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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 67 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 KSA ISHARES MSCI 56.0 $2K $39.75 -2.9%
1322 STKH STEAKHOLDER FOODS Consumer Defensive 1,500.0 $2K $1.45 -41.0%
1323 SMR NUSCALE POWER Utilities 200.0 $2K $10.84 +8.3%
1324 WDC WESTERN DIGITAL Technology 8.0 $2K $270.50 +175.9%
1325 QTUM DEFIANCE QUANTUM 20.0 $2K $107.30 +56.5%
1326 NOV NOV INC Energy 114.0 $2K $18.81 -0.8%
1327 VIAV VIAVI SOLUTIONS Technology 62.0 $2K $33.27 +41.8%
1328 SMIN ISHARES MSCI 34.0 $2K $59.97 +15.8%
1329 LPX LA PAC CORP Basic Materials 28.0 $2K $72.75 +6.6%
1330 AMERICA MOVIL 75.0 $2K $25.48
1331 EMBJ EMBRAER S A Industrials 32.0 $2K $59.34 +2.3%
1332 KNX KNIGHT SWIFT Industrials 32.0 $2K $57.59 +28.7%
1333 OZK BANK OZK Financial Services 40.0 $2K $45.90 +7.3%
1334 UDR UDR INC Real Estate 54.0 $2K $33.78 +11.2%
1335 RGLD ROYAL GOLD Basic Materials 7.0 $2K $254.43 -15.6%
1336 LEU CENTRUS ENERGY Energy 10.0 $2K NEW $173.60 +10.2%
1337 HUM HUMANA INC Healthcare 10.0 $2K $173.40 +108.0%
1338 COLB COLUMBIA BANKING SYS INC Financial Services 63.0 $2K $27.43 +11.4%
1339 JAZZ JAZZ PHARMACEUTICALS Healthcare 9.0 $2K -28.0 -75.7% $189.00 +18.9%
1340 VNCE VINCE HOLDING Consumer Cyclical 700.0 $2K $2.41 +194.6%
Page 67 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%