Westside Investment Management, Inc.
Filing Date
Global Rank
#2,999
/ 8,232
▲ 153
Top Industry
Semiconductors
10.0%
3Y Alpha vs SPY
+8.3%
Period ended 3 months ago
Filed May 4, 2026 · 42d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+112.6%
SPY
+74.2%
Annualised alpha
+8.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 35.7% | $115,437,187 |
| Industrials | 15.0% | $48,344,528 |
| Healthcare | 15.0% | $48,333,304 |
| Unclassified | 9.4% | $30,283,458 |
| Communication Services | 8.0% | $25,830,714 |
| Consumer Cyclical | 6.7% | $21,731,677 |
| Financial Services | 5.0% | $16,041,302 |
| Consumer Defensive | 2.0% | $6,354,563 |
| Energy | 1.4% | $4,611,337 |
| Utilities | 0.8% | $2,585,852 |
| Basic Materials | 0.8% | $2,442,559 |
| Real Estate | 0.3% | $990,499 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
41 positions ·
$6,354,563 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,318 | $1,313,293 | 20.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,033 | $1,246,900 | 19.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,698 | $678,578 | 10.68% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,745 | $619,197 | 9.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 7,147 | $543,529 | 8.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,683 | $416,642 | 6.56% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 3,000 | $279,960 | 4.41% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,046 | $266,994 | 4.20% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 3,787 | $218,282 | 3.44% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 1,440 | $174,527 | 2.75% | |
| UL |
Unilever PLC
Consumer Defensive
|
Held | 1,570 | $89,442 | 1.41% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Held | 817 | $56,674 | 0.89% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 782 | $45,723 | 0.72% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 517 | $37,409 | 0.59% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 434 | $36,989 | 0.58% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 482 | $34,924 | 0.55% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
Held | 1,636 | $29,382 | 0.46% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 368 | $26,749 | 0.42% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 700 | $24,836 | 0.39% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 160 | $24,000 | 0.38% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 214 | $23,435 | 0.37% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Held | 200 | $22,212 | 0.35% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Held | 274 | $17,554 | 0.28% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
NEW | 772 | $17,362 | 0.27% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Held | 114 | $12,843 | 0.20% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 164 | $11,698 | 0.18% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Held | 141 | $11,160 | 0.18% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 88 | $10,447 | 0.16% | |
| RLX |
RLX Technology Inc.
Consumer Defensive
|
Held | 4,584 | $10,084 | 0.16% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 100 | $9,647 | 0.15% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 40 | $8,315 | 0.13% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 220 | $8,188 | 0.13% | |
| OTLY |
Oatly Group AB
Consumer Defensive
|
Added | 700 | $7,098 | 0.11% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
NEW | 157 | $6,760 | 0.11% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
Held | 7,300 | $5,124 | 0.08% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 30 | $3,108 | 0.05% | |
| STKH |
Steakholder Foods Ltd.
Consumer Defensive
|
Held | 1,500 | $2,175 | 0.03% | |
| NWL |
Newell Brands Inc.
Consumer Defensive
|
Held | 300 | $1,029 | 0.02% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
Reduced | 64 | $956 | 0.02% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
Held | 10 | $737 | 0.01% | |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
Held | 17 | $601 | 0.01% |