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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 67 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IMVP INVESCO INDIA 116.0 $2K $20.07 -0.2%
1322 SBS COMPANHIA DE SANEAMENTO Utilities 400.0 $2K +320.0 +400.0% $5.78 -20.2%
1323 VMI VALMONT INDUSTRIES Industrials 4.0 $2K $577.50 -15.9%
1324 QLTA ISHARES AAA 48.0 $2K $47.52 -2.3%
1325 UPS UNITED PARCEL Industrials 21.0 $2K -39.0 -65.0% $107.52 -5.1%
1326 VOD VODAFONE GROUP Communication Services 168.0 $2K $13.26 +20.3%
1327 DOCU DOCUSIGN INC Technology 50.0 $2K NEW $44.42 +39.6%
1328 EZBC FRANKLIN BITCOIN Financial Services 65.0 $2K $33.92 +31.3%
1329 LPX LA PAC CORP Basic Materials 28.0 $2K $78.64 -6.9%
1330 NTRA NATERA INC Healthcare 8.0 $2K $271.50 +22.3%
1331 UDR UDR INC Real Estate 54.0 $2K $39.93 -5.4%
1332 SSYS STRATASYS LTD Technology 250.0 $2K -250.0 -50.0% $8.56 -7.7%
1333 NOV NOV INC Energy 114.0 $2K $18.55 +10.1%
1334 KSA ISHARES MSCI 56.0 $2K $37.30 +2.7%
1335 OZK BANK OZK Financial Services 40.0 $2K $52.10 -5.1%
1336 EMBJ EMBRAER S A Industrials 32.0 $2K $63.81 +19.0%
1337 COLB COLUMBIA BANKING SYS INC Financial Services 63.0 $2K $32.05 -3.9%
1338 SMR NUSCALE POWER Utilities 200.0 $2K $10.03 -6.3%
1339 INFQ INFLEQTION INC Technology 150.0 $2K NEW $13.32 +6.0%
1340 PRIM PRIMORIS SERVICES Industrials 20.0 $2K $99.10 -22.1%
Page 67 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%