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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMT AMERICAN TOWER Real Estate 166.0 $27K 0.00% -8.0 -4.6% $163.57 +7.4%
122 CRBN ISHARES LOW 100.0 $25K 0.00% -200.0 -66.7% $252.97 +1.7%
123 LUV SOUTHWEST AIRLINES Industrials 455.0 $23K 0.00% -11.0 -2.4% $51.42 -21.0%
124 WAT WATERS CORP Healthcare 62.0 $23K 0.00% -19.0 -23.5% $375.06 +7.9%
125 ECL ECOLAB INC Basic Materials 82.0 $23K 0.00% -2.0 -2.4% $278.61 +1.0%
126 STZ CONSTELLATION BRANDS Consumer Defensive 156.0 $22K 0.00% -4.0 -2.5% $139.89 -4.1%
127 KMI KINDER MORGAN INC DEL Energy 656.0 $21K 0.00% -704.0 -51.8% $31.97 -1.1%
128 HUBS HUBSPOT INC Technology 114.0 $21K 0.00% -33.0 -22.4% $182.51 +30.3%
129 IONQ IONQ INC Technology 388.0 $21K 0.00% -3K -89.1% $53.26 -20.8%
130 FXH FIRST TRUST 166.0 $20K 0.00% -50.0 -23.1% $122.40 +9.4%
131 CMS CMS ENERGY CORP Utilities 242.0 $19K 0.00% -14.0 -5.5% $76.50 -8.7%
132 ROP ROPER TECHNOLOGIES INC Industrials 51.0 $17K 0.00% -51.0 -50.0% $338.37 +21.2%
133 ENVVENO MEDICAL 1,525.0 $16K 0.00% -64.0 -4.0% $10.71
134 PAYX PAYCHEX INC Industrials 165.0 $16K 0.00% -57.0 -25.7% $98.33 +25.0%
135 FXO FIRST TRUST 250.0 $16K 0.00% -50.0 -16.7% $62.46 +5.2%
136 ILCB ISHARES MORNINGSTAR 150.0 $16K 0.00% -78.0 -34.2% $104.04 +1.6%
137 ABG ASBURY AUTOMOTIVE Consumer Cyclical 72.0 $14K 0.00% -3.0 -4.0% $201.08 +7.8%
138 CTSH COGNIZANT TECH Technology 324.0 $13K 0.00% -13.0 -3.9% $38.73 +57.3%
139 G GENPACT LTD F Technology 447.0 $12K 0.00% -231.0 -34.1% $27.50 +34.5%
140 CTVA CORTEVA INC Basic Materials 141.0 $12K 0.00% -71.0 -33.5% $84.69 -6.2%
Page 7 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%