Westside Investment Management, Inc.
Filing Date
Global Rank
#3,307
/ 8,578
▲ 23
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
+114.4%
SPY
+74.2%
Annualised alpha
+8.6%
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 | |
| AMZN | Amazon Com Inc | +3,090 | 59,551 | $12,402,685 | |
| CRWV | CoreWeave, Inc. | +3,090 | 3,290 | $254,876 | |
| 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 | |
| DJT | Trump Media & Technology Group Corp. | −614 | 165 | $1,531 | |
| IPWR | Ideal Power Inc. | −614 | 386 | $1,092 | |
| NOC | Northrop Grumman Corp /De/ | −610 | 7,699 | $5,252,565 | |
| UNH | Unitedhealth Group Inc | −557 | 3,816 | $1,032,571 | |
| NEM | NEWMONT Corp /DE/ | −557 | 785 | $84,975 | |
| 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. | ||||
53 positions ·
$4,611,337 total
· Energy 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
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Held | 5,642 | $957,221 | 20.76% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,141 | $649,872 | 14.09% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 2,630 | $380,218 | 8.25% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 1,499 | $366,025 | 7.94% | |
| PSX |
Phillips 66
Energy
|
Reduced | 1,584 | $288,572 | 6.26% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 899 | $222,124 | 4.82% | |
| COP |
Conocophillips
Energy
|
Held | 1,544 | $203,808 | 4.42% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 3,000 | $183,150 | 3.97% | |
| TTE |
TotalEnergies SE
Energy
|
Held | 1,398 | $127,190 | 2.76% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 1,238 | $111,902 | 2.43% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Held | 1,270 | $82,550 | 1.79% | |
| ENB |
Enbridge Inc
Energy
|
Held | 1,366 | $73,954 | 1.60% | |
| BP |
Bp PLC
Energy
|
Reduced | 1,478 | $69,466 | 1.51% | |
| SHEL |
Shell plc
Energy
|
Held | 694 | $64,542 | 1.40% | |
| CRK |
Comstock Resources Inc
Energy
|
Held | 3,000 | $63,240 | 1.37% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Held | 221 | $62,710 | 1.36% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 426 | $55,729 | 1.21% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 1,360 | $45,600 | 0.99% | |
| NE |
Noble Corp plc
Energy
|
Held | 864 | $42,396 | 0.92% | |
| DTM |
DT Midstream, Inc.
Energy
|
Held | 308 | $41,478 | 0.90% | |
| SU |
Suncor Energy Inc
Energy
|
Held | 564 | $37,286 | 0.81% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 594 | $37,184 | 0.81% | |
| PBA |
Pembina Pipeline Corp
Energy
|
Held | 808 | $36,166 | 0.78% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 931 | $35,229 | 0.76% | |
| CVE |
Cenovus Energy Inc.
Energy
|
Held | 1,117 | $29,634 | 0.64% | |
| PTEN |
Patterson Uti Energy Inc
Energy
|
Reduced | 2,485 | $26,912 | 0.58% | |
| WES |
Western Midstream Partners, LP
Energy
|
Held | 647 | $26,636 | 0.58% | |
| RIG |
Transocean Ltd.
Energy
|
Reduced | 4,014 | $26,612 | 0.58% | |
| DVN |
Devon Energy Corp/De
Energy
|
Held | 523 | $26,316 | 0.57% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Held | 131 | $25,909 | 0.56% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 428 | $21,994 | 0.48% | |
| EC |
Ecopetrol S.A.
Energy
|
Held | 1,272 | $19,067 | 0.41% | |
| APA |
APA Corp
Energy
|
Held | 423 | $17,952 | 0.39% | |
| NAT |
NORDIC AMERICAN TANKERS Ltd
Energy
|
Held | 2,822 | $16,536 | 0.36% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 745 | $15,458 | 0.34% | |
| OVV |
Ovintiv Inc.
Energy
|
Held | 233 | $13,830 | 0.30% | |
| MUR |
Murphy Oil Corp
Energy
|
Held | 326 | $13,447 | 0.29% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 183 | $13,318 | 0.29% | |
| SM |
SM Energy Co
Energy
|
NEW | 395 | $12,316 | 0.27% | |
| WDS |
Woodside Energy Group Ltd
Energy
|
Held | 506 | $12,083 | 0.26% | |
| CHRD |
Chord Energy Corp
Energy
|
Held | 84 | $11,942 | 0.26% | |
| EQT |
EQT Corp
Energy
|
Held | 138 | $8,782 | 0.19% | |
| NOG |
Northern Oil & Gas, Inc.
Energy
|
Held | 287 | $8,389 | 0.18% | |
| TRGP |
Targa Resources Corp.
Energy
|
Held | 33 | $8,274 | 0.18% | |
| MPLX |
Mplx LP
Energy
|
NEW | 130 | $7,419 | 0.16% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Held | 126 | $4,427 | 0.10% | |
| NOV |
NOV Inc.
Energy
|
Held | 114 | $2,144 | 0.05% | |
| LEU |
Centrus Energy Corp
Energy
|
NEW | 10 | $1,735 | 0.04% | |
| NFG |
National Fuel Gas Co
Energy
|
NEW | 12 | $1,127 | 0.02% | |
| VTS |
Vitesse Energy, Inc.
Energy
|
Held | 49 | $889 | 0.02% |