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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 56 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0 25 ORD SHS 852.0 $11K 0.00% $12.48
1102 MUR MURPHY OIL CORP Energy 326.0 $11K 0.00% $32.56 +14.9%
1103 TXT TEXTRON INC Industrials 115.0 $11K 0.00% $91.90 -9.7%
1104 GNRC GENERAC HOLDINGS Industrials 36.0 $11K 0.00% $292.81 -29.7%
1105 SWK STANLEY BLACK & DECKER I Industrials 112.0 $11K 0.00% -6.0 -5.1% $94.12 +6.3%
1106 WBD WARNER BROS Communication Services 395.0 $11K 0.00% $26.66 +7.1%
1107 ADSK AUTODESK INC Technology 54.0 $10K 0.00% -2.0 -3.6% $194.41 +30.6%
1108 TOKIO MARINE HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 234.0 $10K 0.00% $44.31
1109 SM SM ENERGY CO Energy 395.0 $10K 0.00% $26.10 +42.5%
1110 SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 10,000.0 $10K 0.00% $1.03
1111 AKZO NOBEL N V FUNSPONSORED ADR 0 333333333333 ORD SHS 450.0 $10K 0.00% $22.60
1112 EIM EATON VANCE Financial Services 1,020.0 $10K 0.00% $9.96 -3.8%
1113 ADNT ADIENT PLC F Consumer Cyclical 552.0 $10K 0.00% $18.38 +8.9%
1114 DG DOLLAR GENL Consumer Defensive 88.0 $10K 0.00% $115.10 +7.2%
1115 BSV VANGUARD SHORT 130.0 $10K 0.00% $77.91 -0.4%
1116 SFL SFL CORP Industrials 989.0 $10K 0.00% $10.20 +21.5%
1117 TAP MOLSON COORS Consumer Defensive 258.0 $10K 0.00% +101.0 +64.3% $39.09 +9.8%
1118 KGC KINROSS GOLD CORP F Basic Materials 425.0 $10K 0.00% +225.0 +112.5% $23.62 +38.7%
1119 KMB KIMBERLY CLARK Consumer Defensive 91.0 $10K 0.00% -9.0 -9.0% $109.77 -0.4%
1120 FLNC FLUENCE ENERGY Utilities 500.0 $10K 0.00% $19.88 -43.0%
Page 56 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%