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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 36 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS 566.0 $37K 0.01% $65.18
702 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES 238.0 $37K 0.01% $154.29 +3.7%
703 MUFG MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 1,846.0 $37K 0.01% $19.89 +10.8%
704 SLYV STATE STREET 336.0 $37K 0.01% +240.0 +250.0% $109.11 +1.2%
705 BLK BLACKROCK FDG Financial Services 38.0 $37K 0.01% $961.55 +20.3%
706 MRSH MARSH & MCLENNAN COS INC Financial Services 218.0 $36K 0.01% $166.67 +15.2%
707 CSQ CALAMOS STRATEGIC Financial Services 1,754.0 $36K 0.01% $20.56 +0.9%
708 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 390.0 $36K 0.01% $92.09 -3.2%
709 NSC NORFOLK SOUTHERN Industrials 114.0 $36K 0.01% $314.59 +11.5%
710 TKR TIMKEN CO Industrials 246.0 $36K 0.01% $145.32 -13.9%
711 MS MORGAN STANLEY Financial Services 171.0 $36K 0.01% $209.04 +2.5%
712 BASF SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS 2,680.0 $36K 0.01% $13.31
713 FXL FIRST TRUST 164.0 $36K 0.01% $217.22 -1.2%
714 HARTFORD INTERNATIONAL VALUE I 1,341.0 $36K 0.01% $26.53
715 AAON AAON INC Industrials 280.0 $36K 0.01% $126.86 -37.4%
716 BST BLACKROCK SCIENCE Financial Services 700.0 $35K 0.01% $50.71 -2.2%
717 CNS COHEN & STEERS Financial Services 466.0 $35K 0.01% -12.0 -2.5% $76.14 +6.9%
718 BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 362.0 $35K 0.01% $97.95
719 VRNS VARONIS SYS INC Technology 844.0 $35K 0.01% $41.96 -1.7%
720 DORM DORMAN PRODUCTS Consumer Cyclical 259.0 $35K 0.01% $136.45 -3.2%
Page 36 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%