Westside Investment Management, Inc.

Q4 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
1,841
Total value ($000)
$625,124
Net value change ($000)
-805 (-0.1%)
New positions
188
Sold out positions
74
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 11,598 7340.5%
AGG 8,350 5566.7%
MU 1,998 68.6%
COHR 1,971 51.3%
MDT 1,661 3534.0%
MUB 1,101 29.1%
AAPL 1,082 4.9%
CGBL 1,030 24.9%
MLN 917 32.4%
BABA 892 833.6%
Top Reduces (Value $000, Stocks/ETFs)
VYM -21,187 -97.6%
IEFA -10,051 -98.6%
UBER -9,915 -84.4%
META -9,266 -83.4%
AMZN -7,872 -64.1%
VIG -6,298 -88.6%
MINT -5,042 -98.9%
XLK -4,951 -84.1%
GOOGL -4,491 -56.5%
AVUV -4,356 -90.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type