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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 28 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PGR PROGRESSIVE CORP Financial Services 277.0 $54K 0.01% $195.43 +4.8%
542 CIBR FIRST TRUST 858.0 $54K 0.01% $62.90 +34.4%
543 AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD COM 1,126.0 $54K 0.01% $47.76
544 AFRM AFFIRM HOLDINGS Technology 1,170.0 $54K 0.01% -80.0 -6.4% $45.82 +61.3%
545 HARVEST-MONROVIA WT 5 29WRSR UTIL DUE 04/01/29 50,000.0 $53K 0.01% $1.06
546 EQIX EQUINIX INC REIT Real Estate 53.0 $53K 0.01% $1000.36 +9.2%
547 LYNAS RARE EARTHS ADR F 3,859.0 $53K 0.01% $13.74
548 HDV ISHARES CORE 387.0 $53K 0.01% $135.72 -80.1%
549 ICE INTERCONTINENTAL EXCHANG Financial Services 322.0 $52K 0.01% -3.0 -0.9% $162.98 -17.9%
550 ALLSPRING SPECIAL LARGE CAP VALUE INST 3,628.0 $52K 0.01% $14.45
551 ULTA ULTA BEAUTY Consumer Cyclical 100.0 $52K 0.01% $522.71 -12.7%
552 IYF ISHARES U S 440.0 $52K 0.01% +40.0 +10.0% $117.66 +8.5%
553 DELL DELL TECHNOLOGIES Technology 310.0 $52K 0.01% $166.70 +145.6%
554 NUE NUCOR CORP Basic Materials 300.0 $51K 0.01% $171.34 +42.3%
555 ALLY ALLY FINL INC Financial Services 1,288.0 $51K 0.01% $39.84 +14.2%
556 PCAR PACCAR INC Industrials 432.0 $51K 0.01% $118.32 +0.5%
557 ENPH ENPHASE ENERGY Energy 1,350.0 $51K 0.01% $37.81 +38.3%
558 AEM AGNICO EAGLE MINES LTD F Basic Materials 244.0 $51K 0.01% +130.0 +114.0% $208.54 -20.1%
559 BBVA BANCO BILBAO VIZCAYA A FSPONSORED ADR 1 ADR REPS 1 ORD COM Financial Services 2,316.0 $51K 0.01% $21.92 +11.7%
560 OTSUKA HLDGS CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM 1,418.0 $51K 0.01% $35.80
Page 28 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%