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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LEA LEAR CORP Consumer Cyclical 83.0 $11K 0.00% -16.0 -16.2% $134.05 -6.4%
142 SWK STANLEY BLACK & DECKER I Industrials 112.0 $11K 0.00% -6.0 -5.1% $94.12 +5.0%
143 ADSK AUTODESK INC Technology 54.0 $10K 0.00% -2.0 -3.6% $194.41 +29.1%
144 KMB KIMBERLY CLARK Consumer Defensive 91.0 $10K 0.00% -9.0 -9.0% $109.77 -1.0%
145 OVV OVINTIV INC Energy 183.0 $10K 0.00% -50.0 -21.5% $52.65 +26.7%
146 CHRD CHORD ENERGY CORP Energy 80.0 $9K 0.00% -4.0 -4.8% $114.30 +30.2%
147 FXR FIRST TRUST 100.0 $9K 0.00% -113.0 -53.0% $91.12 -2.4%
148 PLUG PLUG POWER Industrials 2,500.0 $7K 0.00% -2K -37.5% $2.71 -18.8%
149 PRCT PROCEPT BIOROBOTICS Healthcare 300.0 $7K 0.00% -50.0 -14.3% $22.58 -8.2%
150 ISPY PROSHARES S&P 134.0 $6K 0.00% -427.0 -76.1% $48.28 -0.2%
151 SCHE SCHWAB EMERGING 170.0 $6K 0.00% -153.0 -47.4% $36.26 +1.2%
152 TLK TELEKOMINIK INDONESIA FSPONSORED ADR 1 ADR REPS 100 ORD SHS Communication Services 424.0 $6K 0.00% -72.0 -14.5% $13.43 +9.5%
153 SCHF SCHWAB INTL 200.0 $6K 0.00% -254.0 -56.0% $27.70 +1.9%
154 TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 140.0 $5K 0.00% -140.0 -50.0% $37.46
155 ADP AUTOMATIC DATA Industrials 19.0 $4K 0.00% -93.0 -83.0% $223.95 +24.7%
156 TLRY TILRAY BRANDS Healthcare 865.0 $4K 0.00% -160.0 -15.6% $4.49 +4.0%
157 SOLS SOLSTICE ADVANCED Basic Materials 41.0 $4K -1.0 -2.4% $88.59 -36.1%
158 PENN PENN ENTERTAINMENT Consumer Cyclical 150.0 $3K -300.0 -66.7% $21.36 -13.7%
159 SCHZ SCHWAB AGGREGATE 134.0 $3K -507.0 -79.1% $23.13 -1.4%
160 HDB HDFC BANK Financial Services 108.0 $3K -358.0 -76.8% $25.83 -9.7%
Page 8 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%