Westside Investment Management, Inc.
Position in ULTA — Ulta Beauty, Inc.
CIK 1538383
SANTA MONICA, CA
Position in ULTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$45,098
-$7,173 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#837
of 1,019 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Westside Investment Management, Inc. holds $202,557 across 8 Specialty Retail names. ULTA ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
58 | $46,097 | |
| 2 | ULTA |
Ulta Beauty, Inc.
This page
|
100 | $45,098 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
152 | $34,475 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
839 | $26,520 | |
| 5 | FIVE |
Five Below, Inc
|
140 | $25,170 | |
| 6 | WSM |
Williams Sonoma Inc
|
84 | $19,580 | |
| 7 | WOOF |
Petco Health & Wellness Company, Inc.
|
2,000 | $5,440 | |
| 8 | CHPT |
ChargePoint Holdings, Inc.
|
30 | $177 |
All Filings in ULTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,098 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $52,271 | 100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $60,501 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $54,675 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $51,460 | 110 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $40,319 | 110 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $36,099 | 83 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $32,296 | 83 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $12,733 | 33 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,255 | 33 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,169 | 33 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $13,181 | 33 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,529 | 33 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $18,007 | 33 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,479 | 33 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,239 | 33 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,720 | 33 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,141 | 33 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $13,607 | 33 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,910 | 33 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $11,410 | 33 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,202 | 33 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,476 | 33 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $7,391 | 33 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $6,712 | 33 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,798 | 33 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||