Westside Investment Management

SANTA MONICA, CAfiles as Westside Investment Management, Inc.

$761m in 1,446 US stocks at the end of 30 June 2026. The top 10 are 24.1% of the money. It changed about 8.1% of the portfolio this quarter.

Value

$761m

Stocks

1,446

Top 10 share

24.1%

Turnover

8.1%

What changed this quarter

New

Bought for the first time this quarter.

FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Destiny Tech100DXYZ
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Sterling InfrastructureSTRL
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Blackrock ETF TrustDYNF
<0.1% of the fund
Cerebras SystemsCBRS
<0.1% of the fund
OndasONDS
<0.1% of the fund
American Centy ETF TRAVDE
<0.1% of the fund
Brookfield InfrastructureBIPC
<0.1% of the fund
Vaneck ETF TrustNLR
<0.1% of the fund
Pimco ETF TRPYLD
<0.1% of the fund
Thomson Reuters Corp /canTRI
<0.1% of the fund
Victory Portfolios IIVFLO
<0.1% of the fund
Goldman Sachs Dynamic Municipal INC INVGUIRX
<0.1% of the fund
First TR Exchange-Traded FDWCMI
<0.1% of the fund
Rocket LabRKLB
<0.1% of the fund
Nomura Systematic Emerging Markets EQ IIPOIX
<0.1% of the fund
TTM TechnologiesTTMI
<0.1% of the fund
Fidelity Wise Origin BitcoinFBTC
<0.1% of the fund
Spdr Index SHS FDSGNR
<0.1% of the fund
J P Morgan Exchange Traded FJPIB
<0.1% of the fund
Bank of HawaiiBOH
<0.1% of the fund

Added

Bought more of a stock they already held.

MicrosoftMSFT
1.4% of the fund
+3%
Ishares TRAGG
1.3% of the fund
+8%
NvidiaNVDA
1.3% of the fund
+2%
HarrowHROW
1.2% of the fund
+21%
Meta PlatformsMETA
1.2% of the fund
+3%
Capital Group Core BalancedCGBL
1.0% of the fund
+12%
Schwab Municipal Money UltraSWOXX
0.9% of the fund
+28%
Spdr Gold TRGLD
0.9% of the fund
+4%
Select Sector Spdr TRXLV
0.8% of the fund
+5%
Ishares TRMUB
0.7% of the fund
+6%
Vaneck ETF TrustMLN
0.6% of the fund
+11%
IsharesIEMG
0.6% of the fund
+4%
SnowflakeSNOW
0.6% of the fund
+5%
Vanguard Star FDSVXUS
0.5% of the fund
+3%
BrinksBCO
0.5% of the fund
+16%
Fidelity Advisor Interm Muni INC IFZIIX
0.5% of the fund
+11%
Ishares TRSHY
0.4% of the fund
+17%
TrimbleTRMB
0.4% of the fund
+65%
State STR Spdr S&P 500 ETF TSPY
0.4% of the fund
+7%
Spdr Series TrustSPLB
0.4% of the fund
+16%
Thornburg ETF TRTMB
0.3% of the fund
+46%
Ishares TRCMF
0.3% of the fund
+5%
Pgim ETF TRPAAA
0.3% of the fund
+32%
AdobeADBE
0.3% of the fund
+50%
BlackstoneBX
0.3% of the fund
+11%

Cut

Sold some of their stake.

Tutor PeriniTPC
2.2% of the fund
-9%
Eton PharmaceuticalsETON
2.1% of the fund
-8%
Micron TechnologyMU
1.7% of the fund
-21%
Pitney BowesPBI
1.4% of the fund
-2%
Advanced Micro DevicesAMD
1.1% of the fund
-2%
First TR Exch Traded FD IIIFMB
0.5% of the fund
-3%
CVS HealthCVS
0.5% of the fund
-14%
CrowdStrike HoldingsCRWD
0.5% of the fund
-12%
Pimco ETF TRSMMU
0.3% of the fund
-7%
J P Morgan Exchange Traded FJPST
0.3% of the fund
-30%
Bank of AmericaBAC
0.3% of the fund
-3%
Schwab Municipal Money INVSWTXX
0.3% of the fund
-6%
First TR Exchange-Traded FDFDN
0.3% of the fund
-30%
Berkshire HathawayBRK-B
0.3% of the fund
-11%
Goldman Sachs ETF TRGBIL
0.3% of the fund
-3%
Vaneck ETF TrustHYD
0.2% of the fund
-4%
Pimco ETF TRMUNI
0.2% of the fund
-4%
UnitedHealth GroupUNH
0.2% of the fund
-6%
DraftKingsDKNG
0.2% of the fund
-4%
Johnson & JohnsonJNJ
0.2% of the fund
-3%
AelumaALMU
0.2% of the fund
-16%
Pimco ETF TRBOND
0.2% of the fund
-13%
Alps ETF TRAMLP
0.1% of the fund
-16%
AtomeraATOM
0.1% of the fund
-21%
Hartford FDS Exchange TradedHMOP
0.1% of the fund
-2%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
DuPont de NemoursDD
-100%
WiproWIT
-100%
Vanguard Scottsdale FDSVCSH
-100%
Thomson Reuters
-100%
InfosysINFY
-100%
Argo BlockchainARBK
-100%
Costar GroupCSGP
-100%
Wolters Kluwer N V FWTKWY
-100%
Virgin Galactic HoldingsSPCE
-100%
Tortoise Capital Series TrusTPYP
-100%
Pimco ETF TRHYS
-100%
Technopro Hldgs INC Fsponsored ADR 1 ADR Reps 0 2 ORD.comTCCPY
-100%
Bank Central Asia-Unspon ADRPBCRY
-100%
Invesco Exch Traded FD TR IIBKLN
-100%
Hologic
-100%
Ssga Active ETF TRSRLN
-100%
Global X FDSMLPA
-100%
John Hancock Exchange TradedJHML
-100%
Schwab Strategic TRSCHO
-100%
John Hancock Exchange TradedJHMM
-100%
Flushing Financial
-100%
Spdr Index SHS FDSDWX
-100%
DexcomDXCM
-100%
Reynolds Consumer ProductsREYN
-100%

Holdings

AppleAAPL
Share
3.5%
Value
$27m
Shares
92,002
Held
Vanguard Whitehall FDSVYM
Share
3.4%
Value
$26m
Shares
162,620
Held
Invesco QQQ TRQQQ
Share
3.0%
Value
$23m
Shares
30,753
Held
Vanguard Index FDSVTI
Share
2.8%
Value
$21m
Shares
57,284
Held
AlphabetGOOGL
Share
2.2%
Value
$17m
Shares
47,244
Held
Tutor PeriniTPC
Share
2.2%
Value
$16m
Shares
198,767
-9%
Eton PharmaceuticalsETON
Share
2.1%
Value
$16m
Shares
431,160
-8%
Amazon.comAMZN
Share
1.9%
Value
$14m
Shares
60,250
Held
Micron TechnologyMU
Share
1.7%
Value
$13m
Shares
10,895
-21%
Ishares TRIEFA
Share
1.5%
Value
$11m
Shares
117,494
Held
AlphabetGOOG
Share
1.5%
Value
$11m
Shares
31,625
Held
MicrosoftMSFT
Share
1.4%
Value
$11m
Shares
29,049
+3%
CoherentCOHR
Share
1.4%
Value
$11m
Shares
26,816
Held
Pitney BowesPBI
Share
1.4%
Value
$11m
Shares
601,715
-2%
Ishares TRAGG
Share
1.3%
Value
$10m
Shares
99,000
+8%
NvidiaNVDA
Share
1.3%
Value
$10m
Shares
47,675
+2%
HarrowHROW
Share
1.2%
Value
$10m
Shares
224,051
+21%
BroadcomAVGO
Share
1.2%
Value
$9m
Shares
24,874
Held
Meta PlatformsMETA
Share
1.2%
Value
$9m
Shares
15,929
+3%
Uber TechnologiesUBER
Share
1.1%
Value
$9m
Shares
118,779
Held
Vanguard World FDVCR
Share
1.1%
Value
$9m
Shares
21,481
Held
Advanced Micro DevicesAMD
Share
1.1%
Value
$8m
Shares
13,886
-2%
Select Sector Spdr TRXLK
Share
1.0%
Value
$8m
Shares
40,872
Held
Vanguard Specialized FundsVIG
Share
1.0%
Value
$8m
Shares
32,421
Held
Capital Group Core BalancedCGBL
Share
1.0%
Value
$8m
Shares
201,673
+12%
Vaneck ETF TrustSMH
Share
1.0%
Value
$7m
Shares
11,126
Held
American Centy ETF TRAVUV
Share
0.9%
Value
$7m
Shares
56,271
Held
Schwab Municipal Money UltraSWOXX
Share
0.9%
Value
$7m
Shares
6,974,857
+28%
Spdr Gold TRGLD
Share
0.9%
Value
$7m
Shares
18,066
+4%
United RentalsURI
Share
0.8%
Value
$6m
Shares
5,593
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.8%
Value
$6m
Shares
20,799
Held
Select Sector Spdr TRXLV
Share
0.8%
Value
$6m
Shares
39,260
+5%
Ishares TRIUSB
Share
0.8%
Value
$6m
Shares
130,378
Held
Spdr Series TrustSDY
Share
0.8%
Value
$6m
Shares
39,315
Held
Ishares TRMUB
Share
0.7%
Value
$5m
Shares
51,072
+6%
First TR Exch Traded FD IIIFCAL
Share
0.7%
Value
$5m
Shares
103,785
Held
Applied MaterialsAMAT
Share
0.7%
Value
$5m
Shares
7,113
Held
Vaneck ETF TrustMLN
Share
0.6%
Value
$5m
Shares
270,643
+11%
IsharesIEMG
Share
0.6%
Value
$5m
Shares
56,105
+4%
ShopifySHOP
Share
0.6%
Value
$4m
Shares
39,175
Held
SnowflakeSNOW
Share
0.6%
Value
$4m
Shares
17,399
+5%
Select Sector Spdr TRXLF
Share
0.6%
Value
$4m
Shares
81,766
Held
AbbVieABBV
Share
0.5%
Value
$4m
Shares
16,600
Held
Pimco ETF TRMINT
Share
0.5%
Value
$4m
Shares
41,179
Held
QualcommQCOM
Share
0.5%
Value
$4m
Shares
22,074
Held
Vanguard Star FDSVXUS
Share
0.5%
Value
$4m
Shares
46,733
+3%
Northrop GrummanNOC
Share
0.5%
Value
$4m
Shares
7,699
Held
BrinksBCO
Share
0.5%
Value
$4m
Shares
39,768
+16%
Ishares TRIJR
Share
0.5%
Value
$4m
Shares
25,201
Held
First TR Exchng Traded FD VIFIXD
Share
0.5%
Value
$4m
Shares
83,950
Held
First TR Exch Traded FD IIIFMB
Share
0.5%
Value
$4m
Shares
70,950
-3%
Lam ResearchLRCX
Share
0.5%
Value
$4m
Shares
8,250
Held
AmgenAMGN
Share
0.5%
Value
$4m
Shares
9,816
Held
Hewlett Packard EnterpriseHPE
Share
0.5%
Value
$4m
Shares
78,271
Held
CVS HealthCVS
Share
0.5%
Value
$4m
Shares
33,865
-14%
Fidelity Advisor Interm Muni INC IFZIIX
Share
0.5%
Value
$3m
Shares
339,482
+11%
Ishares TRIBB
Share
0.5%
Value
$3m
Shares
18,330
Held
Vanguard World FDVHT
Share
0.5%
Value
$3m
Shares
11,515
Held
CrowdStrike HoldingsCRWD
Share
0.5%
Value
$3m
Shares
4,492
-12%
Vanguard Index FDSVB
Share
0.4%
Value
$3m
Shares
10,802
Held
Ishares TRSHY
Share
0.4%
Value
$3m
Shares
39,014
+17%
Select Sector Spdr TRXLE
Share
0.4%
Value
$3m
Shares
59,294
Held
TrimbleTRMB
Share
0.4%
Value
$3m
Shares
61,013
+65%
Seagate Technology HoldingsSTX
Share
0.4%
Value
$3m
Shares
3,230
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$3m
Shares
3,994
+7%
Spdr Series TrustSPLB
Share
0.4%
Value
$3m
Shares
130,611
+16%
Gilead SciencesGILD
Share
0.4%
Value
$3m
Shares
22,902
Held
Wisdomtree TRAIVL
Share
0.4%
Value
$3m
Shares
20,811
Held
Spdr Series TrustSPTM
Share
0.4%
Value
$3m
Shares
29,873
Held
Eli LillyLLY
Share
0.4%
Value
$3m
Shares
2,245
Held
Thornburg ETF TRTMB
Share
0.3%
Value
$3m
Shares
103,263
+46%
Ishares TRCMF
Share
0.3%
Value
$3m
Shares
45,012
+5%
Pgim ETF TRPAAA
Share
0.3%
Value
$3m
Shares
50,062
+32%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$3m
Shares
42,099
Held
Vanguard World FDVDC
Share
0.3%
Value
$3m
Shares
11,096
Held
AdobeADBE
Share
0.3%
Value
$2m
Shares
12,105
+50%
Pimco ETF TRSMMU
Share
0.3%
Value
$2m
Shares
48,740
-7%
J P Morgan Exchange Traded FJPST
Share
0.3%
Value
$2m
Shares
47,920
-30%
BlackstoneBX
Share
0.3%
Value
$2m
Shares
20,389
+11%
First TR Exchange-Traded FDFVD
Share
0.3%
Value
$2m
Shares
49,125
+5%
Bank of AmericaBAC
Share
0.3%
Value
$2m
Shares
41,432
-3%
Select Sector Spdr TRXLP
Share
0.3%
Value
$2m
Shares
28,051
Held
OracleORCL
Share
0.3%
Value
$2m
Shares
15,868
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$2m
Shares
7,028
Held
Schwab Municipal Money INVSWTXX
Share
0.3%
Value
$2m
Shares
2,273,772
-6%
Fidelity Covington TrustFDVV
Share
0.3%
Value
$2m
Shares
37,348
+10%
First TR Exchange-Traded FDFDN
Share
0.3%
Value
$2m
Shares
8,474
-30%
Ishares TRITOT
Share
0.3%
Value
$2m
Shares
13,628
+7%
Pulse BiosciencesPLSE
Share
0.3%
Value
$2m
Shares
77,768
+10%
Thornburg Intermediate Municipal InstTHMIX
Share
0.3%
Value
$2m
Shares
161,618
+6%
Ishares TRAOR
Share
0.3%
Value
$2m
Shares
30,810
+41%
Ishares TRICF
Share
0.3%
Value
$2m
Shares
31,352
+4%
Capital Group Dividend ValueCGDV
Share
0.3%
Value
$2m
Shares
42,803
+9%
Berkshire HathawayBRK-B
Share
0.3%
Value
$2m
Shares
4,031
-11%
Palo Alto NetworksPANW
Share
0.3%
Value
$2m
Shares
5,824
Held
ASML Holding NVASML
Share
0.3%
Value
$2m
Shares
997
Held
StarbucksSBUX
Share
0.3%
Value
$2m
Shares
19,291
Held
Goldman Sachs ETF TRGBIL
Share
0.3%
Value
$2m
Shares
19,283
-3%
Ishares TRSOXX
Share
0.3%
Value
$2m
Shares
2,973
Held
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$2m
Shares
38,083
+2%

Company	Share of fund	Value	Shares	Change
AppleAAPL	3.5%	$27m	92,002	Held
Vanguard Whitehall FDSVYM	3.4%	$26m	162,620	Held
Invesco QQQ TRQQQ	3.0%	$23m	30,753	Held
Vanguard Index FDSVTI	2.8%	$21m	57,284	Held
AlphabetGOOGL	2.2%	$17m	47,244	Held
Tutor PeriniTPC	2.2%	$16m	198,767	-9%
Eton PharmaceuticalsETON	2.1%	$16m	431,160	-8%
Amazon.comAMZN	1.9%	$14m	60,250	Held
Micron TechnologyMU	1.7%	$13m	10,895	-21%
Ishares TRIEFA	1.5%	$11m	117,494	Held
AlphabetGOOG	1.5%	$11m	31,625	Held
MicrosoftMSFT	1.4%	$11m	29,049	+3%
CoherentCOHR	1.4%	$11m	26,816	Held
Pitney BowesPBI	1.4%	$11m	601,715	-2%
Ishares TRAGG	1.3%	$10m	99,000	+8%
NvidiaNVDA	1.3%	$10m	47,675	+2%
HarrowHROW	1.2%	$10m	224,051	+21%
BroadcomAVGO	1.2%	$9m	24,874	Held
Meta PlatformsMETA	1.2%	$9m	15,929	+3%
Uber TechnologiesUBER	1.1%	$9m	118,779	Held
Vanguard World FDVCR	1.1%	$9m	21,481	Held
Advanced Micro DevicesAMD	1.1%	$8m	13,886	-2%
Select Sector Spdr TRXLK	1.0%	$8m	40,872	Held
Vanguard Specialized FundsVIG	1.0%	$8m	32,421	Held
Capital Group Core BalancedCGBL	1.0%	$8m	201,673	+12%
Vaneck ETF TrustSMH	1.0%	$7m	11,126	Held
American Centy ETF TRAVUV	0.9%	$7m	56,271	Held
Schwab Municipal Money UltraSWOXX	0.9%	$7m	6,974,857	+28%
Spdr Gold TRGLD	0.9%	$7m	18,066	+4%
United RentalsURI	0.8%	$6m	5,593	Held
Invesco Exch Traded FD TR IIQQQM	0.8%	$6m	20,799	Held
Select Sector Spdr TRXLV	0.8%	$6m	39,260	+5%
Ishares TRIUSB	0.8%	$6m	130,378	Held
Spdr Series TrustSDY	0.8%	$6m	39,315	Held
Ishares TRMUB	0.7%	$5m	51,072	+6%
First TR Exch Traded FD IIIFCAL	0.7%	$5m	103,785	Held
Applied MaterialsAMAT	0.7%	$5m	7,113	Held
Vaneck ETF TrustMLN	0.6%	$5m	270,643	+11%
IsharesIEMG	0.6%	$5m	56,105	+4%
ShopifySHOP	0.6%	$4m	39,175	Held
SnowflakeSNOW	0.6%	$4m	17,399	+5%
Select Sector Spdr TRXLF	0.6%	$4m	81,766	Held
AbbVieABBV	0.5%	$4m	16,600	Held
Pimco ETF TRMINT	0.5%	$4m	41,179	Held
QualcommQCOM	0.5%	$4m	22,074	Held
Vanguard Star FDSVXUS	0.5%	$4m	46,733	+3%
Northrop GrummanNOC	0.5%	$4m	7,699	Held
BrinksBCO	0.5%	$4m	39,768	+16%
Ishares TRIJR	0.5%	$4m	25,201	Held
First TR Exchng Traded FD VIFIXD	0.5%	$4m	83,950	Held
First TR Exch Traded FD IIIFMB	0.5%	$4m	70,950	-3%
Lam ResearchLRCX	0.5%	$4m	8,250	Held
AmgenAMGN	0.5%	$4m	9,816	Held
Hewlett Packard EnterpriseHPE	0.5%	$4m	78,271	Held
CVS HealthCVS	0.5%	$4m	33,865	-14%
Fidelity Advisor Interm Muni INC IFZIIX	0.5%	$3m	339,482	+11%
Ishares TRIBB	0.5%	$3m	18,330	Held
Vanguard World FDVHT	0.5%	$3m	11,515	Held
CrowdStrike HoldingsCRWD	0.5%	$3m	4,492	-12%
Vanguard Index FDSVB	0.4%	$3m	10,802	Held
Ishares TRSHY	0.4%	$3m	39,014	+17%
Select Sector Spdr TRXLE	0.4%	$3m	59,294	Held
TrimbleTRMB	0.4%	$3m	61,013	+65%
Seagate Technology HoldingsSTX	0.4%	$3m	3,230	Held
State STR Spdr S&P 500 ETF TSPY	0.4%	$3m	3,994	+7%
Spdr Series TrustSPLB	0.4%	$3m	130,611	+16%
Gilead SciencesGILD	0.4%	$3m	22,902	Held
Wisdomtree TRAIVL	0.4%	$3m	20,811	Held
Spdr Series TrustSPTM	0.4%	$3m	29,873	Held
Eli LillyLLY	0.4%	$3m	2,245	Held
Thornburg ETF TRTMB	0.3%	$3m	103,263	+46%
Ishares TRCMF	0.3%	$3m	45,012	+5%
Pgim ETF TRPAAA	0.3%	$3m	50,062	+32%
Vanguard Intl Equity Index FVWO	0.3%	$3m	42,099	Held
Vanguard World FDVDC	0.3%	$3m	11,096	Held
AdobeADBE	0.3%	$2m	12,105	+50%
Pimco ETF TRSMMU	0.3%	$2m	48,740	-7%
J P Morgan Exchange Traded FJPST	0.3%	$2m	47,920	-30%
BlackstoneBX	0.3%	$2m	20,389	+11%
First TR Exchange-Traded FDFVD	0.3%	$2m	49,125	+5%
Bank of AmericaBAC	0.3%	$2m	41,432	-3%
Select Sector Spdr TRXLP	0.3%	$2m	28,051	Held
OracleORCL	0.3%	$2m	15,868	Held
JPMorgan ChaseJPM	0.3%	$2m	7,028	Held
Schwab Municipal Money INVSWTXX	0.3%	$2m	2,273,772	-6%
Fidelity Covington TrustFDVV	0.3%	$2m	37,348	+10%
First TR Exchange-Traded FDFDN	0.3%	$2m	8,474	-30%
Ishares TRITOT	0.3%	$2m	13,628	+7%
Pulse BiosciencesPLSE	0.3%	$2m	77,768	+10%
Thornburg Intermediate Municipal InstTHMIX	0.3%	$2m	161,618	+6%
Ishares TRAOR	0.3%	$2m	30,810	+41%
Ishares TRICF	0.3%	$2m	31,352	+4%
Capital Group Dividend ValueCGDV	0.3%	$2m	42,803	+9%
Berkshire HathawayBRK-B	0.3%	$2m	4,031	-11%
Palo Alto NetworksPANW	0.3%	$2m	5,824	Held
ASML Holding NVASML	0.3%	$2m	997	Held
StarbucksSBUX	0.3%	$2m	19,291	Held
Goldman Sachs ETF TRGBIL	0.3%	$2m	19,283	-3%
Ishares TRSOXX	0.3%	$2m	2,973	Held
Vanguard Charlotte FDSBNDX	0.2%	$2m	38,083	+2%

Showing the largest 100 of 1,446.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.2% since 30 June 2025.

Where the money is

Technology21.0%

Health care7.5%

Industrials7.0%

Media & telecom5.3%

Retail & consumer3.1%

Financial services2.2%

Everyday goods0.8%

Energy0.5%

Utilities0.4%

Materials0.3%

Real estate0.1%

Other51.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.