Funds › Westside Investment Management, Inc.
Westside Investment Management, Inc.
13F for Q3 2026, filed Nov 2, 2026. 1,428 positions worth $784.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 2, 2026
Reported value
$784.9M
+$23.6M (3.1%) vs Q2 2026
Positions
1,428
1,446 in Q2 2026
Top 10 share
25.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 93,337 | $31.1M | 4.0% | +1.5% | 13F ↗ |
| 2 | Vanguard Whitehall Fds High Div Yld | 162,345 | $25.2M | 3.2% | -0.2% | 13F ↗ |
| 3 | Invesco Qqq Tr | 31,540 | $23.3M | 3.0% | +2.6% | 13F ↗ |
| 4 | Vanguard Index Fds Mrngstr Ttl Stk | 60,416 | $22.6M | 2.9% | +5.5% | 13F ↗ |
| 5 | ETON Eton Pharmaceuticals, Inc. | 401,385 | $20.7M | 2.6% | -6.9% | 13F ↗ |
| 6 | TPC Tutor Perini Corporation | 199,007 | $16.4M | 2.1% | +0.1% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 47,094 | $16.2M | 2.1% | -0.3% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 61,099 | $15.3M | 1.9% | +1.4% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 29,102 | $15.0M | 1.9% | +0.2% | 13F ↗ |
| 10 | iShares Tr Core Msci Eafe | 122,547 | $11.9M | 1.5% | +4.3% | 13F ↗ |
| 11 | NVDA NVIDIA Corporation | 49,850 | $11.6M | 1.5% | +4.6% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 15,936 | $11.6M | 1.5% | Unchanged | 13F ↗ |
| 13 | MU Micron Technology, Inc. | 10,675 | $11.4M | 1.5% | -2.0% | 13F ↗ |
| 14 | GOOG Alphabet Inc. Class C | 31,591 | $10.8M | 1.4% | -0.1% | 13F ↗ |
| 15 | iShares Tr Core Us Aggbd Et | 113,070 | $10.7M | 1.4% | +14.2% | 13F ↗ |
| 16 | PBI Pitney Bowes Inc. | 596,590 | $9.7M | 1.2% | -0.9% | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 24,654 | $8.7M | 1.1% | -0.9% | 13F ↗ |
| 18 | AMD Advanced Micro Devices, Inc. | 13,416 | $8.4M | 1.1% | -3.4% | 13F ↗ |
| 19 | UBER Uber Technologies, Inc. | 122,479 | $8.3M | 1.1% | +3.1% | 13F ↗ |
| 20 | Capital Group Core Balanced | 223,227 | $8.2M | 1.0% | +10.7% | 13F ↗ |
| 21 | Vanguard World Fd Consum Dis Etf | 21,552 | $7.9M | 1.0% | +0.3% | 13F ↗ |
| 22 | Select Sector Spdr Tr St Str Techn Etf | 39,654 | $7.8M | 1.0% | -3.0% | 13F ↗ |
| 23 | COHR Coherent Corp. | 26,846 | $7.7M | 1.0% | +0.1% | 13F ↗ |
| 24 | GLD SPDR Gold Shares · Gold Shs | 20,102 | $7.7M | 1.0% | +11.3% | 13F ↗ |
| 25 | Vanguard Specialized Funds Div App Etf | 32,221 | $7.5M | 1.0% | -0.6% | 13F ↗ |
| 26 | HROW Harrow, Inc. | 234,526 | $7.2M | 0.9% | +4.7% | 13F ↗ |
| 27 | Vaneck ETF Trust Semiconductr Etf | 10,850 | $6.6M | 0.8% | -2.5% | 13F ↗ |
| 28 | Select Sector Spdr Tr St Str Care Etf | 39,277 | $6.6M | 0.8% | Unchanged | 13F ↗ |
| 29 | American Centy ETF Tr Us Sml Cp Valu | 55,924 | $6.6M | 0.8% | -0.6% | 13F ↗ |
| 30 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 20,640 | $6.3M | 0.8% | -0.8% | 13F ↗ |
| 31 | Schwab Municipal Money Ultra Etf | 6.17M | $6.2M | 0.8% | -11.5% | 13F ↗ |
| 32 | Spdr Series Trust St Str Sp Div | 39,732 | $5.8M | 0.7% | +1.1% | 13F ↗ |
| 33 | SHOP Shopify Inc. | 38,675 | $5.8M | 0.7% | -1.3% | 13F ↗ |
| 34 | iShares Tr Core Univrsl Usd | 129,210 | $5.7M | 0.7% | -0.9% | 13F ↗ |
| 35 | SNOW Snowflake Inc. | 16,676 | $5.7M | 0.7% | -4.2% | 13F ↗ |
| 36 | URI United Rentals, Inc. | 5,588 | $5.6M | 0.7% | -0.1% | 13F ↗ |
| 37 | iShares Tr National Mun Etf | 55,299 | $5.6M | 0.7% | +8.3% | 13F ↗ |
| 38 | HPE Hewlett Packard Enterprise Company | 81,116 | $5.2M | 0.7% | +3.6% | 13F ↗ |
| 39 | First Tr Exch Traded Fd III Calif Mun Incm | 107,385 | $5.0M | 0.6% | +3.5% | 13F ↗ |
| 40 | iShares Inc Core Msci Emkt | 59,411 | $4.8M | 0.6% | +5.9% | 13F ↗ |
| 41 | Vaneck ETF Trust Long Muni Etf | 272,629 | $4.5M | 0.6% | +0.7% | 13F ↗ |
| 42 | Select Sector Spdr Tr St Str Finl Etf | 81,512 | $4.4M | 0.6% | -0.3% | 13F ↗ |
| 43 | ABBV AbbVie Inc. | 16,490 | $4.3M | 0.5% | -0.7% | 13F ↗ |
| 44 | AMGN Amgen Inc. | 9,801 | $4.1M | 0.5% | -0.2% | 13F ↗ |
| 45 | QCOM QUALCOMM Incorporated | 22,024 | $4.1M | 0.5% | -0.2% | 13F ↗ |
| 46 | Vanguard Star Fds | 47,254 | $4.0M | 0.5% | +1.1% | 13F ↗ |
| 47 | BCO Brinks Company | 39,733 | $4.0M | 0.5% | -0.1% | 13F ↗ |
| 48 | Pimco ETF Tr Enhan Shrt Ma Ac | 39,521 | $4.0M | 0.5% | -4.0% | 13F ↗ |
| 49 | iShares Tr Ishares Biotech | 18,260 | $3.8M | 0.5% | -0.4% | 13F ↗ |
| 50 | First Tr Exchng Traded Fd Vi Smith Opport Fxd | 91,023 | $3.8M | 0.5% | +8.4% | 13F ↗ |
Showing the top 50 of 1,428 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
38 new, 183 added to, 148 trimmed, 56 exited, 1,059 unchanged. By estimated dollars.
New positions (38)
| Nuveen Intermediate Dura Tion Muni Bd I Mf | 116,868 | New | $984.0K |
| XOM ExxonMobil Holdings Corporation | 5,767 | New | $941.2K |
| iShares Tr Long Term Muni | 17,574 | New | $817.4K |
| Global X Fds Us Pfd Etf | 24,050 | New | $423.3K |
| TEVA Teva Pharmaceutical Industries Limited | 5,000 | New | $198.0K |
| OKE ONEOK, Inc. | 1,238 | New | $106.7K |
| Columbia Oregon Itmt Muncpl Bd Inst Mfb | 8,718 | New | $98.0K |
| FIX Comfort Systems USA, Inc. | 50 | New | $86.4K |
| Ea Series Trust Etf | 1,206 | New | $51.4K |
| WATT Energous Corporation | 3,000 | New | $39.4K |
Added to (183)
| TSLA Tesla, Inc. | 9,214 | +138% | $2.0M |
| iShares Tr Core Us Aggbd Et | 113,070 | +14.2% | $1.3M |
| Vanguard Index Fds Mrngstr Ttl Stk | 60,416 | +5.5% | $1.2M |
| Schwab Funds Value Swvxx | 2.49M | +82.4% | $1.1M |
| Transamerica Intermediate Muni I Bond | 274,581 | +63.8% | $1.1M |
| Schwab Funds Value Snaxx | 1.15M | +937% | $1.0M |
| iShares Tr Bond Etf | 17,442 | +122% | $996.0K |
| INTU Intuit Inc. | 7,989 | +57.1% | $800.4K |
| Capital Group Core Balanced | 223,227 | +10.7% | $792.2K |
| GLD SPDR Gold Shares · Gold Shs | 20,102 | +11.3% | $775.4K |
Trimmed (148)
| ETON Eton Pharmaceuticals, Inc. | 401,385 | -6.9% | -$1.5M |
| CRWD CrowdStrike Holdings, Inc. | 13,989 | -22.1% | -$1.1M |
| Schwab Municipal Money Ultra Etf | 6.17M | -11.5% | -$800.0K |
| J P Morgan Exchange Traded F Ultra Shrt Etf | 32,690 | -31.8% | -$766.5K |
| Vaneck ETF Trust Amt Free Intmunetf | 6,949 | -69.6% | -$699.8K |
| Schwab Funds Treas Obli Snoxx | 742,505 | -46.9% | -$645.8K |
| iShares Tr Equities | 35,525 | -21.1% | -$513.4K |
| AMD Advanced Micro Devices, Inc. | 13,416 | -3.4% | -$292.6K |
| SNOW Snowflake Inc. | 16,676 | -4.2% | -$245.7K |
| Select Sector Spdr Tr St Str Techn Etf | 39,654 | -3.0% | -$239.2K |
Exited (56)
| Exxon Mobil Corp | 5,642 | Exited | -$771.4K |
| Teva Pharmaceutical Industries Ltd ADR | 5,000 | Exited | -$169.4K |
| Victory Portfolios II | 1,500 | Exited | -$148.2K |
| Oneok Inc | 1,238 | Exited | -$107.6K |
| Electronic Arts Inc | 353 | Exited | -$72.4K |
| American Centy ETF Tr Intl Eqt Etf | 439 | Exited | -$39.2K |
| Invesco Exchange Traded Fd T S&P500 Pur Gwt | 505 | Exited | -$32.2K |
| Spdr Series Trust St Str Aggre Etf | 1,162 | Exited | -$29.7K |
| Bayerische Motoren Werke AG | 1,338 | Exited | -$29.1K |
| DOCS Doximity, Inc. | 1,100 | Exited | -$22.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 1,428 | $784.9M | Current | SEC ↗ |
| Q2 2026 | Jul 27, 2026 | 13F-HR | 1,446 | $761.3M | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 1,477 | $652.7M | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 1,495 | $625.1M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 1,384 | $625.9M | Current | SEC ↗ |
| Q2 2025 | Aug 5, 2025 | 13F-HR | 1,287 | $539.2M | Current | SEC ↗ |
| Q1 2025 | Apr 25, 2025 | 13F-HR | 980 | $469.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer