Westside Investment Management
Westside Investment Management reported 1,428 stocks worth $785M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (4.0%), VYM (3.2%) and QQQ (3.0%). Compared with Q2 2026, the fund added to AAPL, QQQ and VTI, trimmed VYM, ETON and GOOGL and sold out of XOM, CFA and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $31.1M | 4.0% | 93K | +1,335 (+1%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $25.2M | 3.2% | 162K | −275 (−0%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $23.3M | 3.0% | 32K | +787 (+3%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $22.6M | 2.9% | 60K | +3,132 (+5%) | 8 of 8 | |
| 5 |  ETON Eton Pharmaceuticals Inc | $20.7M | 2.6% | 401K | −30K (−7%) | 8 of 8 | |
| 6 |  TPC Tutor Perini Corp | $16.4M | 2.1% | 199K | +240 (+0%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $16.2M | 2.1% | 47K | −150 (−0%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $15.3M | 1.9% | 61K | +849 (+1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $15M | 1.9% | 29K | +53 (+0%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $11.9M | 1.5% | 123K | +5,053 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $771K | 5,642 |
TEVA PHARMACEUTICAL INDS LTD | $169K | 5,000 |
 CFA Victory Portfolios II | $148K | 1,500 |
 OKE Oneok Inc New | $108K | 1,238 |
ELECTRONIC ARTS INC | $72K | 353 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Westside Investment Management 13F FAQ
What does Westside Investment Management own?
Westside Investment Management reported 1,428 stocks worth $785M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (4.0%), VYM (3.2%) and QQQ (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Westside Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 38 new positions, 179 added to, 141 trimmed and 56 sold out. It sold all of XOM, CFA and OKE.
When will Westside Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Westside Investment Management's portfolio worth?
The Q3 2026 filing reports $785M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.