Filed: 7/27/2026ACC: 0001538383-26-000004
📋 What this filing means
WESTSIDE INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 1507 equity positions with a total reported market value of $761.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1507
Positions
$761.34M
Total AUM (reported)
25.25M
Total Shares
Allocation by class
COM$369.85M48.6%
ETF$361.00M47.4%
BOND$12.94M1.7%
ADR$11.02M1.4%
MUNI$3.62M0.5%
REIT$831.3K0.1%
YLD$596.6K0.1%
Portfolio Concentration
Top 3$74.37M9.8%
4–10$108.23M14.2%
11–25$138.17M18.1%
Rest$440.56M57.9%
Top 3 weight
9.8%
Top 10 weight
24.0%
Voting Authority Distribution
Total shares with voting rights: 25.23M
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
25.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1507
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1507
Rows:
APPLE INC
SOLEShares92K
TypeSH
Market value$26.62M
3.50%
Sole
0.00
Shared
0.00
None
91.75K
VANGUARD HIGH
SOLEShares158.84K
TypeSH
Market value$25.10M
3.30%
Sole
0.00
Shared
0.00
None
157.65K
INVESCO QQQ
SOLEShares30.75K
TypeSH
Market value$22.65M
2.97%
Sole
0.00
Shared
0.00
None
30.50K
VANGUARD TOTAL
SOLEShares57.28K
TypeSH
Market value$21.20M
2.78%
Sole
0.00
Shared
0.00
None
56.78K
ALPHABET INC
SOLEShares46.59K
TypeSH
Market value$16.65M
2.19%
Sole
0.00
Shared
0.00
None
46.49K
TUTOR PERINI
SOLEShares198.77K
TypeSH
Market value$16.49M
2.17%
Sole
0.00
Shared
0.00
None
198.77K
ETON PHARMACEUTICALS
SOLEShares431.16K
TypeSH
Market value$15.61M
2.05%
Sole
0.00
Shared
0.00
None
431.16K
AMAZON COM
SOLEShares60.25K
TypeSH
Market value$14.36M
1.89%
Sole
0.00
Shared
0.00
None
60.11K
MICRON TECHNOLOGY
SOLEShares10.89K
TypeSH
Market value$12.58M
1.65%
Sole
0.00
Shared
0.00
None
10.88K
ISHARES CORE
SOLEShares117.49K
TypeSH
Market value$11.35M
1.49%
Sole
0.00
Shared
0.00
None
115.98K
ALPHABET INC
SOLEShares31.63K
TypeSH
Market value$11.17M
1.47%
Sole
0.00
Shared
0.00
None
31.53K
MICROSOFT CORP
SOLEShares29.05K
TypeSH
Market value$10.84M
1.42%
Sole
0.00
Shared
0.00
None
28.92K
COHERENT CORP
SOLEShares26.82K
TypeSH
Market value$10.58M
1.39%
Sole
0.00
Shared
0.00
None
26.81K
PITNEY BOWES
SOLEShares601.72K
TypeSH
Market value$10.54M
1.38%
Sole
0.00
Shared
0.00
None
601.72K
ISHARES CORE
SOLEShares96.50K
TypeSH
Market value$9.55M
1.25%
Sole
0.00
Shared
0.00
None
96.30K
NVIDIA CORP
SOLEShares47.67K
TypeSH
Market value$9.54M
1.25%
Sole
0.00
Shared
0.00
None
47.28K
HARROW INC
SOLEShares224.05K
TypeSH
Market value$9.52M
1.25%
Sole
0.00
Shared
0.00
None
224.05K
BROADCOM INC
SOLEShares24.87K
TypeSH
Market value$9.40M
1.23%
Sole
0.00
Shared
0.00
None
24.81K
META PLATFORMS
SOLEShares15.93K
TypeSH
Market value$8.97M
1.18%
Sole
0.00
Shared
0.00
None
15.89K
UBER TECHNOLOGIES
SOLEShares118.78K
TypeSH
Market value$8.57M
1.13%
Sole
0.00
Shared
0.00
None
118.78K
VANGUARD CONSUMER
SOLEShares21.48K
TypeSH
Market value$8.52M
1.12%
Sole
0.00
Shared
0.00
None
21.21K
ADVANCED MICRO
SOLEShares13.89K
TypeSH
Market value$8.07M
1.06%
Sole
0.00
Shared
0.00
None
13.88K
STATE STREET
SOLEShares40.87K
TypeSH
Market value$7.79M
1.02%
Sole
0.00
Shared
0.00
None
40.07K
VANGUARD DIVIDEND
SOLEShares32.42K
TypeSH
Market value$7.67M
1.01%
Sole
0.00
Shared
0.00
None
32.42K
CAPITAL GROUP
SOLEShares196.17K
TypeSH
Market value$7.45M
0.98%
Sole
0.00
Shared
0.00
None
196.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 92K | SH | $26.62M 3.50% | 0.00 | 0.00 | 91.75K |
VANGUARD HIGHSOLE | ETF | 158.84K | SH | $25.10M 3.30% | 0.00 | 0.00 | 157.65K |
INVESCO QQQSOLE | ETF | 30.75K | SH | $22.65M 2.97% | 0.00 | 0.00 | 30.50K |
VANGUARD TOTALSOLE | ETF | 57.28K | SH | $21.20M 2.78% | 0.00 | 0.00 | 56.78K |
ALPHABET INCSOLE | COM | 46.59K | SH | $16.65M 2.19% | 0.00 | 0.00 | 46.49K |
TUTOR PERINISOLE | COM | 198.77K | SH | $16.49M 2.17% | 0.00 | 0.00 | 198.77K |
ETON PHARMACEUTICALSSOLE | COM | 431.16K | SH | $15.61M 2.05% | 0.00 | 0.00 | 431.16K |
AMAZON COMSOLE | COM | 60.25K | SH | $14.36M 1.89% | 0.00 | 0.00 | 60.11K |
MICRON TECHNOLOGYSOLE | COM | 10.89K | SH | $12.58M 1.65% | 0.00 | 0.00 | 10.88K |
ISHARES CORESOLE | ETF | 117.49K | SH | $11.35M 1.49% | 0.00 | 0.00 | 115.98K |
ALPHABET INCSOLE | COM | 31.63K | SH | $11.17M 1.47% | 0.00 | 0.00 | 31.53K |
MICROSOFT CORPSOLE | COM | 29.05K | SH | $10.84M 1.42% | 0.00 | 0.00 | 28.92K |
COHERENT CORPSOLE | COM | 26.82K | SH | $10.58M 1.39% | 0.00 | 0.00 | 26.81K |
PITNEY BOWESSOLE | COM | 601.72K | SH | $10.54M 1.38% | 0.00 | 0.00 | 601.72K |
ISHARES CORESOLE | ETF | 96.50K | SH | $9.55M 1.25% | 0.00 | 0.00 | 96.30K |
NVIDIA CORPSOLE | COM | 47.67K | SH | $9.54M 1.25% | 0.00 | 0.00 | 47.28K |
HARROW INCSOLE | COM | 224.05K | SH | $9.52M 1.25% | 0.00 | 0.00 | 224.05K |
BROADCOM INCSOLE | COM | 24.87K | SH | $9.40M 1.23% | 0.00 | 0.00 | 24.81K |
META PLATFORMSSOLE | COM | 15.93K | SH | $8.97M 1.18% | 0.00 | 0.00 | 15.89K |
UBER TECHNOLOGIESSOLE | COM | 118.78K | SH | $8.57M 1.13% | 0.00 | 0.00 | 118.78K |
VANGUARD CONSUMERSOLE | ETF | 21.48K | SH | $8.52M 1.12% | 0.00 | 0.00 | 21.21K |
ADVANCED MICROSOLE | COM | 13.89K | SH | $8.07M 1.06% | 0.00 | 0.00 | 13.88K |
STATE STREETSOLE | ETF | 40.87K | SH | $7.79M 1.02% | 0.00 | 0.00 | 40.07K |
VANGUARD DIVIDENDSOLE | ETF | 32.42K | SH | $7.67M 1.01% | 0.00 | 0.00 | 32.42K |
CAPITAL GROUPSOLE | ETF | 196.17K | SH | $7.45M 0.98% | 0.00 | 0.00 | 196.17K |
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