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",
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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,
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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,
  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,
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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,
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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,
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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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  "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,
  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,
  "ALB",
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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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  "PLUG",
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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,
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  null,
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  null,
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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 • $146.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ARBOR REALTY TRUST INC

ABR|038923108

Shares:2.1K

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$146.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:600

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$146.5M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:324

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$146.5M)

921909503

Shares:553

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$146.5M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:400

Value:$24.4K

% of Portfolio:0.0% ($24.4K/$146.5M)

Vertiv Holdings Co

VRT|92537N108

Shares:335

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$146.5M)

19765J814

Shares:1.1K

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$146.5M)

09260B382

Shares:2.5K

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$146.5M)

464287606

IJK|464287606

Shares:288

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$146.5M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:700

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$146.5M)

CF Industries Holdings, Inc.

CF|125269100

Shares:300

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$146.5M)

464288257

Shares:205

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$146.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:400

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$146.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:200

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$146.5M)

Kraft Heinz Co

KHC|500754106

Shares:779

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$146.5M)

38147N285

Shares:1.1K

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$146.5M)

Arista Networks, Inc.

ANET|040413205

Shares:300

Value:$23.5K

% of Portfolio:0.0% ($23.5K/$146.5M)

Meta Platforms, Inc.

META|30303M102

Shares:40

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$146.5M)

37954Y855

Shares:600

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$146.5M)

BlackRock Science & Technology Trust

BST|09258G104

Shares:700

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ARBOR REALTY TRUST INC(ABRcusip038923108)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$146.5M)	QoQ -14.15% (-$4.1K) YoY -9.02% (-$2.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	600	QoQ -91.60% (-6.6K) YoY -86.04% (-3.7K)	All Managers (Combined)	$24.9K	0.0% ($24.9K/$146.5M)	QoQ -92.07% (-$289.4K) YoY -84.73% (-$138.2K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	324	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$146.5M)	QoQ -0.52% (-$130) YoY +4.37% (+$1.0K)
(cusip921909503)✕	553	QoQ 0.00% (+0) YoY NEW(+553)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$146.5M)	QoQ +0.02% (+$5) YoY NEW(+$24.5K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$24.4K	0.0% ($24.4K/$146.5M)	QoQ -10.90% (-$3.0K) YoY -28.09% (-$9.5K)
Vertiv Holdings Co(VRTcusip92537N108)	335	QoQ -74.90% (-1.0K) YoY NEW(+335)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$146.5M)	QoQ -84.05% (-$127.5K) YoY NEW(+$24.2K)
(cusip19765J814)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$146.5M)	QoQ -8.80% (-$2.3K) YoY NEW(+$24.1K)
(cusip09260B382)✕	2.5K	QoQ +1.20% (+30) YoY -13.44% (-391)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$146.5M)	QoQ +1.94% (+$459) YoY -12.05% (-$3.3K)
(IJKcusip464287606)	288	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$146.5M)	QoQ -8.41% (-$2.2K) YoY -8.73% (-$2.3K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	700	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$146.5M)	QoQ +9.11% (+$2.0K) YoY +16.51% (+$3.4K)
CF Industries Holdings, Inc.(CFcusip125269100)	300	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$146.5M)	QoQ -6.71% (-$1.7K) YoY -4.48% (-$1.1K)
(cusip464288257)✕	205	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$146.5M)	QoQ -0.94% (-$228) YoY +5.68% (+$1.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	400	QoQ 0.00% (+0) YoY +100.00% (+200)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$146.5M)	QoQ +5.28% (+$1.2K) YoY +124.75% (+$13.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	200	QoQ +38.88% (+56) YoY 0.00% (+0)	All Managers (Combined)	$23.8K	0.0% ($23.8K/$146.5M)	QoQ +53.69% (+$8.3K) YoY +1.75% (+$410)
Kraft Heinz Co(KHCcusip500754106)	779	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$146.5M)	QoQ -0.91% (-$219) YoY -17.53% (-$5.0K)
(cusip38147N285)✕	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$146.5M)	QoQ +8.57% (+$1.9K) YoY NEW(+$23.6K)
Arista Networks, Inc.(ANETcusip040413205)	300	QoQ +31.57% (-72) YoY NEW(+300)	All Managers (Combined)	$23.5K	0.0% ($23.5K/$146.5M)	QoQ -6.55% (-$1.7K) YoY NEW(+$23.5K)
Meta Platforms, Inc.(METAcusip30303M102)	40	QoQ -97.97% (-1.9K) YoY -97.92% (-1.9K)	All Managers (Combined)	$23.4K	0.0% ($23.4K/$146.5M)	QoQ -97.97% (-$1.1M) YoY -97.52% (-$923.4K)
(cusip37954Y855)✕	600	QoQ 0.00% (-0) YoY +7.14% (-40)	All Managers (Combined)	$23.3K	0.0% ($23.3K/$146.5M)	QoQ -4.85% (-$1.2K) YoY -8.20% (-$2.1K)
BlackRock Science & Technology Trust(BSTcusip09258G104)	700	QoQ 0.00% (-0) YoY -30.00% (-300)	All Managers (Combined)	$23.1K	0.0% ($23.1K/$146.5M)	QoQ -9.76% (-$2.5K) YoY -37.45% (-$13.8K)