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CIK: 0001538383
Total reported value
$784.9M
$784.9M
1446 檔
14.4%
In Q2 2026, Westside Investment Management, Inc.'s U.S. equity holdings reached a combined market value of $784.9M, distributed across 1446 disclosed stock positions.
In Q2 2026, Westside Investment Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1446 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.46% | -0.07% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.38% | -0.17% | +0.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.97% | — | +0.56% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.78% | +0.10% | -0.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.16% | +0.36% | |
| 6 | TPC | Tutor Perini CORP | Stock-Other | 2.17% | -0.08% | -9.17% | |
| 7 | ETON | Eton Pharmaceuticals Inc | Stock-Other | 2.05% | +0.58% | -7.86% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.06% | +1.17% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 1.65% | -0.19% | -21.12% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | +0.02% | +1.16% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | -0.10% | -0.28% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.49% | +2.60% | |
| 13 | COHR | Coherent CORP | Stock-Tech | 1.39% | -0.40% | -1.23% | |
| 14 | PBI | Pitney Bowes Inc | Stock-Other | 1.38% | -0.14% | -2.00% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.29% | +0.07% | +7.93% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.22% | +2.28% | |
| 17 | HROW | Harrow Inc | Stock-Other | 1.25% | -0.33% | +20.51% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | -0.12% | -1.43% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.29% | +2.70% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.13% | -0.07% | +0.57% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.12% | -0.12% | -0.21% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | — | -2.36% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.02% | -0.03% | -0.51% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.05% | — | |
| 25 | CGBL | Cap Group Core Balanced | ETF-Other | 1.01% | +0.04% | +12.31% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.96% | -0.12% | -1.14% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.92% | -0.08% | +0.20% | |
| 28 | SWOXX | Schwab Municipal Money-ult | Stock-Other | 0.92% | -0.13% | +27.98% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | +0.11% | +3.81% | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 0.83% | -0.12% | -0.04% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.83% | -0.03% | +0.88% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | +0.02% | +4.68% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.79% | -0.06% | +0.59% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.05% | +1.97% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.72% | -0.01% | +6.38% | |
| 36 | FCAL | First Trust California Munic | ETF-Other | 0.68% | -0.05% | -1.98% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | -0.22% | — | |
| 38 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.63% | -0.06% | +10.78% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | — | +4.06% | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.59% | +0.14% | +0.51% | |
| 41 | SNOW | Snowflake Inc | Stock-Tech | 0.58% | +0.14% | +4.81% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.58% | -0.03% | +0.57% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | — | -0.30% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.04% | -0.50% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | -0.02% | -0.91% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.01% | +3.49% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.52% | -0.05% | — | |
| 48 | BCO | Brink's Co/the | Stock-Industrials | 0.49% | +0.02% | +16.36% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.05% | +0.55% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.48% | — | +0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -21.12% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.6% | -2.36% | Trim |
| 3 | COHR | Coherent CORP | +0.4% | -1.23% | Trim |
| 4 | PBI | Pitney Bowes Inc | +0.3% | -2.00% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.3% | — | Unchanged |
| 6 | SMH | Vaneck Semiconductor ETF | +0.3% | -1.14% | Trim |
| 7 | ETON | Eton Pharmaceuticals Inc | +0.3% | -7.86% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.56% | Add |
| 9 | HROW | Harrow Inc | +0.3% | +20.51% | Add |
| 10 | URI | United Rentals Inc | +0.2% | -0.04% | Trim |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | -0.31% | Trim |
| 12 | SNOW | Snowflake Inc | +0.2% | +4.81% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -0.51% | Trim |
| 15 | HPE | Hewlett Packard Enterprise | +0.2% | -1.83% | Trim |
| 16 | INTU | Intuit Inc | +0.2% | +6772.97% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -11.66% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.36% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +1.38% | Add |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.91% | Trim |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | — | Unchanged |
| 22 | SNOXX | Schwab Trsry Obl Mny-inv | +0.1% | +160.01% | Add |
| 23 | TIP | Ishares Tips Bond ETF | +0.1% | +1042.09% | Add |
| 24 | SWOXX | Schwab Municipal Money-ult | +0.1% | +27.98% | Add |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.88% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | Trim |
| 27 | CGBL | Cap Group Core Balanced | +0.1% | +12.31% | Add |
| 28 | TMB | Thornburg Multi Sector B ETF | +0.1% | +45.50% | Add |
| 29 | AOR | Ishares Core 60/40 Balanced | +0.1% | +41.07% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | -0.30% | Trim |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | Add |
| 32 | TIMUX | Transam Interm Muni-i | +0.1% | +48.77% | Add |
| 33 | INTC | Intel CORP | +0.1% | -10.28% | Trim |
| 34 | PLSE | Pulse Biosciences Inc | +0.1% | +10.32% | Add |
| 35 | ATOM | Atomera Inc | +0.1% | -20.68% | Trim |
| 36 | ✓ | +0.1% | NEW | New buy | |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | TRMB | Trimble Inc | 0% | +65.05% | Add |
| 39 | PAAA | Pgim Aaa Clo ETF | 0% | +31.80% | Add |
| 40 | IYW | Ishares Ustechnology ETF | 0% | +2.49% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | -5.95% | Trim |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +4.06% | Add |
| 43 | CVS | Cvs Health CORP | 0% | -14.14% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | +0.45% | Add |
| 45 | ADBE | Adobe Inc | 0% | +49.94% | Add |
| 46 | TLT | Ishares 20+ Year Treasury Bd | 0% | +57.40% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | +40.99% | Add |
| 48 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 49 | CGIC | Cap Group Intl Core Eq | 0% | +96.93% | Add |
| 50 | KZIA | Kazia Therapeutics-spon Adr | 0% | -5.63% | Trim |
According to official SEC Form 13F filings, Westside Investment Management, Inc. reported a total U.S. public equity portfolio value of $784.9M across 1446 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VYM, QQQ) accounted for 14.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $387.0K
Top Position Liquidated / Trimmed
HON
前期市值: $120.3K
During Q2 2026, Westside Investment Management, Inc.'s top holdings by market value included AAPL (3.5%)、VYM (3.4%)、QQQ (3.0%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q2 2026, Westside Investment Management, Inc. made 180 total portfolio adjustments, initiating 4 new buys, adding to 108 positions, trimming 66 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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