Westside Investment Management, Inc.
SEC Form 13F institutional filer · CIK 0001538383
13F-HR · 439 reported holdings · 2026-03-31
Reported long-US-equity value
$0.35B
Top-10 concentration
45.3%
Westside Investment Management, Inc. — $353M AUM allocation strategy
Westside Investment Management, Inc. files SEC Form 13F and reports $353M of long US equity value across 439 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.4%, followed by Communication Services 9.0% and Industrials 5.1%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Westside Investment Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$353M
total across 439 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +131K sh · +$11.5M+$TROW +18.4K sh · +$652K+$TRMB +13.7K sh · +$589K
Biggest trims (shares)
−$CVS −6.37K sh · −$802K−$COHR −4.36K sh · +$654K−$F −3.18K sh · −$66.2K
Exited to nil (held last quarter, gone now)
$EXE ($55.2K last qtr)$GPC ($7.25K last qtr)$WY ($7.11K last qtr)$INVH ($4.77K last qtr)$CPT ($2.42K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services9.0%—
- Technology Hardware, Storage & Peripherals6.6%—
- Semiconductors5.9%—
- Broadline Retail3.5%—
- Systems Software3.0%—
- Passenger Ground Transportation2.4%—
- Electronic Components1.8%—
- Aerospace & Defense1.5%—
- Other holdings66.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 92.1K | $23.5M | +7.55K | 6.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 47.1K | $13.6M | -506 | 3.9% |
| $AMZN | Amazon.com Inc | 59.6K | $12.4M | +3.09K | 3.5% |
| $MSFT | Microsoft Corporation | 28.3K | $10.5M | +678 | 3.0% |
| $GOOGL | Alphabet Inc | 31.7K | $9.18M | -186 | 2.6% |
| $META | Meta Platforms Inc | 15.5K | $8.88M | +115 | 2.5% |
| $UBER | Uber Technologies Inc | 118K | $8.49M | +1.95K | 2.4% |
…and 432 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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