Institutional Fund
Westside Investment Management, Inc.
Santa Monica, CACIK 15383835 filings on record
Portfolio Value
$652.67M
Q1 2026
Holdings
1,477
Reported positions
New Buys
65
Opened this quarter
QoQ Change
+4.4%
from $625.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds3.7%
- Apple Inc3.6%
- Vanguard Index Fds2.8%
- Invesco Qqq Tr2.7%
- Tutor Perini Corp2.6%
- Alphabet Inc2.1%
- Other82.5%
Portfolio Holdings
1,477 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 162.0K | $23.99M | 3.7% | +6.2K | Added |
| 2 | Apple Inc | 92.1K | $23.47M | 3.6% | +7.6K | Added |
| 3 | Vanguard Index Fds | 57.7K | $18.51M | 2.8% | −205 | Reduced |
| 4 | Invesco Qqq Tr | 30.6K | $17.66M | 2.7% | +476 | Added |
| 5 | Tutor Perini Corp | 218.8K | $16.89M | 2.6% | −7.6K | Reduced |
| 6 | Alphabet Inc | 47.1K | $13.61M | 2.1% | −506 | Reduced |
| 7 | Amazon Com Inc | 59.6K | $12.43M | 1.9% | +3.1K | Added |
| 8 | Eton Pharmaceuticals Inc | 467.9K | $11.55M | 1.8% | −3.0K | Reduced |
| 9 | Ishares Tr | 116.1K | $10.52M | 1.6% | +113.7K | Added |
| 10 | Microsoft Corp | 28.3K | $10.50M | 1.6% | +678 | Added |
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