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WIM

Westside Investment Management Portfolio holdings

AUM $761M
1-Year Est. Return 39.85%
This Fund
S&P 500
This Quarter Est. Return
+10.82%
1 Year Est. Return
+39.85%
3 Year Est. Return
+114.14%
5 Year Est. Return
+130.28%
10 Year Est. Return
–
AUM
$626M
AUM Growth
+$86.7M
Cap. Flow
+$34.2M
Cap. Flow %
5.47%
Top 10 Hldgs %
25.14%
Holding
1,438
New
153
Increased
592
Reduced
117
Closed
54

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$738K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$650K
3
MSFT icon
Microsoft
MSFT
+$622K
4
ALMU
Aeluma Inc
ALMU
+$620K
5
MLN icon
VanEck Long Muni ETF
MLN
+$579K

Top Sells

Rank Stock Value
1
TPC
Tutor Perini Cor
TPC
+$468K
2
UBER icon
Uber
UBER
+$349K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
4
NOC icon
Northrop Grumman
NOC
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$307K

Sector Composition

Rank Sector Weight
1 Technology 18.76%
2 Healthcare 7.85%
3 Industrials 7.4%
4 Communication Services 5.56%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AME icon
501
Ametek
AME
$58B
$42K 0.01%
224
+112
+100% +$20.6K
IMOS
502
ChipMOS TECHNOLOGIES
IMOS
$1.84B
$41.8K 0.01%
2,163
+1,204
+126% +$21.2K
NAB
503
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$41.7K 0.01%
2,840
+1,420
+100% +$20.8K
AYI icon
504
Acuity Brands
AYI
$10.6B
$41.7K 0.01%
121
– –
AJG icon
505
Arthur J. Gallagher & Co
AJG
$64.7B
$41.6K 0.01%
136
+68
+100% +$20.5K
BLK icon
506
Blackrock
BLK
$175B
$41.5K 0.01%
36
– –
ORLY icon
507
O'Reilly Automotive
ORLY
$75.3B
$41.2K 0.01%
390
+195
+100% +$19.6K
ADP icon
508
Automatic Data Processing
ADP
$109B
$41.2K 0.01%
141
+51
+57% +$15.3K
BTT icon
509
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$41.2K 0.01%
1,834
– –
BMRN icon
510
BioMarin Pharmaceuticals
BMRN
$13.3B
$41.2K 0.01%
760
-400
-34% -$22.9K
XAR icon
511
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$41.1K 0.01%
175
– –
EQIX icon
512
Equinix
EQIX
$103B
$41K 0.01%
53
+21
+66% +$16.4K
BTI icon
513
British American Tobacco
BTI
$123B
$40.9K 0.01%
782
+391
+100% +$21.2K
EXPE icon
514
Expedia Group
EXPE
$37.7B
$40.9K 0.01%
189
+57
+43% +$11.4K
NUE icon
515
Nucor
NUE
$62.5B
$40.6K 0.01%
300
– –
DORM icon
516
Dorman Products
DORM
$3.95B
$40.4K 0.01%
259
– –
BBSI icon
517
Barrett Business Services
BBSI
$783M
$40.2K 0.01%
907
– –
ESE icon
518
ESCO Technologies
ESE
$7.79B
$40.1K 0.01%
188
+94
+100% +$18.6K
VCSH icon
519
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$39.9K 0.01%
500
– –
CHRW icon
520
C.H. Robinson
CHRW
$17.3B
$39.9K 0.01%
301
– –
WRB icon
521
W.R. Berkley
WRB
$26.3B
$39.8K 0.01%
528
+264
+100% +$18.8K
ORAN
522
DELISTED
Orange
ORAN
$39.5K 0.01%
2,447
+1,314
+116% +$21.2K
MDB icon
523
MongoDB
MDB
$33.5B
$39.2K 0.01%
122
+55
+82% +$14.1K
RSG icon
524
Republic Services
RSG
$65.7B
$39.1K 0.01%
172
+86
+100% +$20.2K
MTB icon
525
M&T Bank
MTB
$36.3B
$39K 0.01%
199
+76
+62% +$14.9K
19 20
21
22 23

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TI
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SIG
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CCIP
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MWA
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JGUA
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Westside Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Westside Investment Management held 1,438 positions worth $626M, up 16% from $539M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Westside Investment Management deployed $34.2M of net new capital in Q3 2025, opening 153 new positions and adding to 592 existing holdings. Its largest new stake was Aeluma Inc: 33,135 shares worth $533K.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Tutor Perini Cor, an estimated $468K trimmed.

  • Westside Investment Management's largest Q3 2025 buy was Aeluma Inc: 33,135 shares worth $533K.
  • Westside Investment Management added most to NVIDIA in Q3 2025, an estimated $738K increase.
  • Westside Investment Management's biggest Q3 2025 reduction was Tutor Perini Cor, cutting an estimated $468K.
  • Westside Investment Management fully exited Bank of America Depository Shares Series GG in Q3 2025, selling an estimated $75.7K.
  • Westside Investment Management's ten largest holdings make up 25% of its $626M portfolio in Q3 2025.
  • Westside Investment Management opened 153 new positions and closed 54 in Q3 2025.
  • Westside Investment Management's portfolio value rose 16% quarter-over-quarter to $626M.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.