Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westside Investment Management, Inc. (CIK 1538383) reported $652.7M across 1,446 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($24.0M, 3.68%), AAPL ($23.5M, 3.60%), VTI ($18.5M, 2.84%), QQQ ($17.7M, 2.71%), TPC ($16.9M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $24.0M | 3.68% | 162,017 | Added |
| 2 | AAPL | APPLE INC | $23.5M | 3.60% | 92,069 | Added |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $18.5M | 2.84% | 57,691 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $17.7M | 2.71% | 30,581 | Added |
| 5 | TPC | TUTOR PERINI | $16.9M | 2.59% | 218,832 | Trimmed |
| 6 | GOOGL | ALPHABET INC CLASS CLASS A | $13.6M | 2.09% | 47,074 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $12.4M | 1.91% | 59,551 | Added |
| 8 | ETON | ETON PHARMACEUTICALS INC | $11.5M | 1.77% | 467,915 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $10.5M | 1.61% | 28,312 | Added |
| 10 | IEFA | ISHARES TR CORE MSCI | $10.5M | 1.61% | 116,143 | Added |
| 11 | GOOG | ALPHABET INC CLASS CLASS C | $9.2M | 1.41% | 31,715 | Trimmed |
| 12 | AGG | ISHARES CORE U S AGGREGATE BOND ETF | $9.1M | 1.40% | 91,727 | Added |
| 13 | META | META PLATFORMS | $8.9M | 1.36% | 15,510 | Added |
| 14 | UBER | UBER TECHNOLOGIES | $8.5M | 1.30% | 118,110 | Added |
| 15 | NVDA | NVIDIA CORP | $8.2M | 1.26% | 46,613 | Added |
| 16 | AVGO | BROADCOM INC | $7.9M | 1.21% | 25,234 | Added |
| 17 | VCR | VANGUARD CONSUMER | $7.7M | 1.18% | 21,526 | Added |
| 18 | GLD | SPDR GOLD SHARES | $7.5M | 1.15% | 17,403 | Trimmed |
| 19 | VIG | VANGUARD DIVIDEND | $7.0M | 1.07% | 32,421 | Trimmed |
| 20 | PBI | PITNEY BOWES | $6.8M | 1.04% | 614,014 | Trimmed |
| 21 | HROW | HARROW INC | $6.6M | 1.00% | 185,926 | Added |
| 22 | COHR | COHERENT CORP | $6.5M | 0.99% | 27,151 | Trimmed |
| 23 | CGBL | CAPITAL GROUP CORE BALANCED | $6.2M | 0.95% | 179,565 | Added |
| 24 | AVUV | AVANTIS US SMALL CAP VALUE ETF | $6.2M | 0.95% | 56,161 | Added |
| 25 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $6.0M | 0.92% | 129,617 | Added |
Source: SEC Form 13F filings · as of 2026-03-31