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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 65 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BIL STATE STREET 38.0 $3K $91.63 -0.0%
1282 BIDU BAIDU INC Communication Services 30.0 $3K $114.30 -18.5%
1283 T ROWE PRICE EUROPEAN STOCK 128.0 $3K $26.63
1284 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K $1697.00 +13.3%
1285 NVT NVENT ELEC PLC F Industrials 20.0 $3K NEW $169.60 -10.4%
1286 QTUM DEFIANCE QUANTUM 20.0 $3K $165.40 -9.0%
1287 AMRN AMARIN CORP Healthcare 205.0 $3K $15.94 -11.6%
1288 BVN COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 110.0 $3K NEW $29.28 +21.1%
1289 PENN PENN ENTERTAINMENT Consumer Cyclical 150.0 $3K -300.0 -66.7% $21.36 -12.7%
1290 CLF CLEVELAND CLIFFS Basic Materials 341.0 $3K $9.39 +20.0%
1291 MTG M G I C INVT CORP Financial Services 112.0 $3K $28.20 +9.6%
1292 MTW MANITOWOC COMPANY Industrials 225.0 $3K $13.89 +41.7%
1293 SCHZ SCHWAB AGGREGATE 134.0 $3K -507.0 -79.1% $23.13 -1.5%
1294 AVY AVERY DENNISON CORP Industrials 19.0 $3K $162.37 +13.1%
1295 RDN RADIAN GROUP Financial Services 79.0 $3K $37.67 -2.9%
1296 VIAV VIAVI SOLUTIONS Technology 62.0 $3K $47.76 -18.5%
1297 EOSE EOS ENERGY Industrials 500.0 $3K $5.88 -35.2%
1298 SKM SK TELECOM Communication Services 90.0 $3K $32.16 +25.3%
1299 ENR ENERGIZER HOLDINGS Industrials 134.0 $3K NEW $21.44 +0.1%
1300 SCHWAB GOVERNMENT MONEY INV 2,814.0 $3K $1.00
Page 65 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%