Westside Investment Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 980Value: $146.4MLatest: 2025Q1

Westside Investment Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 980 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OTLY",
  null,
  "PINS",
  "JOBY",
  "ARES",
  null,
  "MPWR",
  "MC",
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  "IOSP",
  "RXO",
  "JAZZ",
  "QRVO",
  "KTOS",
  "GDX",
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  null,
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  null,
  null,
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  null,
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  null,
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  "FNDA",
  "ACN",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
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  "PRCT",
  "VDE",
  null,
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  null,
  "VTS",
  null,
  "AXP",
  null,
  null,
  "AOUT",
  "ABG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
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  null,
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  null,
  "LOW",
  "AVEM",
  null,
  "ABR",
  "CP.TO",
  null,
  "BIT",
  "HGV",
  "BUI",
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  "GME",
  "BST",
  null,
  null,
  "BSX",
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  null,
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  null,
  "UTF",
  "CRON",
  null,
  null,
  null,
  null,
  "LCII",
  null,
  "COF",
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  null,
  null,
  null,
  "DUK",
  "EIM",
  "D",
  null,
  null,
  "MARA",
  "EDIT",
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  "DDD",
  null,
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  "BLDP",
  "HD",
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  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIN",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
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  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  "MDT",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "SRE",
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "VIAV",
  null,
  "TSM",
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  null,
  null,
  "RMD",
  null,
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  null,
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  "VYM",
  null,
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  null,
  "EA",
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  "LITE",
  "MLI",
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  "AON",
  "SFM",
  "GM",
  null,
  "ALB",
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  "THO",
  "APH",
  "AMD",
  "X",
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  "F",
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  null,
  "WM",
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  null,
  null,
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  "GSLC",
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  null,
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  null,
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  "PJT",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "V",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "MGM",
  "NOV",
  null,
  "SO",
  null,
  "TTD",
  "ON",
  null,
  "TPC",
  "SPXC",
  "TRMB",
  "TDOC",
  "OKTA",
  "ONL",
  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
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  null,
  "RDDT",
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  "DIA",
  "SHAK",
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  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "LYB",
  "PBI",
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPCE",
  "PAAS",
  "SPYV",
  null,
  null,
  "WNS",
  "UPST",
  null,
  null,
  null,
  "NUE",
  null,
  "FDX",
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
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  "BALL",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BYND",
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  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
  "BWA",
  "BMY",
  "BCO",
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  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CBRE",
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  "CF",
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  "CLX",
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  "KO",
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  "COIN",
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  "CMCSA",
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  null,
  null,
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  null,
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  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 980
Total Value: 146450198
Accession Number: 0001538383-25-000002
Form Type: 13F-HR
CIK: westside-investment-management
Manager Name: Westside-Investment-Management

Data Enrichment

65% identified

637 identified343 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

980 positions • $146,450.198K total value

980 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 49

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PITNEY BOWES INC /DE/

PBI|724479100

Shares:608.3K

Value:$5.5M

HARROW, INC.

HROW|415858109

Shares:173.9K

Value:$4.6M

78464A763

SDY|78464A763

Shares:34.0K

Value:$4.6M

UNITED RENTALS, INC.

URI|911363109

Shares:5.5K

Value:$3.4M

14021D107

Shares:99.5K

Value:$3.1M

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:5.4K

Value:$2.8M

921909768

VXUS|921909768

Shares:43.3K

Value:$2.7M

BRINKS CO

BCO|109696104

Shares:30.7K

Value:$2.6M

464287457

Shares:30.5K

Value:$2.5M

COHERENT CORP.

COHR|19247G107

Shares:36.1K

Value:$2.3M

97717W406

Shares:18.9K

Value:$2.1M

Broadcom Inc.

AVGO|11135F101

Shares:12.1K

Value:$2.0M

78464A805

Shares:28.8K

Value:$2.0M

31638R808

Shares:194.2K

Value:$2.0M

Alphabet Inc.

GOOG|02079K107

Shares:11.1K

Value:$1.8M

381430529

Shares:17.6K

Value:$1.8M

Cigna Group

CI|125523100

Shares:5.2K

Value:$1.7M

Blackstone Inc.

BX|09260D107

Shares:11.6K

Value:$1.6M

92189F536

Shares:93.3K

Value:$1.6M

Medtronic plc

MDT|G5960L103

Shares:17.9K

Value:$1.6M

Instrument	Shares		Other Manager	Value
PITNEY BOWES INC /DE/(PBIcusip724479100)	608.3K	QoQ -2.81% (-17.6K) YoY -7.16% (-47.0K)	All Managers (Combined)	$5.5M	QoQ +21.47% (-$973.2K) YoY +94.02% (-$2.7M)
HARROW, INC.(HROWcusip415858109)	173.9K	QoQ +6.30% (-10.3K) YoY +11490.40% (+172.4K)	All Managers (Combined)	$4.6M	QoQ -15.71% (-$862.2K) YoY +23986.36% (+$4.6M)
(SDYcusip78464A763)	34.0K	QoQ +4.66% (+1.5K) YoY +9.37% (+2.9K)	All Managers (Combined)	$4.6M	QoQ +7.49% (+$322.3K) YoY +13.07% (+$534.2K)
UNITED RENTALS, INC.(URIcusip911363109)	5.5K	QoQ +6.24% (-323) YoY +6.72% (-346)	All Managers (Combined)	$3.4M	QoQ -5.47% (-$199.6K) YoY -7.25% (-$269.2K)
(cusip14021D107)✕	99.5K	QoQ +14.15% (+12.3K) YoY +264.20% (+72.2K)	All Managers (Combined)	$3.1M	QoQ +13.09% (+$357.0K) YoY +287.59% (+$2.3M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	5.4K	QoQ 0.00% (+0) YoY -26.77% (-2.0K)	All Managers (Combined)	$2.8M	QoQ +9.33% (+$238.3K) YoY -20.29% (-$710.4K)
(VXUScusip921909768)	43.3K	QoQ +4.91% (+2.0K) YoY +43.45% (+13.1K)	All Managers (Combined)	$2.7M	QoQ +10.56% (+$256.9K) YoY +47.73% (+$869.1K)
BRINKS CO(BCOcusip109696104)	30.7K	QoQ 0.00% (-0) YoY -4.41% (-1.4K)	All Managers (Combined)	$2.6M	QoQ -7.12% (-$202.6K) YoY -10.85% (-$321.5K)
(cusip464287457)✕	30.5K	QoQ -0.97% (-301) YoY +0.79% (+240)	All Managers (Combined)	$2.5M	QoQ -0.07% (-$1.8K) YoY +1.96% (+$48.6K)
COHERENT CORP.(COHRcusip19247G107)	36.1K	QoQ +23.97% (-7.0K) YoY +21.69% (+6.4K)	All Managers (Combined)	$2.3M	QoQ -15.01% (-$413.5K) YoY +30.37% (+$545.5K)
(cusip97717W406)✕	18.9K	QoQ +24.53% (+3.7K) YoY +8.34% (+1.5K)	All Managers (Combined)	$2.1M	QoQ +28.36% (+$458.2K) YoY +16.88% (+$299.5K)
Broadcom Inc.(AVGOcusip11135F101)	12.1K	QoQ 0.00% (-0) YoY +874.25% (+10.9K)	All Managers (Combined)	$2.0M	QoQ -27.31% (-$766.8K) YoY +21.59% (+$362.4K)
(cusip78464A805)✕	28.8K	QoQ 0.00% (-1) YoY +2.75% (+771)	All Managers (Combined)	$2.0M	QoQ -4.78% (-$98.4K) YoY +8.93% (+$160.6K)
(cusip31638R808)✕	194.2K	QoQ +37.26% (+52.7K) YoY +68.17% (+78.7K)	All Managers (Combined)	$2.0M	QoQ +36.99% (+$527.1K) YoY +66.84% (+$782.1K)
Alphabet Inc.(GOOGcusip02079K107)	11.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	QoQ -16.57% (-$350.7K) YoY +1.52% (+$26.4K)
(cusip381430529)✕	17.6K	QoQ +12.98% (+2.0K) YoY +77.10% (+7.7K)	All Managers (Combined)	$1.8M	QoQ +13.28% (+$206.5K) YoY +75.86% (+$759.4K)
Cigna Group(CIcusip125523100)	5.2K	QoQ +36742.85% (+5.1K) YoY +3.86% (-192)	All Managers (Combined)	$1.7M	QoQ +43810.65% (+$1.7M) YoY -5.90% (-$106.5K)
Blackstone Inc.(BXcusip09260D107)	11.6K	QoQ 0.00% (-0) YoY -10.44% (-1.4K)	All Managers (Combined)	$1.6M	QoQ -18.93% (-$379.1K) YoY -4.71% (-$80.3K)
(cusip92189F536)✕	93.3K	QoQ +26.42% (+19.5K) YoY +184.55% (+60.5K)	All Managers (Combined)	$1.6M	QoQ +22.95% (+$303.1K) YoY +174.76% (+$1.0M)
Medtronic plc(MDTcusipG5960L103)	17.9K	QoQ -3.16% (-585) YoY +5.80% (+982)	All Managers (Combined)	$1.6M	QoQ +8.93% (-$131.8K) YoY +9.09% (+$134.1K)