Westside Investment Management, Inc.

CIK

1538383

Location

SANTA MONICA, CA

Portfolio Value

Small $322,986,980

Diversification

Diversified

Filing Date

Global Rank

#2,999 / 8,232 ▲ 153

Top Industry

Semiconductors 10.0%

3Y Alpha vs SPY

+8.4%

Period ended 2 months ago

Filed May 4, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+115.6%

SPY

+76.3%

Annualised alpha

+8.4%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

928 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

+0.1 pts

Top 5

26.0%

−0.2 pts

Top 10

40.7%

−1.0 pts

HHI

237

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.7%	$115,437,187	143
Industrials	15.0%	$48,344,528	135
Healthcare	15.0%	$48,333,304	112
Unclassified	9.4%	$30,283,458	17
Communication Services	8.0%	$25,830,714	48
Consumer Cyclical	6.7%	$21,731,677	94
Financial Services	5.0%	$16,041,302	145
Consumer Defensive	2.0%	$6,354,563	41
Energy	1.4%	$4,611,337	53
Utilities	0.8%	$2,585,852	47
Basic Materials	0.8%	$2,442,559	50
Real Estate	0.3%	$990,499	43

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+20,268	20,468	$1,804,458
KZIA	Kazia Therapeutics Ltd	+19,550	50,425	$375,162
LTRN	Lantern Pharma Inc.	+14,150	50,050	$68,568
TRMB	Trimble Inc.	+13,705	36,967	$2,411,357
ALMU	Aeluma, Inc.	+12,530	62,830	$822,444
ADBE	Adobe Inc.	+7,796	8,073	$1,962,384
TDOC	Teladoc Health, Inc.	+7,650	19,400	$105,730
AAPL	Apple Inc.	+7,555	92,069	$23,366,190
BX	Blackstone Inc.	+6,440	18,344	$2,109,376
EVLV	Evolv Technologies Holdings, Inc.	+6,250	55,350	$334,867
CRM	Salesforce, Inc.	+4,618	9,565	$1,785,497
HROW	Harrow, Inc.	+4,575	185,926	$6,555,750
PLSE	Pulse Biosciences, Inc.	+4,166	70,492	$1,521,922
BCO	Brinks Co	+3,905	34,178	$3,541,866
IONQ	IonQ, Inc.	+3,530	3,548	$102,287
SMCI	Super Micro Computer, Inc.	+3,488	18,830	$428,759
DKNG	DraftKings Inc.	+3,230	54,863	$1,186,138
PM	Philip Morris International Inc.	+3,147	3,745	$619,197
CRWV	CoreWeave, Inc.	+3,090	3,290	$254,876
AMZN	Amazon Com Inc	+3,090	59,551	$12,402,685
SNOW	Snowflake Inc.	+3,057	16,601	$2,503,762
ANIX	Anixa Biosciences Inc	+3,000	47,000	$121,260
PANW	Palo Alto Networks Inc	+2,968	5,745	$921,037
PLTR	Palantir Technologies Inc.	+2,696	3,848	$562,885
HPE	Hewlett Packard Enterprise Co	+2,536	79,731	$1,898,395
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TPC	Tutor Perini Corp	−7,590	218,832	$16,891,642
CVS	CVS HEALTH Corp	−6,365	39,444	$2,832,867
DLX	Deluxe Corp	−6,070	24,565	$676,520
COHR	Coherent Corp.	−4,359	27,151	$6,467,639
PBI	Pitney Bowes Inc /De/	−4,350	614,014	$6,784,854
GLD	Spdr Gold Trust	−3,320	17,403	$7,488,336
F	Ford Motor Co	−3,178	14,789	$170,665
ETON	Eton Pharmaceuticals, Inc.	−3,025	467,915	$11,548,142
MDT	Medtronic plc	−2,995	15,282	$1,324,184
CHTR	Charter Communications, Inc. /Mo/	−2,846	514	$110,962
MU	Micron Technology Inc	−2,785	13,812	$4,666,245
RNW	ReNew Energy Global plc	−1,062	1,122	$5,138
TBCH	Turtle Beach Corp	−1,000	5,500	$55,770
BDX	Becton Dickinson & Co	−975	907	$142,607
ZBH	Zimmer Biomet Holdings, Inc.	−925	250	$22,605
BABA	Alibaba Group Holding Ltd	−834	6,562	$823,267
INMB	Inmune Bio, Inc.	−650	108,300	$122,379
IPWR	Ideal Power Inc.	−614	386	$1,092
DJT	Trump Media & Technology Group Corp.	−614	165	$1,531
NOC	Northrop Grumman Corp /De/	−610	7,699	$5,252,565
NEM	NEWMONT Corp /DE/	−557	785	$84,975
UNH	Unitedhealth Group Inc	−557	3,816	$1,032,571
GOOGL	Alphabet Inc.	−506	47,074	$13,536,598
C	Citigroup Inc	−501	9,824	$1,114,139
AES	Aes Corp	−500	75	$1,056
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ESLT	Elbit Systems Ltd	245	$208,027
AZN	Astrazeneca PLC	779	$153,633
AWK	American Water Works Company, Inc.	1,000	$136,090
MSIF	Msc Income Fund, Inc.	9,500	$115,710
ARM	Arm Holdings PLC /Uk	750	$113,460
VRT	Vertiv Holdings Co	279	$69,911
SNDA	Sonida Senior Living, Inc.	1,531	$49,374
PPG	Ppg Industries Inc	453	$48,415
CLS	Celestica Inc	100	$28,168
DORM	Dorman Products, Inc.	259	$27,029
SUNB	Sunbelt Rentals Holdings, Inc.	392	$25,515
WAT	Waters Corp /De/	81	$24,121
DNOW	DNOW Inc.	2,020	$24,058
ARBK	Argo Blockchain Plc	8,350	$23,964
CIEN	Ciena Corp	60	$23,293
AEIS	Advanced Energy Industries Inc	60	$19,362
KHC	Kraft Heinz Co	772	$17,362
NVNO	enVVeno Medical Corp	1,589	$16,096
IP	International Paper Co /New/	400	$14,280
PNR	PENTAIR plc	150	$13,066
HY	Hyster-Yale, Inc.	400	$13,004
SM	SM Energy Co	395	$12,316
MTZ	Mastec Inc	35	$11,260
KRYS	Krystal Biotech, Inc.	35	$9,041
OKLO	Oklo Inc.	160	$7,934
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	552	$56,060
EXE	EXPAND ENERGY Corp	500	$55,180
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	1,000	$25,690
GLDD	Great Lakes Dredge & Dock CORP	1,940	$25,452
MTN	Vail Resorts Inc	81	$10,756
IEP	Icahn Enterprises L.P.	1,220	$9,211
GPC	Genuine Parts Co	59	$7,254
WY	Weyerhaeuser Co	300	$7,107
INVH	Invitation Homes Inc.	172	$4,779
FHB	First Hawaiian, Inc.	119	$3,010
PCOR	Procore Technologies, Inc.	38	$2,764
HNST	Honest Company, Inc.	1,000	$2,580
CPT	Camden Property Trust	22	$2,421
TTD	Trade Desk, Inc.	45	$1,708
MOS	Mosaic Co	65	$1,565
CBT	Cabot Corp	23	$1,524
CXT	Crane NXT, Co.	28	$1,317
APG	APi Group Corp	34	$1,300
AIV	Apartment Investment & Management Co	211	$1,253
PHIN	Phinia Inc.	18	$1,128
HGV	Hilton Grand Vacations Inc.	25	$1,118
AGX	Argan Inc	3	$939
HHH	Howard Hughes Holdings Inc.	10	$797
MGNI	Magnite, Inc.	45	$730
TMDX	TransMedics Group, Inc.	6	$729
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

928 positions · $322,986,980 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 928 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	92,069	+7,555	$23,366,190	+1.7%	7.23%
QQQ	Invesco Qqq Trust, Series 1	Added	30,581	+476	$17,650,740	−4.6%	5.46%
TPC	Tutor Perini Corp Industrials	Reduced	218,832	-7,590	$16,891,642	+11.3%	5.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	47,074	-506	$13,536,598	−9.1%	4.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,551	+3,090	$12,402,685	−4.8%	3.84%
ETON	Eton Pharmaceuticals, Inc. Healthcare	Reduced	467,915	-3,025	$11,548,142	+45.0%	3.58%
MSFT	Microsoft Corp Technology	Added	28,312	+678	$10,480,250	−21.6%	3.24%
META	Meta Platforms, Inc. Communication Services	Added	15,510	+115	$8,873,735	−12.7%	2.75%
UBER	Uber Technologies, Inc Technology	Added	118,110	+1,948	$8,495,652	−10.5%	2.63%
NVDA	Nvidia Corp Technology	Added	46,613	+560	$8,129,306	−5.4%	2.52%
AVGO	Broadcom Inc. Technology	Added	25,234	+20	$7,810,174	−10.5%	2.42%
GLD	Spdr Gold Trust	Reduced	17,403	-3,320	$7,488,336	−8.8%	2.32%
PBI	Pitney Bowes Inc /De/ Industrials	Reduced	614,014	-4,350	$6,784,854	+3.8%	2.10%
HROW	Harrow, Inc. Healthcare	Added	185,926	+4,575	$6,555,750	−26.2%	2.03%
COHR	Coherent Corp. Technology	Reduced	27,151	-4,359	$6,467,639	+11.2%	2.00%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	7,699	-610	$5,252,565	+10.9%	1.63%
MU	Micron Technology Inc Technology	Reduced	13,812	-2,785	$4,666,245	−1.5%	1.44%
SHOP	Shopify Inc. Technology	Reduced	38,975	-143	$4,623,214	−26.6%	1.43%
URI	United Rentals, Inc. Industrials	Added	5,595	+45	$4,076,292	−9.2%	1.26%
ABBV	AbbVie Inc. Healthcare	Reduced	16,650	-72	$3,621,207	−5.2%	1.12%
BCO	Brinks Co Industrials	Added	34,178	+3,905	$3,541,866	+0.2%	1.10%
AMGN	Amgen Inc Healthcare	Reduced	9,815	-106	$3,453,407	+6.3%	1.07%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	23,165	-349	$3,228,505	+11.9%	1.00%
AMD	Advanced Micro Devices Inc Technology	Added	14,221	+1,331	$2,892,976	+4.8%	0.90%
QCOM	Qualcomm Inc/De Technology	Reduced	22,276	-449	$2,868,702	−26.2%	0.89%
CVS	CVS HEALTH Corp Healthcare	Reduced	39,444	-6,365	$2,832,867	−22.1%	0.88%
SNOW	Snowflake Inc. Technology	Added	16,601	+3,057	$2,503,762	−15.7%	0.78%
SPY	Spdr S&P 500 ETF Trust	Added	3,742	+120	$2,433,572	−1.5%	0.75%
AMAT	Applied Materials Inc /De Technology	Held	7,113	0	$2,431,151	+33.0%	0.75%
TRMB	Trimble Inc. Technology	Added	36,967	+13,705	$2,411,357	+32.3%	0.75%
ORCL	Oracle Corp Technology	Reduced	15,718	-119	$2,312,274	−25.1%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,516	-120	$2,164,066	−7.1%	0.67%
BX	Blackstone Inc. Financial Services	Added	18,344	+6,440	$2,109,376	+15.0%	0.65%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	42,566	-449	$2,075,092	−12.3%	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,008	-173	$2,061,472	−10.9%	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	2,235	-55	$2,055,685	−16.5%	0.64%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,085	+597	$1,985,234	−5.6%	0.61%
ADBE	Adobe Inc. Technology	Added	8,073	+7,796	$1,962,384	+1924.2%	0.61%
HPE	Hewlett Packard Enterprise Co Technology	Added	79,731	+2,536	$1,898,395	+2.4%	0.59%
FDX	Fedex Corp Industrials	Reduced	5,151	-112	$1,834,682	+20.7%	0.57%
IAU	Ishares Gold Trust	Added	20,468	+20,268	$1,804,458	+11015.3%	0.56%
CRM	Salesforce, Inc. Technology	Added	9,565	+4,618	$1,785,497	+36.2%	0.55%
LRCX	Lam Research Corp Technology	Held	8,250	0	$1,762,694	+24.8%	0.55%
SBUX	Starbucks Corp Consumer Cyclical	Added	19,225	+200	$1,722,366	+7.5%	0.53%
CI	Cigna Group Healthcare	Reduced	6,038	-156	$1,610,635	−5.5%	0.50%
PLSE	Pulse Biosciences, Inc. Healthcare	Added	70,492	+4,166	$1,521,922	+67.1%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,812	+235	$1,417,109	−11.9%	0.44%
RVTY	Revvity, Inc. Healthcare	Added	15,660	+181	$1,371,971	−8.4%	0.42%
MSI	Motorola Solutions, Inc. Technology	Held	3,060	0	$1,327,947	+13.2%	0.41%
MDT	Medtronic plc Healthcare	Reduced	15,282	-2,995	$1,324,184	−24.6%	0.41%