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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 35 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 EPD ENTERPRISE PRODUCTS Energy 931.0 $35K 0.01% $37.69 -3.3%
682 TAN INVESCO SOLAR 628.0 $35K 0.01% $55.78 +9.5%
683 CLEARBRIDGE VALUE A 364.0 $35K 0.01% $95.97
684 NET CLOUDFLARE INC CLASS CLASS A Technology 165.0 $35K 0.01% +24.0 +17.0% $211.68 +4.8%
685 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES 238.0 $35K 0.01% $146.69 +7.9%
686 MNST MONSTER BEVERAGE Consumer Defensive 482.0 $35K 0.01% $72.37 +27.4%
687 IGPT INVESCO NEXT 600.0 $35K 0.01% $58.06 +87.8%
688 IHI ISHARES U S 650.0 $35K 0.01% $53.35 -9.0%
689 PROSUS N V F 3,732.0 $35K 0.01% $9.27
690 ASX ASE TECHNOLOGY Technology 1,545.0 $34K 0.01% $22.22 +96.8%
691 SIEMENS A G F 278.0 $34K 0.01% $123.10
692 CASY CASEYS GEN STORES INC Consumer Cyclical 46.0 $34K 0.01% $743.41 +13.2%
693 RMD RESMED INC Healthcare 152.0 $34K 0.01% $224.13 -15.3%
694 AYI ACUITY INC Industrials 121.0 $34K 0.01% $280.22 +14.4%
695 CAH CARDINAL HEALTH Healthcare 158.0 $34K 0.01% +150.0 +1875.0% $213.91 +5.2%
696 HARTFORD INTERNATIONAL VALUE I 1,341.0 $34K 0.01% $25.20
697 PAAS PAN AMERICAN Basic Materials 614.0 $34K 0.01% $54.63 -10.5%
698 DFP FLAHERTY & CRUMRINE Financial Services 1,667.0 $33K 0.01% $20.07 +1.5%
699 HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0 1 ORD COM 174.0 $33K 0.01% $192.26
700 SMG SCOTTS MIRACLE-GRO Basic Materials 550.0 $33K 0.01% -100.0 -15.4% $60.81 +4.5%
Page 35 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%