Filed: 1/23/2026ACC: 0001538383-26-000001
📋 What this filing means
WESTSIDE INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 1553 equity positions with a total reported market value of $625.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1553
Positions
$625.12M
Total AUM (reported)
27.40M
Total Shares
Allocation by class
COM$304.86M48.8%
ETF$282.60M45.2%
CASH$15.41M2.5%
ADR$10.50M1.7%
BOND$6.94M1.1%
MUNI$3.67M0.6%
REIT$821.9K0.1%
Portfolio Concentration
Top 3$64.72M10.4%
4–10$94.99M15.2%
11–25$113.60M18.2%
Rest$351.81M56.3%
Top 3 weight
10.4%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 27.39M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.39M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1553
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1553
Rows:
APPLE INC
SOLEShares84.51K
TypeSH
Market value$22.94M
3.67%
Sole
0.00
Shared
0.00
None
84.27K
VANGUARD HIGH
SOLEShares155.78K
TypeSH
Market value$22.37M
3.58%
Sole
0.00
Shared
0.00
None
154.59K
VANGUARD TOTAL
SOLEShares57.90K
TypeSH
Market value$19.41M
3.11%
Sole
0.00
Shared
0.00
None
57.39K
INVESCO QQQ
SOLEShares30.11K
TypeSH
Market value$18.49M
2.96%
Sole
0.00
Shared
0.00
None
29.86K
TUTOR PERINI
SOLEShares226.42K
TypeSH
Market value$15.17M
2.43%
Sole
0.00
Shared
0.00
None
226.42K
ALPHABET INC
SOLEShares47.58K
TypeSH
Market value$14.91M
2.39%
Sole
0.00
Shared
0.00
None
47.48K
MICROSOFT CORP
SOLEShares27.63K
TypeSH
Market value$13.30M
2.13%
Sole
0.00
Shared
0.00
None
27.51K
AMAZON COM
SOLEShares56.46K
TypeSH
Market value$12.95M
2.07%
Sole
0.00
Shared
0.00
None
56.32K
META PLATFORMS
SOLEShares15.39K
TypeSH
Market value$10.14M
1.62%
Sole
0.00
Shared
0.00
None
15.36K
ALPHABET INC
SOLEShares31.90K
TypeSH
Market value$10.03M
1.60%
Sole
0.00
Shared
0.00
None
31.81K
UBER TECHNOLOGIES
SOLEShares116.16K
TypeSH
Market value$9.52M
1.52%
Sole
0.00
Shared
0.00
None
116.15K
HARROW INC
SOLEShares181.35K
TypeSH
Market value$8.89M
1.42%
Sole
0.00
Shared
0.00
None
181.35K
ISHARES CORE
SOLEShares87.87K
TypeSH
Market value$8.78M
1.40%
Sole
0.00
Shared
0.00
None
87.67K
BROADCOM INC
SOLEShares25.21K
TypeSH
Market value$8.75M
1.40%
Sole
0.00
Shared
0.00
None
25.15K
NVIDIA CORP
SOLEShares46.05K
TypeSH
Market value$8.67M
1.39%
Sole
0.00
Shared
0.00
None
45.66K
VANGUARD CONSUMER
SOLEShares21.48K
TypeSH
Market value$8.46M
1.35%
Sole
0.00
Shared
0.00
None
21.21K
SPDR GOLD
SOLEShares20.40K
TypeSH
Market value$8.08M
1.29%
Sole
0.00
Shared
0.00
None
20.30K
SCHWAB MUNICIPAL MONEY ULTRA
SOLEShares7.99M
TypeSH
Market value$7.99M
1.28%
Sole
0.00
Shared
0.00
None
7.99M
ETON PHARMACEUTICALS
SOLEShares470.94K
TypeSH
Market value$7.96M
1.27%
Sole
0.00
Shared
0.00
None
470.94K
VANGUARD DIVIDEND
SOLEShares32.44K
TypeSH
Market value$7.13M
1.14%
Sole
0.00
Shared
0.00
None
32.44K
PITNEY BOWES
SOLEShares618.36K
TypeSH
Market value$6.54M
1.05%
Sole
0.00
Shared
0.00
None
618.36K
ISHARES CORE
SOLEShares126.76K
TypeSH
Market value$5.90M
0.94%
Sole
0.00
Shared
0.00
None
125.95K
STATE STREET
SOLEShares40.77K
TypeSH
Market value$5.87M
0.94%
Sole
0.00
Shared
0.00
None
39.97K
COHERENT CORP
SOLEShares31.51K
TypeSH
Market value$5.82M
0.93%
Sole
0.00
Shared
0.00
None
31.50K
FIRST TRUST
SOLEShares106.61K
TypeSH
Market value$5.26M
0.84%
Sole
0.00
Shared
0.00
None
106.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 84.51K | SH | $22.94M 3.67% | 0.00 | 0.00 | 84.27K |
VANGUARD HIGHSOLE | ETF | 155.78K | SH | $22.37M 3.58% | 0.00 | 0.00 | 154.59K |
VANGUARD TOTALSOLE | ETF | 57.90K | SH | $19.41M 3.11% | 0.00 | 0.00 | 57.39K |
INVESCO QQQSOLE | ETF | 30.11K | SH | $18.49M 2.96% | 0.00 | 0.00 | 29.86K |
TUTOR PERINISOLE | COM | 226.42K | SH | $15.17M 2.43% | 0.00 | 0.00 | 226.42K |
ALPHABET INCSOLE | COM | 47.58K | SH | $14.91M 2.39% | 0.00 | 0.00 | 47.48K |
MICROSOFT CORPSOLE | COM | 27.63K | SH | $13.30M 2.13% | 0.00 | 0.00 | 27.51K |
AMAZON COMSOLE | COM | 56.46K | SH | $12.95M 2.07% | 0.00 | 0.00 | 56.32K |
META PLATFORMSSOLE | COM | 15.39K | SH | $10.14M 1.62% | 0.00 | 0.00 | 15.36K |
ALPHABET INCSOLE | COM | 31.90K | SH | $10.03M 1.60% | 0.00 | 0.00 | 31.81K |
UBER TECHNOLOGIESSOLE | COM | 116.16K | SH | $9.52M 1.52% | 0.00 | 0.00 | 116.15K |
HARROW INCSOLE | COM | 181.35K | SH | $8.89M 1.42% | 0.00 | 0.00 | 181.35K |
ISHARES CORESOLE | ETF | 87.87K | SH | $8.78M 1.40% | 0.00 | 0.00 | 87.67K |
BROADCOM INCSOLE | COM | 25.21K | SH | $8.75M 1.40% | 0.00 | 0.00 | 25.15K |
NVIDIA CORPSOLE | COM | 46.05K | SH | $8.67M 1.39% | 0.00 | 0.00 | 45.66K |
VANGUARD CONSUMERSOLE | ETF | 21.48K | SH | $8.46M 1.35% | 0.00 | 0.00 | 21.21K |
SPDR GOLDSOLE | COM | 20.40K | SH | $8.08M 1.29% | 0.00 | 0.00 | 20.30K |
SCHWAB MUNICIPAL MONEY ULTRASOLE | CASH | 7.99M | SH | $7.99M 1.28% | 0.00 | 0.00 | 7.99M |
ETON PHARMACEUTICALSSOLE | COM | 470.94K | SH | $7.96M 1.27% | 0.00 | 0.00 | 470.94K |
VANGUARD DIVIDENDSOLE | ETF | 32.44K | SH | $7.13M 1.14% | 0.00 | 0.00 | 32.44K |
PITNEY BOWESSOLE | COM | 618.36K | SH | $6.54M 1.05% | 0.00 | 0.00 | 618.36K |
ISHARES CORESOLE | ETF | 126.76K | SH | $5.90M 0.94% | 0.00 | 0.00 | 125.95K |
STATE STREETSOLE | ETF | 40.77K | SH | $5.87M 0.94% | 0.00 | 0.00 | 39.97K |
COHERENT CORPSOLE | COM | 31.51K | SH | $5.82M 0.93% | 0.00 | 0.00 | 31.50K |
FIRST TRUSTSOLE | ETF | 106.61K | SH | $5.26M 0.84% | 0.00 | 0.00 | 106.61K |
Page 1 of 63
…