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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 42 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BLACKROCK HEALTH SCIENCES OPPS INV A 397.0 $27K 0.00% $67.65
822 GOLDMAN SACHS GQG PTNRS INTL OPPS INV 1,144.0 $27K 0.00% $23.44
823 TEX TEREX CORP Industrials 370.0 $27K 0.00% $72.39 -8.2%
824 QBE INS GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1,520.0 $27K 0.00% $17.50
825 TSCO TRACTOR SUPPLY Consumer Cyclical 839.0 $27K 0.00% $31.64 +10.5%
826 B BARRICK MINING Basic Materials 720.0 $26K 0.00% $36.73 +29.6%
827 PH PARKER-HANNIFIN CORP Industrials 27.0 $26K 0.00% $978.07 +2.4%
828 IFF INTL FLAVOR & FRAGRANCE Basic Materials 332.0 $26K 0.00% $79.22 +6.4%
829 NTR NUTRIEN LTD F Basic Materials 417.0 $26K 0.00% $62.95 +19.6%
830 DNOW DNOW INC Energy 2,020.0 $26K 0.00% $12.97 +20.9%
831 RS RELIANCE INC Basic Materials 70.0 $26K 0.00% $373.60 +3.8%
832 AEIS ADVANCED ENERGY INDS INC Industrials 70.0 $26K 0.00% +10.0 +16.7% $372.86 -23.3%
833 Z ZILLOW GROUP Communication Services 823.0 $26K 0.00% +500.0 +154.8% $31.52 +13.8%
834 DLTR DOLLAR TREE INC Consumer Defensive 214.0 $26K 0.00% $120.95 +8.7%
835 WTFC WINTRUST FINL CORP Financial Services 160.0 $26K 0.00% $160.72 -5.0%
836 NTAP NETAPP INC Technology 166.0 $26K 0.00% $154.76 +24.2%
837 FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS Consumer Defensive 200.0 $26K 0.00% $127.90 -5.6%
838 FIDELITY ADVISOR EMERGING ASIA A 286.0 $25K 0.00% $88.84
839 CRBN ISHARES LOW 100.0 $25K 0.00% -200.0 -66.7% $252.97 +2.4%
840 DVN DEVON ENERGY Energy 611.0 $25K 0.00% +88.0 +16.8% $41.32 +18.8%
Page 42 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%