Managers / Q1 2026
Westside Investment Management, Inc.
CIK 0001538383 · 2444 WILSHIRE BLVD STE 303, SANTA MONICA, CA, 90403 · 310-315-9400
Reported Value
$653M
Q1 2026
Positions
1,945
Filings on Record
27
2019–present window
Filed
May 4, 2026
original filing
Summary
Westside Investment Management, Inc. reported $653M in U.S.-listed holdings across 1,945 positions for Q1 2026.
Its largest position, VYM, represents 3.4% of the portfolio.
Compared with Q4 2025, the fund opened 65 new positions and exited 83.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
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 ↗.