Titelia

Holdings of Westside Investment Management, Inc.

1188 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28 % of the equity sleeve

Sector breakdown

  • Technology 16.4 %
  • Communication 6.1 %
  • Industrials 5.0 %
  • Health care 4.1 %
  • Consumer discretionary 3.5 %
  • Financials 2.5 %
  • Funds 2.4 %
  • Consumer staples 1.1 %
  • Energy 0.5 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 57.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.6 %
  • NL 0.3 %
  • JP 0.2 %
  • AU 0.1 %
  • GB 0.1 %
  • TW 0.1 %
  • DE 0.1 %
  • CH 0.1 %
  • FR 0.1 %
  • KR 0.0 %
  • DK 0.0 %
  • ES 0.0 %
  • Other countries 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,009560.3M $98.62 %
2NL61.5M $0.26 %
3JP26898K $0.16 %
4AU11694.6K $0.12 %
5GB23661.8K $0.12 %
6TW4636.8K $0.11 %
7DE15471.7K $0.08 %
8CH9332.1K $0.06 %
9FR13324.4K $0.06 %
10KR4279K $0.05 %
11DK4256.3K $0.05 %
12ES4240.5K $0.04 %

Positions

RankCompanySharesValueWeight
301State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 4,439110.1K $
302Advantest Corp 800108.5K $
303Hartford Insurance Group Inc/The 790107.1K $
304Pacer Trendpilot US Large Cap 2,034106.7K $
305Tencent Holdings Ltd 1,698105.7K $
306Teladoc Health Inc 19,400105.7K $
307T-Mobile US Inc 514104.8K $
308IonQ Inc 3,548102.4K $
309Southern Copper Corp 578102K $
310Verizon Communications Inc 2,046101.4K $
311Vanguard Short-Term Tax-Exempt Bond ETF 1,000101.1K $
312iShares Core MSCI International Developed Markets ETF 1,210101.1K $
313Coinbase Global Inc 584101K $
314State Street SPDR Portfolio S& 2,200100.1K $
315iShares Russell 2000 ETF 40099.2K $
316Charles Schwab Corp/The 1,05699.1K $
317Nuveen ESG Large-Cap ETF 2,10097.2K $
318Prologis Inc 73497.2K $
319AutoZone Inc 2895.2K $
320Qnity Electronics Inc 80993.3K $
321ABB Ltd 1,12492.4K $
322DoorDash Inc 60792.1K $
323iShares Core S&P Mid-Cap ETF 1,36191.9K $
324Waste Management Inc 39191.5K $
325Jabil Inc 33991K $
326iShares J.P. Morgan USD Emerging Markets Bond ETF 96590.6K $
327Newmont Corp 78589.5K $
328Illinois Tool Works Inc 34489K $
329Atmos Energy Corp 47788.7K $
330Unilever PLC 1,57088.6K $
331State Street Materials Select Sector SPDR ETF 1,73086.5K $
332SAP SE 50286.2K $
333HSBC Holdings PLC 1,02086.1K $
334Schwab U.S. Small-Cap ETF 2,94885.7K $
335Boston Scientific Corp 1,33683.9K $
336Toyota Motor Corp 40383.3K $
337Ross Stores Inc 37983.2K $
338Banco Santander SA 7,28883.2K $
339iShares MSCI USA Momentum Factor ETF 34683K $
340Vanguard Total World Stock ETF 60083K $
341INVESCO AEROSPACE & DEFEN 50082.9K $
342DFA US Small Cap Value Portfol 1,49382.5K $
343iShares MSCI EAFE Small-Cap ETF 1,04182.2K $
344Marriott International Inc/MD 24882.1K $
345DBS Group Holdings Ltd 45481.8K $
346Occidental Petroleum Corp 1,27081.6K $
347American Century Diversified Corporate Bond ETF 1,74081.3K $
348Commonwealth Bank of Australia 66680.4K $
349Robinhood Markets Inc 1,15579.6K $
350ChipMOS Technologies Inc 2,16379.4K $
351Vertex Pharmaceuticals Inc 17978.6K $
352Figma Inc 3,70078.3K $
353Hitachi Ltd 2,60477.8K $
354HCA Healthcare Inc 16477.4K $
355KB Financial Group Inc 77076.7K $
356iShares TIPS Bond ETF 68976K $
357J.P. MORGAN EXCHANGE-TRADED FUND TRUST 88075.4K $
358DuPont de Nemours Inc 1,63074.7K $
359Novartis AG 48474.6K $
360iShares Preferred and Income S 2,45874.5K $
361iShares Trust 34473.5K $
362International Core Equity 2 Portfolio 3,47172.9K $
363State Street SPDR Portfolio Corporate Bond ETF 2,50072.6K $
364Mitsui & Co Ltd 9172.3K $
365COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF 4,00072.3K $
366Electronic Arts Inc 35372K $
367Planet Labs PBC 2,00071.8K $
368Marvell Technology Inc 69671.6K $
369iShares Trust 63071.3K $
370Vanguard FTSE All-World ex-US ETF 94871.2K $
371Dycom Industries Inc 21071.2K $
372Vertiv Holdings Co 27969.9K $
373BP PLC 1,47869.6K $
374ISHARES INC 60069.6K $
375VanEck Agribusiness ETF 82269.5K $
376Invesco S&P 500 Revenue ETF 60068.9K $
377Lantern Pharma Inc 50,05068.6K $
378Woori Financial Group Inc 1,02467.6K $
379SoftBank Group Corp 5,85267.2K $
380Intesa Sanpaolo SpA 1,81667.2K $
381Select Sector Spdr Trust 1,60066.6K $
382First Trust Exchange-Traded Fund 1,30066K $
383iShares Silver Trust 96665.8K $
384SPDR Series Trust 1,16065.6K $
385S&P Global Inc 15064.7K $
386Shell PLC 69464.6K $
387Block Inc 1,06864.2K $
388Upstart Holdings Inc 2,50064K $
389Chunghwa Telecom Co Ltd 1,49163.2K $
390Cummins Inc 11662.6K $
391ICICI Bank Ltd 2,44262.6K $
392Emerging Markets Core Equity 2 Portfolio 2,06562.5K $
393Comcast Corp 2,19162.3K $
394Cheniere Energy Inc 22162.2K $
395Dr Reddy's Laboratories Ltd 4,65062K $
396iShares Russell 1000 Growth ETF 14561.8K $
397Iberdrola, S.A. 65461.8K $
398Mueller Industries Inc 55461.4K $
399CME Group Inc 20160.9K $
400Sony Group Corp 2,86060.5K $