Westside Investment Management, Inc.
•CIK: 1538383•Filing: Q4 2025
**Westside Investment Management, Inc.** manages $625M across a diversified portfolio of 1,491 positions. The firm maintains significant exposure to mega-cap technology and dividend-focused equities, highlighted by top holdings including AAPL ($22.9M) and VYM ($22.4M). Further concentration is evident in broad market indices (VTI at $19.4M) and key growth names such as GOOGL ($14.9M) and MSFT ($13.3M). This structure suggests a core strategy blending established dividend yield capture with targeted large-cap growth allocation.
Total AUM
$625.1M
QoQ Performance
-0.1%
Positions
1,352
Top 10 Concentration
28.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.7%
VYM3.6%
VTI3.1%
NDQ3.0%
TPC2.4%
GOOGL2.4%
MSFT2.1%
AMZN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.0%
Technology18.2%
Consumer5.1%
Healthcare4.1%
Financial1.3%
Industrial0.9%
ETF0.6%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+1177 more exited positions
Changes from Q3 2025
NEW3 new positions
↑92 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023