Westside Investment Management, Inc.

hedge fundUpdated 45 days ago

Managed by Westside Investment Management, Inc. • Latest filing Q2 2026

Portfolio value

$761.3M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

28.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$340.6M
Q2 2023	$354.2M
Q3 2023	$347.3M
Q4 2023	$391.1M
Q1 2024	$417.2M
Q2 2024	$436.9M
Q3 2024	$469.6M
Q4 2024	$474.5M
Q1 2025	$469.4M
Q2 2025	$539.2M
Q3 2025	$625.9M
Q4 2025	$625.1M
Q1 2026	$652.7M
Q2 2026	$761.3M

Top holdings

1,902 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	V VGES VANGUARD HIGH	$23.9M	151.4K	3.14%	Added(+3911.3%)
2	Q QQQ INVESCO QQQ	$21.5M	29.2K	2.83%	Added(+1619.1%)
3	V VGES VANGUARD TOTAL	$21M	56.8K	2.76%	Added(+17662.2%)
4	T TPC TUTOR PERINI	$16.5M	198.8K	2.17%	Trimmed(-9.2%)
5	? N/A ETON PHARMACEUTICALS	$15.6M	430.7K	2.05%	Added(+86032.0%)
6	A AAPL APPLE INC	$13.7M	47.3K	1.80%	Added(+2679.9%)
7	G GOOGN ALPHABET INC	$13.4M	37.5K	1.76%	Added(+5669.7%)
8	A AAPL APPLE INC	$12.4M	43.0K	1.63%	Added(+2429.7%)
9	E ETHA ISHARES CORE	$11.1M	114.7K	1.46%	Added(+14238.0%)
10	P PBI-PB PITNEY BOWES	$10.5M	601.7K	1.38%	Trimmed(-2.0%)
11	C COHR COHERENT CORP	$10.5M	26.7K	1.38%	Added(+22113.3%)
12	? N/A HARROW INC	$9.5M	223.1K	1.24%	Added(+27781.4%)
13	E ETHA ISHARES CORE	$9.1M	92.2K	1.20%	Added(+3589.8%)
14	A AMZN AMAZON COM	$9.1M	38.1K	1.19%	Added(+4976.9%)
15	M MSFT MICROSOFT CORP	$8.1M	21.8K	1.07%	Added(+9002.9%)
16	? N/A VANGUARD CONSUMER	$7.5M	18.9K	0.98%	Added(+634.9%)
17	C COF-PN CAPITAL GROUP	$7.4M	195.6K	0.98%	Added(+3455.9%)
18	G GOOGN ALPHABET INC	$7.3M	20.7K	0.96%	Added(+88.6%)
19	M META META PLATFORMS	$7.3M	13.0K	0.96%	Added(+348.2%)
20	? N/A SCHWAB MUNICIPAL MONEY ULTRA	$7M	6.97M	0.92%	Added(+28.0%)

V

VANGUARD HIGH

+3911.3%

Value

$23.9M

Shares

151.4K

% Port

3.14%

Q

INVESCO QQQ

+1619.1%

Value

$21.5M

Shares

29.2K

% Port

2.83%

V

VANGUARD TOTAL

+17662.2%

Value

$21M

Shares

56.8K

% Port

2.76%

T

TUTOR PERINI

-9.2%

Value

$16.5M

Shares

198.8K

% Port

2.17%

?

5.N/A

ETON PHARMACEUTICALS

+86032.0%

Value

$15.6M

Shares

430.7K

% Port

2.05%

A

APPLE INC

+2679.9%

Value

$13.7M

Shares

47.3K

% Port

1.80%

G

ALPHABET INC

+5669.7%

Value

$13.4M

Shares

37.5K

% Port

1.76%

A

APPLE INC

+2429.7%

Value

$12.4M

Shares

43.0K

% Port

1.63%

E

ISHARES CORE

+14238.0%

Value

$11.1M

Shares

114.7K

% Port

1.46%

P

PITNEY BOWES

-2.0%

Value

$10.5M

Shares

601.7K

% Port

1.38%

C

COHERENT CORP

+22113.3%

Value

$10.5M

Shares

26.7K

% Port

1.38%

?

12.N/A

HARROW INC

+27781.4%

Value

$9.5M

Shares

223.1K

% Port

1.24%

E

ISHARES CORE

+3589.8%

Value

$9.1M

Shares

92.2K

% Port

1.20%

A

AMAZON COM

+4976.9%

Value

$9.1M

Shares

38.1K

% Port

1.19%

M

MICROSOFT CORP

+9002.9%

Value

$8.1M

Shares

21.8K

% Port

1.07%

?

16.N/A

VANGUARD CONSUMER

+634.9%

Value

$7.5M

Shares

18.9K

% Port

0.98%

C

CAPITAL GROUP

+3455.9%

Value

$7.4M

Shares

195.6K

% Port

0.98%

G

ALPHABET INC

+88.6%

Value

$7.3M

Shares

20.7K

% Port

0.96%

M

META PLATFORMS

+348.2%

Value

$7.3M

Shares

13.0K

% Port

0.96%

?

20.N/A

SCHWAB MUNICIPAL MONEY ULTRA

+28.0%

Value

$7M

Shares

6.97M

% Port

0.92%

View full portfolio (1,902 holdings) →

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