.46 -3.0%
114 VTRS VIATRIS INC Healthcare 2,130.0 $34K 0.00% -167.0 -7.3% $15.88 +1.9%
115 WHR WHIRLPOOL CORP Consumer Cyclical 800.0 $32K 0.00% -75.0 -8.6% $39.42 +4.1%
116 PDD PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Cyclical 398.0 $30K 0.00% -60.0 -13.1% $76.28 +15.7%
117 OMC OMNICOM GROUP INC Communication Services 404.0 $29K 0.00% -9.0 -2.2% $72.83 +19.4%
118 CTAS CINTAS CORP Industrials 172.0 $29K 0.00% -2.0 -1.1% $170.08 +19.9%
119 RMD RESMED INC Healthcare 149.0 $29K 0.00% -3.0 -2.0% $194.88 +18.7%
120 INCY INCYTE CORP Healthcare 254.0 $29K 0.00% -5.0 -1.9% $113.36 +13.3%
Page 6 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%