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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 34 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KR KROGER CO Consumer Defensive 517.0 $37K 0.01% $72.35 -21.9%
662 SU SUNCOR ENERGY INC NEW F Energy 564.0 $37K 0.01% $65.90 -16.0%
663 NXDR NEXTDOOR HOLDINGS Communication Services 26,500.0 $37K 0.01% +500.0 +1.9% $1.40 +55.4%
664 FORTINET INC 448.0 $37K 0.01% $82.53
665 CL COLGATE-PALMOLIVE Consumer Defensive 434.0 $37K 0.01% $85.18 +6.3%
666 BLK BLACKROCK FDG Financial Services 38.0 $37K 0.01% $964.24 +9.9%
667 MACQUARIE GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM 254.0 $37K 0.01% $143.92
668 ROP ROPER TECHNOLOGIES INC Industrials 102.0 $37K 0.01% -22.0 -17.7% $357.87 -7.8%
669 XOP STATE STREET 200.0 $36K 0.01% $181.83 -15.9%
670 WRB BERKLEY W R Financial Services 550.0 $36K 0.01% $66.00 +2.5%
671 FAST REITAILING CO LTD FSPONSORED ADR 1 ADR REPS 0 1 ORD COM 884.0 $36K 0.01% $40.91
672 INGERSOLL RAND INC 464.0 $36K 0.01% $77.91
673 PBA PEMBINA PIPELINE CORP F Energy 808.0 $36K 0.01% $44.62 +3.9%
674 HUBS HUBSPOT INC Technology 147.0 $36K 0.01% +67.0 +83.8% $244.65 -29.9%
675 AFL AFLAC INC Financial Services 324.0 $36K 0.01% $110.48 +6.3%
676 CENCORA INC 110.0 $36K 0.01% $324.32
677 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 390.0 $36K 0.01% $91.42 -6.4%
678 CCD CALAMOS DYNAMIC Financial Services 1,667.0 $36K 0.01% $21.35 +20.2%
679 DB DEUTSCHE BANK AG FCLASS CLASS N Financial Services 1,186.0 $35K 0.01% $29.77 +21.3%
680 ARKK ARK INNOVATION 518.0 $35K 0.01% +175.0 +51.0% $67.78 +17.3%
Page 34 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%