West Family Investments

West Family Investments as of March 31, 2026

Portfolio Holdings for West Family Investments

West Family Investments holds 259 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 11.9 $34M 384k 88.64
Schwab Strategic Tr Us Tips Etf (SCHP) 6.0 $17M 609k 27.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.8 $17M 153k 109.16
NVIDIA Corporation (NVDA) 4.0 $11M 65k 174.40
Apple (AAPL) 3.7 $11M 42k 253.79
Ishares Tr Mbs Etf (MBB) 2.7 $7.7M 81k 95.37
Microsoft Corporation (MSFT) 2.5 $7.1M 19k 370.17
Alphabet Cap Stk Cl A (GOOGL) 2.5 $7.0M 25k 287.56
EQT Corporation (EQT) 2.3 $6.6M 104k 63.64
Chesapeake Energy Corp (EXE) 1.9 $5.5M 50k 109.78
Amazon (AMZN) 1.9 $5.4M 26k 208.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.8 $5.2M 15k 337.95
Vaneck Etf Trust Junior Gold Mine (GDXJ) 1.5 $4.1M 35k 120.04
Broadcom (AVGO) 1.3 $3.7M 12k 309.51
Meta Platforms Cl A (META) 1.1 $3.2M 5.5k 572.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $2.7M 19k 144.13
Tesla Motors (TSLA) 0.9 $2.7M 7.1k 371.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.6M 5.5k 479.20
Largo (LGO) 0.9 $2.5M 2.2M 1.12
Johnson & Johnson (JNJ) 0.8 $2.4M 9.8k 244.44
Eli Lilly & Co. (LLY) 0.8 $2.4M 2.6k 919.77
Exxon Mobil Corporation (XOM) 0.7 $2.0M 12k 169.66
Wal-Mart Stores (WMT) 0.7 $2.0M 16k 124.28
Micron Technology (MU) 0.6 $1.8M 5.3k 337.84
Cisco Systems (CSCO) 0.6 $1.8M 23k 77.59
Visa Com Cl A (V) 0.6 $1.7M 5.8k 302.24
Crispr Therapeutics Namen Akt (CRSP) 0.6 $1.7M 36k 47.57
CVS Caremark Corporation (CVS) 0.6 $1.7M 23k 71.82
Waste Management (WM) 0.6 $1.6M 6.9k 229.79
Merck & Co (MRK) 0.5 $1.5M 13k 120.29
McDonald's Corporation (MCD) 0.5 $1.5M 4.8k 310.79
Chunghwa Telecom Spon Adr New11 (CHT) 0.5 $1.5M 35k 42.24
Coca-Cola Company (KO) 0.5 $1.5M 19k 76.05
Procter & Gamble Company (PG) 0.5 $1.5M 10k 144.44
Mastercard Incorporated Cl A (MA) 0.5 $1.5M 2.9k 499.66
Astrazeneca Ord (AZN) 0.5 $1.4M 7.1k 197.22
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $1.3M 968.00 1320.83
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.3k 294.16
Verizon Communications Verizon Communications Inc (VZ) 0.4 $1.2M 25k 50.20
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.2k 996.43
Icici Bank Adr (IBN) 0.4 $1.2M 46k 25.90
United Microelectronics Corp Spon Adr New (UMC) 0.4 $1.1M 125k 8.98
Abbvie (ABBV) 0.4 $1.1M 4.9k 217.49
Southern Company (SO) 0.4 $1.0M 11k 96.52
AmerisourceBergen (COR) 0.4 $1.0M 3.3k 314.14
Consolidated Edison (ED) 0.4 $1.0M 9.0k 113.18
Linde SHS (LIN) 0.3 $988k 2.0k 495.76
Palantir Technologies Cl A (PLTR) 0.3 $957k 6.5k 146.28
Chevron Corporation (CVX) 0.3 $952k 4.6k 206.90
Novartis Sponsored Adr (NVS) 0.3 $948k 6.2k 152.75
Duke Energy Corp Com New (DUK) 0.3 $928k 7.1k 130.94
McKesson Corporation (MCK) 0.3 $904k 1.0k 865.36
Philip Morris International (PM) 0.3 $897k 5.4k 165.34
Posco Holdings Sponsored Adr (PKX) 0.3 $891k 15k 58.49
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $886k 7.1k 125.46
International Business Machines (IBM) 0.3 $886k 3.7k 242.39
Infosys Sponsored Adr (INFY) 0.3 $884k 65k 13.51
Dr Reddys Labs Adr (RDY) 0.3 $883k 64k 13.85
Caterpillar (CAT) 0.3 $871k 1.2k 708.46
Metropcs Communications (TMUS) 0.3 $855k 4.1k 210.03
At&t (T) 0.3 $849k 29k 28.99
Netflix (NFLX) 0.3 $849k 8.8k 96.15
Bank of America Corporation (BAC) 0.3 $836k 17k 48.75
Pepsi (PEP) 0.3 $826k 5.3k 155.29
Rbc Cad (RY) 0.3 $807k 5.0k 161.78
Ishares Msci Gbl Min Vol (ACWV) 0.3 $805k 5.2k 155.69
Marsh & McLennan Companies (MRSH) 0.3 $800k 4.6k 173.45
HSBC HLDGS Spon Adr New (HSBC) 0.3 $780k 9.5k 82.49
Wells Fargo & Company (WFC) 0.3 $776k 9.7k 79.61
Oracle Corporation (ORCL) 0.3 $759k 5.2k 147.11
Kroger (KR) 0.3 $728k 10k 72.36
Home Depot (HD) 0.3 $721k 2.2k 328.89
Ge Aerospace Com New (GE) 0.3 $717k 2.5k 283.77
Motorola Solutions Com New (MSI) 0.2 $709k 1.6k 433.97
Sk Telecom Sponsored Adr (SKM) 0.2 $693k 24k 29.29
BP Sponsored Adr (BP) 0.2 $691k 15k 47.00
Shell Spon Ads (SHEL) 0.2 $689k 7.4k 93.00
Lam Research Corp Com New (LRCX) 0.2 $669k 3.1k 213.66
Gilead Sciences (GILD) 0.2 $658k 4.7k 139.37
Waste Connections (WCN) 0.2 $643k 4.0k 162.44
Ge Vernova (GEV) 0.2 $638k 731.00 872.90
Amgen (AMGN) 0.2 $634k 1.8k 351.85
Northrop Grumman Corporation (NOC) 0.2 $631k 925.00 682.24
Republic Services (RSG) 0.2 $628k 2.9k 219.02
Kb Finl Group Sponsored Adr (KB) 0.2 $625k 6.3k 99.73
Equinor Asa Sponsored Adr (EQNR) 0.2 $625k 15k 42.20
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.2 $620k 37k 16.97
Cme (CME) 0.2 $620k 2.1k 295.35
Woori Finl Group Sponsored Ads (WF) 0.2 $612k 9.2k 66.60
Ab Active Etfs California Inter (CAM) 0.2 $607k 18k 33.03
TJX Companies (TJX) 0.2 $597k 3.7k 159.70
Raytheon Technologies Corp (RTX) 0.2 $590k 3.1k 192.90
Ase Technology Hldg Sponsored Ads (ASX) 0.2 $574k 27k 21.68
Chubb (CB) 0.2 $570k 1.7k 325.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $569k 1.3k 446.54
Arista Networks Com Shs (ANET) 0.2 $568k 4.6k 122.78
Rio Tinto Sponsored Adr (RIO) 0.2 $558k 6.0k 93.29
Applied Materials (AMAT) 0.2 $550k 1.6k 341.79
salesforce (CRM) 0.2 $529k 2.8k 186.67
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.2 $522k 8.5k 61.32
Toyota Motor Corp Ads (TM) 0.2 $520k 2.5k 206.09
Sony Group Corp Sponsored Adr (SONY) 0.2 $518k 25k 20.70
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $516k 4.4k 118.62
Bhp Billiton Sponsored Ads (BHP) 0.2 $515k 7.1k 72.74
Boeing Company (BA) 0.2 $513k 2.6k 199.03
Advanced Micro Devices (AMD) 0.2 $504k 2.5k 203.43
Lockheed Martin Corporation (LMT) 0.2 $504k 833.00 604.39
Welltower Inc Com reit (WELL) 0.2 $498k 2.5k 197.71
Honeywell International (HON) 0.2 $498k 2.2k 226.03
Amphenol Corporation (APH) 0.2 $493k 3.9k 126.35
Intuit (INTU) 0.2 $492k 1.1k 432.38
ConocoPhillips (COP) 0.2 $483k 3.7k 132.00
Unilever Spon Adr New (UL) 0.2 $478k 8.4k 56.97
Morgan Stanley Com New (MS) 0.2 $475k 2.9k 164.57
CBOE Holdings (CBOE) 0.2 $466k 1.7k 281.07
Regeneron Pharmaceuticals (REGN) 0.2 $459k 594.00 772.64
S&p Global (SPGI) 0.2 $458k 1.1k 425.34
Travelers Companies (TRV) 0.2 $458k 1.6k 291.68
Anglogold Ashanti Com Shs (AU) 0.2 $455k 4.7k 97.36
Verisign (VRSN) 0.2 $449k 1.8k 248.36
Union Pacific Corporation (UNP) 0.2 $448k 1.8k 242.62
Wec Energy Group (WEC) 0.2 $446k 3.9k 115.77
Aon Shs Cl A (AON) 0.2 $446k 1.4k 322.78
American Express Company (AXP) 0.2 $444k 1.5k 302.48
Mizuho Financial Group Sponsored Adr (MFG) 0.2 $442k 56k 7.94
Monster Beverage Corp (MNST) 0.2 $441k 6.1k 72.46
Elbit Sys Ord (ESLT) 0.2 $438k 516.00 849.09
Nextera Energy Nextera Energy Inc (NEE) 0.2 $438k 4.7k 92.88
Intuitive Surgical Com New (ISRG) 0.2 $436k 945.00 460.99
Charles Schwab Corporation (SCHW) 0.1 $426k 4.5k 93.98
Deere & Company (DE) 0.1 $419k 744.00 563.30
Starbucks Corporation (SBUX) 0.1 $418k 4.7k 89.59
Vertiv Holdings Com Cl A (VRT) 0.1 $418k 1.7k 250.58
Wipro Spon Adr 1 Sh (WIT) 0.1 $406k 191k 2.12
Sun Life Financial (SLF) 0.1 $404k 6.5k 62.56
Servicenow (NOW) 0.1 $399k 3.8k 104.55
Altria (MO) 0.1 $397k 6.0k 65.99
Stryker Corporation (SYK) 0.1 $395k 1.2k 328.59
O'reilly Automotive (ORLY) 0.1 $391k 4.2k 92.31
Hershey Company (HSY) 0.1 $389k 1.9k 207.89
New Oriental Ed & Technology Spon Adr (EDU) 0.1 $388k 6.9k 56.63
Booking Holdings (BKNG) 0.1 $387k 92.00 4210.32
Goldman Sachs (GS) 0.1 $383k 453.00 845.99
Intel Corporation (INTC) 0.1 $380k 8.6k 44.13
Equinix (EQIX) 0.1 $378k 386.00 980.24
Kt Corp Sponsored Adr (KT) 0.1 $377k 18k 21.45
Kla Corp Com New (KLAC) 0.1 $374k 254.00 1472.41
Toronto Dominion Bk Ont Com New (TD) 0.1 $372k 4.0k 93.31
British Amern Tob Sponsored Adr (BTI) 0.1 $369k 6.3k 58.47
GSK Sponsored Adr (GSK) 0.1 $361k 6.5k 55.19
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.1 $361k 18k 19.75
Accenture Plc Ireland Shs Class A (ACN) 0.1 $355k 1.8k 198.29
Sap Se Spon Adr (SAP) 0.1 $353k 2.1k 171.21
Electronic Arts (EA) 0.1 $350k 1.7k 203.87
American Water Works (AWK) 0.1 $347k 2.5k 136.09
Banco Santander Sa Adr (SAN) 0.1 $344k 31k 11.28
Totalenergies Se Act (TTE) 0.1 $343k 3.8k 90.98
Tc Energy Corp (TRP) 0.1 $335k 5.3k 62.60
Enbridge (ENB) 0.1 $329k 6.1k 54.14
Citigroup Com New (C) 0.1 $324k 2.9k 113.41
Walt Disney Company (DIS) 0.1 $324k 3.4k 96.38
Coherent Corp (COHR) 0.1 $322k 1.4k 238.21
Hdfc Bank Sponsored Ads (HDB) 0.1 $322k 13k 24.88
Western Digital (WDC) 0.1 $314k 1.2k 270.49
Cheniere Energy Com New (LNG) 0.1 $312k 1.1k 283.76
Pdd Holdings Sponsored Ads (PDD) 0.1 $310k 3.0k 102.18
Lowe's Companies (LOW) 0.1 $309k 1.3k 236.28
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $307k 7.6k 40.47
Thermo Fisher Scientific (TMO) 0.1 $302k 614.00 491.53
Moody's Corporation (MCO) 0.1 $301k 691.00 436.25
Church & Dwight (CHD) 0.1 $301k 3.2k 93.32
AutoZone (AZO) 0.1 $301k 89.00 3377.78
Progressive Corporation (PGR) 0.1 $300k 1.5k 198.24
Palo Alto Networks (PANW) 0.1 $300k 1.9k 160.32
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $299k 764.00 391.76
Tal Ed Group Sponsored Ads (TAL) 0.1 $298k 26k 11.37
Bank Of Montreal Cadcom (BMO) 0.1 $295k 2.2k 135.34
Monolithic Power Systems (MPWR) 0.1 $293k 268.00 1093.35
Eaton Corp SHS (ETN) 0.1 $290k 812.00 357.67
Yum! Brands (YUM) 0.1 $290k 1.9k 155.48
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $289k 16k 18.52
Stmicroelectronics N V Ny Registry (STM) 0.1 $288k 8.3k 34.55
American Electric Power Company (AEP) 0.1 $286k 2.2k 131.08
Crowdstrike Hldgs Cl A (CRWD) 0.1 $285k 729.00 390.41
Kinder Morgan (KMI) 0.1 $281k 8.4k 33.53
Hca Holdings (HCA) 0.1 $280k 592.00 473.24
Us Bancorp Com New (USB) 0.1 $277k 5.3k 52.01
Telekomunikasi Ind Sponsored Adr (TLK) 0.1 $277k 15k 18.68
Medtronic SHS (MDT) 0.1 $276k 3.2k 86.65
Canadian Natural Resources (CNQ) 0.1 $276k 5.7k 48.73
Mondelez Intl Cl A (MDLZ) 0.1 $275k 4.8k 57.64
Applovin Corp Com Cl A (APP) 0.1 $275k 690.00 398.00
United Therapeutics Corporation (UTHR) 0.1 $275k 463.00 592.98
Intercontinental Exchange (ICE) 0.1 $272k 1.7k 157.28
Automatic Data Processing (ADP) 0.1 $272k 1.3k 203.18
Cgi Cl A Sub Vtg (GIB) 0.1 $272k 3.7k 73.10
Argenx Se Sponsored Adr (ARGX) 0.1 $270k 370.00 730.25
UnitedHealth (UNH) 0.1 $267k 985.00 270.59
Comfort Systems USA (FIX) 0.1 $266k 193.00 1378.99
Uber Technologies (UBER) 0.1 $264k 3.7k 71.93
General Dynamics Corporation (GD) 0.1 $263k 765.00 343.22
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $261k 12k 21.66
Descartes Sys Grp (DSGX) 0.1 $256k 3.6k 71.56
Old Dominion Freight Line (ODFL) 0.1 $255k 1.3k 195.40
Synopsys (SNPS) 0.1 $255k 642.00 396.48
Nokia Corp Sponsored Adr (NOK) 0.1 $252k 31k 8.04
Williams Companies (WMB) 0.1 $249k 3.4k 72.78
Cibc Cad (CM) 0.1 $248k 2.6k 94.75
3M Company (MMM) 0.1 $244k 1.7k 145.23
Novo-nordisk A S Adr (NVO) 0.1 $243k 6.6k 36.75
Pfizer (PFE) 0.1 $242k 8.6k 28.08
Truist Financial Corp equities (TFC) 0.1 $242k 5.3k 45.97
Sherwin-Williams Company (SHW) 0.1 $241k 752.00 320.55
Capital One Financial (COF) 0.1 $239k 1.3k 182.43
Teledyne Technologies Incorporated (TDY) 0.1 $238k 394.00 605.01
Newmont Mining Corporation (NEM) 0.1 $236k 2.2k 108.25
Cigna Corp (CI) 0.1 $235k 882.00 266.75
W.R. Berkley Corporation (WRB) 0.1 $234k 3.5k 66.28
Prologis (PLD) 0.1 $234k 1.8k 132.18
Qualcomm (QCOM) 0.1 $233k 1.8k 128.78
Corning Incorporated (GLW) 0.1 $229k 1.7k 135.97
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $228k 45k 5.03
Realty Income (O) 0.1 $228k 3.7k 61.18
Constellation Energy (CEG) 0.1 $227k 811.00 279.25
Adobe Systems Incorporated (ADBE) 0.1 $226k 931.00 243.08
Range Resources (RRC) 0.1 $226k 5.0k 45.18
Agnico (AEM) 0.1 $224k 1.1k 202.98
Cloudflare Cl A Com (NET) 0.1 $224k 1.1k 206.34
Valero Energy Corporation (VLO) 0.1 $223k 901.00 247.08
Fabrinet SHS (FN) 0.1 $220k 421.00 521.52
Sanofi Sa Sponsored Adr (SNY) 0.1 $220k 4.6k 48.18
Barrick Mng Corp Com Shs (B) 0.1 $219k 5.4k 40.79
Colgate-Palmolive Company (CL) 0.1 $219k 2.6k 85.23
Ubs Group SHS (UBS) 0.1 $217k 5.6k 39.07
Abbott Laboratories (ABT) 0.1 $216k 2.1k 102.67
Bristol Myers Squibb (BMY) 0.1 $214k 3.5k 60.65
Johnson Controls Internation SHS (JCI) 0.1 $213k 1.6k 130.95
Fortis (FTS) 0.1 $213k 3.8k 55.79
Howmet Aerospace (HWM) 0.1 $210k 912.00 230.46
Cadence Design Systems (CDNS) 0.1 $210k 755.00 277.87
Dominion Resources (D) 0.1 $208k 3.4k 61.82
Woodside Energy Group Sponsored Adr (WDS) 0.1 $208k 8.7k 23.88
Analog Devices (ADI) 0.1 $207k 652.00 318.14
Loews Corporation (L) 0.1 $207k 1.9k 106.74
Royal Caribbean Cruises (RCL) 0.1 $206k 747.00 275.18
Parker-Hannifin Corporation (PH) 0.1 $205k 229.00 895.24
Freeport Mcmoran CL B (FCX) 0.1 $200k 3.4k 58.78
Dell Technologies CL C (DELL) 0.1 $200k 1.2k 164.13
Turkcell Iletisim Spon Adr New (TKC) 0.1 $194k 32k 6.03
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.1 $183k 33k 5.51
Lg Display Spons Adr Rep (LPL) 0.1 $165k 43k 3.88
Companhia Paranaense De Ener Sponsored Ads (ELPC) 0.1 $165k 14k 11.94
Nio Spon Ads (NIO) 0.1 $161k 27k 6.03
Nomura Hldgs Sponsored Adr (NMR) 0.0 $134k 17k 7.89
Haleon Spon Ads (HLN) 0.0 $133k 13k 10.01
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $115k 48k 2.39
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $76k 21k 3.65
Ambev Sa Sponsored Adr (ABEV) 0.0 $74k 25k 2.92
Melco Resorts And Entmnt Adr (MLCO) 0.0 $71k 13k 5.68