Westside Investment Management, Inc.
CIK
1538383
Location
SANTA MONICA, CA
Portfolio Value
Small
$392,357,288
Diversification
Diversified
Filing Date
Global Rank
#748
/ 2,968
▲ 2572
Top Industry
Semiconductors
13.6%
3Y Alpha vs SPY
+9.2%
Period ended 29 days ago
Filed Jul 27, 2026 · 2d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+111.0%
SPY
+67.9%
Annualised alpha
+9.4%
Max drawdown
−21.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
895 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.8%
−0.4 pts
Top 5
25.0%
−0.9 pts
Top 10
40.1%
−0.6 pts
HHI
236
Diversified−1
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.1% | $157,320,460 |
| Healthcare | 14.8% | $58,193,404 |
| Industrials | 14.0% | $54,848,582 |
| Unclassified | 8.9% | $34,984,015 |
| Communication Services | 7.4% | $29,063,283 |
| Consumer Cyclical | 6.1% | $23,832,217 |
| Financial Services | 4.5% | $17,539,624 |
| Consumer Defensive | 1.6% | $6,316,545 |
| Energy | 1.0% | $3,915,923 |
| Utilities | 0.7% | $2,761,619 |
| Basic Materials | 0.6% | $2,493,664 |
| Real Estate | 0.3% | $1,087,952 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HROW | Harrow, Inc. | +38,125 | 224,051 | $9,515,445 | |
| TRMB | Trimble Inc. | +24,046 | 61,013 | $3,122,645 | |
| EVLV | Evolv Technologies Holdings, Inc. | +14,650 | 70,000 | $406,000 | |
| HE | Hawaiian Electric Industries Inc | +9,558 | 9,973 | $134,934 | |
| PLSE | Pulse Biosciences, Inc. | +7,276 | 77,768 | $2,156,506 | |
| BCO | Brinks Co | +5,590 | 39,768 | $3,757,678 | |
| INTU | Intuit Inc. | +5,012 | 5,086 | $1,327,446 | |
| ADBE | Adobe Inc. | +4,032 | 12,105 | $2,481,766 | |
| DBA | Invesco Db Agriculture Fund | +3,425 | 12,149 | $324,013 | |
| BX | Blackstone Inc. | +2,045 | 20,389 | $2,399,173 | |
| SLV | iShares Silver Trust | +1,125 | 2,091 | $111,805 | |
| PLTR | Palantir Technologies Inc. | +1,090 | 4,938 | $576,115 | |
| NVDA | Nvidia Corp | +1,062 | 47,675 | $9,539,290 | |
| NFLX | Netflix Inc | +1,000 | 13,060 | $932,484 | |
| CRM | Salesforce, Inc. | +915 | 10,480 | $1,641,796 | |
| SNOW | Snowflake Inc. | +798 | 17,399 | $4,428,045 | |
| MSFT | Microsoft Corp | +737 | 29,049 | $10,835,855 | |
| CRWV | CoreWeave, Inc. | +700 | 3,990 | $397,164 | |
| AMZN | Amazon Com Inc | +699 | 60,250 | $14,359,983 | |
| UBER | Uber Technologies, Inc | +669 | 118,779 | $8,571,092 | |
| GLD | Spdr Gold Trust | +663 | 18,066 | $6,655,153 | |
| SMCI | Super Micro Computer, Inc. | +650 | 19,480 | $571,348 | |
| JOBY | Joby Aviation, Inc. | +500 | 600 | $5,352 | |
| META | Meta Platforms, Inc. | +419 | 15,929 | $8,972,645 | |
| BMY | Bristol Myers Squibb Co | +411 | 6,884 | $396,655 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETON | Eton Pharmaceuticals, Inc. | −36,755 | 431,160 | $15,607,992 | |
| ATOM | Atomera Inc | −31,195 | 119,682 | $1,042,430 | |
| TPC | Tutor Perini Corp | −20,065 | 198,767 | $16,491,697 | |
| PBI | Pitney Bowes Inc /De/ | −12,299 | 601,715 | $10,542,046 | |
| ALMU | Aeluma, Inc. | −10,255 | 52,575 | $1,160,856 | |
| DLX | Deluxe Corp | −9,830 | 14,735 | $351,871 | |
| MDT | Medtronic plc | −8,683 | 6,599 | $516,239 | |
| HPQ | Hp Inc | −7,000 | 15,700 | $344,458 | |
| CVS | CVS HEALTH Corp | −5,579 | 33,865 | $3,503,334 | |
| RIV | Rivernorth Opportunities Fund, Inc. | −5,000 | 15,000 | $174,900 | |
| F | Ford Motor Co | −4,391 | 10,398 | $144,532 | |
| ANIX | Anixa Biosciences Inc | −4,000 | 43,000 | $120,400 | |
| MSIF | Msc Income Fund, Inc. | −3,500 | 6,000 | $69,420 | |
| IONQ | IonQ, Inc. | −3,160 | 388 | $20,664 | |
| MU | Micron Technology Inc | −2,917 | 10,895 | $12,575,988 | |
| KZIA | Kazia Therapeutics Ltd | −2,840 | 47,585 | $669,996 | |
| NKE | NIKE, Inc. | −2,714 | 3,214 | $131,934 | |
| DKNG | DraftKings Inc. | −2,425 | 52,438 | $1,324,583 | |
| LTRN | Lantern Pharma Inc. | −2,200 | 47,850 | $199,534 | |
| PLUG | Plug Power Inc | −1,500 | 2,500 | $6,775 | |
| HPE | Hewlett Packard Enterprise Co | −1,460 | 78,271 | $3,530,804 | |
| NVO | Novo Nordisk A S | −1,146 | 3,284 | $157,434 | |
| BAC | Bank Of America Corp /De/ | −1,134 | 41,432 | $2,360,794 | |
| DD | DuPont de Nemours, Inc. | −1,112 | 518 | $70,261 | |
| NXDR | Nextdoor Holdings, Inc. | −1,000 | 25,500 | $57,885 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 2,563 | $387,013 | |
| SPCX | Space Exploration Technologies Corp | 2,235 | $381,871 | |
| DXYZ | Destiny Tech100 Inc. | 3,200 | $82,432 | |
| STRL | Sterling Infrastructure, Inc. | 70 | $58,755 | |
| HONA | Honeywell Aerospace Inc. | 253 | $55,862 | |
| CBRS | Cerebras Systems Inc. | 220 | $48,620 | |
| ONDS | Ondas Inc. | 5,000 | $41,200 | |
| BIPC | Brookfield Infrastructure Corp | 1,000 | $38,500 | |
| RKLB | Rocket Lab Corp | 200 | $20,330 | |
| TTMI | Ttm Technologies Inc | 100 | $18,702 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 300 | $15,315 | |
| BOH | Bank Of Hawaii Corp | 157 | $12,793 | |
| CMPR | CIMPRESS plc | 75 | $7,627 | |
| SANM | Sanmina Corp | 30 | $7,592 | |
| OCFC | Oceanfirst Financial Corp | 380 | $7,421 | |
| XHR | Xenia Hotels & Resorts, Inc. | 312 | $6,352 | |
| ENLT | Enlight Renewable Energy Ltd. | 50 | $4,451 | |
| PPTA | Perpetua Resources Corp. | 200 | $4,152 | |
| ORI | Old Republic International Corp | 100 | $4,092 | |
| RYN | Rayonier Inc | 169 | $3,596 | |
| PFG | Principal Financial Group Inc | 33 | $3,556 | |
| NVT | nVent Electric plc | 20 | $3,392 | |
| BVN | Buenaventura Mining Co Inc | 110 | $3,221 | |
| ENR | Energizer Holdings, Inc. | 134 | $2,872 | |
| DOCU | Docusign, Inc. | 50 | $2,221 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WIT | Wipro Ltd | 18,436 | $39,084 | |
| INFY | Infosys Ltd | 2,108 | $28,479 | |
| ARBK | Argo Blockchain Plc | 8,350 | $23,964 | |
| CSGP | Costar Group, Inc. | 360 | $14,522 | |
| SPCE | Virgin Galactic Holdings, Inc | 5,000 | $12,150 | |
| WTKWY | Wolters Kluwer N V /Fi | 162 | $12,141 | |
| HOLX | HOLOGIC INC | 116 | $8,768 | |
| FFIC | Flushing Financial Corp | 448 | $6,881 | |
| DXCM | Dexcom Inc | 101 | $6,342 | |
| REYN | Reynolds Consumer Products Inc. | 285 | $6,036 | |
| KKR | KKR & Co. Inc. | 63 | $5,827 | |
| TDG | TransDigm Group INC | 5 | $5,794 | |
| WK | Workiva Inc | 96 | $5,724 | |
| RNW | ReNew Energy Global plc | 1,122 | $5,138 | |
| CTRA | Coterra Energy Inc. | 126 | $4,427 | |
| DOX | Amdocs Ltd | 66 | $4,307 | |
| ASST | Strive, Inc. | 425 | $4,258 | |
| WD | Walker & Dunlop, Inc. | 80 | $3,550 | |
| MXL | Maxlinear, Inc | 175 | $3,043 | |
| BAP | Credicorp Ltd | 8 | $2,713 | |
| SBET | Sharplink, Inc. | 400 | $2,580 | |
| MASI | Masimo Corp | 14 | $2,490 | |
| TPH | Tri Pointe Homes, Inc. | 52 | $2,429 | |
| JAZZ | Jazz Pharmaceuticals plc | 9 | $1,701 | |
| AL | SUMISHO AIR LEASE CORP | 25 | $1,623 | |
| No positions match the current search. | ||||
895 tracked positions ·
$392,357,288 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 895 positions by value
· page 1 of 18
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 92,002 | $26,621,697 | 6.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 30,753 | $22,646,509 | 5.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 47,244 | $16,883,587 | 4.30% | |
| TPC |
Tutor Perini Corp
Industrials
|
Reduced | 198,767 | $16,491,697 | 4.20% | |
| ETON |
Eton Pharmaceuticals, Inc.
Healthcare
|
Reduced | 431,160 | $15,607,992 | 3.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 60,250 | $14,359,983 | 3.66% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 10,895 | $12,575,988 | 3.21% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 29,049 | $10,835,855 | 2.76% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 26,816 | $10,578,107 | 2.70% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
Reduced | 601,715 | $10,542,046 | 2.69% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 47,675 | $9,539,290 | 2.43% | |
| HROW |
Harrow, Inc.
Healthcare
|
Added | 224,051 | $9,515,445 | 2.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 24,874 | $9,396,153 | 2.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,929 | $8,972,645 | 2.29% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 118,779 | $8,571,092 | 2.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 13,886 | $8,066,515 | 2.06% | |
| GLD |
Spdr Gold Trust
|
Added | 18,066 | $6,655,153 | 1.70% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 5,593 | $6,336,253 | 1.61% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 7,113 | $5,142,699 | 1.31% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 39,175 | $4,473,001 | 1.14% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 17,399 | $4,428,045 | 1.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 16,600 | $4,177,223 | 1.06% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 22,074 | $4,079,053 | 1.04% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 7,699 | $3,921,177 | 1.00% | |
| BCO |
Brinks Co
Industrials
|
Added | 39,768 | $3,757,678 | 0.96% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 8,250 | $3,574,972 | 0.91% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 9,816 | $3,554,569 | 0.91% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 78,271 | $3,530,804 | 0.90% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 33,865 | $3,503,334 | 0.89% | |
| TRMB |
Trimble Inc.
Technology
|
Added | 61,013 | $3,122,645 | 0.80% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 3,230 | $3,116,950 | 0.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,994 | $2,982,598 | 0.76% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 22,902 | $2,893,438 | 0.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,245 | $2,692,720 | 0.69% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 12,105 | $2,481,766 | 0.63% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 20,389 | $2,399,173 | 0.61% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 41,432 | $2,360,794 | 0.60% | |
| ORCL |
Oracle Corp
Technology
|
Added | 15,868 | $2,325,454 | 0.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,028 | $2,300,474 | 0.59% | |
| PLSE |
Pulse Biosciences, Inc.
Healthcare
|
Added | 77,768 | $2,156,506 | 0.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,031 | $2,017,071 | 0.51% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,824 | $1,986,100 | 0.51% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 997 | $1,983,470 | 0.51% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 19,291 | $1,971,346 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 15,317 | $1,799,134 | 0.46% | |
| RVTY |
Revvity, Inc.
Healthcare
|
Reduced | 15,431 | $1,716,853 | 0.44% | |
| CI |
Cigna Group
Healthcare
|
Added | 6,076 | $1,675,031 | 0.43% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 10,480 | $1,641,796 | 0.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,879 | $1,631,506 | 0.42% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 5,138 | $1,608,860 | 0.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.