Portfolio (Quarterly)
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Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1281 | DRIV | GLOBAL X | — | 100.0 | $3K | — | NEW | — | $29.58 | +35.6% |
| 1282 | VNCE | VINCE HOLDING | Consumer Cyclical | 700.0 | $3K | — | NEW | — | $4.08 | +74.0% |
| 1283 | RDN | RADIAN GROUP | Financial Services | 79.0 | $3K | — | NEW | — | $35.99 | -3.6% |
| 1284 | SMR | NUSCALE POWER | Utilities | 200.0 | $3K | — | NEW | — | $14.17 | -17.1% |
| 1285 | IMVP | INVESCO INDIA | — | 116.0 | $3K | — | NEW | — | $24.31 | -13.5% |
| 1286 | FFIV | F5 INC | Technology | 11.0 | $3K | — | NEW | — | $255.27 | +51.0% |
| 1287 | KW | KENNEDY-WILSON HOLDINGS | Real Estate | 283.0 | $3K | — | NEW | — | $9.67 | +12.9% |
| 1288 | SATS | ECHOSTAR CORP | Technology | 25.0 | $3K | — | NEW | — | $108.72 | +0.4% |
| 1289 | MTW | MANITOWOC COMPANY | Industrials | 225.0 | $3K | — | NEW | — | $11.99 | +9.8% |
| 1290 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 38.0 | $3K | — | NEW | — | $70.03 | -42.9% |
| 1291 | INSM | INSMED INC | Healthcare | 15.0 | $3K | — | NEW | — | $174.07 | -45.0% |
| 1292 | SSYS | STRATASYS LTD | Technology | 300.0 | $3K | — | NEW | — | $8.68 | +2.8% |
| 1293 | — | T ROWE PRICE EUROPEAN STOCK I | — | 103.0 | $3K | — | NEW | — | $25.18 | — |
| 1294 | HNST | HONEST COMPANY | Consumer Cyclical | 1,000.0 | $3K | — | NEW | — | $2.58 | +46.1% |
| 1295 | HUM | HUMANA INC | Healthcare | 10.0 | $3K | — | NEW | — | $256.10 | +40.8% |
| 1296 | RXO | RXO INC | Industrials | 200.0 | $3K | — | NEW | — | $12.64 | +100.9% |
| 1297 | TER | TERADYNE INC | Technology | 13.0 | $3K | — | NEW | — | $193.54 | +126.3% |
| 1298 | PRIM | PRIMORIS SERVICES | Industrials | 20.0 | $2K | — | NEW | — | $124.15 | -18.4% |
| 1299 | LSTR | LANDSTAR SYSTEM | Industrials | 17.0 | $2K | — | NEW | — | $143.71 | +44.3% |
| 1300 | CPT | CAMDEN PROPERTY | Real Estate | 22.0 | $2K | — | NEW | — | $110.09 | -1.0% |
① 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
36.2%
Financial Services
13.9%
Industrials
13.7%
Healthcare
12.5%
Communication Services
12.3%
Consumer Cyclical
7.2%
Consumer Defensive
1.6%
Energy
1.0%
Basic Materials
0.7%
Utilities
0.6%