CIK 1538383
Westside Investment Management, Inc.
Institutional 13F holdings & portfolio
Holdings
1,495
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 651–700 of 1,495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJK | ISHARES S&P | 288 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 584 | $15K–$50K | SH |
| AUB | ATLANTIC UN BANKSHARES C | 780 | $15K–$50K | SH |
| — | ASHTEAD GROUP PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 392 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES | 154 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC | 214 | $15K–$50K | SH |
| — | MUNICH RE GROUP FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | 2K | $15K–$50K | SH |
| VRNS | VARONIS SYS INC | 844 | $15K–$50K | SH |
| SPHD | INVESCO S&P | 560 | $15K–$50K | SH |
| FIVE | FIVE BELOW | 140 | $15K–$50K | SH |
| IXUS | ISHARES CORE | 311 | $15K–$50K | SH |
| NTR | NUTRIEN LTD F | 417 | $15K–$50K | SH |
| HLI | HOULIHAN LOKEY INC CLASS CLASS A | 148 | $15K–$50K | SH |
| JEF | JEFFERIES FINANCIAL | 421 | $15K–$50K | SH |
| OEF | ISHARES S&P | 76 | $15K–$50K | SH |
| — | BAIRD QUALITY INTERMEDIATE MUNI BD INST | 2K | $15K–$50K | SH |
| — | COLUMBIA TAX-EXEMPT FUND S | 2K | $15K–$50K | SH |
| LIT | GLOBAL X | 400 | $15K–$50K | SH |
| — | LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3K | $15K–$50K | SH |
| NULG | NUVEEN ESG | 265 | $15K–$50K | SH |
| — | SOFTBANK CORP FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS | 2K | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC | 138 | $15K–$50K | SH |
| — | GIVAUDAN SA FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | 324 | $15K–$50K | SH |
| GLDD | GREAT LAKES DREDGE & DOC | 2K | $15K–$50K | SH |
| SU | SUNCOR ENERGY INC NEW F | 564 | $15K–$50K | SH |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INV | 1K | $15K–$50K | SH |
| BUI | BLACKROCK UTILITIES | 1K | $15K–$50K | SH |
| CASY | CASEYS GEN STORES INC | 46 | $15K–$50K | SH |
| WES | WESTERN MIDSTREAM | 647 | $15K–$50K | SH |
| — | ALFA LAVAL AB SWEDEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 502 | $15K–$50K | SH |
| EXPD | EXPEDITORS INTL WASH INCCLASS CLASS A | 168 | $15K–$50K | SH |
| — | NORDEA BANK AB FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1K | $15K–$50K | SH |
| — | ASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | 1K | $15K–$50K | SH |
| ISPY | PROSHARES S&P | 556 | $15K–$50K | SH |
| VTR | VENTAS INC REIT | 328 | $15K–$50K | SH |
| SNDR | SCHNEIDER NATL INC WIS CLASS CLASS B | 938 | $15K–$50K | SH |
| XOP | STATE STREET | 200 | $15K–$50K | SH |
| — | BLACKROCK STRATEGIC INCOME OPPS INSTL | 3K | $15K–$50K | SH |
| — | JANUS HENDERSON SMALL CAP VALUE T | 1K | $15K–$50K | SH |
| NE | NOBLE CORP PLC F | 864 | $15K–$50K | SH |
| IYM | ISHARES U S | 160 | $15K–$50K | SH |
| FXH | FIRST TRUST | 216 | $15K–$50K | SH |
| VMC | VULCAN MATLS CO | 84 | $15K–$50K | SH |
| AA | ALCOA CORP | 461 | $15K–$50K | SH |
| SHAK | SHAKE SHACK | 300 | $15K–$50K | SH |
| STN | STANTEC INC F | 252 | $15K–$50K | SH |
| — | COMPASS GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 762 | $15K–$50K | SH |
| SDIV | GLOBAL X FDS | 1K | $15K–$50K | SH |
| — | VANGUARD WELLINGTON INV | 529 | $15K–$50K | SH |
| — | CARLSBERG AS FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | 915 | $15K–$50K | SH |