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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 42 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ISPY PROSHARES S&P 561.0 $24K 0.00% +5.0 +0.9% $43.38 +11.0%
822 TKR TIMKEN CO Industrials 246.0 $24K 0.00% $98.92 +43.9%
823 CGXU CAPITAL GROUP 825.0 $24K 0.00% +45.0 +5.8% $29.49 +22.4%
824 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 377.0 $24K 0.00% $64.35 +12.1%
825 ALL ALLSTATE CORP Financial Services 117.0 $24K 0.00% $207.04 +6.8%
826 OEF ISHARES S&P 76.0 $24K 0.00% $318.07 +15.9%
827 PCVX VAXCYTE INC Healthcare 414.0 $24K 0.00% $58.38 -11.9%
828 WAT WATERS CORP Healthcare 81.0 $24K 0.00% NEW $298.20 +19.2%
829 STZ CONSTELLATION BRANDS Consumer Defensive 160.0 $24K 0.00% +1.0 +0.6% $150.81 -6.4%
830 NULG NUVEEN ESG 265.0 $24K 0.00% $90.94 +27.5%
831 IFF INTL FLAVOR & FRAGRANCE Basic Materials 332.0 $24K 0.00% $72.48 +5.8%
832 DNOW DNOW INC Energy 2,020.0 $24K 0.00% NEW $11.91 +13.4%
833 XINYI GLASS HLDGS LTD FSPONSORED ADR 1 ADR REPS 20 ORD COM 1,028.0 $24K 0.00% $23.37
834 ARGO BLOCKCHAIN 8,350.0 $24K 0.00% NEW $2.87
835 JLL JONES LANG Real Estate 78.0 $24K 0.00% $305.95 -2.8%
836 FXH FIRST TRUST 216.0 $24K 0.00% $109.77 +5.2%
837 RPG INVESCO S&P 505.0 $24K 0.00% $46.74 +34.3%
838 UNITED UTILS GROUP PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM 652.0 $24K 0.00% $36.13
839 VMC VULCAN MATLS CO Basic Materials 84.0 $24K 0.00% $279.87 +8.2%
840 DHR DANAHER CORP Healthcare 123.0 $23K 0.00% $191.02 -7.3%
Page 42 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%