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Portfolio (Quarterly) Guide ↗

Westside Investment Management, Inc.

· CIK 0001538383
13F Portfolio $625M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1495 New
Page 14 of 75  ·  1,495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MDY SPDR S&P Financial Services 380.0 $231K 0.04% NEW $607.93 +13.7%
262 USMV ISHARES MSCI 2,438.0 $229K 0.04% NEW $94.00 +0.3%
263 COF CAPITAL ONE Financial Services 927.0 $228K 0.04% NEW $245.47 -17.9%
264 EFA ISHARES MSCI 2,347.0 $225K 0.04% NEW $96.03 +8.7%
265 NEE NEXTERA ENERGY Utilities 2,796.0 $225K 0.04% NEW $80.48 +7.8%
266 AMERICAN FUNDS NEW PERSPECTIVE A 3,166.0 $225K 0.04% NEW $71.02
267 MCK MCKESSON CORP Healthcare 272.0 $223K 0.04% NEW $821.02 -8.6%
268 NXPI NXP SEMICONDUCTORS N V F Technology 1,000.0 $221K 0.04% NEW $221.28 +41.6%
269 IEFA ISHARES TR CORE MSCI 2,455.0 $221K 0.04% NEW $90.02 +8.1%
270 VTV VANGUARD VALUE 1,152.0 $221K 0.04% NEW $191.62 +13.0%
271 MSGS MADISON SQUARE Communication Services 849.0 $220K 0.04% NEW $258.68 +43.1%
272 AVEM AVANTIS EMERGING 2,837.0 $219K 0.04% NEW $77.21 +29.1%
273 LITE LUMENTUM HOLDINGS Technology 578.0 $213K 0.03% NEW $368.59 +130.6%
274 KZIA KAZIA THERAPEUTICS Healthcare 30,875.0 $213K 0.03% NEW $6.89 +101.2%
275 WDAY WORKDAY INC Technology 984.0 $209K 0.03% NEW $212.73 -45.0%
276 LOW LOWES COMPANIES Consumer Cyclical 866.0 $209K 0.03% NEW $241.53 -8.0%
277 INVESCO LIMITED TERM CA MUNICIPAL Y 66,466.0 $208K 0.03% NEW $3.13
278 AEP AMERICAN ELECTRIC Utilities 1,787.0 $206K 0.03% NEW $115.41 +10.6%
279 HARTFORD EQUITY INCOME I 10,234.0 $206K 0.03% NEW $20.10
280 BLACKROCK CALIFORNIA MUNI OPPS INSTL 17,175.0 $205K 0.03% NEW $11.92
Page 14 of 75  ·  1,495 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 36.2%
Financial Services 13.9%
Industrials 13.7%
Healthcare 12.5%
Communication Services 12.3%
Consumer Cyclical 7.2%
Consumer Defensive 1.6%
Energy 1.0%
Basic Materials 0.7%
Utilities 0.6%