Westside Investment Management, Inc.

CIK

1538383

Location

SANTA MONICA, CA

Portfolio Value

Small $392,357,288

Diversification

Diversified

Filing Date

Global Rank

#3,268 / 8,700 ▼ 133

Top Industry

Semiconductors 13.6%

Period ended 2 months ago

Filed Jul 27, 2026 · 47d

26 quarters · since Mar 2020

Portfolio Concentration

895 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

−2.5 pts

Top 5

25.0%

+0.4 pts

Top 10

40.1%

+2.4 pts

HHI

236

Diversified+8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$157,320,460	136
Healthcare	14.8%	$58,193,404	102
Industrials	14.0%	$54,848,582	136
Unclassified	8.9%	$34,984,015	18
Communication Services	7.4%	$29,063,283	43
Consumer Cyclical	6.1%	$23,832,217	88
Financial Services	4.5%	$17,539,624	137
Consumer Defensive	1.6%	$6,316,545	40
Energy	1.0%	$3,915,923	53
Utilities	0.7%	$2,761,619	48
Basic Materials	0.6%	$2,493,664	50
Real Estate	0.3%	$1,087,952	44

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
ETON	Eton Pharmaceuticals, Inc.	−36,755	431,160	$15,607,992
GOOGL	Alphabet Inc.	−31,545	47,244	$16,883,587
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	679,547	$56,280,725
VIGI	Vanguard International Dividend Appreciation ETF	166,205	$24,279,560
VB	Vanguard Morningstar Small-Cap ETF	74,823	$22,422,121
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	156,031	$16,149,747
EDV	Vanguard World Funds Extended Duration ETF	53,879	$14,638,491
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	226,668	$13,856,777
AFK	VanEck Africa Index ETF	389,926	$13,095,710
VIG	Vanguard Dividend Appreciation ETF	46,458	$8,217,540
BILZ	PIMCO Ultra Short Government Active ETF	108,067	$8,130,429
ACSG	American Century Small Cap Growth Insights ETF	78,743	$7,451,750
CGBL	Capital Group Core Balanced ETF	179,565	$6,178,831
FCAL	First Trust California Municipal High income ETF	112,285	$5,438,163
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	60,102	$5,086,530
IVZ	Invesco Ltd.	22,308	$4,971,959
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	81,294	$4,280,594
AAAC	Columbia AAA CLO ETF	134,993	$4,076,955
STT	State Street Corp	81,299	$4,013,730
AFGR	First Trust Active Factor Large Cap Growth ETF	83,910	$3,657,636
VEU	Vanguard FTSE All-World Ex-US ETF	56,910	$3,540,851
VXUS	Vanguard Total International Stock ETF	45,156	$3,481,979
—		18,326	$3,094,344
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	30,814	$2,947,345
FBCG	Fidelity Blue Chip Growth ETF	43,564	$2,497,029
—		29,278	$2,344,832
THOR	Thornburg Premium Income Builder ETF	78,251	$2,044,869
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	92,002	-67	$26,621,697	+13.9%	6.79%
QQQ	Invesco Qqq Trust, Series 1	Added	30,753	+172	$22,646,509	+28.3%	5.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	47,244	-31,545	$16,883,587	−25.4%	4.30%
TPC	Tutor Perini Corp Industrials	Reduced	198,767	-20,065	$16,491,697	−2.4%	4.20%
ETON	Eton Pharmaceuticals, Inc. Healthcare	Reduced	431,160	-36,755	$15,607,992	+35.2%	3.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	60,250	+699	$14,359,983	+15.8%	3.66%
MU	Micron Technology Inc Technology	Reduced	10,895	-2,917	$12,575,988	+169.5%	3.21%
MSFT	Microsoft Corp Technology	Added	29,049	+737	$10,835,855	+3.4%	2.76%
COHR	Coherent Corp. Technology	Reduced	26,816	-335	$10,578,107	+63.6%	2.70%
PBI	Pitney Bowes Inc /De/ Industrials	Reduced	601,715	-12,299	$10,542,046	+55.4%	2.69%
NVDA	Nvidia Corp Technology	Added	47,675	+1,062	$9,539,290	+17.3%	2.43%
HROW	Harrow, Inc. Healthcare	Added	224,051	+38,125	$9,515,445	+45.1%	2.43%
AVGO	Broadcom Inc. Technology	Reduced	24,874	-360	$9,396,153	+20.3%	2.39%
META	Meta Platforms, Inc. Communication Services	Added	15,929	+419	$8,972,645	+1.1%	2.29%
UBER	Uber Technologies, Inc Technology	Added	118,779	+669	$8,571,092	+0.9%	2.18%
AMD	Advanced Micro Devices Inc Technology	Reduced	13,886	-335	$8,066,515	+178.8%	2.06%
GLD	Spdr Gold Trust	Added	18,066	+663	$6,655,153	−11.1%	1.70%
URI	United Rentals, Inc. Industrials	Reduced	5,593	-2	$6,336,253	+55.4%	1.61%
AMAT	Applied Materials Inc /De Technology	Held	7,113	0	$5,142,699	+111.5%	1.31%
SHOP	Shopify Inc. Technology	Added	39,175	+200	$4,473,001	−3.2%	1.14%
SNOW	Snowflake Inc. Technology	Added	17,399	+798	$4,428,045	+76.9%	1.13%
ABBV	AbbVie Inc. Healthcare	Reduced	16,600	-50	$4,177,223	+15.4%	1.06%
QCOM	Qualcomm Inc/De Technology	Reduced	22,074	-202	$4,079,053	+42.2%	1.04%
NOC	Northrop Grumman Corp /De/ Industrials	Held	7,699	0	$3,921,177	−25.3%	1.00%
BCO	Brinks Co Industrials	Added	39,768	+5,590	$3,757,678	+6.1%	0.96%
LRCX	Lam Research Corp Technology	Held	8,250	0	$3,574,972	+102.8%	0.91%
AMGN	Amgen Inc Healthcare	Added	9,816	+1	$3,554,569	+2.9%	0.91%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	78,271	-1,460	$3,530,804	+86.0%	0.90%
CVS	CVS HEALTH Corp Healthcare	Reduced	33,865	-5,579	$3,503,334	+23.7%	0.89%
TRMB	Trimble Inc. Technology	Added	61,013	+24,046	$3,122,645	+29.5%	0.80%
STX	Seagate Technology Holdings plc Technology	Reduced	3,230	-10	$3,116,950	+145.6%	0.79%
SPY	Spdr S&P 500 ETF Trust	Added	3,994	+252	$2,982,598	+22.6%	0.76%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	22,902	-263	$2,893,438	−10.4%	0.74%
LLY	ELI LILLY & Co Healthcare	Added	2,245	+10	$2,692,720	+31.0%	0.69%
ADBE	Adobe Inc. Technology	Added	12,105	+4,032	$2,481,766	+26.5%	0.63%
BX	Blackstone Inc. Financial Services	Added	20,389	+2,045	$2,399,173	+13.7%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	41,432	-1,134	$2,360,794	+13.8%	0.60%
ORCL	Oracle Corp Technology	Added	15,868	+150	$2,325,454	+0.6%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,028	+20	$2,300,474	+11.6%	0.59%
PLSE	Pulse Biosciences, Inc. Healthcare	Added	77,768	+7,276	$2,156,506	+41.7%	0.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,031	-485	$2,017,071	−6.8%	0.51%
PANW	Palo Alto Networks Inc Technology	Added	5,824	+79	$1,986,100	+115.6%	0.51%
ASML	Asml Holding NV Technology	Reduced	997	-3	$1,983,470	+50.2%	0.51%
SBUX	Starbucks Corp Consumer Cyclical	Added	19,291	+66	$1,971,346	+14.5%	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	15,317	+1	$1,799,134	+51.4%	0.46%
RVTY	Revvity, Inc. Healthcare	Reduced	15,431	-229	$1,716,853	+25.1%	0.44%
CI	Cigna Group Healthcare	Added	6,076	+38	$1,675,031	+4.0%	0.43%
CRM	Salesforce, Inc. Technology	Added	10,480	+915	$1,641,796	−8.0%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,879	+67	$1,631,506	+15.1%	0.42%
FDX	Fedex Corp Industrials	Reduced	5,138	-13	$1,608,860	−12.3%	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.