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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 2 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCR VANGUARD CONSUMER 21,481.0 $8.5M 1.12% $396.62 -1.1%
22 AMD ADVANCED MICRO Technology 13,886.0 $8.1M 1.06% -335.0 -2.4% $580.91 -19.2%
23 XLK STATE STREET 40,872.0 $7.8M 1.02% -210.0 -0.5% $190.52 -3.9%
24 VIG VANGUARD DIVIDEND 32,421.0 $7.7M 1.01% $236.63 +2.4%
25 CGBL CAPITAL GROUP 201,673.0 $7.7M 1.01% +22K +12.3% $37.96 +0.3%
26 SMH VANECK SEMICONDUCTOR 11,126.0 $7.3M 0.96% -128.0 -1.1% $655.89 -14.2%
27 AVUV AVANTIS U S 56,271.0 $7.0M 0.92% $124.76 +0.7%
28 SCHWAB MUNICIPAL MONEY ULTRA 6,974,857.0 $7.0M 0.92% +1.5M +28.0% $1.00
29 GLD SPDR GOLD Financial Services 18,066.0 $6.7M 0.87% +663.0 +3.8% $368.39 +12.7%
30 URI UNITED RENTALS Industrials 5,593.0 $6.3M 0.83% $1132.89 -3.3%
31 QQQM INVESCO NASDAQ 20,799.0 $6.3M 0.83% +181.0 +0.9% $302.97 -3.4%
32 XLV STATE STREET 39,260.0 $6.2M 0.82% +2K +4.7% $158.66 +8.7%
33 IUSB ISHARES CORE 130,378.0 $6.0M 0.79% +761.0 +0.6% $46.15 -1.4%
34 SDY STATE STREET 39,315.0 $6.0M 0.79% +758.0 +2.0% $152.18 +3.9%
35 MUB ISHARES NATIONAL 51,072.0 $5.5M 0.72% +3K +6.4% $107.62 -2.0%
36 FCAL FIRST TRUST 103,785.0 $5.2M 0.68% -2K -2.0% $49.65 -2.0%
37 AMAT APPLIED MATERIALS Technology 7,113.0 $5.1M 0.68% $723.00 -31.4%
38 MLN VANECK LONG 270,643.0 $4.8M 0.63% +26K +10.8% $17.78 -2.4%
39 IEMG ISHARES CORE 56,105.0 $4.6M 0.61% +2K +4.1% $82.84 -2.2%
40 SHOP SHOPIFY INC Technology 39,175.0 $4.5M 0.59% +200.0 +0.5% $114.18 +28.9%
Page 2 of 73  ·  1,446 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%