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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 26 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EA ELECTRONIC ARTS Communication Services 353.0 $72K 0.01% $205.04 +2.3%
502 MTSI MACOM TECHNOLOGY SOLUTIO Technology 190.0 $72K 0.01% $380.37 -29.9%
503 IDU ISHARES U S 630.0 $72K 0.01% +250.0 +65.8% $114.61 -4.9%
504 IWF ISHARES RUSSELL 580.0 $72K 0.01% +435.0 +300.0% $124.17 -1.4%
505 HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 2,604.0 $72K 0.01% $27.65
506 T ROWE PRICE SMALL-CAP STOCK I 1,045.0 $72K 0.01% $68.64
507 ICICI BANK 2,442.0 $71K 0.01% $29.03
508 XLRE STATE STREET REAL ESTATESELECT SECTOR SPDR ETF 1,600.0 $70K 0.01% $44.03 +2.4%
509 DUPONT DE 518.0 $70K 0.01% NEW $135.64
510 ASX ASE TECHNOLOGY Technology 1,545.0 $70K 0.01% $45.12 -19.1%
511 MSC INCOME 6,000.0 $69K 0.01% -4K -36.8% $11.57
512 MFS MASSACHUSETTS INV GR ETF A 1,721.0 $69K 0.01% $40.26
513 FORTINET INC 448.0 $69K 0.01% $153.62
514 MLI MUELLER INDS Industrials 554.0 $68K 0.01% $122.93 -48.6%
515 EME EMCOR GROUP Industrials 82.0 $68K 0.01% +20.0 +32.3% $829.88 -6.4%
516 TM TOYOTA MOTOR Consumer Cyclical 403.0 $68K 0.01% $168.42 +17.2%
517 BUD ANHEUSER BUSCH Consumer Defensive 818.0 $67K 0.01% $82.40 -4.2%
518 NUE NUCOR CORP Basic Materials 300.0 $67K 0.01% $222.75 +9.4%
519 RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 4,595.0 $67K 0.01% -55.0 -1.2% $14.49 -15.9%
520 ENPH ENPHASE ENERGY Energy 1,350.0 $66K 0.01% $49.24 -21.6%
Page 26 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%