Westside Investment Management, Inc. holds a diversified book of 1446 reported positions worth $761.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 5 new listings in the book), a listing rather than a purchase; they opened Destiny Tech100 Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the reported non-option book.
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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westside Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $154.5M |
| Draper Asset Management, LLC | 8 / 80 | $166.3M |
| XP Advisory US, Inc. | 19 / 80 | $150.0M |
| Integrated Financial Solutions, Inc. | 14 / 80 | $147.6M |
| Wallace Hart LLC | 14 / 80 | $126.2M |
| Ketron Financial | 17 / 80 | $250.1M |
| Hoey Investments, Inc | 41 / 80 | $600.8M |
| Yarbrough Capital, LLC | 21 / 80 | $2.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Westside Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Westside Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 1,902 | $761.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 1,945 | $652.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 1,944 | $625.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 1,763 | $625.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 1,672 | $539.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 1,241 | $469.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 1,250 | $474.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 20, 2024 | 51d | 1,745 | $469.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 17d | 1,267 | $436.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 19, 2024 | 19d | 1,138 | $417.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 12d | 1,087 | $391.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 46d | 1,372 | $347.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 14d | 1,044 | $354.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 17, 2023 | 47d | 1,059 | $340.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 31d | 1,068 | $40.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 40d | 1,430 | $41.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 15d | 1,328 | $44.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 25d | 1,010 | $45.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 46d | 1,014 | $43.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 27, 2021 | 27d | 977 | $43.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 28, 2021 | 28d | 951 | $43.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 14d | 1,100 | $37.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 15, 2021 | 15d | 954 | $36.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 14, 2020 | 14d | 970 | $219.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.