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Latest Westside Investment Management, Inc. Stock Portfolio

$652Million– No. of Holdings #1459

Westside Investment Management, Inc. Performance:
2026 Q1: -2.02%YTD: -2.02%2025: 19.51%
Performance for 2026 Q1 is -2.02%, and YTD is -2.02%, and 2025 is 19.51%.

About Westside Investment Management, Inc. and 13F Hedge Fund Stock Holdings

Westside Investment Management, Inc. is a hedge fund based in Santa Monica, CA. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Westside Investment Management, Inc. reported an equity portfolio of $652.7 Millions as of 31 Mar, 2026.

The top stock holdings of Westside Investment Management, Inc. are VIGI, AAPL, VB. The fund has invested 3.7% of it's portfolio in VANGUARD WHITEHALL FDS INC HIGH DIV and 3.6% of portfolio in APPLE INC .

The fund managers got completely rid off PUTNAM FRANKLIN (PFUT), FIRST TRUST (FUMB) and GROWTH POOL stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), SCHWAB GOVERNMENT MONEY INV and AES CORP (AES). Westside Investment Management, Inc. opened new stock positions in T ROWE (TAGG), VANECK GOLD (AFK) and THORNBURG INTL. The fund showed a lot of confidence in some stocks as they added substantially to IONQ INC (IONQ), ISHARES GOLD (IAU) and WISDOMTREE U S AL ENHANCED VALUE FUND (AGZD).
Westside Investment Management, Inc. Equity Portfolio Value
Last Reported on: 04 May, 2026

Westside Investment Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Westside Investment Management, Inc. made a return of -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 20.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
t rowe632,613
vaneck gold304,634
thornburg intl234,858
elbit systems ltd f217,797
american century diversified bond inv199,632
aristotle core income i-2199,361
astrazeneca plc156,481
american water136,090
New stocks bought by Westside Investment Management, Inc.

Additions

Ticker% Inc.
ionq inc19,611
ishares gold10,134
wisdomtree u s al enhanced value fund5,887
ishares tr core msci 4,630
adobe inc2,814
coreweave inc1,545
fidelity advisor investment gr bd i1,455
ishares jpmorgan1,384
Additions to existing portfolio by Westside Investment Management, Inc.

Reductions

Ticker% Reduced
charter communications-84.7
schwab prime advantage money investor-72.68
becton dickinson & co-51.81
invesco limited term ca municipal y-47.9
schwab prime advantage money ultra-47.55
state street spdr portfolio s&p 400 mid cap etf-44.91
newmont corp-41.51
advantest corp fsponsored adr 1 adr reps 1 ord com-37.3
Westside Investment Management, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Westside Investment Management, Inc.

Sector Distribution

Westside Investment Management, Inc. has about 56.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others56.1
Technology16.5
Industrials7.2
Healthcare7.1
Communication Services5.6
Consumer Cyclical3.2
Financial Services1.8

Market Cap. Distribution

Westside Investment Management, Inc. has about 35.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED56.5
MEGA-CAP21.3
LARGE-CAP13.8
SMALL-CAP4.4
MID-CAP3.8

Stocks belong to which Index?

About 38% of the stocks held by Westside Investment Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others62
S&P 50031.6
RUSSELL 20006.4
Top 5 Winners (%)%
VAL
valaris ltd
700.0 %
sandisk corp
167.6 %
CC
chemours company
86.8 %
VIAV
viavi solutions
86.7 %
LYB
lyondellbasell industrie
86.0 %
Top 5 Winners ($)$
ETON
eton pharmaceuticals
3.6 M
TPC
tutor perini
2.3 M
COHR
coherent corp
1.6 M
XLB
state street
0.9 M
NOC
northrop grumman
0.9 M
Top 5 Losers (%)%
QNCX
quince therapeutics
-96.8 %
itochu corp f
-82.9 %
softbank grp corp fsponsored adr 1 adr reps 0 5 ord com
-69.6 %
MNKD
mannkind corp
-56.8 %
EOSE
eos energy
-56.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.1 M
HROW
harrow inc
-2.5 M
SHOP
shopify inc
-1.6 M
AAPL
apple inc
-1.5 M
META
meta platforms
-1.3 M

Westside Investment Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Westside Investment Management, Inc.

Westside Investment Management, Inc. has 1459 stocks in it's portfolio. About 24.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ETON was the most profitable stock for Westside Investment Management, Inc. last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions