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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 47 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 INVA INNOVIVA INC Healthcare 888.0 $20K 0.00% $22.71 -7.2%
922 TFSL TFS FINL CORP Financial Services 1,134.0 $20K 0.00% $17.72 -0.4%
923 CGUS CAPITAL GROUP 450.0 $20K 0.00% $44.48 +1.5%
924 PKG PACKAGING CORP AMER Consumer Cyclical 84.0 $20K 0.00% $238.27 +6.1%
925 SPSM STATE STREET 346.0 $20K 0.00% $57.67 -0.7%
926 SLB SLB LTD Energy 428.0 $20K 0.00% $46.49 +15.9%
927 APTIV PLC NEW F 324.0 $20K 0.00% $61.38
928 SWISS RE LTD FSPONSORED ADR 1 ADR REP 0 25 ORD SHS 500.0 $20K 0.00% $39.73
929 VC VISTEON CORP Consumer Cyclical 200.0 $20K 0.00% $99.21 +6.8%
930 WUXI BIOLOGICS CAYMAN FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 2,229.0 $20K 0.00% $8.87
931 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 100.0 $20K 0.00% $197.60 +5.6%
932 FTS FORTIS INC F Utilities 345.0 $20K 0.00% $57.23 -4.1%
933 ALLE ALLEGION PUB LTD CO F Industrials 140.0 $20K 0.00% $140.49 +15.5%
934 CHWY CHEWY INC Consumer Cyclical 1,000.0 $20K 0.00% +275.0 +37.9% $19.65 +22.2%
935 RIG TRANSOCEAN LTD Energy 4,014.0 $20K 0.00% $4.89 +21.1%
936 WASH WASHINGTON TR BANCORP IN Financial Services 538.0 $20K 0.00% $36.48 +8.9%
937 WSM WILLIAMS SONOMA Consumer Cyclical 84.0 $20K 0.00% $233.10 +1.9%
938 MSTR STRATEGY INC Technology 225.0 $20K 0.00% +10.0 +4.7% $86.93 +37.2%
939 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 575.0 $20K 0.00% $34.00 +8.5%
940 JBS N V FCLASS A 1,636.0 $19K 0.00% $11.85
Page 47 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%