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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 54 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 USPH U S PHYSICAL THERAPY Healthcare 160.0 $12K 0.00% $73.74 -14.1%
1062 LEA LEAR CORP Consumer Cyclical 99.0 $12K 0.00% $118.94 +17.5%
1063 MTZ MASTEC INC Industrials 35.0 $12K 0.00% NEW $336.23 +12.9%
1064 HYS PIMCO 0-5 126.0 $12K 0.00% $93.27 +0.3%
1065 SHIONOGI & CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM 1,054.0 $12K 0.00% $11.15
1066 SYY SYSCO CORP Consumer Defensive 164.0 $12K 0.00% -6.0 -3.5% $71.16 +10.6%
1067 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 346.0 $12K 0.00% $33.50 -0.3%
1068 HDB HDFC BANK Financial Services 466.0 $12K 0.00% $24.84 +0.9%
1069 TOTO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM 350.0 $11K 0.00% $32.65
1070 LEGRAND S A FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM 362.0 $11K 0.00% $31.45
1071 BBDC BARINGS BDC INC Financial Services 1,360.0 $11K 0.00% $8.37 -1.0%
1072 CMRE COSTAMARE INC F Industrials 655.0 $11K 0.00% $17.28 -12.1%
1073 TECHNOPRO HLDGS INC FSPONSORED ADR 1 ADR REPS 0 2 ORD COM 1,960.0 $11K 0.00% $5.75
1074 ORA ORMAT TECHNOLOGIES Utilities 100.0 $11K 0.00% $112.68 +13.3%
1075 NUSC NUVEEN ESG 250.0 $11K 0.00% $45.06 +13.3%
1076 LEGAL & GEN GROUP PLC FSPONSORED ADR 1 ADR REPS 5 ORD COM 667.0 $11K 0.00% $16.89
1077 ADNT ADIENT PLC F Consumer Cyclical 552.0 $11K 0.00% $20.37 +1.9%
1078 SCHF SCHWAB INTL 454.0 $11K 0.00% $24.75 +14.1%
1079 ILMN ILLUMINA INC Healthcare 88.0 $11K 0.00% $127.38 +27.1%
1080 CALM CAL MAINE FOODS Consumer Defensive 141.0 $11K 0.00% $79.15 -1.8%
Page 54 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%