Westside-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTLY",
  null,
  "PINS",
  "JOBY",
  "ARES",
  null,
  "MPWR",
  "MC",
  "PCOR",
  "IOSP",
  "RXO",
  "JAZZ",
  "QRVO",
  "KTOS",
  "GDX",
  "KAI",
  null,
  "MTW",
  "AGI.TO",
  "AES",
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  "MCHI",
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  null,
  null,
  "RBC",
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  null,
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  null,
  "ALSN",
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  "MU",
  "JXN",
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  "LEVI",
  "MMM",
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  "ABT",
  "MBC",
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  null,
  "ADBE",
  "APD",
  "BABA",
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  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "ALAR",
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "O",
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "BP",
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  "AMT",
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  null,
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  null,
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  null,
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  null,
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  "PATH",
  null,
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  "VIAV",
  null,
  "TSM",
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  null,
  null,
  "RMD",
  null,
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  null,
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  null,
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  null,
  "EA",
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  null,
  "ALB",
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  "X",
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  "FI",
  "DRI",
  "WAB",
  "TAP",
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  "IP",
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  "F",
  "GNRC",
  null,
  "WM",
  "IWR",
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  null,
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  null,
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  "GSLC",
  "AEP",
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  "DORM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "PLUG",
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  null,
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  "KD",
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  null,
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  null,
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  null,
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  null,
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  null,
  "VUG",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "WYNN",
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  null,
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  null,
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  null,
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  null,
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  "MTUM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "PM",
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  null,
  "AWK",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
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  "JPM",
  "QUAL"
]

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 • $146.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A801

Shares:517

Value:$97.6K

% of Portfolio:0.1% ($97.6K/$146.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:325

Value:$93.5K

% of Portfolio:0.1% ($93.5K/$146.5M)

Duke Energy CORP

DUK|26441C204

Shares:760

Value:$92.7K

% of Portfolio:0.1% ($92.7K/$146.5M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:170

Value:$92.0K

% of Portfolio:0.1% ($92.0K/$146.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:836

Value:$92.0K

% of Portfolio:0.1% ($92.0K/$146.5M)

LENNAR CORP /NEW/

LEN|526057104

Shares:800

Value:$91.8K

% of Portfolio:0.1% ($91.8K/$146.5M)

025072604

AVEM|025072604

Shares:1.5K

Value:$90.3K

% of Portfolio:0.1% ($90.3K/$146.5M)

38147N293

Shares:4.2K

Value:$89.3K

% of Portfolio:0.1% ($89.3K/$146.5M)

33740F805

Shares:2.0K

Value:$87.9K

% of Portfolio:0.1% ($87.9K/$146.5M)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.2K

Value:$87.0K

% of Portfolio:0.1% ($87.0K/$146.5M)

46432F339

QUAL|46432F339

Shares:499

Value:$85.3K

% of Portfolio:0.1% ($85.3K/$146.5M)

REX AMERICAN RESOURCES Corp

REX|761624105

Shares:2.3K

Value:$84.5K

% of Portfolio:0.1% ($84.5K/$146.5M)

258620103

Shares:9.5K

Value:$84.4K

% of Portfolio:0.1% ($84.4K/$146.5M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:1.4K

Value:$83.8K

% of Portfolio:0.1% ($83.8K/$146.5M)

921935102

Shares:2.0K

Value:$83.8K

% of Portfolio:0.1% ($83.8K/$146.5M)

4812C0381

Shares:8.1K

Value:$83.6K

% of Portfolio:0.1% ($83.6K/$146.5M)

37954Y673

Shares:2.2K

Value:$83.2K

% of Portfolio:0.1% ($83.2K/$146.5M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:1.2K

Value:$82.0K

% of Portfolio:0.1% ($82.0K/$146.5M)

14021L109

Shares:2.6K

Value:$81.1K

% of Portfolio:0.1% ($81.1K/$146.5M)

Evergy, Inc.

EVRG|30034W106

Shares:1.2K

Value:$80.9K

% of Portfolio:0.1% ($80.9K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A801)✕	517	QoQ +14.12% (+64) YoY +17.23% (+76)	All Managers (Combined)	$97.6K	0.1% ($97.6K/$146.5M)	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	0.1% ($93.5K/$146.5M)	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	0.1% ($92.7K/$146.5M)	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	0.1% ($92.0K/$146.5M)	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	0.1% ($92.0K/$146.5M)	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	0.1% ($91.8K/$146.5M)	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	0.1% ($90.3K/$146.5M)	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	0.1% ($89.3K/$146.5M)	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	0.1% ($87.9K/$146.5M)	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	0.1% ($87.0K/$146.5M)	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	0.1% ($85.3K/$146.5M)	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	0.1% ($84.5K/$146.5M)	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	0.1% ($84.4K/$146.5M)	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	0.1% ($83.8K/$146.5M)	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	0.1% ($83.8K/$146.5M)	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	0.1% ($83.6K/$146.5M)	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	0.1% ($83.2K/$146.5M)	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	0.1% ($82.0K/$146.5M)	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	0.1% ($81.1K/$146.5M)	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	0.1% ($80.9K/$146.5M)	QoQ +12.02% (+$8.7K) YoY +29.16% (+$18.3K)