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",
  "LYFT",
  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,
  "AFRM",
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  "T",
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  "AYI",
  null,
  null,
  null,
  "AMRN",
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  "BUD",
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  null,
  "LOW",
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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,
  "LCII",
  null,
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  null,
  null,
  null,
  "DUK",
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  "D",
  null,
  null,
  "MARA",
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "SIMO",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
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  null,
  null,
  "DDD",
  null,
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  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIN",
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "ISRG",
  null,
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  null,
  null,
  "HLI",
  null,
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  null,
  "LEN",
  "ITW",
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  "RIVN",
  "EMR",
  "BKNG",
  "NWL",
  null,
  "INMB",
  "KULR",
  "MUB",
  "META",
  null,
  null,
  "MNKD",
  "MXL",
  null,
  "OBE",
  null,
  "IVW",
  "PK",
  null,
  "IJH",
  "QUBT",
  "PLSE",
  null,
  "QNCX",
  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
  "NKX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "BMN",
  null,
  "IPWR",
  "MPC",
  null,
  "MDAI",
  null,
  "MMC",
  "TLRY",
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  null,
  null,
  "PWR",
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  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  null,
  null,
  "APA",
  null,
  "BAC-PB",
  null,
  "MSFT",
  "MDLZ",
  "MUFG",
  "TMUS",
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  "ENPH",
  "NDAQ",
  "EQIX",
  "EVRG",
  "EXPO",
  "FL",
  null,
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  "HE",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TEVA",
  "OXY",
  null,
  "ODFL",
  null,
  "EMN",
  null,
  "ADM",
  "SMR",
  "BX",
  "AMP",
  "IJR",
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  "ANET",
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  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
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  null,
  null,
  null,
  null,
  "PANW",
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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,
  "NVDA",
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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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  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
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  "ROP",
  "SRE",
  "O",
  "RIO",
  "RTX",
  "SPDW",
  "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,
  null,
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  null,
  null,
  null,
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  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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  "TM",
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  "UBS",
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  "UL",
  "UPS",
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  "VO",
  "AA",
  "NEM",
  "LAZR",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "MBLY",
  "SCHW",
  "MNST",
  "PHIN",
  "GROW",
  "SILO",
  null,
  null,
  "IRBT",
  null,
  "VWO",
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  null,
  null,
  "AWI",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  "KYN",
  null,
  null,
  null,
  null,
  "DSL",
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  null,
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  null,
  "TTE",
  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",
  "VRTX",
  null,
  "EA",
  "EW",
  "TT",
  "VRT",
  "MMS",
  "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",
  "FIGS",
  "EVLV",
  "FOXF",
  "HROW",
  "HOPE",
  null,
  "IDCC",
  "IFF",
  "JBLU",
  "KALU",
  "NSP",
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  "KW",
  null,
  null,
  "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",
  "OVV",
  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  "ETON",
  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
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  "VT",
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  "VOO",
  null,
  "VSAT",
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  "V",
  null,
  "WFRD",
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  null,
  null,
  null,
  "WYNN",
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  "XPO",
  "Z",
  "FHB",
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  "SOLV",
  null,
  "DY",
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  null,
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  null,
  "SCHD",
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  null,
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  null,
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  null,
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  null,
  "TTD",
  "ON",
  null,
  "TPC",
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  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "LYB",
  "PBI",
  null,
  null,
  "GEV",
  "CHWY",
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  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPCE",
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  null,
  null,
  "WNS",
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  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
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  "BK",
  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
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  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
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  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
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  "CLX",
  "CME",
  "KO",
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  "COIN",
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  "CMCSA",
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  "CL",
  "CNDT",
  "COP",
  "CFLT",
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  "CPRT",
  "COST",
  "GLW",
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  "DDOG",
  "DELL",
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  "DVN",
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  null,
  null,
  "EFA",
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  "MCO",
  "VOD",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "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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SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:493

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$146.5M)

464287101

Shares:76

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$146.5M)

ZILLOW GROUP, INC.

Z|98954M200

Shares:300

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$146.5M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:355

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$146.5M)

ECOLAB INC.

ECL|278865100

Shares:80

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$146.5M)

72201R833

Shares:200

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$146.5M)

Silicon Motion Technology CORP

SIMO|82706C108

Shares:395

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$146.5M)

NOV Inc.

NOV|62955J103

Shares:1.3K

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$146.5M)

33736M103

Shares:300

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$146.5M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:278

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$146.5M)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

Shares:88

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$146.5M)

46137V266

Shares:505

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$146.5M)

97717X669

Shares:241

Value:$19.2K

% of Portfolio:0.0% ($19.2K/$146.5M)

CINTAS CORP

CTAS|172908105

Shares:92

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$146.5M)

46645V675

Shares:1.3K

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$146.5M)

HONDA MOTOR CO LTD

HMC|438128308

Shares:700

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$146.5M)

78464A201

Shares:228

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$146.5M)

Hub Group, Inc.

HUBG|443320106

Shares:509

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$146.5M)

BlackRock, Inc.

BLK|09290D101

Shares:20

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$146.5M)

INNOSPEC INC.

IOSP|45768S105

Shares:199

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	493	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$146.5M)	QoQ +9.02% (+$1.7K) YoY -23.73% (-$6.4K)
(cusip464287101)✕	76	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$146.5M)	QoQ -6.24% (-$1.4K) YoY +9.46% (+$1.8K)
ZILLOW GROUP, INC.(Zcusip98954M200)	300	QoQ 0.00% (-0) YoY -20.00% (-75)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$146.5M)	QoQ -7.41% (-$1.6K) YoY +12.43% (-$2.3K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	355	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$146.5M)	QoQ -3.50% (-$739) YoY +4.90% (+$951)
ECOLAB INC.(ECLcusip278865100)	80	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$146.5M)	QoQ +8.19% (+$1.5K) YoY +9.79% (+$1.8K)
(cusip72201R833)✕	200	QoQ -71.42% (-500) YoY 0.00% (+0)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$146.5M)	QoQ -71.45% (-$50.2K) YoY +0.11% (+$24)
Silicon Motion Technology CORP(SIMOcusip82706C108)	395	QoQ 0.00% (-0) YoY NEW(+395)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$146.5M)	QoQ -6.45% (-$1.4K) YoY NEW(+$20.0K)
NOV Inc.(NOVcusip62955J103)	1.3K	QoQ 0.00% (+0) YoY +332.22% (+1.0K)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$146.5M)	QoQ +4.24% (+$806) YoY +236.58% (+$13.9K)
(cusip33736M103)✕	300	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$146.5M)	QoQ -0.87% (-$175) YoY +5.56% (+$1.0K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	278	QoQ +0.36% (-1) YoY +0.36% (-1)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$146.5M)	QoQ -2.90% (-$584) YoY -20.09% (-$4.9K)
ASBURY AUTOMOTIVE GROUP INC(ABGcusip043436104)	88	QoQ 0.00% (-0) YoY NEW(+88)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$146.5M)	QoQ -9.12% (-$2.0K) YoY NEW(+$19.4K)
(cusip46137V266)✕	505	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$146.5M)	QoQ -7.29% (-$1.5K) YoY +4.16% (+$772)
(cusip97717X669)✕	241	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$19.2K	0.0% ($19.2K/$146.5M)	QoQ -1.32% (-$258) YoY +4.81% (+$884)
CINTAS CORP(CTAScusip172908105)	92	QoQ 0.00% (+0) YoY NEW(+92)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$146.5M)	QoQ +13.77% (+$2.3K) YoY NEW(+$19.1K)
(cusip46645V675)✕	1.3K	QoQ -69.05% (-3.0K) YoY -69.05% (-3.0K)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$146.5M)	QoQ -69.51% (-$43.5K) YoY -69.39% (-$43.3K)
HONDA MOTOR CO LTD(HMCcusip438128308)	700	QoQ 0.00% (-0) YoY NEW(+700)	All Managers (Combined)	$19.0K	0.0% ($19.0K/$146.5M)	QoQ -4.97% (-$994) YoY NEW(+$19.0K)
(cusip78464A201)✕	228	QoQ 0.00% (-0) YoY +11.21% (+23)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$146.5M)	QoQ -8.13% (-$1.7K) YoY +5.82% (+$1.0K)
Hub Group, Inc.(HUBGcusip443320106)	509	QoQ 0.00% (-0) YoY NEW(+509)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$146.5M)	QoQ -16.58% (-$3.8K) YoY NEW(+$18.9K)
BlackRock, Inc.(BLKcusip09290D101)	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$146.5M)	QoQ -7.90% (-$1.6K) YoY NEW(+$18.9K)
INNOSPEC INC.(IOSPcusip45768S105)	199	QoQ 0.00% (-0) YoY NEW(+199)	All Managers (Combined)	$18.9K	0.0% ($18.9K/$146.5M)	QoQ -13.91% (-$3.0K) YoY NEW(+$18.9K)