We are live on ! Find out more
WIM

Westside Investment Management Portfolio holdings

AUM $761M
1-Year Est. Return 39.85%
This Fund
S&P 500
This Quarter Est. Return
+22.59%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$761M
AUM Growth
+$109M
Cap. Flow
+$9.37M
Cap. Flow %
1.23%
Top 10 Hldgs %
24.09%
Holding
1,534
New
58
Increased
217
Reduced
201
Closed
88

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$1.75M
2
TRMB icon
Trimble
TRMB
+$1.42M
3
HROW icon
Harrow
HROW
+$1.42M
4
ADBE icon
Adobe
ADBE
+$955K
5
TMB
Thornburg Multi Sector Bond ETF
TMB
+$823K

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$2.19M
2
TPC
Tutor Perini Cor
TPC
+$1.61M
3
ETON icon
Eton Pharmaceutcials
ETON
+$1.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.02M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$946K

Sector Composition

Rank Sector Weight
1 Miscellaneous 51.29%
2 Technology 21.02%
3 Healthcare 7.65%
4 Industrials 7.19%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
426
DuPont de Nemours
DD
$17.1B
$70.3K 0.01%
518
-25
-5% -$3.55K
ASX icon
427
ASE Group
ASX
$96.4B
$69.7K 0.01%
1,545
– –
MSIF
428
MSC Income Fund Inc
MSIF
$560M
$69.4K 0.01%
6,000
-3,500
-37% -$42.8K
FTNT icon
429
Fortinet
FTNT
$127B
$68.8K 0.01%
448
– –
MLI icon
430
Mueller Industries
MLI
$13.4B
$68.1K 0.01%
1,108
– –
EME icon
431
Emcor
EME
$32.7B
$68K 0.01%
82
+20
+32% +$16.9K
TM icon
432
Toyota
TM
$232B
$67.9K 0.01%
403
– –
BUD icon
433
AB InBev
BUD
$157B
$67.4K 0.01%
818
+1
+0.1% +$79
NUE icon
434
Nucor
NUE
$58.7B
$66.8K 0.01%
300
– –
RDY icon
435
Dr. Reddy's Laboratories
RDY
$9.69B
$66.6K 0.01%
4,595
-55
-1% -$742
ENPH icon
436
Enphase Energy
ENPH
$4.86B
$66.5K 0.01%
1,350
– –
CHT icon
437
Chunghwa Telecom
CHT
$35.2B
$66K 0.01%
1,491
– –
ESE icon
438
ESCO Technologies
ESE
$6.78B
$65.8K 0.01%
188
– –
SOFI icon
439
SoFi Technologies
SOFI
$22.4B
$64.5K 0.01%
3,600
+100
+3% +$1.69K
EW icon
440
Edwards Lifesciences
EW
$49.4B
$63.5K 0.01%
702
– –
FDL icon
441
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.03B
$63.3K 0.01%
1,300
– –
SLF icon
442
Sun Life Financial
SLF
$44.5B
$62.8K 0.01%
801
– –
HCA icon
443
HCA Healthcare
HCA
$91.8B
$62.8K 0.01%
161
-3
-2% -$1.27K
SNDA icon
444
Sonida Senior Living
SNDA
$1.89B
$62.5K 0.01%
1,531
– –
IGPT icon
445
Invesco AI and Next Gen Software ETF
IGPT
$1.24B
$62.5K 0.01%
600
– –
CLS icon
446
Celestica
CLS
$39.9B
$62K 0.01%
170
+70
+70% +$26.3K
OXY icon
447
Occidental Petroleum
OXY
$63.6B
$61.7K 0.01%
1,270
– –
SPGI icon
448
S&P Global
SPGI
$122B
$61.1K 0.01%
150
– –
TBCH
449
Turtle Beach Corp
TBCH
$223M
$61K 0.01%
4,900
-600
-11% -$7.11K
PGR icon
450
Progressive
PGR
$128B
$60.5K 0.01%
277
– –
16 17
18
19 20

Similar funds

BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
DIA
Dean Investment Associates Beavercreek, Ohio $761M AUM 33.5% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Westside Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Westside Investment Management held 1,534 positions worth $761M, up 17% from $653M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Westside Investment Management's Q2 2026 filing shows 58 new, 217 increased, 201 reduced and 88 closed positions. Its largest new stake was FedEx Freight: 2,563 shares worth $387K. The largest sale was Micron Technology, an estimated $2.19M.

By sector, the portfolio is most concentrated in Miscellaneous at 51% of assets, down from 54% a quarter earlier, followed by Technology and Healthcare.

  • Westside Investment Management's largest Q2 2026 buy was FedEx Freight: 2,563 shares worth $387K.
  • Westside Investment Management added most to Intuit in Q2 2026, an estimated $1.75M increase.
  • Westside Investment Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $2.19M.
  • Westside Investment Management fully exited Wipro in Q2 2026, selling an estimated $39.8K.
  • Westside Investment Management's ten largest holdings make up 24% of its $761M portfolio in Q2 2026.
  • Westside Investment Management opened 58 new positions and closed 88 in Q2 2026.
  • Westside Investment Management's portfolio value rose 17% quarter-over-quarter to $761M.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.