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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 46 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TXNM ENERGY INC 371.0 $21K 0.00% $56.78
902 JEF JEFFERIES FINANCIAL Financial Services 421.0 $21K 0.00% $49.98 +4.7%
903 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 1,582.0 $21K 0.00% $13.28 -23.2%
904 KMI KINDER MORGAN INC DEL Energy 656.0 $21K 0.00% -704.0 -51.8% $31.97 -3.1%
905 DFAT DIMENSIONAL U S TARGETED VALUE ETF 300.0 $21K 0.00% $69.90 +2.5%
906 THALES FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS 405.0 $21K 0.00% $51.57
907 RACE FERRARI N V NEW F Consumer Cyclical 56.0 $21K 0.00% $372.29 +17.3%
908 HUBS HUBSPOT INC Technology 114.0 $21K 0.00% -33.0 -22.4% $182.51 +31.5%
909 BUSE FIRST BUSEY CORP Financial Services 704.0 $21K 0.00% $29.50 +2.7%
910 FMBH FIRST MID BANCSHARES INC Financial Services 430.0 $21K 0.00% $48.09 +4.6%
911 ES EVERSOURCE ENERGY Utilities 286.0 $21K 0.00% $72.27 -2.8%
912 IONQ IONQ INC Technology 388.0 $21K 0.00% -3K -89.1% $53.26 -15.8%
913 LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 2,853.0 $21K 0.00% $7.21
914 CELH CELSIUS HOLDINGS Consumer Defensive 700.0 $20K 0.00% $29.28 +13.9%
915 PII POLARIS INC Consumer Cyclical 298.0 $20K 0.00% $68.46 -5.9%
916 RKLB ROCKET LAB Industrials 200.0 $20K 0.00% NEW $101.65 -28.6%
917 FXH FIRST TRUST 166.0 $20K 0.00% -50.0 -23.1% $122.40 +10.5%
918 TDF TEMPLETON DRAGON FD INC Financial Services 1,865.0 $20K 0.00% $10.89 +0.6%
919 LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS 300.0 $20K 0.00% $67.50
920 NOMURA SYSTEMATIC EMERGING MARKETS EQ I 732.0 $20K 0.00% NEW $27.64
Page 46 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%