West Family Investments
Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, NVDA, AAPL, MSFT, SCHP, and represent 24.09% of West Family Investments's stock portfolio.
- Added to shares of these 10 stocks: NFLX, SCHP, TLT, UL, CAM, NOW, LRCX, UNH, CAG, TTE.
- Started 18 new stock positions in NWG, COLD, WEN, TTE, AME, PWR, SCCO, ODFL, CAM, UL. CAG, LPLA, CNI, PUK, ELPC, CHRW, CVNA, FLO.
- Reduced shares in these 10 stocks: IAU, LGO, AAPL, GOOGL, MSFT, Unilever, NVDA, JPM, AMZN, PG.
- Sold out of its positions in APD, ALL, AIG, APO, AXON, BIDU, BMY, GIB, CP, CARR.
- West Family Investments was a net seller of stock by $-31M.
- West Family Investments has $426M in assets under management (AUM), dropping by -4.88%.
- Central Index Key (CIK): 0001568303
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Portfolio Holdings for West Family Investments
West Family Investments holds 351 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 8.1 | $34M | -7% | 422k | 81.57 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $20M | -3% | 107k | 186.50 |
|
| Apple (AAPL) | 4.2 | $18M | -6% | 65k | 271.86 |
|
| Microsoft Corporation (MSFT) | 3.6 | $15M | -6% | 32k | 483.62 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.5 | $15M | +11% | 541k | 27.84 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.5 | $15M | +8% | 133k | 111.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $14M | -7% | 45k | 313.00 |
|
| Amazon (AMZN) | 2.2 | $9.5M | -6% | 41k | 230.82 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $8.6M | -5% | 29k | 303.89 |
|
| Ishares Tr Mbs Etf (MBB) | 1.8 | $7.7M | 81k | 95.65 |
|
|
| Broadcom (AVGO) | 1.6 | $6.7M | -2% | 19k | 346.10 |
|
| Meta Platforms Cl A (META) | 1.4 | $6.1M | -6% | 9.2k | 660.09 |
|
| Tesla Motors (TSLA) | 1.4 | $5.9M | -6% | 13k | 449.72 |
|
| EQT Corporation (EQT) | 1.3 | $5.7M | 107k | 53.60 |
|
|
| Chesapeake Energy Corp (EXE) | 1.3 | $5.5M | 50k | 110.36 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $4.8M | 4.4k | 1074.68 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.2M | -14% | 13k | 322.22 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.9 | $3.9M | 35k | 113.78 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.7M | -6% | 7.3k | 502.65 |
|
| Wal-Mart Stores (WMT) | 0.8 | $3.4M | -6% | 30k | 111.41 |
|
| Visa Com Cl A (V) | 0.7 | $3.1M | 8.8k | 350.71 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.1M | -2% | 25k | 120.34 |
|
| Johnson & Johnson (JNJ) | 0.7 | $2.9M | -4% | 14k | 206.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $2.8M | 4.9k | 570.88 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $2.7M | -3% | 19k | 146.97 |
|
| Heartflow Inc/Sh (HTFL) | 0.6 | $2.6M | 88k | 29.15 |
|
|
| Cisco Systems (CSCO) | 0.5 | $2.3M | -7% | 30k | 77.03 |
|
| Abbvie (ABBV) | 0.5 | $2.1M | -9% | 9.1k | 228.49 |
|
| Largo Largo Inc (LGO) | 0.5 | $2.1M | -49% | 2.2M | 0.94 |
|
| CVS Caremark Corporation (CVS) | 0.5 | $1.9M | 24k | 79.36 |
|
|
| Netflix (NFLX) | 0.5 | $1.9M | +855% | 21k | 93.76 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.9M | -5% | 2.2k | 862.34 |
|
| Micron Technology (MU) | 0.4 | $1.9M | -10% | 6.6k | 285.41 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.9M | -10% | 1.7k | 1069.86 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $1.9M | 36k | 52.44 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.8M | 10k | 177.75 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.4 | $1.8M | 23k | 78.67 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.8M | -4% | 49k | 36.54 |
|
| Astrazeneca Sponsored Adr | 0.4 | $1.8M | 19k | 91.93 |
|
|
| Novartis Sponsored Adr (NVS) | 0.4 | $1.8M | 13k | 137.87 |
|
|
| Waste Management (WM) | 0.4 | $1.7M | 7.9k | 219.71 |
|
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| Sap Se Spon Adr (SAP) | 0.4 | $1.7M | +9% | 7.1k | 242.91 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.4 | $1.7M | -14% | 41k | 41.71 |
|
| Republic Services (RSG) | 0.4 | $1.7M | +7% | 8.1k | 211.93 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.7M | -15% | 5.5k | 305.63 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.6M | -27% | 11k | 143.31 |
|
| Coca-Cola Company (KO) | 0.4 | $1.6M | -13% | 23k | 69.91 |
|
| Merck & Co (MRK) | 0.4 | $1.6M | -15% | 15k | 105.26 |
|
| McKesson Corporation (MCK) | 0.4 | $1.6M | -6% | 1.9k | 820.29 |
|
| Icici Bank Adr (IBN) | 0.4 | $1.6M | -3% | 53k | 29.80 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.6M | -17% | 12k | 135.14 |
|
| International Business Machines (IBM) | 0.4 | $1.5M | 5.2k | 296.21 |
|
|
| Shell Spon Ads (SHEL) | 0.4 | $1.5M | -16% | 21k | 73.48 |
|
| Gilead Sciences (GILD) | 0.4 | $1.5M | 12k | 122.74 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $1.5M | 16k | 93.20 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.5M | 10k | 146.58 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.5M | +25% | 4.5k | 330.11 |
|
| Chevron Corporation (CVX) | 0.3 | $1.5M | -6% | 9.7k | 152.41 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.4M | -12% | 25k | 55.00 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.4M | +4% | 6.4k | 214.16 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | +5% | 4.4k | 308.03 |
|
| Philip Morris International (PM) | 0.3 | $1.3M | 8.2k | 160.40 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $1.3M | -14% | 460k | 2.84 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.3M | 8.0k | 160.97 |
|
|
| AmerisourceBergen (COR) | 0.3 | $1.3M | -5% | 3.8k | 337.75 |
|
| Caterpillar (CAT) | 0.3 | $1.3M | -5% | 2.2k | 572.87 |
|
| Kroger (KR) | 0.3 | $1.3M | 20k | 62.48 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.3M | -3% | 3.3k | 383.32 |
|
| Goldman Sachs (GS) | 0.3 | $1.2M | +10% | 1.4k | 879.00 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.3 | $1.2M | -11% | 153k | 7.86 |
|
| Rbc Cad (RY) | 0.3 | $1.2M | 7.0k | 170.49 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $1.1M | -14% | 9.0k | 125.29 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | -15% | 6.1k | 183.40 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.3 | $1.1M | +5% | 70k | 15.86 |
|
| Infosys Sponsored Adr (INFY) | 0.3 | $1.1M | -26% | 62k | 17.82 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $1.1M | 8.4k | 131.03 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.3 | $1.1M | -16% | 77k | 14.04 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.1M | 2.3k | 453.36 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | +66% | 6.2k | 171.18 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.2 | $1.0M | 18k | 58.79 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.0M | -30% | 25k | 40.73 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.0M | -19% | 5.0k | 203.04 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | -11% | 8.6k | 117.21 |
|
| Linde SHS (LIN) | 0.2 | $1.0M | -20% | 2.3k | 426.39 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.0M | -17% | 5.6k | 177.53 |
|
| At&t (T) | 0.2 | $980k | -17% | 39k | 24.84 |
|
| Oracle Corporation (ORCL) | 0.2 | $966k | -32% | 5.0k | 194.91 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $950k | -14% | 19k | 50.88 |
|
| TJX Companies (TJX) | 0.2 | $949k | -5% | 6.2k | 153.61 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.2 | $931k | -7% | 11k | 86.04 |
|
| Southern Company (SO) | 0.2 | $913k | -17% | 11k | 87.20 |
|
| CBOE Holdings (CBOE) | 0.2 | $912k | +6% | 3.6k | 251.00 |
|
| Consolidated Edison (ED) | 0.2 | $893k | -13% | 9.0k | 99.32 |
|
| O'reilly Automotive (ORLY) | 0.2 | $891k | 9.8k | 91.21 |
|
|
| AutoZone (AZO) | 0.2 | $889k | -10% | 262.00 | 3391.50 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $888k | +9% | 38k | 23.31 |
|
| Waste Connections (WCN) | 0.2 | $887k | 5.1k | 175.36 |
|
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| Home Depot (HD) | 0.2 | $886k | -33% | 2.6k | 344.10 |
|
| Booking Holdings (BKNG) | 0.2 | $878k | 164.00 | 5355.33 |
|
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $876k | 34k | 25.60 |
|
|
| Marsh & McLennan Companies | 0.2 | $868k | -19% | 4.7k | 185.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $867k | 2.8k | 313.80 |
|
|
| Intuit (INTU) | 0.2 | $858k | -3% | 1.3k | 662.42 |
|
| Citigroup Com New (C) | 0.2 | $827k | -29% | 7.1k | 116.69 |
|
| salesforce (CRM) | 0.2 | $799k | -27% | 3.0k | 264.91 |
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| Ge Vernova (GEV) | 0.2 | $797k | 1.2k | 653.57 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $795k | 5.2k | 153.88 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $793k | 7.9k | 99.91 |
|
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| Cme (CME) | 0.2 | $787k | -5% | 2.9k | 273.08 |
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| American Express Company (AXP) | 0.2 | $778k | -10% | 2.1k | 369.95 |
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| Amgen (AMGN) | 0.2 | $774k | -14% | 2.4k | 327.31 |
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| Walt Disney Company (DIS) | 0.2 | $770k | 6.8k | 113.77 |
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| Chubb (CB) | 0.2 | $757k | -26% | 2.4k | 312.12 |
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| Elbit Sys Ord (ESLT) | 0.2 | $749k | +14% | 1.3k | 577.71 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $749k | 1.3k | 566.36 |
|
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| Pepsi (PEP) | 0.2 | $734k | -38% | 5.1k | 143.52 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $729k | -19% | 3.4k | 214.06 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.2 | $724k | +10% | 99k | 7.32 |
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| Manulife Finl Corp (MFC) | 0.2 | $721k | 20k | 36.28 |
|
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| Progressive Corporation (PGR) | 0.2 | $719k | -22% | 3.2k | 227.72 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $719k | 14k | 50.79 |
|
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| Boeing Company (BA) | 0.2 | $715k | -12% | 3.3k | 217.12 |
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| Capital One Financial (COF) | 0.2 | $700k | 2.9k | 242.36 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $697k | 12k | 60.37 |
|
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| Barrick Mng Corp Com Shs (B) | 0.2 | $688k | -12% | 16k | 43.55 |
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| Unilever Spon Adr New (UL) | 0.2 | $680k | NEW | 10k | 65.40 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $675k | +46% | 1.2k | 579.45 |
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| Servicenow (NOW) | 0.2 | $674k | +292% | 4.4k | 153.19 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $658k | 8.2k | 80.03 |
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| Qualcomm (QCOM) | 0.2 | $657k | -24% | 3.8k | 171.05 |
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| Uber Technologies (UBER) | 0.2 | $652k | -2% | 8.0k | 81.71 |
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| Roper Industries (ROP) | 0.2 | $652k | +20% | 1.5k | 445.13 |
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| Welltower Inc Com reit (WELL) | 0.2 | $648k | 3.5k | 185.61 |
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| Banco Santander Sa Adr (SAN) | 0.2 | $646k | +11% | 55k | 11.73 |
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| Aon Shs Cl A (AON) | 0.2 | $639k | -4% | 1.8k | 352.88 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $627k | 1.3k | 468.76 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $607k | -18% | 786.00 | 771.87 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $605k | +30% | 31k | 19.33 |
|
| Travelers Companies (TRV) | 0.1 | $603k | 2.1k | 290.06 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $603k | -29% | 38k | 16.10 |
|
| Eaton Corp SHS (ETN) | 0.1 | $594k | -8% | 1.9k | 318.51 |
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| Williams Companies (WMB) | 0.1 | $593k | 9.9k | 60.11 |
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| Ab Active Etfs California Inter (CAM) | 0.1 | $584k | NEW | 18k | 31.74 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $582k | +3% | 863.00 | 673.82 |
|
| Intel Corporation (INTC) | 0.1 | $580k | +2% | 16k | 36.90 |
|
| Monster Beverage Corp (MNST) | 0.1 | $579k | +8% | 7.6k | 76.67 |
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| Kt Corp Sponsored Adr (KT) | 0.1 | $574k | 30k | 18.97 |
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| Cibc Cad (CM) | 0.1 | $573k | 6.3k | 90.61 |
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| S&p Global (SPGI) | 0.1 | $572k | -28% | 1.1k | 522.59 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $570k | 4.3k | 131.89 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $569k | -11% | 997.00 | 570.21 |
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| Medtronic SHS (MDT) | 0.1 | $561k | 5.8k | 96.06 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $558k | 5.9k | 94.20 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $552k | 9.8k | 56.62 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $550k | -22% | 1.6k | 349.99 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $546k | 621.00 | 878.96 |
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| Enbridge (ENB) | 0.1 | $544k | 11k | 47.83 |
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| Deere & Company (DE) | 0.1 | $538k | 1.2k | 465.57 |
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| Applied Materials (AMAT) | 0.1 | $536k | -6% | 2.1k | 256.99 |
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| Newmont Mining Corporation (NEM) | 0.1 | $527k | -13% | 5.3k | 99.85 |
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| BP Sponsored Adr (BP) | 0.1 | $525k | 15k | 34.73 |
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| American Water Works (AWK) | 0.1 | $522k | +22% | 4.0k | 130.50 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $502k | 13k | 38.56 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $500k | 3.9k | 129.79 |
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| GSK Sponsored Adr (GSK) | 0.1 | $500k | 10k | 49.04 |
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| Autodesk (ADSK) | 0.1 | $500k | +14% | 1.7k | 296.01 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $498k | 4.2k | 119.75 |
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| Altria (MO) | 0.1 | $493k | -6% | 8.6k | 57.66 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $489k | +6% | 582.00 | 840.95 |
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| Union Pacific Corporation (UNP) | 0.1 | $489k | -25% | 2.1k | 231.32 |
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| MercadoLibre (MELI) | 0.1 | $488k | 242.00 | 2014.26 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $487k | -8% | 9.2k | 53.21 |
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| Fair Isaac Corporation (FICO) | 0.1 | $487k | +18% | 288.00 | 1690.62 |
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| Us Bancorp Del Com New (USB) | 0.1 | $486k | 9.1k | 53.36 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $485k | +15% | 24k | 20.53 |
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| Moody's Corporation (MCO) | 0.1 | $483k | 945.00 | 510.85 |
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| Electronic Arts (EA) | 0.1 | $479k | -6% | 2.3k | 204.33 |
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| Trane Technologies SHS (TT) | 0.1 | $476k | +14% | 1.2k | 389.20 |
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| Lowe's Companies (LOW) | 0.1 | $475k | 2.0k | 241.16 |
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| Barclays Adr (BCS) | 0.1 | $473k | +17% | 19k | 25.45 |
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| Cheniere Energy Com New (LNG) | 0.1 | $470k | -2% | 2.4k | 194.39 |
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| Nextera Energy (NEE) | 0.1 | $467k | -22% | 5.8k | 80.28 |
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| Boston Scientific Corporation (BSX) | 0.1 | $465k | -22% | 4.9k | 95.35 |
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| Palo Alto Networks (PANW) | 0.1 | $462k | -19% | 2.5k | 184.20 |
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| Verisign (VRSN) | 0.1 | $462k | -9% | 1.9k | 242.95 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $461k | +17% | 1.7k | 275.39 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $460k | -6% | 8.6k | 53.63 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $458k | 2.1k | 222.63 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $454k | 2.1k | 217.06 |
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| ConocoPhillips (COP) | 0.1 | $452k | 4.8k | 93.61 |
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| Ubs Group SHS (UBS) | 0.1 | $449k | +10% | 9.7k | 46.31 |
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| Tc Energy Corp (TRP) | 0.1 | $448k | 8.1k | 55.01 |
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| Trip Com Group Ads (TCOM) | 0.1 | $445k | 6.2k | 71.91 |
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| Kla Corp Com New (KLAC) | 0.1 | $445k | -11% | 366.00 | 1215.08 |
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| Analog Devices (ADI) | 0.1 | $440k | 1.6k | 271.20 |
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| Stryker Corporation (SYK) | 0.1 | $439k | -28% | 1.2k | 351.47 |
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| Honeywell International (HON) | 0.1 | $438k | -36% | 2.2k | 195.09 |
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| Paccar (PCAR) | 0.1 | $434k | -11% | 4.0k | 109.51 |
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| Hershey Company (HSY) | 0.1 | $431k | -17% | 2.4k | 181.98 |
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| Netease Sponsored Ads (NTES) | 0.1 | $429k | 3.1k | 137.62 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $421k | 2.6k | 162.63 |
|
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| 3M Company (MMM) | 0.1 | $415k | 2.6k | 160.10 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $415k | -16% | 857.00 | 483.67 |
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| Ventas (VTR) | 0.1 | $413k | 5.3k | 77.38 |
|
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| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $410k | 20k | 21.05 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $410k | -15% | 1.3k | 312.58 |
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| Sun Life Financial (SLF) | 0.1 | $408k | 6.5k | 62.40 |
|
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $407k | 4.8k | 85.28 |
|
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| Western Digital (WDC) | 0.1 | $406k | +20% | 2.4k | 172.27 |
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| Wec Energy Group (WEC) | 0.1 | $405k | -9% | 3.8k | 105.46 |
|
| Sea Sponsord Ads (SE) | 0.1 | $404k | 3.2k | 127.57 |
|
|
| Vistra Energy (VST) | 0.1 | $403k | 2.5k | 161.33 |
|
|
| CRH Ord (CRH) | 0.1 | $401k | +19% | 3.2k | 124.80 |
|
| Garmin SHS (GRMN) | 0.1 | $400k | 2.0k | 202.85 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $398k | -31% | 4.7k | 84.21 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $396k | 2.4k | 162.01 |
|
|
| Cardinal Health (CAH) | 0.1 | $394k | +6% | 1.9k | 205.50 |
|
| Prologis (PLD) | 0.1 | $391k | +25% | 3.1k | 127.66 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $389k | -5% | 2.1k | 185.56 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $383k | 7.0k | 55.03 |
|
|
| Doordash Cl A (DASH) | 0.1 | $379k | 1.7k | 226.48 |
|
|
| Hca Holdings (HCA) | 0.1 | $376k | 806.00 | 466.86 |
|
|
| General Motors Company (GM) | 0.1 | $372k | 4.6k | 81.32 |
|
|
| General Mills (GIS) | 0.1 | $372k | +79% | 8.0k | 46.50 |
|
| Corning Incorporated (GLW) | 0.1 | $371k | -36% | 4.2k | 87.56 |
|
| Automatic Data Processing (ADP) | 0.1 | $364k | -35% | 1.4k | 257.23 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $361k | +20% | 5.6k | 64.31 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $358k | 2.2k | 160.79 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $357k | 15k | 23.63 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $357k | -21% | 3.1k | 113.39 |
|
| Range Resources (RRC) | 0.1 | $355k | 10k | 35.26 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $354k | -9% | 694.00 | 510.73 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $354k | 1.3k | 278.92 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $351k | +23% | 1.7k | 205.02 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $350k | 2.3k | 154.14 |
|
|
| American Electric Power Company (AEP) | 0.1 | $347k | 3.0k | 115.31 |
|
|
| Anthem (ELV) | 0.1 | $344k | -18% | 982.00 | 350.55 |
|
| Microchip Technology (MCHP) | 0.1 | $341k | 5.3k | 63.72 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $339k | 13k | 27.08 |
|
|
| Canadian Natural Resources (CNQ) | 0.1 | $338k | -22% | 10k | 33.85 |
|
| Xcel Energy (XEL) | 0.1 | $336k | 4.6k | 73.86 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $331k | 2.8k | 117.52 |
|
|
| Credicorp (BAP) | 0.1 | $330k | 1.2k | 287.00 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $328k | -26% | 6.8k | 48.46 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $328k | 887.00 | 369.56 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $327k | 540.00 | 605.01 |
|
|
| Yum! Brands (YUM) | 0.1 | $324k | -4% | 2.1k | 151.28 |
|
| Constellation Energy (CEG) | 0.1 | $319k | -22% | 904.00 | 353.27 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $317k | -2% | 6.9k | 45.89 |
|
| Synopsys (SNPS) | 0.1 | $315k | -35% | 670.00 | 469.72 |
|
| AFLAC Incorporated (AFL) | 0.1 | $313k | 2.8k | 110.27 |
|
|
| Take-Two Interactive Software (TTWO) | 0.1 | $312k | 1.2k | 256.03 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $311k | -53% | 1.2k | 268.30 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $310k | -31% | 1.6k | 197.15 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $305k | 4.8k | 63.61 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $304k | -7% | 1.2k | 258.79 |
|
| General Dynamics Corporation (GD) | 0.1 | $304k | 902.00 | 336.66 |
|
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $302k | 6.6k | 45.57 |
|
|
| Equinix (EQIX) | 0.1 | $299k | -22% | 390.00 | 766.16 |
|
| ConAgra Foods (CAG) | 0.1 | $298k | NEW | 17k | 17.31 |
|
| Norfolk Southern (NSC) | 0.1 | $297k | 1.0k | 288.72 |
|
|
| Workday Cl A (WDAY) | 0.1 | $296k | -10% | 1.4k | 214.78 |
|
| Totalenergies Se Act (TTE) | 0.1 | $292k | NEW | 4.5k | 65.42 |
|
| Church & Dwight (CHD) | 0.1 | $291k | -16% | 3.5k | 83.85 |
|
| Intercontinental Exchange (ICE) | 0.1 | $289k | -19% | 1.8k | 161.96 |
|
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $286k | 26k | 10.91 |
|
|
| Flowers Foods (FLO) | 0.1 | $285k | NEW | 26k | 10.88 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $283k | -22% | 2.5k | 113.10 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $283k | +16% | 3.3k | 86.29 |
|
| Kinross Gold Corp (KGC) | 0.1 | $283k | -30% | 10k | 28.16 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $275k | -7% | 3.9k | 70.12 |
|
| Cintas Corporation (CTAS) | 0.1 | $273k | 1.4k | 188.07 |
|
|
| Fortis (FTS) | 0.1 | $271k | -4% | 5.2k | 51.94 |
|
| Dollar General (DG) | 0.1 | $270k | -2% | 2.0k | 132.77 |
|
| Ross Stores (ROST) | 0.1 | $267k | 1.5k | 180.14 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $266k | 1.2k | 227.51 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $264k | NEW | 2.7k | 98.85 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $261k | -38% | 1.5k | 173.49 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $261k | -19% | 5.3k | 49.21 |
|
| Rogers Communications CL B (RCI) | 0.1 | $258k | +2% | 6.8k | 37.73 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $258k | 49k | 5.30 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $257k | -21% | 646.00 | 397.65 |
|
| PLDT Sponsored Adr (PHI) | 0.1 | $255k | -19% | 12k | 21.74 |
|
| Nutrien (NTR) | 0.1 | $255k | 4.1k | 61.72 |
|
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $254k | +5% | 47k | 5.47 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $254k | -33% | 437.00 | 580.71 |
|
| Cigna Corp (CI) | 0.1 | $254k | -37% | 922.00 | 275.23 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $254k | -22% | 21k | 11.85 |
|
| Ecolab (ECL) | 0.1 | $253k | 964.00 | 262.52 |
|
|
| PNC Financial Services (PNC) | 0.1 | $253k | 1.2k | 208.73 |
|
|
| Danaher Corporation (DHR) | 0.1 | $253k | -36% | 1.1k | 228.92 |
|
| W.W. Grainger (GWW) | 0.1 | $251k | 249.00 | 1009.05 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $250k | 370.00 | 676.53 |
|
|
| Tenaris S A Sponsored Ads (TS) | 0.1 | $249k | 6.5k | 38.45 |
|
|
| Pfizer (PFE) | 0.1 | $249k | -46% | 10k | 24.90 |
|
| Jabil Circuit (JBL) | 0.1 | $248k | 1.1k | 228.02 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $248k | 1.2k | 203.19 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $247k | -5% | 762.00 | 324.03 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $245k | -20% | 3.8k | 64.04 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $245k | -27% | 270.00 | 906.36 |
|
| Kinder Morgan (KMI) | 0.1 | $242k | -34% | 8.8k | 27.49 |
|
| Exelon Corporation (EXC) | 0.1 | $240k | -5% | 5.5k | 43.59 |
|
| Xpeng Ads (XPEV) | 0.1 | $240k | +32% | 12k | 20.28 |
|
| American Tower Reit (AMT) | 0.1 | $238k | -42% | 1.4k | 175.57 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $238k | 14k | 16.50 |
|
|
| United Therapeutics Corporation (UTHR) | 0.1 | $237k | 486.00 | 487.25 |
|
|
| Lpl Financial Holdings (LPLA) | 0.1 | $237k | NEW | 663.00 | 357.17 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $234k | -60% | 15k | 15.59 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $233k | 1.0k | 226.14 |
|
|
| Diamondback Energy (FANG) | 0.1 | $232k | 1.5k | 150.33 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $232k | -3% | 36k | 6.47 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $231k | +3% | 1.4k | 167.63 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $231k | 2.4k | 94.71 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $230k | 8.2k | 28.00 |
|
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $230k | 5.3k | 43.66 |
|
|
| Southern Copper Corporation (SCCO) | 0.1 | $229k | NEW | 1.6k | 143.47 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $227k | NEW | 13k | 17.50 |
|
| Edwards Lifesciences (EW) | 0.1 | $226k | 2.7k | 85.25 |
|
|
| Fortinet (FTNT) | 0.1 | $223k | +13% | 2.8k | 79.41 |
|
| FedEx Corporation (FDX) | 0.1 | $219k | -39% | 759.00 | 288.86 |
|
| Prudential Adr (PUK) | 0.1 | $218k | NEW | 7.0k | 31.12 |
|
| Hologic (HOLX) | 0.1 | $217k | -14% | 2.9k | 74.49 |
|
| Nio Spon Ads (NIO) | 0.1 | $214k | -3% | 42k | 5.10 |
|
| EOG Resources (EOG) | 0.1 | $214k | 2.0k | 105.01 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $213k | 7.2k | 29.48 |
|
|
| Ametek (AME) | 0.0 | $211k | NEW | 1.0k | 205.31 |
|
| Loews Corporation (L) | 0.0 | $210k | 2.0k | 105.31 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $209k | -47% | 5.7k | 36.63 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $208k | NEW | 1.3k | 160.76 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $207k | -10% | 2.6k | 81.03 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $207k | NEW | 1.3k | 156.80 |
|
| Dominion Resources (D) | 0.0 | $207k | 3.5k | 58.59 |
|
|
| Quanta Services (PWR) | 0.0 | $203k | NEW | 482.00 | 422.06 |
|
| Carvana Cl A (CVNA) | 0.0 | $203k | NEW | 482.00 | 422.02 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $202k | -2% | 152.00 | 1329.85 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $180k | 21k | 8.39 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $175k | 15k | 11.49 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $174k | NEW | 14k | 12.86 |
|
| Haleon Spon Ads (HLN) | 0.0 | $136k | -4% | 14k | 10.11 |
|
| Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.0 | $131k | NEW | 14k | 9.51 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $131k | 10k | 13.03 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $128k | 52k | 2.47 |
|
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $127k | +2% | 18k | 7.16 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $125k | 33k | 3.77 |
|
|
| Centrais Elet Bras Sa Sponsored Adr (AXIA) | 0.0 | $122k | 13k | 9.16 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $104k | 28k | 3.69 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $98k | 30k | 3.33 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $97k | 13k | 7.57 |
|
|
| Rlx Technology Sponsored Ads (RLX) | 0.0 | $97k | 42k | 2.33 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $96k | 48k | 2.00 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $93k | NEW | 11k | 8.33 |
|
Past Filings by West Family Investments
SEC 13F filings are viewable for West Family Investments going back to 2012
- West Family Investments 2025 Q4 filed Feb. 11, 2026
- West Family Investments 2025 Q3 amended filed Feb. 10, 2026
- West Family Investments 2025 Q3 filed Nov. 12, 2025
- West Family Investments 2025 Q2 filed Aug. 13, 2025
- West Family Investments 2025 Q1 filed May 2, 2025
- West Family Investments 2024 Q4 filed Feb. 7, 2025
- West Family Investments 2024 Q3 filed Nov. 8, 2024
- West Family Investments 2024 Q2 filed Aug. 5, 2024
- West Family Investments 2024 Q1 filed May 13, 2024
- West Family Investments 2023 Q4 filed Feb. 6, 2024
- West Family Investments 2023 Q3 filed Nov. 2, 2023
- West Family Investments 2023 Q2 filed Aug. 16, 2023
- West Family Investments 2023 Q1 filed May 3, 2023
- West Family Investments 2022 Q2 amended filed Feb. 8, 2023
- West Family Investments 2022 Q3 amended filed Feb. 8, 2023
- West Family Investments 2022 Q4 filed Feb. 8, 2023