Westside Investment Management, Inc.

13F filer · CIK 0001538383

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$761MU.S. long equity reported on 13F

Positions94034 new · 68 closed

Net flow last quarter-$2.48MBuys minus sells

Top 10 positions weight22.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026940 positions
AAPLApple Inc.	$26.6M	3.50%	0.00%	-0.1%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$25.7M	3.38%	Not reported	+0.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$22.6M	2.97%	Not reported	+0.6%	Q4 2022
GOOGLAlphabet Inc.	$16.9M	2.22%	0.00%	+0.4%	Q4 2022
TPCTutor Perini Corp	$16.5M	2.17%	0.38%	-9.2%	Q4 2022
ETONEton Pharmaceuticals, Inc.	$15.6M	2.05%	1.52%	-7.9%	Q4 2022
AMZNAmazon Com Inc	$14.4M	1.89%	0.00%	+1.2%	Q4 2022
MUMicron Technology Inc	$12.6M	1.65%	0.00%	-21.1%	Q4 2022
GOOGAlphabet Inc.	$11.2M	1.47%	Not reported	-0.3%	Q4 2022
MSFTMicrosoft Corp	$10.8M	1.42%	0.00%	+2.6%	Q4 2022
COHRCoherent Corp.	$10.6M	1.39%	0.01%	-1.2%	Q4 2022
PBIPitney Bowes Inc	$10.5M	1.38%	0.44%	-2.0%	Q4 2022
NVDANvidia Corp	$9.54M	1.25%	0.00%	+2.3%	Q4 2022
HROWHarrow, Inc.	$9.52M	1.25%	0.60%	+20.5%	Q4 2022
AVGOBroadcom Inc.	$9.4M	1.23%	0.00%	-1.4%	Q4 2022
METAMeta Platforms, Inc.	$8.97M	1.18%	Not reported	+2.7%	Q4 2022
UBERUber Technologies, Inc	$8.57M	1.13%	0.01%	+0.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$8.07M	1.06%	0.00%	-2.4%	Q4 2022
SMHMarket Vectors ETF Trust	$7.3M	0.96%	Not reported	-1.1%	Q4 2022
GLDSPDR Gold Trust	$6.66M	0.87%	0.01%	+3.8%	Q4 2022
URIUnited Rentals, Inc.	$6.34M	0.83%	0.01%	0.0%	Q4 2022
FCALFirst California Financial Group, Inc.	$5.15M	0.68%	0.36%	-2.0%	Q4 2022
AMATApplied Materials Inc	$5.14M	0.68%	0.00%	Not reported	Q4 2022
SHOPShopify Inc.	$4.47M	0.59%	0.01%	+0.5%	Q4 2022
SNOWSnowflake Inc.	$4.43M	0.58%	0.01%	+4.8%	Q4 2022
ABBVAbbVie Inc.	$4.18M	0.55%	0.00%	-0.3%	Q4 2022
QCOMQualcomm Inc	$4.08M	0.54%	0.00%	-0.9%	Q4 2022
NOCNorthrop Grumman Corp	$3.92M	0.52%	0.01%	Not reported	Q4 2022
BCOBrinks Co	$3.76M	0.49%	0.10%	+16.4%	Q4 2022
LRCXLam Research Corp	$3.57M	0.47%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$3.55M	0.47%	0.00%	0.0%	Q4 2022
HPEHewlett Packard Enterprise Co	$3.53M	0.46%	0.01%	-1.8%	Q4 2022
CVSCVS HEALTH Corp	$3.5M	0.46%	0.00%	-14.1%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$3.43M	0.45%	0.00%	-11.7%	Q4 2022
TRMBTrimble Inc.	$3.12M	0.41%	0.03%	+65.1%	Q4 2023
STXSeagate Technology Holdings plc	$3.12M	0.41%	0.00%	-0.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.98M	0.39%	Not reported	+6.7%	Q4 2022
GILDGilead Sciences, Inc.	$2.89M	0.38%	0.00%	-1.1%	Q4 2022
LLYELI LILLY & Co	$2.69M	0.35%	0.00%	+0.5%	Q4 2022
ADBEAdobe Inc.	$2.48M	0.33%	0.00%	+49.9%	Q4 2022
SMMUOasys Mobile, Inc.	$2.46M	0.32%	Not reported	-6.7%	Q4 2022
BXBlackstone Inc.	$2.4M	0.32%	0.00%	+11.2%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.37M	0.31%	Not reported	+5.1%	Q4 2022
BACBank of America Corp	$2.36M	0.31%	0.00%	-2.7%	Q4 2022
ORCLOracle Corp	$2.33M	0.31%	0.00%	+1.0%	Q4 2022
JPMJPMorgan Chase & Co	$2.3M	0.30%	0.00%	+0.3%	Q4 2022
PLSEPulse Biosciences, Inc.	$2.16M	0.28%	0.11%	+10.3%	Q4 2022
ICFICF International, Inc.	$2.12M	0.28%	Not reported	+3.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.02M	0.26%	Not reported	-10.7%	Q4 2022
PANWPalo Alto Networks Inc	$1.99M	0.26%	0.00%	+1.4%	Q4 2022

Q1 2026Reported May 4, 2026972 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$24M	3.68%	Not reported	+4.0%	Q4 2022
AAPLApple Inc.	$23.5M	3.60%	0.00%	+8.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$17.7M	2.71%	Not reported	+1.6%	Q4 2022
TPCTutor Perini Corp	$16.9M	2.59%	0.42%	-3.4%	Q4 2022
GOOGLAlphabet Inc.	$13.6M	2.09%	0.00%	-1.1%	Q4 2022
AMZNAmazon Com Inc	$12.4M	1.91%	0.00%	+5.5%	Q4 2022
ETONEton Pharmaceuticals, Inc.	$11.5M	1.77%	1.71%	-0.6%	Q4 2022
MSFTMicrosoft Corp	$10.5M	1.61%	0.00%	+2.5%	Q4 2022
GOOGAlphabet Inc.	$9.18M	1.41%	Not reported	-0.6%	Q4 2022
METAMeta Platforms, Inc.	$8.88M	1.36%	Not reported	+0.8%	Q4 2022
UBERUber Technologies, Inc	$8.49M	1.30%	0.01%	+1.7%	Q4 2022
NVDANvidia Corp	$8.23M	1.26%	0.00%	+1.2%	Q4 2022
AVGOBroadcom Inc.	$7.88M	1.21%	0.00%	+0.1%	Q4 2022
GLDSPDR Gold Trust	$7.49M	1.15%	0.00%	-16.0%	Q4 2022
PBIPitney Bowes Inc	$6.78M	1.04%	0.41%	-0.7%	Q4 2022
HROWHarrow, Inc.	$6.56M	1.00%	0.50%	+2.5%	Q4 2022
COHRCoherent Corp.	$6.47M	0.99%	0.01%	-13.8%	Q4 2022
NOCNorthrop Grumman Corp	$5.34M	0.82%	0.01%	-7.3%	Q4 2022
FCALFirst California Financial Group, Inc.	$5.18M	0.79%	0.36%	-0.7%	Q4 2022
MUMicron Technology Inc	$4.83M	0.74%	0.00%	-16.8%	Q4 2022
SHOPShopify Inc.	$4.62M	0.71%	0.01%	-0.4%	Q4 2022
SMHMarket Vectors ETF Trust	$4.32M	0.66%	Not reported	+8.3%	Q4 2022
URIUnited Rentals, Inc.	$4.08M	0.62%	0.01%	+0.8%	Q4 2022
ABBVAbbVie Inc.	$3.6M	0.55%	0.00%	-0.4%	Q4 2022
BCOBrinks Co	$3.54M	0.54%	0.08%	+12.9%	Q4 2022
AMGNAmgen Inc	$3.44M	0.53%	0.00%	-1.1%	Q4 2022
GILDGilead Sciences, Inc.	$3.23M	0.49%	0.00%	-1.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.99M	0.46%	0.00%	+10.3%	Q4 2022
QCOMQualcomm Inc	$2.86M	0.44%	0.00%	-2.0%	Q4 2022
CVSCVS HEALTH Corp	$2.84M	0.43%	0.00%	-13.9%	Q4 2022
SMMUOasys Mobile, Inc.	$2.64M	0.40%	Not reported	-19.5%	Q4 2022
SNOWSnowflake Inc.	$2.51M	0.38%	0.00%	+22.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.44M	0.37%	Not reported	+3.3%	Q4 2022
AMATApplied Materials Inc	$2.43M	0.37%	0.00%	Not reported	Q4 2022
TRMBTrimble Inc.	$2.41M	0.37%	0.02%	+58.9%	Q4 2023
ORCLOracle Corp	$2.31M	0.35%	0.00%	-0.8%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.2M	0.34%	Not reported	+0.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.16M	0.33%	Not reported	-2.6%	Q4 2022
BXBlackstone Inc.	$2.11M	0.32%	0.00%	+54.1%	Q4 2022
BACBank of America Corp	$2.08M	0.32%	0.00%	-1.0%	Q4 2022
JPMJPMorgan Chase & Co	$2.06M	0.32%	0.00%	-2.4%	Q4 2022
LLYELI LILLY & Co	$2.06M	0.32%	0.00%	-2.4%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$1.99M	0.30%	0.00%	+13.3%	Q4 2022
ADBEAdobe Inc.	$1.96M	0.30%	0.00%	+2814.4%	Q4 2022
HPEHewlett Packard Enterprise Co	$1.9M	0.29%	0.01%	+3.3%	Q4 2022
ICFICF International, Inc.	$1.87M	0.29%	Not reported	+30.3%	Q4 2022
FDXFedex Corp	$1.84M	0.28%	0.00%	-2.1%	Q4 2022
IAUIshares Gold Trust	$1.8M	0.28%	0.00%	+10134.0%	Q4 2022
CRMSalesforce, Inc.	$1.79M	0.27%	0.00%	+93.4%	Q4 2022
LRCXLam Research Corp	$1.77M	0.27%	0.00%	Not reported	Q4 2022

Q4 2025Reported Jan 23, 2026988 positions
AAPLApple Inc.	$22.9M	3.67%	0.00%	-1.4%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$22.4M	3.58%	Not reported	+1.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$18.5M	2.96%	Not reported	-1.9%	Q4 2022
TPCTutor Perini Corp	$15.2M	2.43%	0.43%	-1.7%	Q4 2022
GOOGLAlphabet Inc.	$14.9M	2.39%	0.00%	-0.3%	Q4 2022
MSFTMicrosoft Corp	$13.3M	2.13%	0.00%	+0.4%	Q4 2022
AMZNAmazon Com Inc	$13M	2.07%	0.00%	+1.1%	Q4 2022
METAMeta Platforms, Inc.	$10.1M	1.62%	Not reported	+1.3%	Q4 2022
GOOGAlphabet Inc.	$10M	1.60%	Not reported	-2.1%	Q4 2022
UBERUber Technologies, Inc	$9.52M	1.52%	0.01%	-3.4%	Q4 2022
HROWHarrow, Inc.	$8.89M	1.42%	0.49%	+1.0%	Q4 2022
AVGOBroadcom Inc.	$8.75M	1.40%	0.00%	-3.1%	Q4 2022
NVDANvidia Corp	$8.67M	1.39%	0.00%	+1.5%	Q4 2022
GLDSPDR Gold Trust	$8.21M	1.31%	0.01%	-0.8%	Q4 2022
ETONEton Pharmaceuticals, Inc.	$7.96M	1.27%	1.74%	-0.3%	Q4 2022
PBIPitney Bowes Inc	$6.54M	1.05%	0.38%	+1.8%	Q4 2022
SHOPShopify Inc.	$6.26M	1.00%	0.01%	-4.2%	Q4 2022
COHRCoherent Corp.	$5.82M	0.93%	0.02%	-11.7%	Q4 2022
FCALFirst California Financial Group, Inc.	$5.26M	0.84%	0.37%	-3.5%	Q4 2022
MUMicron Technology Inc	$4.91M	0.79%	0.00%	-1.8%	Q4 2022
NOCNorthrop Grumman Corp	$4.82M	0.77%	0.01%	-1.6%	Q4 2022
URIUnited Rentals, Inc.	$4.49M	0.72%	0.01%	-0.6%	Q4 2022
QCOMQualcomm Inc	$3.9M	0.62%	0.00%	-1.9%	Q4 2022
ABBVAbbVie Inc.	$3.82M	0.61%	0.00%	-1.5%	Q4 2022
SMHMarket Vectors ETF Trust	$3.75M	0.60%	Not reported	+0.5%	Q4 2022
CVSCVS HEALTH Corp	$3.64M	0.58%	0.00%	-3.6%	Q4 2022
BCOBrinks Co	$3.53M	0.57%	0.07%	-0.9%	Q4 2022
SMMUOasys Mobile, Inc.	$3.27M	0.52%	Not reported	-6.8%	Q4 2022
AMGNAmgen Inc	$3.25M	0.52%	0.00%	-0.3%	Q4 2022
ORCLOracle Corp	$3.09M	0.49%	0.00%	-2.3%	Q4 2022
SNOWSnowflake Inc.	$2.96M	0.47%	0.00%	-0.6%	Q4 2022
GILDGilead Sciences, Inc.	$2.88M	0.46%	0.00%	-2.2%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.81M	0.45%	0.00%	-0.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.47M	0.40%	Not reported	+4.0%	Q4 2022
LLYELI LILLY & Co	$2.46M	0.39%	0.00%	-1.2%	Q4 2022
BACBank of America Corp	$2.38M	0.38%	0.00%	-0.7%	Q4 2022
JPMJPMorgan Chase & Co	$2.32M	0.37%	0.00%	-1.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.31M	0.37%	Not reported	-0.5%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.15M	0.34%	Not reported	+0.8%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$2.1M	0.34%	0.00%	-4.1%	Q4 2022
HPEHewlett Packard Enterprise Co	$1.85M	0.30%	0.01%	+9.3%	Q4 2022
BXBlackstone Inc.	$1.84M	0.29%	0.00%	0.0%	Q4 2022
AMATApplied Materials Inc	$1.83M	0.29%	0.00%	-0.2%	Q4 2022
TRMBTrimble Inc.	$1.82M	0.29%	0.01%	-0.9%	Q4 2023
DKNGDraftKings Inc.	$1.78M	0.28%	Not reported	+10.6%	Q4 2022
MDTMedtronic plc	$1.76M	0.28%	0.00%	-0.6%	Q4 2022
CICigna Group	$1.71M	0.27%	0.00%	+16.3%	Q4 2022
SBUXStarbucks Corp	$1.6M	0.26%	0.00%	+18.8%	Q4 2022
TSLATesla, Inc.	$1.59M	0.25%	0.00%	+2.4%	Q4 2022
FDXFedex Corp	$1.52M	0.24%	0.00%	-0.7%	Q4 2022

Q3 2025Reported Nov 4, 2025865 positions
AAPLApple Inc.	$21.9M	3.49%	0.00%	+2.5%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$21.7M	3.47%	Not reported	-1.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$18.4M	2.94%	Not reported	-1.0%	Q4 2022
TPCTutor Perini Corp	$15.1M	2.41%	0.44%	-3.5%	Q4 2022
MSFTMicrosoft Corp	$14.3M	2.28%	0.00%	+4.6%	Q4 2022
AMZNAmazon Com Inc	$12.3M	1.96%	0.00%	+1.5%	Q4 2022
UBERUber Technologies, Inc	$11.8M	1.88%	0.01%	-3.0%	Q4 2022
GOOGLAlphabet Inc.	$11.6M	1.86%	0.00%	+1.7%	Q4 2022
METAMeta Platforms, Inc.	$11.1M	1.78%	Not reported	+1.2%	Q4 2022
ETONEton Pharmaceuticals, Inc.	$10.3M	1.64%	1.76%	-0.1%	Q4 2022
HROWHarrow, Inc.	$8.65M	1.38%	0.48%	-0.8%	Q4 2022
AVGOBroadcom Inc.	$8.63M	1.38%	0.00%	+1.5%	Q4 2022
NVDANvidia Corp	$8.49M	1.36%	0.00%	+10.3%	Q4 2022
GOOGAlphabet Inc.	$7.95M	1.27%	Not reported	0.0%	Q4 2022
GLDSPDR Gold Trust	$7.42M	1.19%	0.01%	+0.5%	Q4 2022
PBIPitney Bowes Inc	$6.93M	1.11%	0.35%	-0.1%	Q4 2022
SHOPShopify Inc.	$6.08M	0.97%	0.01%	-2.0%	Q4 2022
FCALFirst California Financial Group, Inc.	$5.39M	0.86%	0.38%	+0.3%	Q4 2022
URIUnited Rentals, Inc.	$5.33M	0.85%	0.01%	+0.5%	Q4 2022
NOCNorthrop Grumman Corp	$5.12M	0.82%	0.01%	-6.3%	Q4 2022
ORCLOracle Corp	$4.58M	0.73%	0.00%	+2.3%	Q4 2022
ABBVAbbVie Inc.	$3.96M	0.63%	0.00%	-1.7%	Q4 2022
QCOMQualcomm Inc	$3.86M	0.62%	0.00%	-1.0%	Q4 2022
COHRCoherent Corp.	$3.84M	0.61%	0.02%	-3.7%	Q4 2022
CVSCVS HEALTH Corp	$3.59M	0.57%	0.00%	-2.1%	Q4 2022
BCOBrinks Co	$3.57M	0.57%	0.07%	-0.2%	Q4 2022
SMMUOasys Mobile, Inc.	$3.52M	0.56%	Not reported	Not reported	Q4 2022
SMHMarket Vectors ETF Trust	$3.38M	0.54%	Not reported	-0.4%	Q4 2022
SNOWSnowflake Inc.	$3.09M	0.49%	0.00%	-1.5%	Q4 2022
MUMicron Technology Inc	$2.91M	0.47%	0.00%	+0.6%	Q4 2022
AMGNAmgen Inc	$2.84M	0.45%	0.00%	-1.6%	Q4 2022
GILDGilead Sciences, Inc.	$2.67M	0.43%	0.00%	-2.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.33M	0.37%	Not reported	+7.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.32M	0.37%	Not reported	-12.6%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$2.3M	0.37%	0.00%	+1.0%	Q4 2022
JPMJPMorgan Chase & Co	$2.29M	0.37%	0.00%	+14.1%	Q4 2022
BACBank of America Corp	$2.22M	0.36%	0.00%	+0.1%	Q4 2022
FVDFirst Trust Value Line Dividend Fund	$2.14M	0.34%	Not reported	+16.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.1M	0.34%	0.00%	-2.6%	Q4 2022
BXBlackstone Inc.	$2.03M	0.32%	0.00%	+1.2%	Q4 2022
TRMBTrimble Inc.	$1.92M	0.31%	0.01%	-0.2%	Q4 2023
LLYELI LILLY & Co	$1.79M	0.29%	0.00%	+9.3%	Q4 2022
MDTMedtronic plc	$1.75M	0.28%	0.00%	+1.5%	Q4 2022
DKNGDraftKings Inc.	$1.75M	0.28%	Not reported	-0.4%	Q4 2022
HPEHewlett Packard Enterprise Co	$1.73M	0.28%	0.01%	+0.5%	Q4 2022
UNHUnitedhealth Group Inc	$1.66M	0.27%	0.00%	+19.7%	Q4 2022
TSLATesla, Inc.	$1.58M	0.25%	0.00%	+9.8%	Q4 2022
CICigna Group	$1.54M	0.25%	0.00%	+1.8%	Q4 2022
IAUIshares Gold Trust	$1.5M	0.24%	0.00%	Not reported	Q4 2022
AMATApplied Materials Inc	$1.47M	0.23%	0.00%	+2.2%	Q4 2022

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