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Home > Institutional Investor > Westside Investment Management, Inc. > Profile

Instuitional Investor - Westside Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Westside Investment Management, Inc.
Portfolio Value $652,673,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 162,017 $23,994,934 3.68%
2.
Apple Inc.
 AAPL 90,369 $23,035,494 3.53%
3.
Vanguard Total - ETF
 57,691 $18,509,157 2.84%
4.
Invesco Qqq - ETF
 30,581 $17,664,435 2.71%
5.
Tutor Perini Corp
 TPC 218,832 $16,891,647 2.59%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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