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Fundamental Invs shares owned by Westside Investment Management

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Fundamental Invs

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All positions including Fundamental Invs held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 94.11

More positions owned by Westside Investment Management

Apple (AAPL)
Vanguard High Etf (VYM)
Vanguard Total Etf (VTI)
Invesco Qqq Etf (QQQ)
Tutor Perini Corporation (TPC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Uber Technologies (UBER)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Eton Pharmaceuticals (ETON)
Ishares Core Etf (IEFA)
Ishares Core Etf (AGG)
Harrow Health (HROW)
Broadcom (AVGO)

View all positions for Westside Investment Management

Top funds holding Fundamental Invs

Westside Investment Management
Coston, McIsaac & Partners
Ferguson Wellman Capital Management
Financially Speaking
North Star Asset Management
Luminist Capital
Game Plan Financial Advisors
Financial Gravity Wealth
Financial Gravity Companies

View all funds holding Fundamental Invs