Westside Investment Management, Inc. - Portfolio overview

Westside Investment Management, Inc. has 1436 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL, 5.23%
2. TPC - TUTOR PERINI, 4.80%
3. QQQ - INVESCO QQQ, 4.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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