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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 32 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FICO FAIR ISAAC Technology 38.0 $45K 0.01% +10.0 +35.7% $1194.76 -1.8%
622 DTM DT MIDSTREAM INC Energy 308.0 $45K 0.01% $147.09 -13.8%
623 FAST RETAILING CO LTD FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS 884.0 $45K 0.01% $51.23
624 ARKK ARK INNOVATION 558.0 $45K 0.01% +40.0 +7.7% $80.82 +6.7%
625 ULTA ULTA BEAUTY Consumer Cyclical 100.0 $45K 0.01% $450.98 +15.6%
626 NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 439.0 $45K 0.01% $102.69
627 RKT ROCKET COMPANIES CLA A CLASS A Financial Services 2,860.0 $45K 0.01% $15.75 -11.6%
628 MSCI MSCI INC Financial Services 80.0 $45K 0.01% $560.02 +0.6%
629 VYMI VANGUARD INTL 456.0 $45K 0.01% +115.0 +33.7% $98.20 +7.2%
630 CRK COMSTOCK RES INC Energy 3,000.0 $45K 0.01% $14.92 -4.7%
631 SIEMENS A G F 278.0 $45K 0.01% $160.91
632 HANNOVER RUECK SE FSPONSORED ADR 1 ADR 0 166667 ORD SHS 966.0 $45K 0.01% $46.16
633 NTES NETEASE INC Technology 347.0 $44K 0.01% $128.14 +0.0%
634 CME CME GROUP Financial Services 201.0 $44K 0.01% $220.83 +24.5%
635 MACQUARIE GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 254.0 $44K 0.01% $174.09
636 HCI HCI GROUP INC Financial Services 252.0 $44K 0.01% $175.25 +4.1%
637 SSRM SSR MNG INC F Basic Materials 1,558.0 $44K 0.01% $28.28 +33.6%
638 USB U S BANCORP DE Financial Services 724.0 $44K 0.01% $60.40 +2.7%
639 CANADIAN PACIFIC 504.0 $44K 0.01% $86.73
640 CEG CONSTELLATION ENERGY Utilities 176.0 $44K 0.01% $248.36 +9.9%
Page 32 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%