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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 37 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MMM 3M COMPANY Industrials 218.0 $35K 0.01% $161.90 +10.5%
722 MIRM MIRUM PHARMACEUTICALS Healthcare 300.0 $35K 0.01% $117.07 -17.7%
723 VNO VORNADO RLTY TR REIT Real Estate 886.0 $35K 0.01% $39.30 -3.6%
724 NLR VANECK URANIUM 300.0 $35K 0.01% NEW $115.98 +3.4%
725 MCHP MICROCHIP TECHNOLOGY Technology 379.0 $35K 0.01% $91.20 -16.6%
726 DKS DICKS SPORTING GOODS INC Consumer Cyclical 152.0 $34K 0.01% $226.81 -19.2%
727 DFP FLAHERTY & CRUMRINE Financial Services 1,667.0 $34K 0.01% $20.67 +0.3%
728 SNDR SCHNEIDER NATL INC WIS CLASS B Industrials 938.0 $34K 0.01% $36.53 -1.9%
729 EPD ENTERPRISE PRODUCTS 931.0 $34K 0.00% $36.76
730 GWRE GUIDEWIRE SOFTWARE INC Technology 278.0 $34K 0.00% $123.05 +53.8%
731 BWA BORG WARNER Consumer Cyclical 515.0 $34K 0.00% $66.40 +2.1%
732 JEPQ JPMORGAN 554.0 $34K 0.00% -7K -92.8% $61.46 -2.6%
733 XMHQ INVESCO S&P MIDCAP QUALITY ETF 300.0 $34K 0.00% $112.88 +5.7%
734 IJK ISHARES S&P 288.0 $34K 0.00% $117.50 -1.7%
735 VTRS VIATRIS INC Healthcare 2,130.0 $34K 0.00% -167.0 -7.3% $15.88 +2.8%
736 DHI D R HORTON INC Consumer Cyclical 206.0 $34K 0.00% $162.88 -8.9%
737 MTZ MASTEC INC Industrials 80.0 $33K 0.00% +45.0 +128.6% $416.05 -36.0%
738 PYLD PIMCO ENHANCED 1,250.0 $33K 0.00% NEW $26.52 -1.4%
739 SNY SANOFI Healthcare 776.0 $33K 0.00% +100.0 +14.8% $42.66 +7.5%
740 AUB ATLANTIC UN BANKSHARES C Financial Services 780.0 $33K 0.00% $42.31 -2.7%
Page 37 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%