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Latest Westside Investment Management, Inc. Stock Portfolio

$761Million | No. of Holdings #1428

Westside Investment Management, Inc. Performance

2026 Q2+13.90%
YTD+11.60%
2025+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 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Westside Investment Management, Inc. reported an equity portfolio of $761.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Westside Investment Management, Inc. are AAPL, VIGI, QQQ. The fund has invested 3.5% of it's portfolio in APPLE INC and 3.4% of portfolio in VANGUARD HIGH DIVIDEND ETF INDEX FUND ETF SHARES. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), DUPONT DE (DD) and WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM (WIT) stocks. They significantly reduced their stock positions in LENNAR CORP (LEN), ACCENTURE PLC (ACN) and DANAHER CORP (DHR). Westside Investment Management, Inc. opened new stock positions in FEDEX FGHT HLDG CO INC, DUPONT DE (DD) and STERLING INFRASTRUCTURE (STRL). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), KYNDRYL HOLDINGS (KD) and HAWAIIAN ELEC INDUSTRIES (HE).
Westside Investment Management, Inc. Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$761Million
  as of Jul 27, 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 13.9% in the last quarter. In trailing 12 months, it's portfolio return was 25.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fedex fght hldg co inc387,013
space exploration techn corp class a com 381,869
destiny tech82,432
New stocks bought by Westside Investment Management, Inc.

Additions

Ticker% Inc.
intuit6,772
hawaiian elec industries 2,303
ishares tips1,042
vanguard information technology index fund etf shares700
vanguard growth500
ciena corp350
vanguard mid-cap index fund etf shares326
schwab treasury oblig money inv160
Additions to existing portfolio by Westside Investment Management, Inc.

Reductions

Ticker% Reduced
balanced pool-80.41
schwab prime advantage money ultra-72.03
medtronic plc-56.82
global x-56.07
valero energy-52.17
state street-50.7
jpmorgan-49.79
nike inc-45.78
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 53.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others53.8
Technology19.8
Healthcare7.3
Industrials6.9
Communication Services5.4
Consumer Cyclical3
Financial Services1.7

Market Cap. Distribution

Westside Investment Management, Inc. has about 36.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED54.2
MEGA-CAP22.8
LARGE-CAP14.1
SMALL-CAP5.3
MID-CAP3.3

Stocks belong to which Index?

About 39.4% 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%
Others60.5
S&P 50032.9
RUSSELL 20006.5
Top 5 Winners (%)%
sandisk corp
257.8 %
ACMR
acm research
222.3 %
UMC
united microelectronic fsponsored adr 1 adr reps 5 ord shs
213.8 %
MU
micron technology inc
206.1 %
LTRN
lantern pharma
199.9 %
Top 5 Winners ($)$
MU
micron technology inc
9.9 M
AMD
advanced micro devices i
5.2 M
ETON
eton pharmaceuticals inc
5.2 M
QQQ
invesco qqq
4.9 M
COHR
coherent corp
4.2 M
Top 5 Losers (%)%
APDN
bnb plus
-100.0 %
VAW
vanguard information technology index fund etf shares
-73.2 %
SBS
companhia de saneamento
-72.0 %
AMPS
ishares core
-70.5 %
VB
vanguard growth
-70.4 %
Top 5 Losers ($)$
VAW
vanguard information technology index fund etf shares
-1.9 M
VB
vanguard growth
-1.5 M
NOC
northrop grumman
-1.4 M
GLD
spdr gold shares
-1.1 M
VB
vanguard mid-cap index fund etf shares
-0.8 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 1428 stocks in it's portfolio. About 24.1% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Westside Investment Management, Inc. last quarter.

$740.83MTotal Value
500Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Westside Investment Management, Inc., last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares National Muni Bond Etf over time
0.72%51,072
$5.50M
0.72%
increased 6.38 percentadded
AAXJ
Ishares California Muni Bond Etf

Ishares California Muni Bond Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares California Muni Bond Etf over time
0.34%45,012
$2.59M
0.34%
increased 4.89 percentadded
AAXJ
Ishares Msci Etf Value Etf

Ishares Msci Etf Value Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Msci Etf Value Etf over time
0.18%18,280
$1.40M
0.18%
increased 3.58 percentadded
AAXJ
Ishares Esg

Ishares Esg

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Esg over time
0.13%6,373
$983.5K
0.13%
decreased 2.72 percentreduced
AAXJ
Ishares Morningstar Mid-Cap Growth Etf

Ishares Morningstar Mid-Cap Growth Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Morningstar Mid-Cap Growth Etf over time
0.07%5,100
$501.3K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Short-Term National Muni Bond Etf

Ishares Short-Term National Muni Bond Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Short-Term National Muni Bond Etf over time
0.03%2,172
$231.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Esg

Ishares Esg

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Esg over time
0.03%1,355
$192.9K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Jpmorgan

Ishares Jpmorgan

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Jpmorgan over time
0.02%1,365
$131.6K
0.02%
increased 41.45 percentadded
AAXJ
Ishares Msci Etf Small-Cap Etf

Ishares Msci Etf Small-Cap Etf

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Msci Etf Small-Cap Etf over time
0.01%1,041
$85.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Pfd

Ishares Pfd

AAXJ
Westside Investment Management, Inc.'s holding in Ishares Pfd over time
0.01%2,458
$74.9K
0.01%
unchanged 0 percentunchanged
ACES
Alerian Mlp

Alerian Mlp

ACES
Westside Investment Management, Inc.'s holding in Alerian Mlp over time
0.15%21,548
$1.12M
0.15%
decreased 16.25 percentreduced
ACIO
U S Global

U S Global

ACIO
Westside Investment Management, Inc.'s holding in U S Global over time
0.01%2,625
$87.2K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Core Universal Usd Bond Etf

Ishares Core Universal Usd Bond Etf

ACWF
Westside Investment Management, Inc.'s holding in Ishares Core Universal Usd Bond Etf over time
0.79%130,378
$6.02M
0.79%
increased 0.59 percentadded
ACWF
Ishares Core

Ishares Core

ACWF
Westside Investment Management, Inc.'s holding in Ishares Core over time
0.04%3,748
$284.1K
0.04%
increased 0.05 percentadded
ACWV
Ishares Msci

Ishares Msci

ACWV
Westside Investment Management, Inc.'s holding in Ishares Msci over time
0.02%3,850
$132.8K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Msci

Ishares Msci

ACWV
Westside Investment Management, Inc.'s holding in Ishares Msci over time
0.01%1,838
$81.1K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Msci

Ishares Msci

ACWV
Westside Investment Management, Inc.'s holding in Ishares Msci over time
0.01%600
$72.4K
0.01%
unchanged 0 percentunchanged