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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  null,
  null,
  "RBC",
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  null,
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  null,
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  "ABNB",
  "ABT",
  "MBC",
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  null,
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  null,
  null,
  null,
  null,
  "VONG",
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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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  null,
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  null,
  null,
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  null,
  null,
  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,
  null,
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  null,
  null,
  null,
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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,
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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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  "BP",
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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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  "VIAV",
  null,
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  null,
  null,
  "RMD",
  null,
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  null,
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  null,
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  null,
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  null,
  "ALB",
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  "IP",
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  "F",
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  null,
  "WM",
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  null,
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  "GSLC",
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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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  null,
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  null,
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  null,
  "MTUM",
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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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  "LLY",
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  "PM",
  "PH",
  null,
  "AWK",
  null,
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  "MLM",
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  "ITOT",
  "URI",
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  "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 • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 14 of 49

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CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:400

Value:$71.7K

19761L508

Shares:4.0K

Value:$71.5K

92189F601

Shares:975

Value:$71.4K

92204A702

VGT|92204A702

Shares:130

Value:$71.1K

TransDigm Group INC

TDG|893641100

Shares:50

Value:$69.9K

922908744

VTV|922908744

Shares:400

Value:$68.9K

464286350

Shares:1.8K

Value:$68.2K

55272P638

Shares:2.3K

Value:$68.1K

00771X419

Shares:4.1K

Value:$66.9K

UNILEVER PLC

UL|904767704

Shares:1.1K

Value:$66.9K

233203819

Shares:1.5K

Value:$66.4K

37954Y632

Shares:1.8K

Value:$66.1K

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:3.3K

Value:$65.5K

464287598

IWD|464287598

Shares:344

Value:$64.7K

316345743

Shares:2.2K

Value:$63.9K

461308108

Shares:1.1K

Value:$63.9K

024934507

Shares:6.0K

Value:$63.8K

UNION PACIFIC CORP

UNP|907818108

Shares:265

Value:$62.6K

575719109

Shares:1.6K

Value:$62.2K

Teladoc Health, Inc.

TDOC|87918A105

Shares:7.8K

Value:$61.7K

Instrument	Shares		Other Manager	Value
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$71.7K	QoQ +0.54% (+$392) YoY +20.42% (+$12.2K)
(cusip19761L508)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$71.5K	QoQ NEW(+$71.5K) YoY NEW(+$71.5K)
(cusip92189F601)✕	975	QoQ NEW(+975) YoY NEW(+975)	All Managers (Combined)	$71.4K	QoQ NEW(+$71.4K) YoY NEW(+$71.4K)
(VGTcusip92204A702)	130	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$71.1K	QoQ -12.03% (-$9.7K) YoY +4.09% (+$2.8K)
TransDigm Group INC(TDGcusip893641100)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$69.9K	QoQ +10.27% (+$6.5K) YoY +15.11% (+$9.2K)
(VTVcusip922908744)	400	QoQ 0.00% (+0) YoY +700.00% (+350)	All Managers (Combined)	$68.9K	QoQ +1.79% (+$1.2K) YoY +749.90% (+$60.8K)
(cusip464286350)✕	1.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$68.2K	QoQ +4.67% (+$3.0K) YoY -3.66% (-$2.6K)
(cusip55272P638)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$68.1K	QoQ -2.54% (-$1.8K) YoY -7.25% (-$5.3K)
(cusip00771X419)✕	4.1K	QoQ 0.00% (-0) YoY +7.24% (+274)	All Managers (Combined)	$66.9K	QoQ -0.24% (-$162) YoY +0.56% (+$375)
UNILEVER PLC(ULcusip904767704)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$66.9K	QoQ +5.02% (+$3.2K) YoY +18.65% (+$10.5K)
(cusip233203819)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.4K	QoQ -8.28% (-$6.0K) YoY -4.52% (-$3.2K)
(cusip37954Y632)✕	1.8K	QoQ +20.00% (+300) YoY +100.00% (+900)	All Managers (Combined)	$66.1K	QoQ +14.03% (+$8.1K) YoY +116.25% (+$35.5K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	3.3K	QoQ 0.00% (+0) YoY -54.17% (-3.9K)	All Managers (Combined)	$65.5K	QoQ +7.95% (+$4.8K) YoY -52.95% (-$73.7K)
(IWDcusip464287598)	344	QoQ 0.00% (+0) YoY -14.00% (-56)	All Managers (Combined)	$64.7K	QoQ +1.63% (+$1.0K) YoY -9.65% (-$6.9K)
(cusip316345743)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$63.9K	QoQ -2.36% (-$1.6K) YoY NEW(+$63.9K)
(cusip461308108)✕	1.1K	QoQ +0.26% (-3) YoY +9.09% (+95)	All Managers (Combined)	$63.9K	QoQ -2.59% (-$1.7K) YoY +10.25% (+$5.9K)
(cusip024934507)✕	6.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$63.8K	QoQ -0.65% (-$419) YoY -1.38% (-$899)
UNION PACIFIC CORP(UNPcusip907818108)	265	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$62.6K	QoQ +3.59% (+$2.2K) YoY -3.93% (-$2.6K)
(cusip575719109)✕	1.6K	QoQ 0.00% (-0) YoY -8.06% (-136)	All Managers (Combined)	$62.2K	QoQ -4.79% (-$3.1K) YoY -13.09% (-$9.4K)
Teladoc Health, Inc.(TDOCcusip87918A105)	7.8K	QoQ +1837.50% (+7.3K) YoY +134.84% (+4.5K)	All Managers (Combined)	$61.7K	QoQ +1596.64% (+$58.1K) YoY +23.80% (+$11.9K)