Westside Investment Management, Inc.
Top Portfolio Positions
928 positions ·
$322,986,980 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
92,069 | $23,366,190 | 7.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
30,581 | $17,650,740 | 5.46% | |
| TPC |
Tutor Perini Corp
Industrials
|
218,832 | $16,891,642 | 5.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,074 | $13,536,598 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,551 | $12,402,685 | 3.84% | |
| ETON |
Eton Pharmaceuticals, Inc.
Healthcare
|
467,915 | $11,548,142 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
28,312 | $10,480,250 | 3.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,510 | $8,873,735 | 2.75% | |
| UBER |
Uber Technologies, Inc
Technology
|
118,110 | $8,495,652 | 2.63% | |
| NVDA |
Nvidia Corp
Technology
|
46,613 | $8,129,306 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TDF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,787 | 1,865 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,999 | 1,865 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,727 | 1,865 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,631 | 1,865 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $18,090 | 1,865 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,833 | 1,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,083 | 1,865 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $14,957 | 1,865 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,658 | 1,865 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,237 | 1,865 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $22,631 | 2,650 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $24,141 | 2,650 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $28,063 | 2,650 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $27,083 | 2,650 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,671 | 2,650 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $37,789 | 2,650 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $35,483 | 2,650 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $45,050 | 2,650 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $47,620 | 2,650 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $62,884 | 2,650 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $62,407 | 2,650 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $61,904 | 2,650 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $58,114 | 2,650 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $53,477 | 2,650 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $45,182 | 2,650 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||