Westside Investment Management, Inc.
1,394 holdingsFiling period: 2026-06-30Current AUM: $768.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 92.0K | $26.6M | $31.6M | 4.11% | -67 | 2026-06-30 |
| 2 | VYM | Vanguard High | 162.6K | $25.7M | $26.4M | 3.43% | +603 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq | 30.8K | $22.6M | $21.9M | 2.85% | +172 | 2026-06-30 |
| 4 | VTI | Vanguard Total | 57.3K | $21.2M | $21.5M | 2.80% | -407 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 47.2K | $16.9M | $15.0M | 1.95% | +170 | 2026-06-30 |
| 6 | TPC | Tutor Perini | 198.8K | $16.5M | $15.6M | 2.03% | -20,065 | 2026-06-30 |
| 7 | ETON | Eton Pharmaceuticals | 431.2K | $15.6M | $21.6M | 2.81% | -36,755 | 2026-06-30 |
| 8 | AMZN | Amazon.com | 60.3K | $14.4M | $15.0M | 1.95% | +699 | 2026-06-30 |
| 9 | MU | Micron Technology | 10.9K | $12.6M | $9.8M | 1.28% | -2,917 | 2026-06-30 |
| 10 | IEFA | iShares Core | 117.5K | $11.3M | $11.3M | 1.47% | +1.4K | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 31.6K | $11.2M | $9.9M | 1.29% | -90 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 29.0K | $10.8M | $15.5M | 2.01% | +737 | 2026-06-30 |
| 13 | COHR | Coherent Corp | 26.8K | $10.6M | $5.9M | 0.77% | -335 | 2026-06-30 |
| 14 | PBI | Pitney Bowes | 601.7K | $10.5M | $10.4M | 1.35% | -12,299 | 2026-06-30 |
| 15 | AGG | iShares Core | 99.0K | $9.8M | $9.5M | 1.24% | +7.3K | 2026-06-30 |
| 16 | NVDA | NVIDIA Corp | 47.7K | $9.5M | $10.3M | 1.34% | +1.1K | 2026-06-30 |
| 17 | HROW | Harrow Inc | 224.1K | $9.5M | $6.5M | 0.84% | +38.1K | 2026-06-30 |
| 18 | AVGO | Broadcom Inc | 24.9K | $9.4M | $8.2M | 1.06% | -360 | 2026-06-30 |
| 19 | META | Meta Platforms | 15.9K | $9.0M | $10.0M | 1.31% | +419 | 2026-06-30 |
| 20 | UBER | Uber Technologies | 118.8K | $8.6M | $7.9M | 1.02% | +669 | 2026-06-30 |
| 21 | VCR | Vanguard Consumer | 21.5K | $8.5M | $8.2M | 1.07% | -45 | 2026-06-30 |
| 22 | AMD | Advanced Micro | 13.9K | $8.1M | $7.4M | 0.96% | -335 | 2026-06-30 |
| 23 | XLK | State Street | 40.9K | $7.8M | $7.6M | 0.99% | -210 | 2026-06-30 |
| 24 | VIG | Vanguard Dividend | 32.4K | $7.7M | $7.9M | 1.03% | -- | 2026-06-30 |
| 25 | CGBL | Capital Group | 201.7K | $7.7M | $7.4M | 0.96% | +22.1K | 2026-06-30 |
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