Westside Investment Management, Inc. holds a diversified book of 1446 stocks worth $761.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Fedex FGHT Hldg Co Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1538383/holdings"
Use Arkolith to show Westside Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +39.7%, a 2.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Westside Investment Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westside Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $490.2B |
| UBS Group AG | 78 / 80 | $134.5B |
| JPMORGAN CHASE & CO | 77 / 80 | $451.9B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $146.1B |
| ROYAL BANK OF CANADA | 77 / 80 | $124.6B |
| LPL Financial LLC | 77 / 80 | $85.8B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $73.4B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.5B |
Ranked by how many of Westside Investment Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $26.6M | 92.0K | 3.5% | ▼−0.1% Reduced · −67 sh | |
| 2 | Vanguard High ETF | $25.7M | 162.6K | 3.4% | ▲+0.4% Added · +603 sh | |
| 3 | Invesco QQQ ETF | $22.6M | 30.8K | 3.0% | ▲+0.6% Added · +172 sh | |
| 4 | Vanguard Total ETF | $21.2M | 57.3K | 2.8% | ▼−0.7% Reduced · −407 sh | |
| 5 | Alphabet Inc COM | $16.9M | 47.2K | 2.2% | ▲+0.4% Added · +170 sh | |
| 6 | Tutor Perini COM | $16.5M | 198.8K | 2.2% | ▼−9.2% Reduced · −20K sh | |
| 7 | Eton Pharmaceuticals COM | $15.6M | 431.2K | 2.1% | ▼−7.8% Reduced · −37K sh | |
| 8 | Amazon Com COM | $14.4M | 60.3K | 1.9% | ▲+1.2% Added · +699 sh | |
| 9 | Micron Technology COM | $12.6M | 10.9K | 1.7% | ▼−21% Reduced · −3K sh | |
| 10 | Ishares Core ETF | $11.3M | 117.5K | 1.5% | ▲+1.2% Added · +1K sh | |
| 11 | Alphabet Inc COM | $11.2M | 31.6K | 1.5% | ▼−0.3% Reduced · −90 sh | |
| 12 | Microsoft Corp COM | $10.8M | 29.0K | 1.4% | ▲+2.6% Added · +737 sh | |
| 13 | Coherent Corp COM | $10.6M | 26.8K | 1.4% | ▼−1.2% Reduced · −335 sh | |
| 14 | Pitney Bowes COM | $10.5M | 601.7K | 1.4% | ▼−2.0% Reduced · −12K sh | |
| 15 | Ishares Core ETF | $9.8M | 99.0K | 1.3% | ▲+7.9% Added · +7K sh | |
| 16 | Nvidia Corp COM | $9.5M | 47.7K | 1.3% | ▲+2.3% Added · +1K sh | |
| 17 | Harrow Inc COM | $9.5M | 224.1K | 1.2% | ▲+21% Added · +38K sh | |
| 18 | Broadcom Inc COM | $9.4M | 24.9K | 1.2% | ▼−1.4% Reduced · −360 sh | |
| 19 | Meta Platforms COM | $9.0M | 15.9K | 1.2% | ▲+2.7% Added · +419 sh | |
| 20 | Uber Technologies COM | $8.6M | 118.8K | 1.1% | ▲+0.6% Added · +669 sh | |
| 21 | Vanguard Consumer ETF | $8.5M | 21.5K | 1.1% | ▼−0.2% Reduced · −45 sh | |
| 22 | Advanced Micro COM | $8.1M | 13.9K | 1.1% | ▼−2.4% Reduced · −335 sh | |
| 23 | State Street ETF | $7.8M | 40.9K | 1.0% | ▼−0.5% Reduced · −210 sh | |
| 24 | Vanguard Dividend ETF | $7.7M | 32.4K | 1.0% | —Held | |
| 25 | Capital Group ETF | $7.7M | 201.7K | 1.0% | ▲+12% Added · +22K sh | |
| 26 | Vaneck Semiconductor ETF | $7.3M | 11.1K | 1.0% | ▼−1.1% Reduced · −128 sh | |
| 27 | Avantis U S ETF | $7.0M | 56.3K | 0.9% | ▲+0.2% Added · +110 sh | |
| 28 | Schwab Municipal Money Ultra ETF | $7.0M | 6.97M | 0.9% | ▲+28% Added · +1.5M sh | |
| 29 | SPDR Gold COM | $6.7M | 18.1K | 0.9% | ▲+3.8% Added · +663 sh | |
| 30 | United Rentals COM | $6.3M | 5.6K | 0.8% | ▼~0% Reduced · −2 sh | |
| 31 | Invesco Nasdaq ETF | $6.3M | 20.8K | 0.8% | ▲+0.9% Added · +181 sh | |
| 32 | State Street ETF | $6.2M | 39.3K | 0.8% | ▲+4.7% Added · +2K sh | |
| 33 | Ishares Core ETF | $6.0M | 130.4K | 0.8% | ▲+0.6% Added · +761 sh | |
| 34 | State Street ETF | $6.0M | 39.3K | 0.8% | ▲+2.0% Added · +758 sh | |
| 35 | Ishares National ETF | $5.5M | 51.1K | 0.7% | ▲+6.4% Added · +3K sh | |
| 36 | First Trust ETF | $5.2M | 103.8K | 0.7% | ▼−2.0% Reduced · −2K sh | |
| 37 | Applied Materials COM | $5.1M | 7.1K | 0.7% | —Held | |
| 38 | Vaneck Long ETF | $4.8M | 270.6K | 0.6% | ▲+11% Added · +26K sh | |
| 39 | Ishares Core ETF | $4.6M | 56.1K | 0.6% | ▲+4.1% Added · +2K sh | |
| 40 | Shopify Inc COM | $4.5M | 39.2K | 0.6% | ▲+0.5% Added · +200 sh | |
| 41 | Snowflake Inc COM | $4.4M | 17.4K | 0.6% | ▲+4.8% Added · +798 sh | |
| 42 | State Street ETF | $4.4M | 81.8K | 0.6% | ▲+0.6% Added · +467 sh | |
| 43 | Abbvie Inc COM | $4.2M | 16.6K | 0.5% | ▼−0.3% Reduced · −50 sh | |
| 44 | Pimco Ehnanced ETF | $4.2M | 41.2K | 0.5% | ▼−0.5% Reduced · −206 sh | |
| 45 | Qualcomm Inc COM | $4.1M | 22.1K | 0.5% | ▼−0.9% Reduced · −202 sh | |
| 46 | Vanguard Total ETF | $4.0M | 46.7K | 0.5% | ▲+3.5% Added · +2K sh | |
| 47 | Northrop Grumman Corp COM | $3.9M | 7.7K | 0.5% | —Held | |
| 48 | Brinks Company COM | $3.8M | 39.8K | 0.5% | ▲+16% Added · +6K sh | |
| 49 | Ishares Core ETF | $3.7M | 25.2K | 0.5% | ▲+0.6% Added · +138 sh | |
| 50 | First Trust ETF | $3.7M | 84.0K | 0.5% | ▲~0% Added · +40 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 1,902 | $761.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 1,945 | $652.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 1,944 | $625.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 1,763 | $625.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 1,672 | $539.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 1,241 | $469.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 1,250 | $474.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 20, 2024 | 1,745 | $469.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 1,267 | $436.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 19, 2024 | 1,138 | $417.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 1,087 | $391.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 1,372 | $347.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 1,044 | $354.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 17, 2023 | 1,059 | $340.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 1,068 | $40.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 1,430 | $41.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 1,328 | $44.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 1,010 | $45.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 1,014 | $43.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 27, 2021 | 977 | $43.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 28, 2021 | 951 | $43.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 1,100 | $37.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 15, 2021 | 954 | $36.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 14, 2020 | 970 | $219.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.