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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
SMIN icon
1101
iShares MSCI India Small-Cap ETF
SMIN
$745M
$2.4K ﹤0.01%
34
– –
EWT icon
1102
iShares MSCI Taiwan ETF
EWT
$11.6B
$2.39K ﹤0.01%
22
– –
BTCO icon
1103
Invesco Galaxy Bitcoin ETF
BTCO
$407M
$2.34K ﹤0.01%
40
– –
IMVP
1104
Invesco India ETF
IMVP
$101M
$2.33K ﹤0.01%
116
– –
SBS icon
1105
Sabesp
SBS
$18.4B
$2.31K ﹤0.01%
400
– –
VMI icon
1106
Valmont Industries
VMI
$9.14B
$2.31K ﹤0.01%
4
– –
QLTA icon
1107
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.18B
$2.28K ﹤0.01%
48
– –
UPS icon
1108
United Parcel Service
UPS
$87.1B
$2.26K ﹤0.01%
21
-39
-65% -$4.05K
VOD icon
1109
Vodafone
VOD
$40.9B
$2.23K ﹤0.01%
168
– –
DOCU
1110
DocuSign
DOCU
$13.4B
$2.22K ﹤0.01%
+50
New +$2.34K
EZBC icon
1111
Franklin Bitcoin ETF
EZBC
$451M
$2.21K ﹤0.01%
65
– –
LPX icon
1112
Louisiana-Pacific
LPX
$4.53B
$2.2K ﹤0.01%
28
– –
NTRA icon
1113
Natera
NTRA
$50.6B
$2.17K ﹤0.01%
8
– –
UDR icon
1114
UDR
UDR
$11.2B
$2.16K ﹤0.01%
54
– –
SSYS icon
1115
Stratasys
SSYS
$659M
$2.14K ﹤0.01%
250
-250
-50% -$2.19K
NOV icon
1116
NOV
NOV
$7.48B
$2.12K ﹤0.01%
114
– –
KSA icon
1117
iShares MSCI Saudi Arabia ETF
KSA
$617M
$2.09K ﹤0.01%
56
– –
OZK icon
1118
Bank OZK
OZK
$5.36B
$2.08K ﹤0.01%
40
– –
EMBJ
1119
Embraer S.A. ADS
EMBJ
$13.2B
$2.04K ﹤0.01%
32
– –
COLB icon
1120
Columbia Banking Systems
COLB
$8.53B
$2.02K ﹤0.01%
63
– –
SMR icon
1121
NuScale Power
SMR
$3.46B
$2.01K ﹤0.01%
200
– –
INFQ
1122
Infleqtion Inc
INFQ
$2.86B
$2K ﹤0.01%
+150
New +$2.06K
PRIM icon
1123
Primoris Services
PRIM
$4.13B
$1.98K ﹤0.01%
20
– –
AMX icon
1124
America Movil
AMX
$69.4B
$1.95K ﹤0.01%
75
– –
MC icon
1125
Moelis & Co
MC
$4.51B
$1.9K ﹤0.01%
29
– –
43 44
45
46 47

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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.