Westside-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTLY",
  null,
  "PINS",
  "JOBY",
  "ARES",
  null,
  "MPWR",
  "MC",
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  "RXO",
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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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]

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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Viatris Inc

VTRS|92556V106

Shares:485

Value:$4.2K

ADOBE INC.

ADBE|00724F101

Shares:11

Value:$4.2K

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

NKX|670651108

Shares:334

Value:$4.2K

APA Corp

APA|03743Q108

Shares:200

Value:$4.2K

GENERAL DYNAMICS CORP

GD|369550108

Shares:15

Value:$4.1K

NEWMONT Corp /DE/

NEM|651639106

Shares:85

Value:$4.1K

DOCUSIGN, INC.

DOCU|256163106

Shares:50

Value:$4.1K

IROBOT CORP

IRBT|462726100

Shares:1.5K

Value:$4.0K

09290C103

Shares:82

Value:$4.0K

46138E784

Shares:198

Value:$4.0K

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:40

Value:$4.0K

AMPHENOL CORP /DE/

APH|032095101

Shares:60

Value:$4.0K

DocGo Inc.

DCGO|256086109

Shares:1.5K

Value:$4.0K

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:18

Value:$3.9K

SHERWIN WILLIAMS CO

SHW|824348106

Shares:11

Value:$3.9K

Transocean Ltd.

RIG|H8817H100

Shares:1.2K

Value:$3.8K

MERCADOLIBRE INC

MELI|58733R102

Shares:2

Value:$3.8K

CLOROX CO /DE/

CLX|189054109

Shares:26

Value:$3.8K

RXO, Inc.

RXO|74982T103

Shares:200

Value:$3.8K

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:200

Value:$3.8K

Instrument	Shares		Other Manager	Value
Viatris Inc(VTRScusip92556V106)	485	QoQ 0.00% (-0) YoY -10.51% (-57)	All Managers (Combined)	$4.2K	QoQ -30.05% (-$1.8K) YoY -34.72% (-$2.2K)
ADOBE INC.(ADBEcusip00724F101)	11	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.2K	QoQ -13.82% (-$676) YoY -23.66% (-$1.3K)
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND(NKXcusip670651108)	334	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.2K	QoQ -0.40% (-$17) YoY +3.62% (+$147)
APA Corp(APAcusip03743Q108)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.2K	QoQ -8.96% (-$414) YoY -38.85% (-$2.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	15	QoQ 0.00% (+0) YoY -95.29% (-304)	All Managers (Combined)	$4.1K	QoQ +4.04% (+$160) YoY -95.43% (-$86.0K)
NEWMONT Corp /DE/(NEMcusip651639106)	85	QoQ NEW(+85) YoY NEW(+85)	All Managers (Combined)	$4.1K	QoQ NEW(+$4.1K) YoY NEW(+$4.1K)
DOCUSIGN, INC.(DOCUcusip256163106)	50	QoQ 0.00% (-0) YoY -3.84% (-2)	All Managers (Combined)	$4.1K	QoQ -9.49% (-$427) YoY +31.41% (-$973)
IROBOT CORP(IRBTcusip462726100)	1.5K	QoQ +150.00% (-900) YoY +150.00% (-900)	All Managers (Combined)	$4.0K	QoQ -12.90% (-$600) YoY -22.94% (-$1.2K)
(cusip09290C103)✕	82	QoQ NEW(+82) YoY NEW(+82)	All Managers (Combined)	$4.0K	QoQ NEW(+$4.0K) YoY NEW(+$4.0K)
(cusip46138E784)✕	198	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.0K	QoQ +1.78% (+$70) YoY -1.40% (-$57)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	40	QoQ 0.00% (-0) YoY +2.56% (-1)	All Managers (Combined)	$4.0K	QoQ -3.38% (-$139) YoY -24.32% (-$1.3K)
AMPHENOL CORP /DE/(APHcusip032095101)	60	QoQ 0.00% (-0) YoY +100.00% (+30)	All Managers (Combined)	$4.0K	QoQ -4.87% (-$203) YoY +15.87% (+$543)
DocGo Inc.(DCGOcusip256086109)	1.5K	QoQ +50.00% (-500) YoY +100.00% (+750)	All Managers (Combined)	$4.0K	QoQ -6.60% (-$280) YoY +30.69% (+$930)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	18	QoQ +350.00% (+14) YoY +350.00% (+14)	All Managers (Combined)	$3.9K	QoQ +434.37% (+$3.2K) YoY +407.38% (+$3.1K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	11	QoQ 0.00% (+0) YoY NEW(+11)	All Managers (Combined)	$3.9K	QoQ +3.12% (+$117) YoY NEW(+$3.9K)
Transocean Ltd.(RIGcusipH8817H100)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8K	QoQ -15.46% (-$702) YoY -49.51% (-$3.8K)
MERCADOLIBRE INC(MELIcusip58733R102)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.8K	QoQ +12.64% (+$430) YoY +25.28% (+$773)
CLOROX CO /DE/(CLXcusip189054109)	26	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8K	QoQ -9.32% (-$394) YoY -3.81% (-$152)
RXO, Inc.(RXOcusip74982T103)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8K	QoQ -19.88% (-$948) YoY -12.66% (-$554)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8K	QoQ -26.31% (-$1.4K) YoY -9.41% (-$394)