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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
ICLN icon
851
iShares Global Clean Energy ETF
ICLN
$2.08B
$15.4K ﹤0.01%
750
– –
FBTC icon
852
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
$15.3K ﹤0.01%
+300
New +$18.7K
IP icon
853
International Paper
IP
$17.8B
$15.2K ﹤0.01%
400
– –
ATAI icon
854
AtaiBeckley Inc
ATAI
$15.2K ﹤0.01%
2,881
– –
GNR icon
855
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.25B
$15.1K ﹤0.01%
+225
New +$16.4K
BCRX icon
856
BioCryst Pharmaceuticals
BCRX
$2.07B
$15K ﹤0.01%
1,500
– –
KIM icon
857
Kimco Realty
KIM
$15.5B
$15K ﹤0.01%
590
– –
AOS icon
858
A.O. Smith
AOS
$7.77B
$14.9K ﹤0.01%
238
– –
VOOV icon
859
Vanguard S&P 500 Value ETF
VOOV
$6.71B
$14.8K ﹤0.01%
66
– –
JPIB icon
860
JPMorgan International Bond Opportunities ETF
JPIB
$2.21B
$14.7K ﹤0.01%
+303
New +$14.6K
TPR icon
861
Tapestry
TPR
$23.4B
$14.6K ﹤0.01%
100
– –
FE icon
862
FirstEnergy
FE
$26.2B
$14.5K ﹤0.01%
306
– –
RELX icon
863
RELX
RELX
$59.5B
$14.5K ﹤0.01%
458
– –
IBIT icon
864
iShares Bitcoin Trust
IBIT
$59.6B
$14.5K ﹤0.01%
435
+250
+135% +$10.2K
ABG icon
865
Asbury Automotive
ABG
$3.72B
$14.5K ﹤0.01%
72
-3
-4% -$591
SCHX icon
866
Schwab US Large- Cap ETF
SCHX
$73.3B
$14.1K ﹤0.01%
480
– –
HY icon
867
Hyster-Yale Materials Handling
HY
$597M
$14K ﹤0.01%
400
– –
BRO icon
868
Brown & Brown
BRO
$22.7B
$13.9K ﹤0.01%
216
– –
APA icon
869
APA Corp
APA
$16.6B
$13.8K ﹤0.01%
423
– –
AKRE
870
Akre Focus ETF
AKRE
$5.09B
$13.8K ﹤0.01%
259
– –
ED icon
871
Consolidated Edison
ED
$38.9B
$13.7K ﹤0.01%
124
– –
SYY icon
872
Sysco
SYY
$38B
$13.7K ﹤0.01%
164
– –
NVR icon
873
NVR
NVR
$16.7B
$13.6K ﹤0.01%
2
– –
WMB icon
874
Williams Companies
WMB
$87.1B
$13.6K ﹤0.01%
183
– –
NXST icon
875
Nexstar Media Group
NXST
$5.2B
$13.6K ﹤0.01%
76
– –
33 34
35
36 37

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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.