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Portfolio (Quarterly) Guide ↗

Westside Investment Management, Inc.

· CIK 0001538383
13F Portfolio $653M AUM 1,945 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 225 Added 162 Reduced 83 Exited
Page 1 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM VANGUARD HIGH 162,017.0 $24.0M 3.68% +6K +4.0% $148.10 +6.8%
2 AAPL APPLE INC Technology 92,069.0 $23.5M 3.60% +8K +8.9% $254.88 +16.9%
3 QQQ INVESCO QQQ Financial Services 30,581.0 $17.7M 2.71% +476.0 +1.6% $577.63 +28.2%
4 AMZN AMAZON COM Consumer Cyclical 59,551.0 $12.4M 1.91% +3K +5.5% $208.81 +17.0%
5 IEFA ISHARES CORE 116,143.0 $10.5M 1.61% +114K +4630.9% $90.54 +7.5%
6 MSFT MICROSOFT CORP Technology 28,312.0 $10.5M 1.61% +678.0 +2.5% $370.94 +2.3%
7 AGG ISHARES CORE 91,727.0 $9.1M 1.40% +2K +2.4% $99.27 -0.4%
8 META META PLATFORMS Communication Services 15,510.0 $8.9M 1.36% +115.0 +0.8% $572.60 +0.8%
9 UBER UBER TECHNOLOGIES Technology 118,110.0 $8.5M 1.30% +2K +1.7% $71.91 -0.4%
10 NVDA NVIDIA CORP Technology 46,613.0 $8.2M 1.26% +560.0 +1.2% $176.52 +19.4%
11 HROW HARROW INC Healthcare 185,926.0 $6.6M 1.00% +5K +2.5% $35.26 +21.6%
12 AVUV AVANTIS U S 56,161.0 $6.2M 0.95% +5K +9.1% $110.55 +10.4%
13 CGBL CAPITAL GROUP 179,565.0 $6.2M 0.95% +33K +22.8% $34.41 +10.6%
14 IUSB ISHARES CORE 129,617.0 $6.0M 0.92% +3K +2.2% $46.19 -0.2%
15 SDY STATE STREET 38,557.0 $5.6M 0.86% +1K +2.8% $145.94 +3.1%
16 XLV STATE STREET 37,505.0 $5.5M 0.84% +4K +11.8% $146.64 +1.9%
17 XLK STATE STREET 41,082.0 $5.5M 0.84% +316.0 +0.8% $133.39 +43.5%
18 MUB ISHARES NATIONAL 48,011.0 $5.1M 0.78% +2K +3.6% $106.16 +1.1%
19 QQQM INVESCO NASDAQ 20,618.0 $4.9M 0.75% +4K +25.0% $237.89 +28.0%
20 SMH VANECK SEMICONDUCTOR 11,254.0 $4.3M 0.66% +859.0 +8.3% $383.99 +71.8%
Page 1 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Industrials 14.9%
Financial Services 13.9%
Healthcare 11.6%
Communication Services 11.2%
Consumer Cyclical 6.8%
Consumer Defensive 2.0%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.8%