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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  "RXO",
  "JAZZ",
  "QRVO",
  "KTOS",
  "GDX",
  "KAI",
  null,
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  "AGI.TO",
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  "NBR",
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  null,
  null,
  "RBC",
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  null,
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  null,
  "ALSN",
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  "MU",
  "JXN",
  "FNDF",
  "FNDA",
  "ACN",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PRCT",
  "VDE",
  null,
  "RIG",
  null,
  "VTS",
  null,
  "AXP",
  null,
  null,
  "AOUT",
  "ABG",
  null,
  null,
  "SCHH",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "AMRN",
  "CAT",
  "BUD",
  "AVGO",
  null,
  "LOW",
  "AVEM",
  null,
  "ABR",
  "CP.TO",
  null,
  "BIT",
  "HGV",
  "BUI",
  "BIDU",
  "GME",
  "BST",
  null,
  null,
  "BSX",
  "BHM",
  null,
  "CSQ",
  null,
  "UTF",
  "CRON",
  null,
  null,
  null,
  null,
  "LCII",
  null,
  "COF",
  "CMI",
  null,
  null,
  null,
  "DUK",
  "EIM",
  "D",
  null,
  null,
  "MARA",
  "EDIT",
  null,
  null,
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  null,
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  null,
  null,
  null,
  "SIMO",
  null,
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  null,
  "EOG",
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  "DDD",
  null,
  "GD",
  "GILD",
  "GIS",
  "ATOM",
  "HLT",
  "ATAI",
  "HON",
  "BLDP",
  "HD",
  "BCLI",
  "CCD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FBIN",
  "DFP",
  "NVNO",
  null,
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  null,
  "SWBI",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
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  "HUBS",
  null,
  null,
  "HLI",
  null,
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  null,
  "LEN",
  "ITW",
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  "EMR",
  "BKNG",
  "NWL",
  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,
  "QNCX",
  "REX",
  "RUSHB",
  null,
  null,
  "SWK",
  "SSYS",
  null,
  null,
  null,
  "RGR",
  "TBCH",
  null,
  null,
  null,
  null,
  "ALAR",
  "BTT",
  null,
  null,
  null,
  "CYBN",
  "MGLD",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IQ",
  "LRCX",
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  null,
  null,
  "LIN",
  null,
  null,
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  null,
  "IPWR",
  "MPC",
  null,
  "MDAI",
  null,
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  "TLRY",
  "SLF",
  null,
  null,
  "PWR",
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  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  "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,
  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,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  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,
  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,
  null,
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  null,
  null,
  null,
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  null,
  null,
  "NOW",
  "SHW",
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  "SLB",
  "ROP",
  "SRE",
  "O",
  "RIO",
  "RTX",
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  "STX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  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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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMT",
  null,
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  null,
  null,
  null,
  "IBM",
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  null,
  null,
  "IRBT",
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  "KYN",
  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,
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  null,
  null,
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  null,
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  null,
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  "VYM",
  null,
  "DD",
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  null,
  "EA",
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  "TT",
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  "PRI",
  "LITE",
  "MLI",
  "PBF",
  "ATO",
  "SYNA",
  "AON",
  "SFM",
  "GM",
  null,
  "ALB",
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  "THO",
  "APH",
  "AMD",
  "X",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "TAP",
  "WSO",
  "IP",
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  "F",
  "GNRC",
  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,
  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,
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  null,
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  null,
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  null,
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  null,
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  "VYMI",
  null,
  "VOOV",
  null,
  "VXUS",
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  "BNDX",
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  "BND",
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  "VT",
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  null,
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  "V",
  null,
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  null,
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  "WYNN",
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  null,
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  null,
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  null,
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  null,
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  "NXPI",
  "MGM",
  "NOV",
  null,
  "SO",
  null,
  "TTD",
  "ON",
  null,
  "TPC",
  "SPXC",
  "TRMB",
  "TDOC",
  "OKTA",
  "ONL",
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  "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",
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  "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",
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  "BYND",
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  "BCRX",
  "BNTX",
  "BMRN",
  null,
  "BA",
  null,
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  "BMY",
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  "CNI",
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  "KO",
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  "COIN",
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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 • $146.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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

% of Portfolio:3.8% ($5.5M/$146.5M)

HARROW, INC.

HROW|415858109

Shares:173.9K

Value:$4.6M

% of Portfolio:3.2% ($4.6M/$146.5M)

78464A763

SDY|78464A763

Shares:34.0K

Value:$4.6M

% of Portfolio:3.2% ($4.6M/$146.5M)

UNITED RENTALS, INC.

URI|911363109

Shares:5.5K

Value:$3.4M

% of Portfolio:2.4% ($3.4M/$146.5M)

14021D107

Shares:99.5K

Value:$3.1M

% of Portfolio:2.1% ($3.1M/$146.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:5.4K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$146.5M)

921909768

VXUS|921909768

Shares:43.3K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$146.5M)

BRINKS CO

BCO|109696104

Shares:30.7K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$146.5M)

464287457

Shares:30.5K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$146.5M)

COHERENT CORP.

COHR|19247G107

Shares:36.1K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$146.5M)

97717W406

Shares:18.9K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$146.5M)

Broadcom Inc.

AVGO|11135F101

Shares:12.1K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$146.5M)

78464A805

Shares:28.8K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$146.5M)

31638R808

Shares:194.2K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$146.5M)

Alphabet Inc.

GOOG|02079K107

Shares:11.1K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$146.5M)

381430529

Shares:17.6K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$146.5M)

Cigna Group

CI|125523100

Shares:5.2K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$146.5M)

Blackstone Inc.

BX|09260D107

Shares:11.6K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.5M)

92189F536

Shares:93.3K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.5M)

Medtronic plc

MDT|G5960L103

Shares:17.9K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PITNEY BOWES INC /DE/(PBIcusip724479100)	608.3K	QoQ -2.81% (-17.6K) YoY -7.16% (-47.0K)	All Managers (Combined)	$5.5M	3.8% ($5.5M/$146.5M)	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	3.2% ($4.6M/$146.5M)	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	3.2% ($4.6M/$146.5M)	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	2.4% ($3.4M/$146.5M)	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	2.1% ($3.1M/$146.5M)	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	1.9% ($2.8M/$146.5M)	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	1.8% ($2.7M/$146.5M)	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	1.8% ($2.6M/$146.5M)	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	1.7% ($2.5M/$146.5M)	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	1.6% ($2.3M/$146.5M)	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	1.4% ($2.1M/$146.5M)	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	1.4% ($2.0M/$146.5M)	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	1.3% ($2.0M/$146.5M)	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	1.3% ($2.0M/$146.5M)	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	1.2% ($1.8M/$146.5M)	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	1.2% ($1.8M/$146.5M)	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	1.2% ($1.7M/$146.5M)	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	1.1% ($1.6M/$146.5M)	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	1.1% ($1.6M/$146.5M)	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	1.1% ($1.6M/$146.5M)	QoQ +8.93% (-$131.8K) YoY +9.09% (+$134.1K)