Westside Investment Management, Inc.
CIK 1538383
13F filing for Q2 2026・No. 3,049
- Holdings
- US$761.34M
- Quarter change
- +US$108.66M
- Entries
- 1,902
- Net bought (estimate)
- +US$6.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 62
- Sold out 93
- Cut 197
- Added 217
- Corporate actions 12
- Unchanged 970
Largest holdings
1,446 stocks worth US$761.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 92,002 | US$26.62M | 3.50% |
| VANGUARD HIGHETF | Added | 162,620 | US$25.7M | 3.38% |
| QQQInvesco QQQETF | Added | 30,753 | US$22.65M | 2.97% |
| VANGUARD TOTALETF | Cut | 57,284 | US$21.2M | 2.78% |
| GOOGLAlphabetCOM | Added | 47,244 | US$16.88M | 2.22% |
| TUTOR PERINICOM | Cut | 198,767 | US$16.49M | 2.17% |
| ETON PHARMACEUTICALSCOM | Cut | 431,160 | US$15.61M | 2.05% |
| AMZNAmazonCOM | Added | 60,250 | US$14.36M | 1.89% |
| MUMicronCOM | Cut | 10,895 | US$12.58M | 1.65% |
| ISHARES COREETF | Added | 117,494 | US$11.35M | 1.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.