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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 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PCG PG&E CORP Utilities 633.0 $11K 0.00% +225.0 +55.1% $16.82 +6.8%
182 TAP MOLSON COORS Consumer Defensive 258.0 $10K 0.00% +101.0 +64.3% $39.09 +9.0%
183 KGC KINROSS GOLD CORP F Basic Materials 425.0 $10K 0.00% +225.0 +112.5% $23.62 +33.1%
184 OTLY OATLY GROUP Consumer Defensive 1,000.0 $9K 0.00% +300.0 +42.9% $9.35 +52.3%
185 MPLX MPLX LP LP Energy 150.0 $8K 0.00% +20.0 +15.4% $56.33 +4.0%
186 JOBY JOBY AVIATION Industrials 600.0 $5K 0.00% +500.0 +500.0% $8.92 -15.0%
187 CNI CANADIAN NATIONAL Industrials 42.0 $5K 0.00% +1.0 +2.4% $119.43 +7.4%
188 WW INTL 300.0 $5K 0.00% +50.0 +20.0% $15.98
189 SBS COMPANHIA DE SANEAMENTO Utilities 400.0 $2K +320.0 +400.0% $5.78 -22.8%
190 SCHH SCHWAB US 64.0 $2K +44.0 +220.0% $23.69 +1.6%
191 KD KYNDRYL HOLDINGS Technology 41.0 $463.0 +40.0 +4000.0% $11.29 +9.0%
Page 10 of 10  ·  191 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 41.3%
Industrials 13.7%
Financial Services 13.0%
Healthcare 11.1%
Communication Services 10.5%
Consumer Cyclical 6.2%
Consumer Defensive 1.6%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.6%