Westside Investment Management, Inc. Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$625.1M

Holdings

1,495

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,495 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	84,514	$22.9M	3.67%
2	VYMVANGUARD HIGH	144,967	$20.8M	3.33%
3	VTIVANGUARD TOTAL	57,809	$19.4M	3.10%
4	NDQINVESCO QQQ	28,406	$17.4M	2.79%
5	TPCTUTOR PERINI	226,422	$15.2M	2.43%
6	MSFTMICROSOFT CORP	27,634	$13.3M	2.13%
7	GOOGLALPHABET INC	37,558	$11.8M	1.88%
8	HROWHARROW INC	181,351	$8.9M	1.42%
9	AVGOBROADCOM INC	25,214	$8.7M	1.40%
10	NVDANVIDIA CORP	46,053	$8.7M	1.39%
11	AMZNAMAZON COM	36,988	$8.5M	1.37%
12	AGGISHARES CORE	85,098	$8.5M	1.36%
13	METAMETA PLATFORMS	12,554	$8.3M	1.33%
14	GQ9SPDR GOLD	20,398	$8.1M	1.29%
15	SWOXXSCHWAB MUNICIPAL MONEY ULTRA	7,989,857	$8.0M	1.28%
16	ETONETON PHARMACEUTICALS	470,440	$8.0M	1.27%
17	UBERUBER TECHNOLOGIES	94,005	$7.7M	1.23%
18	VCRVANGUARD CONSUMER	18,909	$7.4M	1.19%
19	GOOGALPHABET INC	20,920	$6.6M	1.05%
20	PBIPITNEY BOWES	618,364	$6.5M	1.05%
21	VIGVANGUARD DIVIDEND	28,777	$6.3M	1.01%
22	COHRCOHERENT CORP	31,510	$5.8M	0.93%
23	IUSBISHARES CORE	118,538	$5.5M	0.88%
24	SDYSTATE STREET	37,505	$5.2M	0.83%
25	CGBLCAPITAL GROUP	146,270	$5.2M	0.83%
26	XLKSTATE STREET	34,282	$4.9M	0.79%
27	MUMICRON TECHNOLOGY INC	16,597	$4.9M	0.79%
28	MUBISHARES NATIONAL	45,638	$4.9M	0.78%
29	AVUVAVANTIS U S	47,008	$4.8M	0.77%
30	MINTPIMCO EHNANCED	46,523	$4.7M	0.75%
31	SHOPSHOPIFY INC	28,625	$4.6M	0.74%
32	URIUNITED RENTALS	5,470	$4.4M	0.71%
33	AMZNAMAZON COM INC	19,473	$4.4M	0.71%
34	XLVSTATE STREET	28,451	$4.4M	0.70%
35	FCALFIRST TRUST	82,515	$4.1M	0.65%
36	SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR	4,006,139	$4.0M	0.64%
37	QCOMQUALCOMM INC	22,725	$3.9M	0.62%
38	QQQMINVESCO NASDAQ	15,385	$3.9M	0.62%
39	ABBVABBVIE INC	16,722	$3.8M	0.61%
40	MLNVANECK LONG	213,626	$3.7M	0.60%
41	SMHVANECK SEMICONDUCTOR	9,945	$3.6M	0.57%
42	BCOBRINKS COMPANY	30,273	$3.5M	0.57%
43	GOOGALPHABET INC CLASS CLASS C	10,981	$3.5M	0.55%
44	XLFSTATE STREET	63,002	$3.5M	0.55%
45	IEMGISHARES CORE	50,614	$3.4M	0.54%
46	VXUSVANGUARD TOTAL	44,126	$3.3M	0.53%
47	CVSCVS HEALTH	41,344	$3.3M	0.52%
48	AMGNAMGEN INC	9,921	$3.2M	0.52%
49	JPSTJPMORGAN	62,119	$3.1M	0.50%
50	FMBFIRST TRUST	60,993	$3.1M	0.50%
51	ORCLORACLE CORP	15,837	$3.1M	0.49%
52	VHTVANGUARD HEALTH	10,715	$3.1M	0.49%
53	NOCNORTHROP GRUMMAN CORP	5,155	$3.0M	0.48%
54	GOOGLALPHABET INC CLASS CLASS A	9,372	$3.0M	0.47%
55	IJRISHARES CORE	24,369	$2.9M	0.47%
56	IBBISHARES BIOTECHNOLOGY	16,970	$2.9M	0.46%
57	SHYISHARES 1-3YR	33,275	$2.8M	0.44%
58	SMMUPIMCO SHORT	54,040	$2.7M	0.44%
59	FIXDFIRST TRUST	60,395	$2.7M	0.43%
60	SPTMSTATE STREET	30,675	$2.5M	0.40%
61	SNOWSNOWFLAKE INC	10,726	$2.4M	0.38%
62	CMFISHARES CALIFORNIA	40,486	$2.3M	0.37%
63	GILDGILEAD SCIENCES	18,530	$2.3M	0.36%
64	SPYSPDR S&P	3,235	$2.2M	0.35%
65	XLESTATE STREET	48,504	$2.2M	0.35%
66	VDCVANGUARD CONSUMER	10,156	$2.1M	0.34%
67	LLYELI LILLY	1,990	$2.1M	0.34%
68	VBVANGUARD SMALL	8,136	$2.1M	0.34%
69	FZIIXFIDELITY ADVISOR INTERM MUNI INC I	202,369	$2.1M	0.33%
70	FDNFIRST TRUST	7,588	$2.0M	0.33%
71	CRWDCROWDSTRIKE HOLDINGS	4,344	$2.0M	0.33%
72	SWTXXSCHWAB MUNICIPAL MONEY INV	1,954,239	$2.0M	0.31%
73	ITOTISHARES CORE	12,991	$1.9M	0.31%
74	SPLBSTATE STREET	85,128	$1.9M	0.31%
75	VWOVANGUARD FSTE	35,252	$1.9M	0.30%
76	METAMETA PLATFORMS INC CLASS A	2,841	$1.8M	0.30%
77	HPEHEWLETT PACKARD	76,764	$1.8M	0.29%
78	BXBLACKSTONE INC	11,904	$1.8M	0.29%
79	UBERUBER TECHNOLOGIES INC	22,157	$1.8M	0.29%
80	TRMBTRIMBLE INC	23,262	$1.8M	0.29%
81	NOCNORTHROP GRUMMAN	3,154	$1.8M	0.29%
82	INEQCOLUMBIA INTL	48,128	$1.8M	0.29%
83	FDVVFIDELITY HIGH	31,511	$1.8M	0.29%
84	FVDFIRST TRUST	38,615	$1.8M	0.28%
85	DKNGDRAFTKINGS INC	51,633	$1.8M	0.28%
86	XLFISTATE STREET	22,604	$1.8M	0.28%
87	GBILGOLDMAN SACHS	17,518	$1.8M	0.28%
88	BNDVANGUARD TOTAL	23,105	$1.7M	0.27%
89	MDTMEDTRONIC PLC	17,784	$1.7M	0.27%
90	AMATAPPLIED MATERIALS	6,601	$1.7M	0.27%
91	CICIGNA GROUP	6,064	$1.7M	0.27%
92	SHOPSHOPIFY INC FCLASS CLASS A	10,493	$1.6M	0.26%
93	JPMJPMORGAN CHASE	5,000	$1.6M	0.26%
94	SBUXSTARBUCKS CORP	19,025	$1.6M	0.26%
95	TSLATESLA INC	3,577	$1.6M	0.25%
96	BNDXVANGUARD TOTAL	32,829	$1.6M	0.25%
97	AMDADVANCED MICRO	7,362	$1.6M	0.25%
98	SHMSTATE STREET	32,536	$1.6M	0.25%
99	BACBANK AMERICA	28,299	$1.6M	0.25%
100	HYDVANECK HIGH	30,417	$1.6M	0.25%

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