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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
CLF icon
1076
Cleveland-Cliffs
CLF
$6.73B
$3.2K ﹤0.01%
341
– –
MTG icon
1077
MGIC Investment
MTG
$6.14B
$3.16K ﹤0.01%
112
– –
MTW icon
1078
Manitowoc
MTW
$741M
$3.13K ﹤0.01%
225
– –
SCHZ icon
1079
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.1K ﹤0.01%
134
-507
-79% -$11.7K
AVY icon
1080
Avery Dennison
AVY
$13B
$3.08K ﹤0.01%
19
– –
RDN icon
1081
Radian Group
RDN
$4.68B
$2.98K ﹤0.01%
79
– –
VIAV icon
1082
Viavi Solutions
VIAV
$8.33B
$2.96K ﹤0.01%
62
– –
EOSE icon
1083
Eos Energy Enterprises
EOSE
$1.48B
$2.94K ﹤0.01%
500
– –
SKM icon
1084
SK Telecom
SKM
$13.7B
$2.89K ﹤0.01%
90
– –
ENR icon
1085
Energizer
ENR
$1.4B
$2.87K ﹤0.01%
+134
New +$2.55K
BPOP icon
1086
Popular Inc
BPOP
$10.5B
$2.79K ﹤0.01%
17
– –
HDB icon
1087
HDFC Bank
HDB
$116B
$2.79K ﹤0.01%
108
-358
-77% -$8.97K
TOST icon
1088
Toast
TOST
$18.4B
$2.78K ﹤0.01%
100
– –
HALO icon
1089
Halozyme
HALO
$12.1B
$2.74K ﹤0.01%
35
– –
OGN icon
1090
Organon & Co
OGN
$3.59B
$2.57K ﹤0.01%
190
– –
ACXP icon
1091
Acurx Pharmaceuticals
ACXP
$5.82M
$2.56K ﹤0.01%
1,650
– –
MNKD icon
1092
MannKind Corp
MNKD
$1.14B
$2.56K ﹤0.01%
600
– –
ECHO
1093
EchoStar
ECHO
$26.8B
$2.54K ﹤0.01%
25
– –
EIX icon
1094
Edison International
EIX
$21B
$2.53K ﹤0.01%
34
– –
KNX icon
1095
Knight Transportation
KNX
$11.1B
$2.49K ﹤0.01%
32
– –
VEEV icon
1096
Veeva Systems
VEEV
$43.2B
$2.48K ﹤0.01%
14
– –
CLX icon
1097
Clorox
CLX
$10.5B
$2.48K ﹤0.01%
26
-4
-13% -$384
GATX icon
1098
GATX Corp
GATX
$6.3B
$2.48K ﹤0.01%
14
– –
GIS icon
1099
General Mills
GIS
$19.6B
$2.44K ﹤0.01%
70
-150
-68% -$5.18K
DBB icon
1100
Invesco DB Base Metals Fund
DBB
$363M
$2.41K ﹤0.01%
100
– –
42 43
44
45 46

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SCM
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DIA
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IIC
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SPA
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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.