Westside Investment Management, Inc.
CIK: 1538383SEC EDGAR →
Portfolio Value
$275.7B
Holdings
1,477
As of
Q1 2026
New Positions
1,833
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TUTOR PERINI | 218,832 | $16.9B | 6.13% |
| 2 | ETON PHARMACEUTICALS | 467,415 | $11.5B | 4.18% |
| 3 | ISHARES CORE | 113,678 | $10.3B | 3.73% |
| 4 | ISHARES CORE | 85,613 | $8.5B | 3.08% |
| 5 | UBER TECHNOLOGIES | 95,385 | $6.9B | 2.49% |
| 6 | PITNEY BOWES | 614,014 | $6.8B | 2.46% |
| 7 | HARROW INC | 185,926 | $6.6B | 2.38% |
| 8 | CAPITAL GROUP | 173,465 | $6.0B | 2.17% |
| 9 | ISHARES CORE | 121,051 | $5.6B | 2.03% |
| 10 | SCHWAB MUNICIPAL MONEY ULTRA | 5,449,857 | $5.4B | 1.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 573 | $135.2B | 49.0% |
| Unknown | 315 | $56.6B | 20.5% |
| Healthcare | 131 | $27.0B | 9.8% |
| Industrials | 154 | $24.9B | 9.0% |
| Technology | 200 | $18.6B | 6.7% |
| Consumer Cyclical | 114 | $4.2B | 1.5% |
| Communication Services | 61 | $2.9B | 1.1% |
| Consumer Defensive | 55 | $1.8B | 0.6% |
| Basic Materials | 57 | $1.7B | 0.6% |
| Energy | 72 | $1.4B | 0.5% |
| Utilities | 53 | $1.3B | 0.5% |
| Real Estate | 48 | $336.1M | 0.1% |