Westside Investment Management, Inc. 13F Holdings · Q2 2026
Westside Investment Management, Inc. reported 1,427 securities worth $761.34M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.50%), VYM (3.38%), QQQ (2.97%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.6M | 3.50% | 92,002 | Trimmed |
| 2 | VYM | VANGUARD WHITEHALL FDS INC HIGH DIV | $25.7M | 3.38% | 162,620 | Added |
| 3 | QQQ | INVESCO QQQ TR | $22.6M | 2.97% | 30,753 | Added |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $21.2M | 2.78% | 57,284 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP ETF | $16.9M | 2.22% | 47,244 | Added |
| 6 | TPC | TUTOR PERINI | $16.5M | 2.17% | 198,767 | Trimmed |
| 7 | ETON | ETON PHARMACEUTICALS INC | $15.6M | 2.05% | 431,160 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $14.4M | 1.89% | 60,250 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $12.6M | 1.65% | 10,895 | Trimmed |
| 10 | IEFA | ISHARES TR CORE MSCI | $11.3M | 1.49% | 117,494 | Added |
| 11 | GOOG | ALPHABET INC CLASS C | $11.2M | 1.47% | 31,625 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $10.8M | 1.42% | 29,049 | Added |
| 13 | COHR | COHERENT CORP | $10.6M | 1.39% | 26,816 | Trimmed |
| 14 | PBI | PITNEY BOWES | $10.5M | 1.38% | 601,715 | Trimmed |
| 15 | AGG | ISHARES TR CORE US AGGBD | $9.8M | 1.29% | 99,000 | Added |
| 16 | HROW | HARROW INC | $9.5M | 1.25% | 224,051 | Added |
| 17 | NVDA | NVIDIA CORP | $9.5M | 1.25% | 47,675 | Added |
| 18 | AVGO | BROADCOM INC | $9.4M | 1.23% | 24,874 | Trimmed |
| 19 | META | META PLATFORMS INC CLASS A | $9.0M | 1.18% | 15,929 | Added |
| 20 | UBER | UBER TECHNOLOGIES INC | $8.6M | 1.13% | 118,779 | Added |
| 21 | VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $8.5M | 1.12% | 21,481 | Trimmed |
| 22 | AMD | ADVANCED MICRO DEVICES I | $8.1M | 1.06% | 13,886 | Trimmed |
| 23 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.8M | 1.02% | 40,872 | Trimmed |
| 24 | CGBL | CAPITAL GROUP CORE BALANCED | $7.7M | 1.01% | 201,673 | Added |
| 25 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $7.7M | 1.01% | 32,421 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR