1y return+25.5%S&P 500 +20.9%
3y return+70.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $194 against $195 in the S&P 500.2
Westside Investment Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $26.6M | 3.5% | |
| VYMVanguard High Dividend Etf Index Fund Etf Shares | $25.7M | 3.4% | |
| QQQInvesco Qqq | $22.6M | 3.0% | |
| VTIVanguard Total Stock Market Index Fund Etf Shares | $21.2M | 2.8% | |
| GOOGLAlphabet Inc Class A | $16.9M | 2.2% | |
| TPCTutor Perini | $16.5M | 2.2% | −9.2% |
| ETONEton Pharmaceuticals | $15.6M | 2.1% | −7.9% |
| AMZNAmazon Com Inc | $14.4M | 1.9% | +1.2% |
| MUMicron Technology Inc | $12.6M | 1.7% | −21.1% |
| IEFAIshares Core Msci Etf Etf | $11.3M | 1.5% | +1.2% |
| GOOGAlphabet Inc | $11.2M | 1.5% | |
| MSFTMicrosoft Corp | $10.8M | 1.4% | +2.6% |
| COHRCoherent Corp | $10.6M | 1.4% | −1.2% |
| PBIPitney Bowes | $10.5M | 1.4% | −2.0% |
| AGGIshares Core U S Aggregate Bond Etf | $9.8M | 1.3% | +7.9% |
| NVDANvidia Corp | $9.5M | 1.3% | +2.3% |
| HROWHarrow Inc | $9.5M | 1.2% | +20.5% |
| AVGOBroadcom Inc | $9.4M | 1.2% | −1.4% |
| METAMeta Platforms Inc Class A | $9.0M | 1.2% | +2.7% |
| UBERUber Technologies Inc | $8.6M | 1.1% | |
| VCRVanguard Consumer Discretionary Index Fundetf Shares | $8.5M | 1.1% | |
| AMDAdvanced Micro Devices I | $8.1M | 1.1% | −2.4% |
| XLKState Street Technology Select Sector Spdr Etf | $7.8M | 1.0% | |
| VIGVanguard Dividend Appreciation Index Fund Etf Shares | $7.7M | 1.0% | |
| CGBLCapital Group Core Balanced Etf | $7.7M | 1.0% | +12.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $9.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $9.4M |
| AMATApplied Materials | June 30, 2020 | +1096.1% | $5.1M |
| COHRCoherent Corp | September 30, 2022 | +1031.9% | $10.6M |
| AMDAdvanced Micro Devices I | June 30, 2020 | +1004.1% | $8.1M |
| HROWHarrow Inc | June 30, 2020 | +715.2% | $9.5M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $6.3M |
| TPCTutor Perini | June 30, 2020 | +581.2% | $16.5M |
| PBIPitney Bowes | June 30, 2020 | +573.7% | $10.5M |
| ETONEton Pharmaceuticals | June 30, 2020 | +564.3% | $15.6M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $120K
- Dupont DeCUSIP 26614N102 was $75K
- WITWipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Com was $40K
- VCSHVanguard Short Term Cor Bd Etf was $40K
- Thomson Reuters Corp Fexchange Offer Exp: 04/27/26CUSIP 884903808 was $30K
- INFYInfosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Com was $29K
- ARBKArgo Blockchain was $24K
- CSGPCostar Group Inc was $14K
- WTKWYWolters Kluwer N V Fsponsored Adr 1 Adr Reps 1 Ord Com was $12K
- SPCEVirgin Galactic was $12K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +9.9% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +7.7% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westside Investment Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1538383&type=13F-HR&dateb=&owner=include&count=40CIK 1538383
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1538383/000153838326000004/Filed July 27, 2026 · accession 0001538383-26-000004