Westside Investment Management, Inc. Portfolio Holdings
Q3 2025•1,140 long positions•$587.2M portfolio value
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Holding1,193 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $21.9M 3.72% | +$528.4K Bought | 0.001% 85.7K shares | 83.7K → 85.7K +$528.4K | +2.48% | $3.78T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $21.7M 3.7% | -$314.5K Sold | — 154.0K shares | 156.3K → 154.0K −$314.5K | -1.43% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $19.2M 3.27% | +$176.9K Bought | — 58.5K shares | 57.9K → 58.5K +$176.9K | +0.93% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $18.4M 3.14% | -$192.8K Sold | — 30.7K shares | 31.0K → 30.7K −$192.8K | -1.04% | — — | Q1 2020 Held for 5y 8m | |
Engineering & Construction Industrials | $15.1M 2.57% | -$551.3K Sold | 0.436% 230.2K shares | 238.6K → 230.2K −$551.3K | -3.52% | $3.5B Mid Cap | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $14.3M 2.43% | +$631.9K Bought | 0.0% 27.5K shares | 26.3K → 27.5K +$631.9K | +4.63% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Specialty Retail Consumer Cyclical | $12.3M 2.09% | +$176.2K Bought | 0.001% 55.9K shares | 55.1K → 55.9K +$176.2K | +1.45% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Application Technology | $11.8M 2.0% | -$364.3K Sold | 0.006% 120.3K shares | 124.0K → 120.3K −$364.3K | -3.01% | $204.31B Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $11.6M 1.98% | +$188.9K Bought | 0.0% 47.7K shares | 46.9K → 47.7K +$188.9K | +1.65% | $2.95T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $11.1M 1.89% | +$133.1K Bought | 0.001% 15.2K shares | 15.0K → 15.2K +$133.1K | +1.21% | $1.84T Mega Cap | Q1 2020 Held for 5y 8m | |
Biotechnology Healthcare | $10.3M 1.75% | -$5.4K Sold | 1.76% 472.5K shares | 472.8K → 472.5K −$5.4K | -0.05% | $582.7M Small Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $10.2M 1.74% | +$100.2K Bought | — 116.7K shares | 115.6K → 116.7K +$100.2K | +0.99% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.8M 1.49% | +$657.1K Bought | — 87.4K shares | 80.8K → 87.4K +$657.1K | +8.11% | — — | Q1 2020 Held for 5y 8m | |
Medical - Pharmaceuticals Healthcare | $8.7M 1.47% | -$71.3K Sold | 0.485% 179.6K shares | 181.1K → 179.6K −$71.3K | -0.82% | $1.8B Small Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $8.6M 1.47% | +$130.4K Bought | 0.001% 26.0K shares | 25.6K → 26.0K +$130.4K | +1.53% | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $8.5M 1.45% | +$791.8K Bought | 0.0% 45.4K shares | 41.1K → 45.4K +$791.8K | +10.29% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.5M 1.44% | -$170.5K Sold | — 21.4K shares | 21.8K → 21.4K −$170.5K | -1.97% | — — | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $8.0M 1.35% | +$1.5K Bought | 0.0% 32.6K shares | 32.6K → 32.6K +$1.5K | +0.02% | $2.95T Mega Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $7.4M 1.26% | +$36.6K Bought | — 20.9K shares | 20.8K → 20.9K +$36.6K | +0.5% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $7.1M 1.21% | -$78.8K Sold | — 32.9K shares | 33.3K → 32.9K −$78.8K | -1.1% | — — | Q4 2022 Held for 2y 11m | |
Integrated Freight & Logistics Industrials | $6.9M 1.18% | -$8.3K Sold | 0.353% 607.6K shares | 608.3K → 607.6K −$8.3K | -0.12% | $2.0B Small Cap | Q1 2020 Held for 5y 8m | |
Software - Application Technology | $6.1M 1.03% | -$126.1K Sold | 0.003% 40.8K shares | 41.7K → 40.8K −$126.1K | -2.03% | $193.14B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $5.9M 1.0% | +$13.5K Bought | — 126.1K shares | 125.8K → 126.1K +$13.5K | +0.23% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $5.9M 1.0% | -$128.7K Sold | — 20.9K shares | 21.3K → 20.9K −$128.7K | -2.14% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $5.4M 0.918% | +$17.1K Bought | — 110.4K shares | 110.1K → 110.4K +$17.1K | +0.32% | — — | Q4 2022 Held for 2y 11m | |
Rental & Leasing Services Industrials | $5.3M 0.908% | +$25.8K Bought | 0.009% 5.6K shares | 5.6K → 5.6K +$25.8K | +0.49% | $61.4B Large Cap | Q1 2020 Held for 5y 8m | |
Aerospace & Defense Industrials | $5.1M 0.872% | -$343.5K Sold | 0.006% 8.4K shares | 9.0K → 8.4K −$343.5K | -6.28% | $87.2B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $5.1M 0.868% | +$11.3K Bought | — 50.6K shares | 50.5K → 50.6K +$11.3K | +0.22% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.0M 0.853% | +$81.0K Bought | — 35.8K shares | 35.2K → 35.8K +$81.0K | +1.64% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.8M 0.82% | -$37.7K Sold | — 48.4K shares | 48.8K → 48.4K −$37.7K | -0.78% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $4.6M 0.78% | +$101.9K Bought | 0.001% 16.2K shares | 15.9K → 16.2K +$101.9K | +2.28% | $801.76B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.6M 0.776% | -$21.9K Sold | — 32.6K shares | 32.8K → 32.6K −$21.9K | -0.48% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.2M 0.723% | +$9.3K Bought | — 79.0K shares | 78.8K → 79.0K +$9.3K | +0.22% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.2M 0.717% | -$32.9K Sold | — 17.0K shares | 17.2K → 17.0K −$32.9K | -0.77% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.1M 0.705% | +$386.3K Bought | — 119.2K shares | 108.1K → 119.2K +$386.3K | +10.3% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $4.0M 0.674% | -$66.2K Sold | 0.001% 17.0K shares | 17.3K → 17.0K −$66.2K | -1.65% | $409.03B Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $3.9M 0.657% | -$37.4K Sold | 0.002% 23.2K shares | 23.4K → 23.2K −$37.4K | -0.96% | $179.50B Large Cap | Q1 2020 Held for 5y 8m | |
Hardware, Equipment & Parts Technology | $3.8M 0.655% | -$148.4K Sold | — 35.7K shares | 37.1K → 35.7K −$148.4K | -3.72% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $3.8M 0.645% | +$162.4K Bought | — 35.6K shares | 34.0K → 35.6K +$162.4K | +4.48% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $3.8M 0.64% | +$22.2K Bought | — 74.1K shares | 73.6K → 74.1K +$22.2K | +0.59% | — — | Q2 2022 Held for 3y 5m | |
Medical - Healthcare Plans Healthcare | $3.6M 0.611% | -$76.0K Sold | 0.004% 47.5K shares | 48.5K → 47.5K −$76.0K | -2.07% | $95.6B Large Cap | Q1 2020 Held for 5y 8m | |
Security & Protection Services Industrials | $3.6M 0.608% | -$6.4K Sold | 0.073% 30.5K shares | 30.6K → 30.5K −$6.4K | -0.18% | $4.9B Mid Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $3.5M 0.6% | — | — 69.6K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.5M 0.595% | +$25.4K Bought | — 68.9K shares | 68.4K → 68.9K +$25.4K | +0.73% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.4M 0.577% | +$78.9K Bought | — 51.4K shares | 50.2K → 51.4K +$78.9K | +2.38% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $3.4M 0.575% | -$13.1K Sold | — 10.3K shares | 10.4K → 10.3K −$13.1K | -0.39% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.2M 0.541% | +$6.7K Bought | — 43.2K shares | 43.1K → 43.2K +$6.7K | +0.21% | — — | Q1 2020 Held for 5y 8m | |
Software - Application Technology | $3.1M 0.526% | -$48.3K Sold | 0.004% 13.6K shares | 13.8K → 13.6K −$48.3K | -1.54% | $76.4B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.519% | -$13.0K Sold | — 11.7K shares | 11.8K → 11.7K −$13.0K | -0.42% | — — | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $2.9M 0.496% | +$17.1K Bought | 0.002% 16.9K shares | 16.8K → 16.9K +$17.1K | +0.59% | $187.25B Large Cap | Q1 2020 Held for 5y 8m |
