Managers / Q2 2020 · view latest →
Westside Investment Management, Inc.
CIK 0001538383 · 2444 WILSHIRE BLVD STE 303, SANTA MONICA, CA, 90403 · 310-315-9400
Reported Value
$169.7B
Q2 2020
Positions
891
Filings on Record
27
2019–present window
Filed
Jul 21, 2020
original filing
Summary
Westside Investment Management, Inc. reported $169.7B in U.S.-listed holdings across 891 positions for Q2 2020.
The portfolio is heavily concentrated: AAPL alone accounts for 65.8% of reported value.
Compared with Q1 2020, the fund opened 45 new positions and exited 57.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 94.5% · $160.4B
- ETP · 3.0% · $5.2B
- Open-End Fund · 1.6% · $2.7B
- ADR · 0.6% · $989M
- Other · 0.2% · $337M
- Other · 0.1% · $196M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $653M | 1,945 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $625M | 1,944 | Jan 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $626M | 1,763 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $539M | 1,672 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $469M | 1,241 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $475M | 1,250 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $470M | 1,745 | Nov 20, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $437M | 1,267 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $417M | 1,138 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $391M | 1,087 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $347M | 1,372 | Nov 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $354M | 1,044 | Jul 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $341M | 1,059 | May 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $40.6B | 1,068 | Jan 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $41.8B | 1,430 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $44.2B | 1,328 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $45.6B | 1,010 | Apr 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $43.8B | 1,014 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $43.4B | 977 | Oct 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $43.1B | 951 | Jul 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $37.9B | 1,100 | Apr 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $36.5B | 954 | Jan 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $219.8B | 970 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $169.7B | 891 | Jul 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $146.4B | 888 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $45.2B | 802 | Jul 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $273.1B | 904 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.