Portfolio (Quarterly)
Guide ↗
Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1461 | — | BIOHAVEN LTD | — | 23.0 | $260.0 | — | NEW | — | $11.30 | — |
| 1462 | MTCH | MATCH GROUP | Communication Services | 8.0 | $258.0 | — | NEW | — | $32.25 | +9.9% |
| 1463 | OBE | OBSIDIAN ENERGY | Energy | 42.0 | $257.0 | — | NEW | — | $6.12 | +51.2% |
| 1464 | CE | CELANESE CORP | Basic Materials | 6.0 | $254.0 | — | NEW | — | $42.33 | +20.9% |
| 1465 | AUR | AURORA INNOVATION | Technology | 66.0 | $253.0 | — | NEW | — | $3.83 | +63.8% |
| 1466 | — | QUINCE THERAPEUTICS | — | 75.0 | $251.0 | — | NEW | — | $3.35 | — |
| 1467 | MJ | AMPLIFY ALTERNATIVE | — | 8.0 | $238.0 | — | NEW | — | $29.75 | -15.3% |
| 1468 | HELP | CYBIN INC | Healthcare | 26.0 | $213.0 | — | NEW | — | $8.19 | -43.0% |
| 1469 | VLTO | VERALTO CORP | Industrials | 2.0 | $200.0 | — | NEW | — | $100.00 | -16.0% |
| 1470 | ACHC | ACADIA HEALTHCARE | Healthcare | 14.0 | $199.0 | — | NEW | — | $14.21 | +75.0% |
| 1471 | FIS | FIDELITY NATIONAL | Technology | 3.0 | $199.0 | — | NEW | — | $66.33 | -42.4% |
| 1472 | ARE | ALEXANDRIA REAL | Real Estate | 4.0 | $196.0 | — | NEW | — | $49.00 | +4.1% |
| 1473 | PCY | INVESCO EMERGING | — | 9.0 | $195.0 | — | NEW | — | $21.67 | +0.8% |
| 1474 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 3.0 | $193.0 | — | NEW | — | $64.33 | -1.7% |
| 1475 | EBND | SPDR BLOOMBERG | — | 9.0 | $192.0 | — | NEW | — | $21.33 | -1.7% |
| 1476 | GPRO | GOPRO INC CLASS CLASS A | Technology | 125.0 | $182.0 | — | NEW | — | $1.46 | -45.7% |
| 1477 | DDD | 3D SYSTEMS | Technology | 98.0 | $173.0 | — | NEW | — | $1.77 | +102.2% |
| 1478 | FMC | FMC CORP | Basic Materials | 11.0 | $153.0 | — | NEW | — | $13.91 | -17.0% |
| 1479 | — | CANOPY GROWTH | — | 90.0 | $103.0 | — | NEW | — | $1.14 | — |
| 1480 | — | FIDELITY U S BOND INDEX | — | 9.0 | $99.0 | — | NEW | — | $11.00 | — |
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%