Portfolio (Quarterly)
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Westside Investment Management, Inc.
· CIK 0001538383| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SLYV | STATE STREET | — | 336.0 | $37K | 0.01% | +240.0 | +250.0% | $109.11 | +0.5% |
| 162 | MTZ | MASTEC INC | Industrials | 80.0 | $33K | 0.00% | +45.0 | +128.6% | $416.05 | -34.7% |
| 163 | SNY | SANOFI | Healthcare | 776.0 | $33K | 0.00% | +100.0 | +14.8% | $42.66 | +5.8% |
| 164 | KALU | KAISER ALUMINUM | Basic Materials | 168.0 | $33K | 0.00% | +1.0 | +0.6% | $195.76 | -22.8% |
| 165 | CVE | CENOVUS ENERGY INC F | Energy | 1,217.0 | $30K | 0.00% | +100.0 | +8.9% | $24.81 | +30.9% |
| 166 | IYH | ISHARES U S | — | 450.0 | $30K | 0.00% | +150.0 | +50.0% | $67.01 | +8.9% |
| 167 | ZBH | ZIMMER BIOMET | Healthcare | 346.0 | $30K | 0.00% | +96.0 | +38.4% | $86.11 | +14.9% |
| 168 | FISV | FISERV INC | Technology | 550.0 | $27K | 0.00% | +242.0 | +78.6% | $49.05 | +4.7% |
| 169 | AEIS | ADVANCED ENERGY INDS INC | Industrials | 70.0 | $26K | 0.00% | +10.0 | +16.7% | $372.86 | -21.5% |
| 170 | Z | ZILLOW GROUP | Communication Services | 823.0 | $26K | 0.00% | +500.0 | +154.8% | $31.52 | +13.3% |
| 171 | DVN | DEVON ENERGY | Energy | 611.0 | $25K | 0.00% | +88.0 | +16.8% | $41.32 | +19.3% |
| 172 | IVE | ISHARES S&P | — | 105.0 | $24K | 0.00% | +30.0 | +40.0% | $227.07 | +4.0% |
| 173 | DOCS | DOXIMITY INC | Healthcare | 1,100.0 | $23K | 0.00% | +100.0 | +10.0% | $20.74 | +25.1% |
| 174 | SPLV | INVESCO S&P | — | 293.0 | $22K | 0.00% | +14.0 | +5.0% | $74.90 | +1.0% |
| 175 | CHWY | CHEWY INC | Consumer Cyclical | 1,000.0 | $20K | 0.00% | +275.0 | +37.9% | $19.65 | +21.5% |
| 176 | MSTR | STRATEGY INC | Technology | 225.0 | $20K | 0.00% | +10.0 | +4.7% | $86.93 | +29.3% |
| 177 | OKLO | OKLO INC | Utilities | 370.0 | $19K | 0.00% | +210.0 | +131.2% | $52.33 | -20.4% |
| 178 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 50.0 | $19K | 0.00% | +15.0 | +42.9% | $371.66 | -9.3% |
| 179 | IBIT | ISHARES BITCOIN | Financial Services | 435.0 | $14K | 0.00% | +250.0 | +135.1% | $33.29 | +23.8% |
| 180 | HWM | HOWMET AEROSPACE INC | Industrials | 40.0 | $11K | 0.00% | +10.0 | +33.3% | $268.85 | +1.8% |
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
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%