Westside-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTLY",
  null,
  "PINS",
  "JOBY",
  "ARES",
  null,
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  "MC",
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  null,
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  "BP",
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 980
Total Value: 146450198
Accession Number: 0001538383-25-000002
Form Type: 13F-HR
CIK: westside-investment-management
Manager Name: Westside-Investment-Management

Data Enrichment

65% identified

637 identified343 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

980 positions • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 12 of 49

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92204A801

Shares:517

Value:$97.6K

SPDR GOLD TRUST

GLD|78463V107

Shares:325

Value:$93.5K

Duke Energy CORP

DUK|26441C204

Shares:760

Value:$92.7K

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:170

Value:$92.0K

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:836

Value:$92.0K

LENNAR CORP /NEW/

LEN|526057104

Shares:800

Value:$91.8K

025072604

AVEM|025072604

Shares:1.5K

Value:$90.3K

38147N293

Shares:4.2K

Value:$89.3K

33740F805

Shares:2.0K

Value:$87.9K

Edwards Lifesciences Corp

EW|28176E108

Shares:1.2K

Value:$87.0K

46432F339

QUAL|46432F339

Shares:499

Value:$85.3K

REX AMERICAN RESOURCES Corp

REX|761624105

Shares:2.3K

Value:$84.5K

258620103

Shares:9.5K

Value:$84.4K

Enphase Energy, Inc.

ENPH|29355A107

Shares:1.4K

Value:$83.8K

921935102

Shares:2.0K

Value:$83.8K

4812C0381

Shares:8.1K

Value:$83.6K

37954Y673

Shares:2.2K

Value:$83.2K

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:1.2K

Value:$82.0K

14021L109

Shares:2.6K

Value:$81.1K

Evergy, Inc.

EVRG|30034W106

Shares:1.2K

Value:$80.9K

Instrument	Shares		Other Manager	Value
(cusip92204A801)✕	517	QoQ +14.12% (+64) YoY +17.23% (+76)	All Managers (Combined)	$97.6K	QoQ +14.74% (+$12.6K) YoY +8.13% (+$7.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	325	QoQ +8.33% (+25) YoY +8.33% (+25)	All Managers (Combined)	$93.5K	QoQ +28.66% (+$20.8K) YoY +49.90% (+$31.1K)
Duke Energy CORP(DUKcusip26441C204)	760	QoQ 0.00% (+0) YoY +13.26% (+89)	All Managers (Combined)	$92.7K	QoQ +13.20% (+$10.8K) YoY +42.84% (+$27.8K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	170	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$92.0K	QoQ -8.93% (-$9.0K) YoY +73.81% (+$39.1K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	836	QoQ 0.00% (-0) YoY -2.33% (-20)	All Managers (Combined)	$92.0K	QoQ -12.77% (-$13.5K) YoY -27.72% (-$35.3K)
LENNAR CORP /NEW/(LENcusip526057104)	800	QoQ 0.00% (-0) YoY -28.63% (-321)	All Managers (Combined)	$91.8K	QoQ -15.83% (-$17.3K) YoY -52.37% (-$101.0K)
(AVEMcusip025072604)	1.5K	QoQ +78.57% (+660) YoY +78.57% (+660)	All Managers (Combined)	$90.3K	QoQ +82.76% (+$40.9K) YoY +85.38% (+$41.6K)
(cusip38147N293)✕	4.2K	QoQ +48.13% (+1.4K) YoY +64.72% (+1.7K)	All Managers (Combined)	$89.3K	QoQ +60.75% (+$33.8K) YoY +54.89% (+$31.7K)
(cusip33740F805)✕	2.0K	QoQ -69.23% (-4.5K) YoY 0.00% (+0)	All Managers (Combined)	$87.9K	QoQ -68.52% (-$191.4K) YoY +1.66% (+$1.4K)
Edwards Lifesciences Corp(EWcusip28176E108)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$87.0K	QoQ -2.09% (-$1.9K) YoY -24.15% (-$27.7K)
(QUALcusip46432F339)	499	QoQ +4.83% (+23) YoY +4.83% (+23)	All Managers (Combined)	$85.3K	QoQ +0.59% (+$508) YoY +9.00% (+$7.0K)
REX AMERICAN RESOURCES Corp(REXcusip761624105)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$84.5K	QoQ -9.88% (-$9.3K) YoY -36.00% (-$47.6K)
(cusip258620103)✕	9.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$84.4K	QoQ +2.30% (+$1.9K) YoY +2.42% (+$2.0K)
Enphase Energy, Inc.(ENPHcusip29355A107)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$83.8K	QoQ -9.65% (-$8.9K) YoY -48.71% (-$79.6K)
(cusip921935102)✕	2.0K	QoQ -18.72% (-459) YoY NEW(+2.0K)	All Managers (Combined)	$83.8K	QoQ -20.21% (-$21.2K) YoY NEW(+$83.8K)
(cusip4812C0381)✕	8.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$83.6K	QoQ +2.27% (+$1.9K) YoY +2.27% (+$1.9K)
(cusip37954Y673)✕	2.2K	QoQ +11.75% (+232) YoY NEW(+2.2K)	All Managers (Combined)	$83.2K	QoQ +4.34% (+$3.5K) YoY NEW(+$83.2K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	1.2K	QoQ -11.45% (-150) YoY -4.13% (-50)	All Managers (Combined)	$82.0K	QoQ -4.76% (-$4.1K) YoY -22.40% (-$23.7K)
(cusip14021L109)✕	2.6K	QoQ +556.25% (+2.2K) YoY NEW(+2.6K)	All Managers (Combined)	$81.1K	QoQ +584.15% (+$69.3K) YoY NEW(+$81.1K)
Evergy, Inc.(EVRGcusip30034W106)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$80.9K	QoQ +12.02% (+$8.7K) YoY +29.16% (+$18.3K)