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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 23 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AFRM AFFIRM HOLDINGS Technology 1,170.0 $95K 0.01% $81.55 -5.5%
442 UNILEVER PLC 1,570.0 $94K 0.01% $60.12
443 VT VANGUARD TOTAL 600.0 $94K 0.01% $156.95 +2.4%
444 TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 1,698.0 $94K 0.01% $55.22
445 ITW ILLINOIS TOOL Industrials 344.0 $93K 0.01% $270.47 +4.4%
446 DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS 454.0 $92K 0.01% $202.89
447 FIDELITY ADVISOR GLOBAL COMMODITY ETF I 3,651.0 $92K 0.01% $25.22
448 MAR MARRIOTT INTL Consumer Cyclical 248.0 $92K 0.01% $370.59 -3.8%
449 VZ VERIZON COMMUNICATIONS Communication Services 2,146.0 $91K 0.01% +100.0 +4.9% $42.34 +16.8%
450 DFA US SMALL CAP VALUE I 1,493.0 $91K 0.01% $60.78
451 DELL DELL TECHNOLOGIES Technology 210.0 $91K 0.01% -100.0 -32.3% $431.45 +2.4%
452 T ROWE PRICE SMALL-CAP STOCK 1,319.0 $90K 0.01% $68.46
453 GQG PARTNERS EMERGING MARKETS EQUITYINST 4,839.0 $90K 0.01% $18.53
454 AZO AUTOZONE INC Consumer Cyclical 28.0 $89K 0.01% $3195.93 -7.4%
455 VRTX VERTEX PHARMACEUTICALS Healthcare 179.0 $89K 0.01% $496.73 +10.3%
456 KORP AMERICAN CENTURY 1,890.0 $89K 0.01% +150.0 +8.6% $46.85 -2.2%
457 PPA INVESCO AEROSPACE 500.0 $88K 0.01% $176.65 -1.7%
458 XLB STATE STREET 1,730.0 $88K 0.01% $50.83 +5.3%
459 WM WASTE MANAGEMENT Industrials 392.0 $87K 0.01% $223.05 +0.5%
460 JETS U S GLOBAL 2,625.0 $87K 0.01% $33.22 -11.0%
Page 23 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 42.5%
Industrials 14.1%
Financial Services 13.4%
Healthcare 11.4%
Communication Services 7.8%
Consumer Cyclical 6.3%
Consumer Defensive 1.7%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.6%