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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 71 of 73  ·  1,446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 STKH STEAKHOLDER FOODS Consumer Defensive 1,500.0 $827.0 $0.55 +632.8%
1402 LEN LENNAR CORP Consumer Cyclical 9.0 $814.0 -681.0 -98.7% $90.44 -5.6%
1403 SOXQ INVESCO PHLX 7.0 $785.0 NEW $112.14 -17.2%
1404 YUMC YUM CHINA Consumer Cyclical 19.0 $777.0 $40.89 +19.5%
1405 VTS VITESSE ENERGY Energy 49.0 $772.0 $15.76 +8.9%
1406 CNO CNO FINANCIAL Financial Services 15.0 $765.0 $51.00 +4.1%
1407 RBLX ROBLOX CORP Technology 13.0 $707.0 -4.0 -23.5% $54.38 -29.0%
1408 CFG CITIZENS FINANCIAL Financial Services 10.0 $701.0 $70.10 -0.6%
1409 TEAM ATLASSIAN CORP CLASS A Technology 9.0 $700.0 $77.78 +124.9%
1410 ACN ACCENTURE PLC Technology 5.0 $622.0 -270.0 -98.2% $124.40 +45.8%
1411 TUSK MAMMOTH ENERGY Industrials 187.0 $608.0 $3.25 -0.7%
1412 BROWN FORMAN CORP CL B 22.0 $586.0 $26.64
1413 COOPER COS 8.0 $574.0 $71.75
1414 ZG ZILLOW GROUP Communication Services 18.0 $565.0 $31.39 +16.5%
1415 DCGO DOCGO INC Healthcare 1,000.0 $516.0 $0.52 -16.6%
1416 SSP SCRIPPS E W Communication Services 170.0 $471.0 $2.77 +18.7%
1417 KD KYNDRYL HOLDINGS Technology 41.0 $463.0 +40.0 +4000.0% $11.29 +9.0%
1418 BAH BOOZ ALLEN Industrials 7.0 $425.0 $60.71 +25.8%
1419 ACHC ACADIA HEALTHCARE Healthcare 14.0 $413.0 $29.50 -8.6%
1420 ALAR ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS Technology 50.0 $402.0 $8.04 -79.1%
Page 71 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 41.3%
Industrials 13.7%
Financial Services 13.0%
Healthcare 11.1%
Communication Services 10.5%
Consumer Cyclical 6.2%
Consumer Defensive 1.6%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.6%