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,
  "VTS",
  null,
  "AXP",
  null,
  null,
  "AOUT",
  "ABG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
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  "ASML",
  "T",
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  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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  "GME",
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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,
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  "D",
  null,
  null,
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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",
  null,
  null,
  null,
  "DDD",
  null,
  "GD",
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  "GIS",
  "ATOM",
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  "HON",
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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",
  "AMAT",
  "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",
  "SLF",
  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",
  "DXC",
  "DOCS",
  "ENPH",
  "NDAQ",
  "EQIX",
  "EVRG",
  "EXPO",
  "FL",
  null,
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  "HE",
  "GPC",
  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",
  "EFG",
  "ANET",
  "KKR",
  "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,
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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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  "RY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
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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,
  null,
  null,
  null,
  "AMT",
  null,
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  null,
  null,
  null,
  "IBM",
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  "TM",
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  "TRV",
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  "UBS",
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  "UAL",
  "UL",
  "UPS",
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  "VO",
  "AA",
  "NEM",
  "LAZR",
  "SOUN",
  "VV",
  "RCL",
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  "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,
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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",
  "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",
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  "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",
  "VB",
  "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",
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  null,
  "TPC",
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  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  "PBI",
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPCE",
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  null,
  null,
  "WNS",
  "UPST",
  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
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  "ADP",
  "AZO",
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  "BRK-B",
  "BDX",
  "BYND",
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  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
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  "CHRW",
  "CALM",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
  "CRNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
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  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
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  "CLX",
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  "KO",
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  "CL",
  "CNDT",
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  "CFLT",
  "CRK",
  "CPRT",
  "COST",
  "GLW",
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  "CRDO",
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  "DDOG",
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  "DVN",
  "DAL",
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  "DCGO",
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  "DOCU",
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  "RSP",
  null,
  null,
  "EFA",
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  "MCO",
  "VOD",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
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  "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:

Search and click to pin securities to the top

Page 27 of 49

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Marathon Petroleum Corp

MPC|56585A102

Shares:120

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$146.5M)

DNOW Inc.

DNOW|67011P100

Shares:1.0K

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$146.5M)

464287127

Shares:225

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$146.5M)

BEYOND MEAT, INC.

BYND|08862E109

Shares:5.7K

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$146.5M)

46428Q109

Shares:556

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$146.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:100

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$146.5M)

464287499

IWR|464287499

Shares:200

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$146.5M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:1.5K

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$146.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:200

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$146.5M)

UNITED STATES STEEL CORP

X|912909108

Shares:400

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$146.5M)

316071604

Shares:410

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$146.5M)

92206C771

Shares:363

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$146.5M)

46138E594

Shares:1.0K

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$146.5M)

33738R845

Shares:549

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$146.5M)

NVIDIA CORP

NVDA|67066G104

Shares:150

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$146.5M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:145

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$146.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:359

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$146.5M)

ELI LILLY & Co

LLY|532457108

Shares:20

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$146.5M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:400

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$146.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:131

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marathon Petroleum Corp(MPCcusip56585A102)	120	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$146.5M)	QoQ +5.10% (+$855) YoY -28.26% (-$6.9K)
DNOW Inc.(DNOWcusip67011P100)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$146.5M)	QoQ +31.28% (+$4.2K) YoY +12.36% (+$1.9K)
(cusip464287127)✕	225	QoQ +0.44% (-1) YoY +1.35% (+3)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$146.5M)	QoQ -4.50% (-$822) YoY +7.97% (+$1.3K)
BEYOND MEAT, INC.(BYNDcusip08862E109)	5.7K	QoQ +54.05% (+2.0K) YoY +58.33% (-2.1K)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$146.5M)	QoQ +24.96% (+$3.5K) YoY -41.67% (-$12.4K)
(cusip46428Q109)✕	556	QoQ +39.00% (+156) YoY +39.00% (+156)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$146.5M)	QoQ +63.59% (+$6.7K) YoY +89.34% (+$8.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	100	QoQ -54.12% (-118) YoY -92.85% (-1.3K)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$146.5M)	QoQ -53.33% (-$19.5K) YoY -92.49% (-$210.1K)
(IWRcusip464287499)	200	QoQ 0.00% (-0) YoY -12.28% (-28)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$146.5M)	QoQ -3.76% (-$666) YoY -11.26% (-$2.2K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	1.5K	QoQ +406.66% (+1.2K) YoY -50.16% (-1.5K)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$146.5M)	QoQ +506.57% (+$14.2K) YoY -74.33% (-$49.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	200	QoQ -60.23% (-303) YoY -80.00% (-800)	All Managers (Combined)	$16.9K	0.0% ($16.9K/$146.5M)	QoQ -55.47% (-$21.1K) YoY -25.91% (-$5.9K)
UNITED STATES STEEL CORP(Xcusip912909108)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$16.9K	0.0% ($16.9K/$146.5M)	QoQ +24.33% (+$3.3K) YoY +3.62% (+$592)
(cusip316071604)✕	410	QoQ -95.03% (-7.9K) YoY +74.46% (+175)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$146.5M)	QoQ -95.32% (-$343.4K) YoY +81.31% (+$7.6K)
(cusip92206C771)✕	363	QoQ 0.00% (+0) YoY NEW(+363)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$146.5M)	QoQ +2.14% (+$353) YoY NEW(+$16.8K)
(cusip46138E594)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$146.5M)	QoQ NEW(+$16.7K) YoY NEW(+$16.7K)
(cusip33738R845)✕	549	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$146.5M)	QoQ +5.32% (+$840) YoY -6.24% (-$1.1K)
NVIDIA CORP(NVDAcusip67066G104)	150	QoQ -99.35% (-23.1K) YoY -94.27% (-2.5K)	All Managers (Combined)	$16.5K	0.0% ($16.5K/$146.5M)	QoQ -99.46% (-$3.1M) YoY -99.27% (-$2.3M)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	145	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$146.5M)	QoQ +7.14% (+$1.1K) YoY -14.24% (-$2.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	359	QoQ 0.00% (+0) YoY -44.76% (-291)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$146.5M)	QoQ +13.42% (+$1.9K) YoY -40.29% (-$11.0K)
ELI LILLY & Co(LLYcusip532457108)	20	QoQ +185.71% (+13) YoY -99.12% (-2.3K)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$146.5M)	QoQ +198.00% (+$10.7K) YoY -99.09% (-$1.8M)
ON SEMICONDUCTOR CORP(ONcusip682189105)	400	QoQ +100.00% (+200) YoY +100.00% (+200)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$146.5M)	QoQ +27.51% (+$3.5K) YoY +8.86% (+$1.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	131	QoQ 0.00% (+0) YoY -56.33% (-169)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$146.5M)	QoQ +1.57% (+$250) YoY -47.16% (-$14.3K)