Westside Investment Management, Inc. Incresed Positions in Q2 2025

Westside Investment Management, Inc.

  • $539 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
45
+ 250.0%
$92.79 - $134.29 $4.18K - $6.04K
63 $8.34M
KALU
Kaiser Aluminum Corp

Basic Materials
3
+ 0.98%
$50.21 - $80.95 $151 - $243
309 $24.8M
OVV
Ovintiv Inc.

Energy
159
+ 318.0%
$31.18 - $44.14 $4.96K - $7.02K
209 $8.15M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
100
+ 68.97%
$90.21 - $112.66 $9.02K - $11.3K
245 $22.3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
415
+ 81.69%
$10.79 - $14.14 $4.48K - $5.87K
923 $12.7M
TAP
Molson Coors Beverage CO

Consumer Defensive
148
+ 148.0%
$47.24 - $62.46 $6.99K - $9.24K
248 $12M
IFF
International Flavors & Fragrances Inc

Basic Materials
87
+ 55.06%
$66.85 - $79.33 $5.82K - $6.9K
245 $18.2M
TSCO
Tractor Supply CO

Consumer Cyclical
132
+ 23.36%
$47.86 - $55.77 $6.32K - $7.36K
697 $37M
PAYX
Paychex Inc

Industrials
49
+ 29.7%
$137.01 - $159.78 $6.71K - $7.83K
214 $31.2M
CNS
Cohen & Steers, Inc.

Financial Services
97
+ 28.96%
$70.24 - $83.51 $6.81K - $8.1K
432 $32.6M
UPS
United Parcel Service Inc

Industrials
124
+ 14.83%
$91.92 - $110.2 $11.4K - $13.7K
960 $97.3M
IRBT
Irobot Corp

Consumer Cyclical
1.5K
+ 100.0%
$1.83 - $4.23 $2.75K - $6.35K
3K $9.39M
GIS
General Mills Inc

Consumer Defensive
118
+ 69.41%
$50.37 - $60.97 $5.94K - $7.19K
288 $15.2M
SHW
Sherwin Williams CO

Basic Materials
14
+ 127.27%
$313.51 - $363.51 $4.39K - $5.09K
25 $8.88M
LTRN
Lantern Pharma Inc.

Healthcare
5.25K
+ 17.13%
$2.58 - $4.34 $13.5K - $22.8K
35.9K $113M
TSN
Tyson Foods, Inc.

Consumer Defensive
117
+ 50.65%
$54.33 - $63.56 $6.36K - $7.44K
348 $19.7M
MO
Altria Group, Inc.

Consumer Defensive
166
+ 4.55%
$55.56 - $60.91 $9.22K - $10.1K
3.82K $224M
IP
International Paper CO

Consumer Cyclical
144
+ 36.0%
$43.89 - $54.46 $6.32K - $7.84K
544 $25.9M
CLX
Clorox CO

Consumer Defensive
42
+ 161.54%
$118.01 - $148.69 $4.96K - $6.24K
68 $8.31M
VOE
Vanguard Mid Cap Value Index F

ETFs
24
+ 31.58%
$141.87 - $164.49 $3.4K - $3.95K
100 $16.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
67
+ 2.33%
$63.54 - $68.5 $4.26K - $4.59K
2.94K $199M
OKE
Oneok Inc

Energy
219
+ 27.38%
$78.71 - $100.37 $17.2K - $22K
1.02K $83M
VAW
Vanguard Materials ETF

ETFs
1
+ 0.19%
$163.82 - $196.64 $164 - $197
518 $101M
PLD
Prologis, Inc.

Real Estate
72
+ 10.88%
$89.76 - $112.34 $6.46K - $8.09K
734 $77.3M
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 6.71%
$210.83 - $235.28 $11.2K - $12.5K
843 $188M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
27
+ 117.39%
$102.31 - $124.7 $2.76K - $3.37K
50 $5.55M
VLO
Valero Energy Corp

Energy
4
+ 0.45%
$104.69 - $141.77 $419 - $567
890 $120M
Ge Healthcare
86
+ 13.96%
N/A
702 $52.2M
KHC
Kraft Heinz CO

Consumer Defensive
224
+ 28.75%
$25.61 - $30.81 $5.74K - $6.9K
1K $26.1M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.44%
$68.63 - $85.78 $68.6 - $85.8
226 $19.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
122
+ 95.31%
$10.8 - $16.92 $1.32K - $2.06K
250 $3.44M
Oatly Group
100
+ 66.67%
N/A
250 $2.97M
PPG
Ppg Industries Inc

Basic Materials
2
+ 0.78%
$91.66 - $115.04 $183 - $230
260 $29.6M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1
+ 0.57%
$65.41 - $79.66 $65.4 - $79.7
177 $14.1M
Virgin Galactic
500
+ 25.0%
N/A
2.5K $6.83M
American Century Intermtrm Tx Fr Bd I
433
+ 0.91%
N/A
48.1K $508M
Baird Core Intermediate Municpl Bd Instl
119
+ 0.85%
N/A
14.1K $144M
Blackrock Strategic Income Opps Instl
29
+ 1.15%
N/A
2.55K $24.7M
Hartford World Bond I
15
+ 0.84%
N/A
1.8K $18.4M
EPD
Enterprise Products Partners L.P.

Energy
100
+ 12.03%
$28.95 - $34.22 $2.9K - $3.42K
931 $29M
Columbia Mortgage Opportunities S
23
+ 1.43%
N/A
1.63K $13.7M
Fidelity Advisor Investment Gr Bd I
41
+ 0.99%
N/A
4.2K $30.5M
CNI
Canadian National Railway CO

Industrials
1
+ 2.5%
$92.66 - $108.13 $92.7 - $108
41 $4.27M
Baird Core Plus Bond Inv
11
+ 0.84%
N/A
1.32K $14.2M
DCGO
Doc Go Inc.

Healthcare
1K
+ 66.67%
$1.28 - $2.69 $1.28K - $2.69K
2.5K $3.93M
Gorilla Technology
5
+ 20.0%
N/A
30 $597K
AA
Alcoa Corp

Basic Materials
1
+ 0.22%
$22.57 - $30.84 $22.6 - $30.8
459 $13.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
197
+ 3.04%
$83.97 - $92.85 $16.5K - $18.3K
6.68K $589M
GRMN
Garmin LTD

Technology
75
+ 3.75%
$173.63 - $218.07 $13K - $16.4K
2.08K $433M
Activity Summary
Buys All Purchases 732 New Holdings 364 Increased Positions 368 Sells All Sells 122 Reductions 120 Sold out 2 Options Calls 0 Puts 0
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