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",
  "NBR",
  "MCHI",
  "AAL",
  null,
  null,
  "RBC",
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  null,
  "MSGS",
  null,
  "ALSN",
  "SMCI",
  "HUBG",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "FNDF",
  "FNDA",
  "ACN",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PRCT",
  "VDE",
  null,
  "RIG",
  null,
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  null,
  "AXP",
  null,
  null,
  "AOUT",
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  null,
  null,
  "SCHH",
  null,
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  "T",
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  null,
  null,
  null,
  "AMRN",
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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,
  null,
  null,
  null,
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  null,
  null,
  null,
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  "D",
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  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,
  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,
  "SWK",
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  null,
  null,
  null,
  "RGR",
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  null,
  null,
  null,
  null,
  "ALAR",
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  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
  "ICF",
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  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
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  null,
  "MDAI",
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  null,
  null,
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  null,
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  null,
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  "MUFG",
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  "NDAQ",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TEVA",
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  null,
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  null,
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  null,
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  "BX",
  "AMP",
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  "ANET",
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  "DASH",
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  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
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  "O",
  "RIO",
  "RTX",
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  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
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  null,
  null,
  null,
  "IBM",
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  "UBS",
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  "NEM",
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  "SOUN",
  "VV",
  "RCL",
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  "OGE",
  "MRNA",
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  "SCHW",
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  "PHIN",
  "GROW",
  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
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  null,
  null,
  "AWI",
  null,
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  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  null,
  null,
  "DSL",
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  null,
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  null,
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  null,
  "BBSI",
  "TOST",
  "TXT",
  "TSCO",
  "ANIX",
  "BNPQY",
  "REFI",
  "CTM",
  null,
  "TDF",
  "ULTA",
  "XLB",
  "GT",
  "WY",
  null,
  "GNL",
  "DFH",
  "IWN",
  "PATH",
  null,
  "IEF",
  "WOOF",
  "VIAV",
  null,
  "TSM",
  "SMG",
  null,
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  "DD",
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  null,
  "EA",
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  "TT",
  "VRT",
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  "PRI",
  "LITE",
  "MLI",
  "PBF",
  "ATO",
  "SYNA",
  "AON",
  "SFM",
  "GM",
  null,
  "ALB",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "X",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  null,
  "WM",
  "IWR",
  "HSIC",
  "AIZ",
  "NCLH",
  null,
  null,
  null,
  null,
  "GSLC",
  "AEP",
  "BKR",
  "CMPS",
  "DORM",
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  "EVLV",
  "FOXF",
  "HROW",
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  null,
  "IDCC",
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  null,
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  "PJT",
  null,
  "NVO",
  null,
  "AMZN",
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  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  null,
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  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
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  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  "ETON",
  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
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  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
  "VLO",
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  "VYMI",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
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  "VBR",
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  null,
  "VSAT",
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  null,
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  null,
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  null,
  "WYNN",
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  "Z",
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  null,
  "DY",
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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,
  "TTD",
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  null,
  "TPC",
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  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
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  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  "PBI",
  null,
  null,
  "GEV",
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  "ZBH",
  "ZM",
  "DGRO",
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  null,
  null,
  null,
  "SPCE",
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  null,
  null,
  "WNS",
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  null,
  null,
  null,
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  null,
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  null,
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  "AZO",
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  "BRK-B",
  "BDX",
  "BYND",
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  null,
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  null,
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  "CCL",
  "CBRE",
  "CRNC",
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  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
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  "CHD",
  "CTAS",
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  "CLX",
  "CME",
  "KO",
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  null,
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  null,
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  "LLY",
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  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "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:

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Page 17 of 49

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FEDEX CORP

FDX|31428X106

Shares:200

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$146.5M)

922042775

VEU|922042775

Shares:803

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$146.5M)

81369Y704

Shares:368

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$146.5M)

Airbnb, Inc.

ABNB|009066101

Shares:400

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$146.5M)

78464A649

Shares:1.9K

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$146.5M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:226

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$146.5M)

97717W703

Shares:816

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$146.5M)

922908629

VO|922908629

Shares:182

Value:$47.2K

% of Portfolio:0.0% ($47.2K/$146.5M)

94984B181

Shares:3.4K

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$146.5M)

41653L602

Shares:1.2K

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$146.5M)

ATMOS ENERGY CORP

ATO|049560105

Shares:300

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$146.5M)

AUTOZONE INC

AZO|053332102

Shares:12

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$146.5M)

353506108

Shares:500

Value:$45.4K

% of Portfolio:0.0% ($45.4K/$146.5M)

87283Q826

Shares:1.5K

Value:$45.0K

% of Portfolio:0.0% ($45.0K/$146.5M)

CITIGROUP INC

C|172967424

Shares:637

Value:$44.9K

% of Portfolio:0.0% ($44.9K/$146.5M)

464286632

Shares:600

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$146.5M)

464287788

Shares:395

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$146.5M)

464287374

Shares:950

Value:$43.5K

% of Portfolio:0.0% ($43.5K/$146.5M)

Accenture plc

ACN|G1151C101

Shares:139

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$146.5M)

66538H591

Shares:834

Value:$42.6K

% of Portfolio:0.0% ($42.6K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FEDEX CORP(FDXcusip31428X106)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$146.5M)	QoQ -13.34% (-$7.5K) YoY -15.86% (-$9.2K)
(VEUcusip922042775)	803	QoQ 0.00% (+0) YoY -11.66% (-106)	All Managers (Combined)	$48.7K	0.0% ($48.7K/$146.5M)	QoQ +5.65% (+$2.6K) YoY -8.63% (-$4.6K)
(cusip81369Y704)✕	368	QoQ +37.31% (+100) YoY +27.77% (+80)	All Managers (Combined)	$48.5K	0.0% ($48.5K/$146.5M)	QoQ +37.36% (+$13.2K) YoY +34.75% (+$12.5K)
Airbnb, Inc.(ABNBcusip009066101)	400	QoQ -27.27% (-150) YoY -44.52% (-321)	All Managers (Combined)	$47.8K	0.0% ($47.8K/$146.5M)	QoQ -33.88% (-$24.5K) YoY -59.82% (-$71.2K)
(cusip78464A649)✕	1.9K	QoQ -9.66% (-200) YoY -9.66% (-200)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$146.5M)	QoQ -7.67% (-$4.0K) YoY -8.73% (-$4.6K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	226	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$146.5M)	QoQ +14.15% (+$5.9K) YoY +40.08% (+$13.6K)
(cusip97717W703)✕	816	QoQ NEW(+816) YoY NEW(+816)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$146.5M)	QoQ NEW(+$47.5K) YoY NEW(+$47.5K)
(VOcusip922908629)	182	QoQ 0.00% (-0) YoY -81.96% (-827)	All Managers (Combined)	$47.2K	0.0% ($47.2K/$146.5M)	QoQ -1.76% (-$848) YoY -81.26% (-$204.9K)
(cusip94984B181)✕	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$46.6K	0.0% ($46.6K/$146.5M)	QoQ +2.09% (+$958) YoY NEW(+$46.6K)
(cusip41653L602)✕	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$46.6K	0.0% ($46.6K/$146.5M)	QoQ -0.23% (-$108) YoY -0.26% (-$126)
ATMOS ENERGY CORP(ATOcusip049560105)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$146.5M)	QoQ +10.99% (+$4.6K) YoY +30.04% (+$10.7K)
AUTOZONE INC(AZOcusip053332102)	12	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$146.5M)	QoQ +19.08% (+$7.3K) YoY +20.34% (+$7.7K)
(cusip353506108)✕	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$45.4K	0.0% ($45.4K/$146.5M)	QoQ +0.56% (+$255) YoY +0.68% (+$309)
(cusip87283Q826)✕	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$45.0K	0.0% ($45.0K/$146.5M)	QoQ -5.47% (-$2.6K) YoY NEW(+$45.0K)
CITIGROUP INC(Ccusip172967424)	637	QoQ 0.00% (+0) YoY +6.16% (+37)	All Managers (Combined)	$44.9K	0.0% ($44.9K/$146.5M)	QoQ +0.21% (+$95) YoY +18.00% (+$6.9K)
(cusip464286632)✕	600	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$44.6K	0.0% ($44.6K/$146.5M)	QoQ -3.49% (-$1.6K) YoY +16.60% (+$6.4K)
(cusip464287788)✕	395	QoQ +5.33% (+20) YoY +5.33% (+20)	All Managers (Combined)	$44.6K	0.0% ($44.6K/$146.5M)	QoQ +7.49% (+$3.1K) YoY +24.27% (+$8.7K)
(cusip464287374)✕	950	QoQ NEW(+950) YoY NEW(+950)	All Managers (Combined)	$43.5K	0.0% ($43.5K/$146.5M)	QoQ NEW(+$43.5K) YoY NEW(+$43.5K)
Accenture plc(ACNcusipG1151C101)	139	QoQ 0.00% (-0) YoY -13.12% (-21)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$146.5M)	QoQ -11.29% (-$5.5K) YoY -21.78% (-$12.1K)
(cusip66538H591)✕	834	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$42.6K	0.0% ($42.6K/$146.5M)	QoQ -7.09% (-$3.3K) YoY +1.34% (+$567)