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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1181 | UHS | UNIVERSAL HEALTH SVCS INCLASS B | Healthcare | 50.0 | $7K | 0.00% | — | — | $148.68 | +19.2% |
| 1182 | OCFC | OCEANFIRST FINL CORP | Financial Services | 380.0 | $7K | 0.00% | NEW | — | $19.53 | -2.4% |
| 1183 | FNDX | SCHWAB FUNDAMENTAL | — | 238.0 | $7K | 0.00% | — | — | $31.10 | +4.6% |
| 1184 | CMCO | COLUMBUS MCKINNON CORP N | Industrials | 489.0 | $7K | 0.00% | — | — | $15.13 | +16.5% |
| 1185 | EQT | EQT CORP | Energy | 138.0 | $7K | 0.00% | — | — | $53.17 | +1.0% |
| 1186 | UHT | UNIVERSAL HEALTH RLTY INREIT | Real Estate | 167.0 | $7K | 0.00% | — | — | $43.86 | -6.0% |
| 1187 | CRON | CRONOS GROUP | Healthcare | 2,600.0 | $7K | 0.00% | — | — | $2.78 | +19.1% |
| 1188 | GNL | GLOBAL NET | Real Estate | 804.0 | $7K | 0.00% | — | — | $8.94 | +1.1% |
| 1189 | TKC | TURKCELL ILETISIM HIZM FSPONSORED ADR 1 ADR REPS 2 5 ORD SHS | Communication Services | 1,214.0 | $7K | 0.00% | — | — | $5.88 | -7.1% |
| 1190 | SNPS | SYNOPSYS INC | Technology | 16.0 | $7K | 0.00% | — | — | $446.06 | -10.8% |
| 1191 | ARKF | ARK BLOCKCHAIN | — | 180.0 | $7K | 0.00% | — | — | $39.46 | +15.9% |
| 1192 | HSY | HERSHEY CO | Consumer Defensive | 40.0 | $7K | 0.00% | — | — | $175.45 | +6.3% |
| 1193 | WIX | WIX COM LTD F | Technology | 154.0 | $7K | 0.00% | — | — | $45.36 | +80.9% |
| 1194 | — | AEON CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | — | 843.0 | $7K | 0.00% | — | — | $8.22 | — |
| 1195 | HACK | AMPLIFY CYBERSECURITY | — | 66.0 | $7K | 0.00% | — | — | $104.92 | +6.4% |
| 1196 | TTEK | TETRA TECH INC NEW | Industrials | 239.0 | $7K | 0.00% | — | — | $28.89 | +28.1% |
| 1197 | EXR | EXTRA SPACE STORAGE INC REIT | Real Estate | 47.0 | $7K | 0.00% | — | — | $145.30 | +1.0% |
| 1198 | — | ANTA SPORTS PRODS LTD FSPONSORED ADR 1 ADR REPS 25 ORD SHS | — | 30.0 | $7K | 0.00% | — | — | $226.60 | — |
| 1199 | PLUG | PLUG POWER | Industrials | 2,500.0 | $7K | 0.00% | -2K | -37.5% | $2.71 | -16.2% |
| 1200 | PRCT | PROCEPT BIOROBOTICS | Healthcare | 300.0 | $7K | 0.00% | -50.0 | -14.3% | $22.58 | -4.0% |
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
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%