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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
+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
VC icon
776
Visteon
VC
$2.61B
$19.8K ﹤0.01%
200
– –
VOE icon
777
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$19.8K ﹤0.01%
100
– –
FTS icon
778
Fortis
FTS
$27.3B
$19.7K ﹤0.01%
345
– –
ALLE icon
779
Allegion
ALLE
$13.1B
$19.7K ﹤0.01%
140
– –
CHWY icon
780
Chewy
CHWY
$8.47B
$19.6K ﹤0.01%
1,000
+275
+38% +$6.24K
RIG icon
781
Transocean
RIG
$6.54B
$19.6K ﹤0.01%
4,014
– –
WASH icon
782
Washington Trust Bancorp
WASH
$761M
$19.6K ﹤0.01%
538
– –
WSM icon
783
Williams-Sonoma
WSM
$26.2B
$19.6K ﹤0.01%
84
– –
MSTR icon
784
Strategy Inc
MSTR
$51.6B
$19.6K ﹤0.01%
225
+10
+5% +$1.45K
CMG icon
785
Chipotle Mexican Grill
CMG
$43.9B
$19.6K ﹤0.01%
575
– –
JBS
786
JBS N.V.
JBS
$40.4B
$19.4K ﹤0.01%
1,636
– –
OKLO
787
Oklo
OKLO
$6.74B
$19.4K ﹤0.01%
370
+210
+131% +$13.1K
ALX
788
Alexander's
ALX
$1.26B
$19.3K ﹤0.01%
70
– –
EMR icon
789
Emerson Electric
EMR
$82.1B
$19K ﹤0.01%
133
– –
DT icon
790
Dynatrace
DT
$15.9B
$19K ﹤0.01%
432
– –
PEG icon
791
Public Service Enterprise Group
PEG
$35.1B
$18.8K ﹤0.01%
232
– –
TTMI icon
792
TTM Technologies
TTMI
$11.7B
$18.7K ﹤0.01%
+100
New +$16.1K
KRYS icon
793
Krystal Biotech
KRYS
$9.9B
$18.6K ﹤0.01%
50
+15
+43% +$4.48K
CMS icon
794
CMS Energy
CMS
$20.7B
$18.5K ﹤0.01%
242
-14
-5% -$1.05K
GBCI icon
795
Glacier Bancorp
GBCI
$5.93B
$18.5K ﹤0.01%
358
– –
VOX icon
796
Vanguard Communication Services ETF
VOX
$5.91B
$18.4K ﹤0.01%
100
– –
SPXC icon
797
SPX Corp
SPXC
$8.85B
$18.4K ﹤0.01%
75
– –
FTXN icon
798
First Trust Nasdaq Oil & Gas ETF
FTXN
$169M
$18.4K ﹤0.01%
549
– –
SPYX icon
799
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.81B
$18.3K ﹤0.01%
300
– –
IONS icon
800
Ionis Pharmaceuticals
IONS
$7.81B
$18.3K ﹤0.01%
231
– –
30 31
32
33 34

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HGWM
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ANRF
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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.