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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 68 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 MC MOELIS & COMPANY Financial Services 29.0 $2K $57.00 +17.9%
1342 FOXF FOX FACTORY Consumer Cyclical 100.0 $2K $16.46 +13.4%
1343 ALSN ALLISON TRANSMISSION Consumer Cyclical 14.0 $2K $117.07 +1.7%
1344 AIR LEASE 25.0 $2K $64.96
1345 GPN GLOBAL PAYMENTS Industrials 24.0 $2K $67.29 -0.6%
1346 RNA ATRIUM THERAPEUTICS INC Healthcare 120.0 $2K NEW $13.43 -5.8%
1347 NTRA NATERA INC Healthcare 8.0 $2K $200.00 +15.7%
1348 VMI VALMONT INDUSTRIES Industrials 4.0 $2K $399.50 +42.8%
1349 EWT ISHARES INC 22.0 $2K $70.91 +55.1%
1350 FIDELITY TOTAL MARKET INDEX 8.0 $2K $194.50
1351 DJT TRUMP MEDIA Communication Services 165.0 $2K -614.0 -78.8% $9.28 -8.5%
1352 LAD LITHIA MOTORS Consumer Cyclical 6.0 $1K $249.67 +18.1%
1353 ASTS AST SPACEMOBILE Technology 18.0 $1K $82.89 -2.7%
1354 BSAC BANCO SANTANDER Financial Services 44.0 $1K $33.41 -2.3%
1355 MNKD MANNKIND CORP Healthcare 600.0 $1K $2.45 +60.8%
1356 AGO ASSURED GUARANTY Financial Services 18.0 $1K $81.50 -6.1%
1357 MILLROSE PPTYS 52.0 $1K -400.0 -88.5% $28.00
1358 PEGA PEGASYSTEMS INC Technology 34.0 $1K $42.56 -29.3%
1359 BHM BLUEROCK HOMES Real Estate 125.0 $1K $11.36 -20.1%
1360 ELPC COMPANHIA PARANAENSE Utilities 114.0 $1K $11.94 -5.2%
Page 68 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%