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",
  "ABG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
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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,
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  null,
  null,
  null,
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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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  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,
  "ISRG",
  null,
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  null,
  null,
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  null,
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  null,
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  "BKNG",
  "NWL",
  null,
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  "MUB",
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  null,
  null,
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  null,
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  null,
  "IVW",
  "PK",
  null,
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  "QUBT",
  "PLSE",
  null,
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  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
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  "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,
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  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  null,
  null,
  "APA",
  null,
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  null,
  "MSFT",
  "MDLZ",
  "MUFG",
  "TMUS",
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  "ENPH",
  "NDAQ",
  "EQIX",
  "EVRG",
  "EXPO",
  "FL",
  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",
  "IJR",
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  "ANET",
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  "ORCL",
  "KHC",
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  "OKE",
  "DASH",
  "PAYX",
  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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  "ROP",
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  "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,
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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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  "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,
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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",
  "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",
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  "EVLV",
  "FOXF",
  "HROW",
  "HOPE",
  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,
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  null,
  null,
  null,
  "PLUG",
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  null,
  null,
  "KD",
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  null,
  null,
  "CEF",
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  null,
  null,
  null,
  "PDD",
  null,
  "DKNG",
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  null,
  "VGT",
  null,
  "USB",
  null,
  "VUG",
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  "VYMI",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "WYNN",
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  "Z",
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  "SOLV",
  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,
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  null,
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  "OPEN",
  "CRM",
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  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  "SIG",
  null,
  "RDDT",
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  "DIA",
  "SHAK",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
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  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,
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  null,
  "STE",
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  "BRK-B",
  "BDX",
  "BYND",
  "BTBT",
  "BCRX",
  "BNTX",
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  null,
  "BA",
  null,
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  "CHRW",
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  "CCL",
  "CBRE",
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  "CC",
  "CVX",
  "LNG",
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  "CHD",
  "CTAS",
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  "CLX",
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  "KO",
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  "CL",
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  "COST",
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  null,
  null,
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  "MAR",
  "QQQ",
  null,
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  "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

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GARMIN LTD

GRMN|H2906T109

Shares:2.0K

Value:$434.3K

% of Portfolio:0.3% ($434.3K/$146.5M)

14020G101

Shares:12.6K

Value:$431.6K

% of Portfolio:0.3% ($431.6K/$146.5M)

92189F106

GDX|92189F106

Shares:9.1K

Value:$420.6K

% of Portfolio:0.3% ($420.6K/$146.5M)

876902602

Shares:32.6K

Value:$401.3K

% of Portfolio:0.3% ($401.3K/$146.5M)

464287846

Shares:2.9K

Value:$394.0K

% of Portfolio:0.3% ($394.0K/$146.5M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.5K

Value:$387.6K

% of Portfolio:0.3% ($387.6K/$146.5M)

41653L503

Shares:10.0K

Value:$385.5K

% of Portfolio:0.3% ($385.5K/$146.5M)

922908363

VOO|922908363

Shares:737

Value:$378.8K

% of Portfolio:0.3% ($378.8K/$146.5M)

Snowflake Inc.

SNOW|833445109

Shares:2.5K

Value:$376.5K

% of Portfolio:0.3% ($376.5K/$146.5M)

25156G608

Shares:36.1K

Value:$372.4K

% of Portfolio:0.3% ($372.4K/$146.5M)

46434V613

Shares:8.0K

Value:$369.5K

% of Portfolio:0.3% ($369.5K/$146.5M)

PEPSICO INC

PEP|713448108

Shares:2.5K

Value:$368.1K

% of Portfolio:0.3% ($368.1K/$146.5M)

33738R506

Shares:6.2K

Value:$361.3K

% of Portfolio:0.2% ($361.3K/$146.5M)

33734H106

Shares:8.0K

Value:$356.6K

% of Portfolio:0.2% ($356.6K/$146.5M)

922907746

VTEB|922907746

Shares:7.1K

Value:$353.9K

% of Portfolio:0.2% ($353.9K/$146.5M)

33739N108

Shares:7.0K

Value:$352.7K

% of Portfolio:0.2% ($352.7K/$146.5M)

14020W106

Shares:9.8K

Value:$349.8K

% of Portfolio:0.2% ($349.8K/$146.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.6K

Value:$340.1K

% of Portfolio:0.2% ($340.1K/$146.5M)

746449305

Shares:45.9K

Value:$334.8K

% of Portfolio:0.2% ($334.8K/$146.5M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:3.0K

Value:$330.3K

% of Portfolio:0.2% ($330.3K/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GARMIN LTD(GRMNcusipH2906T109)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$434.3K	0.3% ($434.3K/$146.5M)	QoQ +5.27% (+$21.7K) YoY +45.85% (+$136.5K)
(cusip14020G101)✕	12.6K	QoQ +158.46% (+7.7K) YoY NEW(+12.6K)	All Managers (Combined)	$431.6K	0.3% ($431.6K/$146.5M)	QoQ +138.15% (+$250.3K) YoY NEW(+$431.6K)
(GDXcusip92189F106)	9.1K	QoQ -1.08% (-100) YoY +25.55% (+1.9K)	All Managers (Combined)	$420.6K	0.3% ($420.6K/$146.5M)	QoQ +34.09% (-$106.9K) YoY +82.53% (+$190.2K)
(cusip876902602)✕	32.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$401.3K	0.3% ($401.3K/$146.5M)	QoQ -0.56% (-$2.3K) YoY -0.40% (-$1.6K)
(cusip464287846)✕	2.9K	QoQ +3.57% (-100) YoY +23.45% (+550)	All Managers (Combined)	$394.0K	0.3% ($394.0K/$146.5M)	QoQ -1.48% (-$5.9K) YoY +31.17% (+$93.6K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$387.6K	0.3% ($387.6K/$146.5M)	QoQ -9.59% (-$41.1K) YoY -11.31% (-$49.4K)
(cusip41653L503)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$385.5K	0.3% ($385.5K/$146.5M)	QoQ -0.28% (-$1.1K) YoY -0.54% (-$2.1K)
(VOOcusip922908363)	737	QoQ -9.90% (-81) YoY -19.18% (-175)	All Managers (Combined)	$378.8K	0.3% ($378.8K/$146.5M)	QoQ -14.12% (-$62.3K) YoY -13.67% (-$60.0K)
Snowflake Inc.(SNOWcusip833445109)	2.5K	QoQ +16.14% (+350) YoY +24.77% (+500)	All Managers (Combined)	$376.5K	0.3% ($376.5K/$146.5M)	QoQ +12.48% (+$41.8K) YoY +16.24% (+$52.6K)
(cusip25156G608)✕	36.1K	QoQ 0.00% (+3) YoY +3.07% (+1.1K)	All Managers (Combined)	$372.4K	0.3% ($372.4K/$146.5M)	QoQ +2.79% (+$10.1K) YoY +5.11% (+$18.1K)
(cusip46434V613)✕	8.0K	QoQ +3.61% (+280) YoY +33.10% (+2.0K)	All Managers (Combined)	$369.5K	0.3% ($369.5K/$146.5M)	QoQ +5.54% (+$19.4K) YoY +35.75% (+$97.3K)
PEPSICO INC(PEPcusip713448108)	2.5K	QoQ -1.99% (-50) YoY +7.67% (-175)	All Managers (Combined)	$368.1K	0.3% ($368.1K/$146.5M)	QoQ -3.36% (-$12.8K) YoY -7.74% (-$30.9K)
(cusip33738R506)✕	6.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$361.3K	0.2% ($361.3K/$146.5M)	QoQ -1.01% (-$3.7K) YoY +4.21% (+$14.6K)
(cusip33734H106)✕	8.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$356.6K	0.2% ($356.6K/$146.5M)	QoQ +2.15% (+$7.5K) YoY +6.44% (+$21.6K)
(VTEBcusip922907746)	7.1K	QoQ +27.01% (+1.5K) YoY +27.01% (+1.5K)	All Managers (Combined)	$353.9K	0.2% ($353.9K/$146.5M)	QoQ +25.71% (+$72.4K) YoY +24.55% (+$69.8K)
(cusip33739N108)✕	7.0K	QoQ 0.00% (-0) YoY +29.81% (+1.6K)	All Managers (Combined)	$352.7K	0.2% ($352.7K/$146.5M)	QoQ -0.74% (-$2.6K) YoY +28.27% (+$77.7K)
(cusip14020W106)✕	9.8K	QoQ +151.66% (+5.9K) YoY NEW(+9.8K)	All Managers (Combined)	$349.8K	0.2% ($349.8K/$146.5M)	QoQ +154.37% (+$212.3K) YoY NEW(+$349.8K)
AbbVie Inc.(ABBVcusip00287Y109)	1.6K	QoQ +4.83% (+76) YoY +8.55% (+130)	All Managers (Combined)	$340.1K	0.2% ($340.1K/$146.5M)	QoQ +21.68% (+$60.6K) YoY +23.87% (+$65.6K)
(cusip746449305)✕	45.9K	QoQ +0.88% (-403) YoY +3.50% (+1.6K)	All Managers (Combined)	$334.8K	0.2% ($334.8K/$146.5M)	QoQ -0.20% (-$691) YoY +2.38% (+$7.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$330.3K	0.2% ($330.3K/$146.5M)	QoQ +5.13% (+$16.1K) YoY +5.54% (+$17.3K)