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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 2 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HROW HARROW INC Healthcare 185,926.0 $6.6M 1.00% +5K +2.5% $35.26 +21.6%
22 COHR COHERENT CORP Technology 27,151.0 $6.5M 0.99% -4K -13.8% $238.30 +63.5%
23 AVUV AVANTIS U S 56,161.0 $6.2M 0.95% +5K +9.1% $110.55 +10.4%
24 CGBL CAPITAL GROUP 179,565.0 $6.2M 0.95% +33K +22.8% $34.41 +10.6%
25 IUSB ISHARES CORE 129,617.0 $6.0M 0.92% +3K +2.2% $46.19 -0.2%
26 SDY STATE STREET 38,557.0 $5.6M 0.86% +1K +2.8% $145.94 +3.1%
27 XLV STATE STREET 37,505.0 $5.5M 0.84% +4K +11.8% $146.64 +1.9%
28 XLK STATE STREET 41,082.0 $5.5M 0.84% +316.0 +0.8% $133.39 +43.5%
29 SCHWAB MUNICIPAL MONEY ULTRA 5,449,857.0 $5.4M 0.83% -2.5M -31.8% $1.00
30 NOC NORTHROP GRUMMAN Industrials 7,699.0 $5.3M 0.82% -610.0 -7.3% $694.23 -24.9%
31 FCAL FIRST TRUST 105,885.0 $5.2M 0.79% -730.0 -0.7% $48.93 +1.4%
32 MUB ISHARES NATIONAL 48,011.0 $5.1M 0.78% +2K +3.6% $106.16 +1.1%
33 QQQM INVESCO NASDAQ 20,618.0 $4.9M 0.75% +4K +25.0% $237.89 +28.0%
34 MU MICRON TECHNOLOGY INC Technology 13,812.0 $4.8M 0.74% -3K -16.8% $349.34 +224.6%
35 SHOP SHOPIFY INC Technology 38,975.0 $4.6M 0.71% $118.52 -8.2%
36 SMH VANECK SEMICONDUCTOR 11,254.0 $4.3M 0.66% +859.0 +8.3% $383.99 +71.8%
37 MLN VANECK LONG 244,316.0 $4.3M 0.65% +31K +14.4% $17.44 +1.3%
38 MINT PIMCO EHNANCED 41,385.0 $4.2M 0.64% -6K -12.1% $100.56 +0.2%
39 URI UNITED RENTALS Industrials 5,595.0 $4.1M 0.62% +45.0 +0.8% $728.61 +47.8%
40 XLF STATE STREET 81,299.0 $4.0M 0.61% +3K +3.3% $49.40 +8.4%
Page 2 of 74  ·  1,477 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%