What does Westside Investment Management, Inc. hold?

Westside Investment Management, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1538383.

What is Westside Investment Management, Inc.'s AUM?

Westside Investment Management, Inc. reported approximately $761.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $888.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Westside Investment Management, Inc.'s holdings?

All Westside Investment Management, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1538383. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Westside Investment Management, Inc.'s 13F data updated on 13F Pro?

Westside Investment Management, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Westside Investment Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1538383

Institutional-grade research for retail investors

Sector Allocation

Other48.3%$367.4M
Technology28.1%$213.7M
Healthcare7.6%$58.0M
Financials5.2%$39.7M
Industrials5.0%$38.4M
Consumer Discretionary2.9%$22.1M
Consumer Staples0.9%$6.6M
Energy0.6%$4.2M
Communication Services0.5%$4.1M
Materials0.4%$3.2M

AUM History

13fpro.ai/research/fund/westside-investment-management-inc-1538383

Conviction and streaks

Stable · top 10 = 24.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold3.5% weight · held 10 quarters

$Conviction hold3.4% weight · held 10 quarters

$QQQConviction hold3.0% weight · held 10 quarters

$Conviction hold2.8% weight · held 10 quarters

$GOOGConviction hold2.2% weight · held 10 quarters

$MSFTAccumulating+18% shares · 9 quarters running

$Accumulating+40% shares · 9 quarters running

$Accumulating+638% shares · 9 quarters running

$Accumulating+150% shares · 9 quarters running

$Accumulating+725% shares · 9 quarters running

$DLXTrimming-72% shares · 9 quarters running

$TBCHTrimming-81% shares · 8 quarters running

$ETONTrimming-30% shares · 7 quarters running

$PYPLTrimming-31% shares · 6 quarters running

$Trimming-35% shares · 6 quarters running

Largest positions — Q2 2026

AAPL
$26.6M
VANGUARD
$25.7M
QQQ
$22.6M
VANGUARD
$21.2M
GOOGL
$16.9M
TPC
$16.5M
ETON
$15.6M
AMZN
$14.4M
MU
$12.6M
ISHARES
$11.3M
GOOG
$11.2M
MSFT
$10.8M
COHR
$10.6M
PBI
$10.5M
ISHARES
$9.8M
NVDA
$9.5M
HROW
$9.5M
AVGO
$9.4M
META
$9.0M
UBER
$8.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/westside-investment-management-inc-1538383

Westside Investment Management, Inc. 13F holdings — Q2 2026

$761.3M portfolio (+16.6% QoQ) · 1,446 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio

1
Apple Inc.
$AAPL
$26.6M
3.5% of stocks
-0.1%This quarter+2.1%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
2
VANGUARD HIGH - ETF
$25.7M
3.4% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
INVESCO QQQ TRUST, SERIES 1
$QQQ
$22.6M
3.0% of stocks
+0.6%This quarter+4.4%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
VANGUARD TOTAL - ETF
$21.2M
2.8% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
Alphabet Inc.
$GOOGL
$16.9M
2.2% of stocks
+0.4%This quarter-3.8%Since filed10+ qtrsHeld
AIQuality77.7#60Est. buyEstimated buy price is Pro: unlock with a free trial
6
TUTOR PERINI CORP
$TPC
$16.5M
2.2% of stocks
-9%This quarter—Since filed10+ qtrsHeld
AIQuality66.4#415Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
7
Eton Pharmaceuticals, Inc.
$ETON
$15.6M
2.0% of stocks
-8%This quarter+18.6%Since filed10+ qtrsHeld
AIQuality66.1#436Est. buyEstimated buy price is Pro: unlock with a free trial
8
AMAZON COM INC
$AMZN
$14.4M
1.9% of stocks
+1%This quarter+7.7%Since filed10+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
9
MICRON TECHNOLOGY INC
$MU
$12.6M
1.6% of stocks
-21%This quarter+0.4%Since filed10+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
10
ISHARES CORE - ETF
$11.3M
1.5% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$26.6M	3.5%	-0.1%	+2.1%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	VANGUARD HIGH - ETF	$25.7M	3.4%	+0.4%	—	—	—	—
3	INVESCO QQQ TRUST, SERIES 1$QQQ	$22.6M	3.0%	+0.6%	+4.4%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	VANGUARD TOTAL - ETF	$21.2M	2.8%	-0.7%	—	—	—	—
5	Alphabet Inc.$GOOGL	$16.9M	2.2%	+0.4%	-3.8%	10+ qtrs	77.7#60	Estimated buy price is Pro: unlock with a free trial
6	TUTOR PERINI CORP$TPC	$16.5M	2.2%	-9%	—	10+ qtrsTrimmed 5 qtrs in a row	66.4#415	Estimated buy price is Pro: unlock with a free trial
7	Eton Pharmaceuticals, Inc.$ETON	$15.6M	2.0%	-8%	+18.6%	10+ qtrs	66.1#436	Estimated buy price is Pro: unlock with a free trial
8	AMAZON COM INC$AMZN	$14.4M	1.9%	+1%	+7.7%	10+ qtrsAdded 6 qtrs in a row	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
9	MICRON TECHNOLOGY INC$MU	$12.6M	1.6%	-21%	+0.4%	10+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
10	ISHARES CORE - ETF	$11.3M	1.5%	+1%	—	—	—	—

All holdings — Westside Investment Management, Inc. (Q2 2026)

Sort

1,446 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$GOOG	Alphabet Inc.	Technology	$11.2M	1.5%	32K	-0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
12	$MSFT	MICROSOFT CORP	Technology	$10.8M	1.4%	29K	+3%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
13	$COHR	COHERENT CORP.	Technology	$10.6M	1.4%	27K	-1%	10+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	$PBI	PITNEY BOWES INC /DE/	Technology	$10.5M	1.4%	602K	-2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	ISHARES CORE - ETFetf/fund	—	$9.8M	1.3%	99K	+8%	—	—	13F
16	$NVDA	NVIDIA CORP	Technology	$9.5M	1.3%	48K	+2%	10+ qtrsAdded 6 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	$HROW	HARROW, INC.	Healthcare	$9.5M	1.3%	224K	+21%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	$AVGO	Broadcom Inc.	Technology	$9.4M	1.2%	25K	-1%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$META	Meta Platforms, Inc.	Technology	$9.0M	1.2%	16K	+3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$UBER	Uber Technologies, Inc	Technology	$8.6M	1.1%	119K	+0.6%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	VANGUARD CONSUMER - ETFetf/fund	—	$8.5M	1.1%	21K	-0.2%	—	—	13F
22	$AMD	ADVANCED MICRO DEVICES INC	Technology	$8.1M	1.1%	14K	-2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	STATE STREET - ETFetf/fund	—	$7.8M	1.0%	41K	-0.5%	—	—	13F
24	—	VANGUARD DIVIDEND - ETFetf/fund	—	$7.7M	1.0%	32K	—	—	—	13F
25	—	CAPITAL GROUP - ETFetf/fund	—	$7.7M	1.0%	202K	+12%	—	—	13F
26	—	VANECK SEMICONDUCTOR - ETF	—	$7.3M	1.0%	11K	-1%
27	—	AVANTIS U S - ETF	—	$7.0M	0.9%	56K	+0.2%
28	—	SCHWAB MUNICIPAL MONEY ULTRA - ETF	—	$7.0M	0.9%	6.97M	+28%
29	$GLD	SPDR GOLD TRUST	Financials	$6.7M	0.9%	18K	+4%
30	$URI	UNITED RENTALS, INC.	Industrials	$6.3M	0.8%	5,593	-0.0%
31	$IVZ	Invesco Ltd.	Financials	$6.3M	0.8%	21K	+0.9%
32	—	STATE STREET - ETF	—	$6.2M	0.8%	39K	+5%
33	—	ISHARES CORE - ETF	—	$6.0M	0.8%	130K	+0.6%
34	—	STATE STREET - ETF	—	$6.0M	0.8%	39K	+2%
35	—	ISHARES NATIONAL - ETF	—	$5.5M	0.7%	51K	+6%
36	—	FIRST TRUST - ETF	—	$5.2M	0.7%	104K	-2%
37	$AMAT	APPLIED MATERIALS INC /DE	Technology	$5.1M	0.7%	7,113	—
38	—	VANECK LONG - ETF	—	$4.8M	0.6%	271K	+11%
39	—	ISHARES CORE - ETF	—	$4.6M	0.6%	56K	+4%
40	$SHOP	SHOPIFY INC.	Technology	$4.5M	0.6%	39K	+0.5%
41	$SNOW	Snowflake Inc.	Technology	$4.4M	0.6%	17K	+5%
42	—	STATE STREET - ETF	—	$4.4M	0.6%	82K	+0.6%
43	$ABBV	AbbVie Inc.	Healthcare	$4.2M	0.6%	17K	-0.3%
44	—	PIMCO EHNANCED - ETF	—	$4.2M	0.6%	41K	-0.5%
45	$QCOM	QUALCOMM INC/DE	Technology	$4.1M	0.5%	22K	-0.9%
46	—	VANGUARD TOTAL - ETF	—	$4.0M	0.5%	47K	+3%
47	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$3.9M	0.5%	7,699	—
48	$BCO	BRINKS CO	Industrials	$3.8M	0.5%	40K	+16%
49	—	ISHARES CORE - ETF	—	$3.7M	0.5%	25K	+0.6%
50	—	FIRST TRUST - ETF	—	$3.7M	0.5%	84K	+0.0%
51	—	FIRST TRUST - ETF	—	$3.6M	0.5%	71K	-3%
52	$LRCX	LAM RESEARCH CORP	Technology	$3.6M	0.5%	8,250	—
53	$AMGN	AMGEN INC	Healthcare	$3.6M	0.5%	9,816	+0.0%
54	$HPE	Hewlett Packard Enterprise Co	Technology	$3.5M	0.5%	78K	-2%
55	$CVS	CVS HEALTH Corp	Healthcare	$3.5M	0.5%	34K	-14%
56	—	FIDELITY ADVISOR INTERM MUNI INC I - BOND	—	$3.5M	0.5%	339K	+11%
57	—	ISHARES BIOTECHNOLOGY - ETF	—	$3.5M	0.5%	18K	+0.0%
58	—	VANGUARD HEALTH - ETF	—	$3.4M	0.5%	12K	-1.0%
59	$CRWD	CrowdStrike Holdings, Inc.	Technology	$3.4M	0.5%	4,492	-12%
60	—	VANGUARD SMALL - ETF	—	$3.3M	0.4%	11K	+0.4%
61	—	ISHARES 1-3YR - ETF	—	$3.2M	0.4%	39K	+17%
62	—	STATE STREET - ETF	—	$3.1M	0.4%	59K	+0.4%
63	$TRMB	TRIMBLE INC.	Technology	$3.1M	0.4%	61K	+65%
64	$STX	Seagate Technology Holdings plc	Technology	$3.1M	0.4%	3,230	-0.3%
65	$SPY	SPDR S&P 500 ETF TRUST	—	$3.0M	0.4%	3,994	+7%
66	—	STATE STREET - ETF	—	$2.9M	0.4%	131K	+16%
67	$GILD	GILEAD SCIENCES, INC.	Healthcare	$2.9M	0.4%	23K	-1%
68	$WT	WisdomTree, Inc.	Financials	$2.7M	0.4%	21K	-0.7%
69	—	STATE STREET - ETF	—	$2.7M	0.4%	30K	-0.3%
70	$LLY	ELI LILLY & Co	Healthcare	$2.7M	0.3%	2,245	+0.4%
71	—	THORNBURG MULTI - ETF	—	$2.6M	0.3%	103K	+45%
72	—	ISHARES CALIFORNIA - ETF	—	$2.6M	0.3%	45K	+5%
73	—	PGIM AAA - ETF	—	$2.6M	0.3%	50K	+32%
74	—	VANGUARD FSTE - ETF	—	$2.5M	0.3%	42K	+0.2%
75	—	VANGUARD CONSUMER - ETF	—	$2.5M	0.3%	11K	-0.4%
76	$ADBE	ADOBE INC.	Technology	$2.5M	0.3%	12K	+50%
77	—	PIMCO SHORT - ETF	—	$2.5M	0.3%	49K	-7%
78	—	JPMORGAN - ETF	—	$2.4M	0.3%	48K	-30%
79	$BX	Blackstone Inc.	Financials	$2.4M	0.3%	20K	+11%
80	—	FIRST TRUST - ETF	—	$2.4M	0.3%	49K	+5%
81	$BAC	BANK OF AMERICA CORP /DE/	Financials	$2.4M	0.3%	41K	-3%
82	—	STATE STREET - ETF	—	$2.3M	0.3%	28K	+2%
83	$ORCL	ORACLE CORP	Technology	$2.3M	0.3%	16K	+1.0%
84	$JPM	JPMORGAN CHASE & CO	Financials	$2.3M	0.3%	7,028	+0.3%
85	—	SCHWAB MUNICIPAL MONEY INV - ETF	—	$2.3M	0.3%	2.27M	-6%
86	—	FIDELITY HIGH - ETF	—	$2.3M	0.3%	37K	+10%
87	—	FIRST TRUST - ETF	—	$2.2M	0.3%	8,474	-30%
88	—	ISHARES CORE - ETF	—	$2.2M	0.3%	14K	+7%
89	$PLSE	PULSE BIOSCIENCES, INC.	Healthcare	$2.2M	0.3%	78K	+10%
90	—	THORNBURG INTERMEDIATE MUNICIPAL INST - BOND	—	$2.1M	0.3%	162K	+6%
91	—	ISHARES CORE - ETF	—	$2.1M	0.3%	31K	+41%
92	—	ISHARES SELECT - ETF	—	$2.1M	0.3%	31K	+4%
93	—	CAPITAL GROUP - ETF	—	$2.1M	0.3%	43K	+8%
94	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.0M	0.3%	4,031	-11%
95	$PANW	Palo Alto Networks Inc	Technology	$2.0M	0.3%	5,824	+1%
96	$ASML	ASML HOLDING NV	Technology	$2.0M	0.3%	997	-0.3%
97	$SBUX	STARBUCKS CORP	Consumer Discretionary	$2.0M	0.3%	19K	+0.3%
98	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.9M	0.3%	19K	-3%
99	—	ISHARES SEMICONDUCTOR - ETF	—	$1.9M	0.3%	2,973	—
100	—	VANGUARD TOTAL - ETF	—	$1.8M	0.2%	38K	+2%
101	—	CAPITAL GROUP - ETF	—	$1.8M	0.2%	39K	+7%
102	—	TRANSAMERICA INTERMEDIATE MUNI I - BOND	—	$1.8M	0.2%	168K	+49%
103	—	VANGUARD TOTAL - ETF	—	$1.8M	0.2%	25K	+7%
104	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.8M	0.2%	15K	+0.0%
105	—	ISHARES TECHNOLOGY - ETF	—	$1.8M	0.2%	7,007	+2%
106	—	COLUMBIA INTL - ETF	—	$1.8M	0.2%	46K	-1%
107	—	AMERICAN FUNDS FUNDAMENTAL INVS A - ETF	—	$1.7M	0.2%	17K	+0.9%
108	$RVTY	REVVITY, INC.	Healthcare	$1.7M	0.2%	15K	-1%
109	$CI	Cigna Group	Healthcare	$1.7M	0.2%	6,076	+0.6%
110	$CRM	Salesforce, Inc.	Technology	$1.6M	0.2%	10K	+10%
111	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.6M	0.2%	3,879	+2%
112	$FDX	FEDEX CORP	Industrials	$1.6M	0.2%	5,138	-0.3%
113	—	ISHARES SHORT - ETF	—	$1.6M	0.2%	31K	+12%
114	—	STATE STREET - ETF	—	$1.6M	0.2%	32K	-2%
115	—	VANECK HIGH - ETF	—	$1.5M	0.2%	30K	-4%
116	$IAU	ISHARES GOLD TRUST	Financials	$1.5M	0.2%	20K	-0.2%
117	—	PIMCO INTERMEDIATE - ETF	—	$1.5M	0.2%	29K	-4%
118	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.5M	0.2%	3,589	-6%
119	—	ISHARES MSCI - ETF	—	$1.4M	0.2%	18K	+4%
120	—	SCHWAB TREASURY OBLIG MONEY INV - ETF	—	$1.4M	0.2%	1.40M	+160%
121	$C	CITIGROUP INC	Financials	$1.4M	0.2%	9,824	—
122	—	SCHWAB PRIME ADVANTAGE MONEY INVESTOR - ETF	—	$1.4M	0.2%	1.37M	+25%
123	—	VANGUARD REAL - ETF	—	$1.4M	0.2%	14K	+0.8%
124	$INTU	INTUIT INC.	Technology	$1.3M	0.2%	5,086	+6773%
125	$DKNG	DraftKings Inc.	Communication Services	$1.3M	0.2%	52K	-4%
126	—	VANECK SHORT - ETF	—	$1.3M	0.2%	74K	+0.7%
127	$MSI	Motorola Solutions, Inc.	Technology	$1.3M	0.2%	3,060	—
128	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.3M	0.2%	1,348	+2%
129	$BA	BOEING CO	Industrials	$1.2M	0.2%	5,518	-0.4%
130	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.2M	0.2%	4,698	-3%
131	—	VANGUARD FTSE - ETF	—	$1.2M	0.2%	13K	+2%
132	$ALMU	Aeluma, Inc.	Technology	$1.2M	0.1%	53K	-16%
133	—	PIMCO ACTIVE - ETF	—	$1.2M	0.1%	13K	-13%
134	$WMT	Walmart Inc.	Consumer Staples	$1.1M	0.1%	10K	-0.1%
135	—	ALERIAN MLP - ETF	—	$1.1M	0.1%	22K	-16%
136	—	ISHARES 20 PLUS - ETF	—	$1.1M	0.1%	13K	+57%
137	—	VANECK INTERMEDIATE - ETF	—	$1.1M	0.1%	23K	+0.6%
138	$CAT	CATERPILLAR INC	Industrials	$1.1M	0.1%	1,002	—
139	$ATOM	Atomera Inc	Technology	$1.0M	0.1%	120K	-21%
140	—	HARTFORD MUN - ETF	—	$1.0M	0.1%	26K	-2%
141	$FCX	FREEPORT-MCMORAN INC	Materials	$1.0M	0.1%	16K	+0.0%
142	—	ZACKS TR - ETF	—	$1.0M	0.1%	23K	+8%
143	—	ISHARES CORE - ETF	—	$1.0M	0.1%	1,345	+41%
144	—	ISHARES ESG - ETF	—	$983K	0.1%	6,373	-3%
145	$IDCC	InterDigital, Inc.	Technology	$982K	0.1%	3,467	-1%
146	—	COLUMBIA MULTI - ETF	—	$978K	0.1%	47K	+0.4%
147	—	STATE STREET - ETF	—	$973K	0.1%	6,150	-2%
148	—	VANGUARD FINANCIALS - ETF	—	$971K	0.1%	7,376	—
149	$NFLX	NETFLIX INC	Communication Services	$932K	0.1%	13K	+8%
150	—	COLUMBIA TR - ETF	—	$893K	0.1%	17K	—

What changed in Q2 2026

Against the previous quarter's 13F: 55 new, 225 added to, 200 trimmed, 85 sold out. Share-count changes; largest moves by dollar size first.

New positions (55)

$FDXFFedEx Freight Holding Company, Inc.$387K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$382K
first bought this quarter
$DXYZDestiny Tech100 Inc.$82K
first bought this quarter
$STRLSTERLING INFRASTRUCTURE, INC.$59K
first bought this quarter
$HONAHoneywell Aerospace Inc.$56K
first bought this quarter
ISHARES U S - ETF$53K
first bought this quarter

+49 more in the Excel export

Added to (225)

$HROWHARROW, INC.+21%
now $9.5M · held 10+ qtrs, 2 adds in a row
SCHWAB MUNICIPAL MONEY ULTRA - ETF+28%
now $7.0M
$INTUINTUIT INC.+6773%
now $1.3M · held 10+ qtrs
$TRMBTRIMBLE INC.+65%
now $3.1M · held 10+ qtrs, 2 adds in a row
SCHWAB TREASURY OBLIG MONEY INV - ETF+160%
now $1.4M
CAPITAL GROUP - ETF+12%
now $7.7M

+219 more in the Excel export

Trimmed (200)

$MUMICRON TECHNOLOGY INC-21%
now $12.6M · held 10+ qtrs, 3 trims in a row
$TPCTUTOR PERINI CORP-9%
now $16.5M · held 10+ qtrs, 5 trims in a row
$ETONEton Pharmaceuticals, Inc.-8%
now $15.6M · held 10+ qtrs
BALANCED POOL - ETF-80%
now $264K
JPMORGAN - ETF-30%
now $2.4M
$MDTMedtronic plc-57%
now $516K · held 10+ qtrs, 2 trims in a row

+194 more in the Excel export

Sold out (85)

$WITWIPRO LTDwas $40K
held 4 qtrs
VANGUARD SHORT TERM COR BD ETFwas $40K
$INFYInfosys Ltdwas $29K
$ARBKArgo Blockchain Plcwas $24K
$CSGPCOSTAR GROUP, INC.was $14K
WOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD COMwas $12K

+79 more in the Excel export

Firm AUM (Form ADV): $888.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Westside Investment Management, Inc. has filed, 35 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Westside Investment Management?

Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Westside Investment Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+4.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 10% over the last 4

Top 10 weight

24%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Westside Investment Management, Inc. disclosed 1,446 positions worth $761.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.5% of the equity portfolio. During the quarter the fund opened 55 new positions and exited 85 — including a new stake in $FDXF and a full exit from $WIT. The portfolio is most concentrated in Other (48.3% of disclosed assets). All figures are sourced directly from Westside Investment Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1538383.

Funds like this

managers whose biggest positions overlap Westside Investment Management's

NZS Capital, LLC$3.86B 13F book · 5 shared top holdingsURISHOPSNOWUBER SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.32B 13F book · 5 shared top holdingsUBERSNOWQCOMHPE Ardmore Road Asset Management LP$1.70B 13F book · 4 shared top holdingsUBERCOHRSHOPQCOM Minneapolis Portfolio Management Group, LLC$1.06B 13F book · 4 shared top holdingsCOHRUBERQCOMHPE KEYSTONE INVESTORS PTE LTD$1.87B 13F book · 4 shared top holdingsCOHRSNOWSTXGILD Rheos Capital Works Inc.$1.75B 13F book · 5 shared top holdingsUBERSNOWQCOMCRWD

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Westside Investment Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Westside Investment Management, Inc. (SEC CIK: 1538383), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Westside Investment Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.