StockDriftsStockDriftsTop 50 Westside Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.5% | 92.0K | $26.6M | -0.07%(-67) | $81.17(+276.23%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS INC HIGH DIV | 3.38% | 162.6K | $25.7M | +0.37%(+603) | $109.15(+52.33%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.97% | 30.8K | $22.6M | +0.56%(+172) | $189.43(+286.69%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 2.78% | 57.3K | $21.2M | -0.71%(-407) | $229.73(+66.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP ETF | 2.22% | 47.2K | $16.9M | +0.36%(+170) | $111.55(+209.02%) | 2026-06-30 | |
| TPC | TUTOR PERINI | 2.17% | 198.8K | $16.5M | -9.17%(-20.07K) | $13.20(+630.96%) | 2026-06-30 | |
| ETON | ETON PHARMACEUTICALS INC | 2.05% | 431.2K | $15.6M | -7.86%(-36.76K) | $4.07(+1344.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.89% | 60.3K | $14.4M | +1.17%(+699) | $113.36(+131.59%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.65% | 10.9K | $12.6M | -21.12%(-2.92K) | $68.14(+1389.17%) | 2026-06-30 | |
| IEFA | ISHARES TR CORE MSCI | 1.49% | 117.5K | $11.3M | +1.16%(+1.35K) | $88.91(+13.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.38% | +74.47% | +12.87% | +83.19% |
| Top 20 Holdings Unweighted | +21.07% | +77.47% | +11.39% | +71.45% |
Westside Investment Management, Inc. reports $761.34M in US-listed equity holdings across 1,446 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.5%), VYM (3.4%) and QQQ (3.0%). The top 20 holdings account for 37.09% of reported assets. Its disclosed equity book has returned +74.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westside Investment Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1538383). View Westside Investment Management, Inc.’s 13F filings on SEC