West Family Investments, Inc.

13F filer · CIK 0001568303

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$345MU.S. long equity reported on 13F

Positions465232 new · 21 closed

Net flow last quarter+$87.1MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026465 positions
NVDANvidia Corp	$15.4M	4.46%	0.00%	+18.5%	Q4 2021
AAPLApple Inc.	$12.8M	3.72%	0.00%	+5.3%	Q2 2013
MSFTMicrosoft Corp	$9M	2.61%	0.00%	+26.2%	Q2 2013
GOOGLAlphabet Inc.	$8.91M	2.58%	0.00%	+1.9%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.32M	2.12%	0.00%	+0.5%	Q4 2021
AMZNAmazon Com Inc	$6.63M	1.92%	0.00%	+6.7%	Q4 2021
MUMicron Technology Inc	$5.83M	1.69%	0.00%	-4.2%	Q1 2022
AVGOBroadcom Inc.	$5.48M	1.59%	0.00%	+21.0%	Q4 2021
TSLATesla, Inc.	$3.78M	1.10%	0.00%	+26.0%	Q1 2020
METAMeta Platforms, Inc.	$3.75M	1.09%	Not reported	+20.5%	Q4 2018
LLYELI LILLY & Co	$3.35M	0.97%	0.00%	+8.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$2.86M	0.83%	0.00%	+98.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.82M	0.82%	Not reported	+2.3%	Q4 2021
JPMJPMorgan Chase & Co	$2.7M	0.78%	0.00%	+92.0%	Q1 2018
CSCOCisco Systems, Inc.	$2.67M	0.77%	0.00%	+0.7%	Q2 2013
UMCUnited Microelectronics Corp	$2.51M	0.73%	0.00%	-26.3%	Q4 2021
JNJJohnson & Johnson	$2.5M	0.72%	0.00%	+0.3%	Q4 2021
GOOGAlphabet Inc.	$2.25M	0.65%	Not reported	Not reported	Q4 2018
INTCIntel Corp	$2.18M	0.63%	0.00%	+81.3%	Q4 2021
VVisa Inc.	$2.17M	0.63%	0.00%	+9.5%	Q4 2021
ASMLAsml Holding NV	$2.17M	0.63%	0.00%	+12.6%	Q4 2021
AMATApplied Materials Inc	$1.78M	0.52%	0.00%	+53.1%	Q4 2021
GEGeneral Electric Co	$1.76M	0.51%	0.00%	+86.8%	Q1 2022
XOMExxonMobil Holdings Corp	$1.75M	0.51%	0.00%	+10.3%	Q2 2013
KOCoca Cola Co	$1.71M	0.49%	0.00%	+8.9%	Q4 2021
LRCXLam Research Corp	$1.64M	0.48%	0.00%	+20.9%	Q2 2022
MRKMerck & Co., Inc.	$1.63M	0.47%	0.00%	+1.5%	Q4 2021
CATCaterpillar Inc	$1.56M	0.45%	0.00%	+18.8%	Q4 2021
WMTWalmart Inc.	$1.55M	0.45%	0.00%	-13.0%	Q4 2021
WMWaste Management Inc	$1.54M	0.45%	0.00%	+0.2%	Q4 2021
CHTChunghwa Telecom Co Ltd	$1.53M	0.44%	0.00%	-1.6%	Q4 2021
MAMastercard Inc	$1.52M	0.44%	0.00%	+1.5%	Q4 2021
PGPROCTER & GAMBLE Co	$1.38M	0.40%	0.00%	-7.2%	Q4 2021
STXSeagate Technology Holdings plc	$1.35M	0.39%	0.00%	+82.9%	Q2 2025
IBNIcici Bank Ltd	$1.33M	0.39%	Not reported	+0.5%	Q4 2021
UNHUnitedhealth Group Inc	$1.29M	0.37%	0.00%	+214.7%	Q1 2018
CVXChevron Corp	$1.29M	0.37%	0.00%	+68.8%	Q4 2020
MCDMcdonalds Corp	$1.28M	0.37%	0.00%	-0.6%	Q4 2021
WDCWestern Digital Corp	$1.27M	0.37%	0.00%	+70.9%	Q3 2025
IBMInternational Business Machines Corp	$1.24M	0.36%	0.00%	+20.8%	Q4 2021
HDHome Depot, Inc.	$1.23M	0.36%	0.00%	+59.2%	Q4 2021
RTXRTX Corp	$1.18M	0.34%	0.00%	+103.0%	Q4 2021
HSBCHSBC Holdings PLC	$1.16M	0.34%	0.00%	+29.5%	Q4 2020
ASXASE Technology Holding Co., Ltd.	$1.15M	0.33%	0.00%	-3.4%	Q2 2024
PEPPepsico Inc	$1.12M	0.32%	0.00%	+55.5%	Q4 2021
MAAMid America Apartment Communities Inc.	$1.07M	0.31%	0.01%	New	Q2 2026
VZVerizon Communications Inc	$1.07M	0.31%	0.00%	+1.7%	Q4 2021
RYRoyal Bank of Canada	$1.05M	0.30%	0.00%	+1.7%	Q4 2021
LINLinde PLC	$1.05M	0.30%	0.00%	+1.6%	Q4 2021
KLACKla Corp	$1.04M	0.30%	0.00%	+35.8%	Q4 2021

Q1 2026Reported May 7, 2026253 positions
IAUIshares Gold Trust	$34.1M	11.94%	0.05%	-9.0%	Q4 2021
NVDANvidia Corp	$11.3M	3.97%	0.00%	-39.5%	Q4 2021
AAPLApple Inc.	$10.7M	3.74%	0.00%	-35.6%	Q2 2013
MSFTMicrosoft Corp	$7.08M	2.48%	0.00%	-39.7%	Q2 2013
GOOGLAlphabet Inc.	$7.04M	2.47%	0.00%	-45.2%	Q4 2021
EQTEQT Corp	$6.59M	2.31%	0.02%	-2.8%	Q4 2020
EXEEXPAND ENERGY Corp	$5.49M	1.92%	0.02%	Not reported	Q4 2021
AMZNAmazon Com Inc	$5.43M	1.90%	0.00%	-36.4%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.15M	1.81%	0.00%	-46.4%	Q4 2021
AVGOBroadcom Inc.	$3.71M	1.30%	0.00%	-38.1%	Q4 2021
METAMeta Platforms, Inc.	$3.16M	1.11%	Not reported	-40.0%	Q4 2018
TSLATesla, Inc.	$2.65M	0.93%	0.00%	-46.0%	Q1 2020
BRK.BBerkshire Hathaway Inc	$2.64M	0.92%	Not reported	-24.5%	Q4 2021
LGOLargo Inc.	$2.46M	0.86%	2.63%	Not reported	Q4 2021
JNJJohnson & Johnson	$2.39M	0.84%	0.00%	-30.6%	Q4 2021
LLYELI LILLY & Co	$2.38M	0.83%	0.00%	-41.7%	Q2 2013
XOMExxonMobil Holdings Corp	$1.97M	0.69%	0.00%	-54.2%	Q2 2013
WMTWalmart Inc.	$1.96M	0.69%	0.00%	-48.2%	Q4 2021
MUMicron Technology Inc	$1.78M	0.62%	0.00%	-19.8%	Q1 2022
CSCOCisco Systems, Inc.	$1.75M	0.61%	0.00%	-25.3%	Q2 2013
VVisa Inc.	$1.75M	0.61%	0.00%	-34.1%	Q4 2021
CRSPCRISPR Therapeutics AG	$1.69M	0.59%	0.04%	Not reported	Q1 2022
CVSCVS HEALTH Corp	$1.65M	0.58%	0.00%	-5.4%	Q4 2021
WMWaste Management Inc	$1.58M	0.55%	0.00%	-13.0%	Q4 2021
MRKMerck & Co., Inc.	$1.51M	0.53%	0.00%	-17.4%	Q4 2021
MCDMcdonalds Corp	$1.48M	0.52%	0.00%	-13.8%	Q4 2021
CHTChunghwa Telecom Co Ltd	$1.48M	0.52%	0.00%	-15.1%	Q4 2021
KOCoca Cola Co	$1.47M	0.51%	0.00%	-16.5%	Q4 2021
PGPROCTER & GAMBLE Co	$1.46M	0.51%	0.00%	-10.6%	Q4 2021
MAMastercard Inc	$1.45M	0.51%	0.00%	-40.3%	Q4 2021
AZNAstrazeneca PLC	$1.4M	0.49%	Not reported	-26.4%	Q4 2021
ASMLAsml Holding NV	$1.28M	0.45%	0.00%	-44.7%	Q4 2021
JPMJPMorgan Chase & Co	$1.27M	0.44%	0.00%	-66.9%	Q1 2018
VZVerizon Communications Inc	$1.24M	0.44%	0.00%	-1.7%	Q4 2021
COSTCostco Wholesale Corp	$1.18M	0.41%	0.00%	-46.7%	Q4 2021
IBNIcici Bank Ltd	$1.18M	0.41%	Not reported	-13.6%	Q4 2021
UMCUnited Microelectronics Corp	$1.13M	0.39%	0.00%	-17.9%	Q4 2021
ABBVAbbVie Inc.	$1.06M	0.37%	0.00%	-46.4%	Q2 2013
SOSouthern Co	$1.03M	0.36%	0.00%	+1.6%	Q4 2021
CORCencora, Inc.	$1.02M	0.36%	0.00%	-14.7%	Q2 2023
EDConsolidated Edison Inc	$1.02M	0.36%	0.00%	+0.6%	Q4 2021
LINLinde PLC	$988K	0.35%	0.00%	-15.2%	Q4 2021
PLTRPalantir Technologies Inc.	$957K	0.34%	0.00%	-36.1%	Q4 2024
CVXChevron Corp	$952K	0.33%	0.00%	-52.6%	Q4 2020
NVSNovartis AG	$948K	0.33%	0.00%	-51.2%	Q2 2022
DUKDuke Energy CORP	$928K	0.33%	0.00%	-17.3%	Q4 2021
MCKMckesson Corp	$904K	0.32%	0.00%	-45.5%	Q4 2022
PMPhilip Morris International Inc.	$897K	0.31%	0.00%	-33.5%	Q4 2021
PKXPosco Holdings Inc.	$891K	0.31%	0.02%	+66.4%	Q4 2021
BABAAlibaba Group Holding Ltd	$886K	0.31%	0.00%	-31.2%	Q4 2021

Q4 2025Reported Feb 11, 2026345 positions
IAUIshares Gold Trust	$34.4M	8.08%	0.05%	-7.4%	Q4 2021
NVDANvidia Corp	$20M	4.70%	0.00%	-3.7%	Q4 2021
AAPLApple Inc.	$17.8M	4.17%	0.00%	-6.5%	Q2 2013
MSFTMicrosoft Corp	$15.3M	3.60%	0.00%	-6.4%	Q2 2013
GOOGLAlphabet Inc.	$14M	3.28%	0.00%	-7.4%	Q4 2021
AMZNAmazon Com Inc	$9.46M	2.22%	0.00%	-6.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.65M	2.03%	0.00%	-5.4%	Q4 2021
AVGOBroadcom Inc.	$6.71M	1.57%	0.00%	-2.3%	Q4 2021
METAMeta Platforms, Inc.	$6.08M	1.43%	Not reported	-6.1%	Q4 2018
TSLATesla, Inc.	$5.94M	1.40%	0.00%	-6.6%	Q1 2020
EQTEQT Corp	$5.71M	1.34%	0.02%	Not reported	Q4 2020
EXEEXPAND ENERGY Corp	$5.52M	1.30%	0.02%	Not reported	Q4 2021
LLYELI LILLY & Co	$4.77M	1.12%	0.00%	+0.4%	Q2 2013
JPMJPMorgan Chase & Co	$4.19M	0.98%	0.00%	-15.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.67M	0.86%	Not reported	-6.4%	Q4 2021
WMTWalmart Inc.	$3.39M	0.79%	0.00%	-6.6%	Q4 2021
VVisa Inc.	$3.08M	0.72%	0.00%	-0.7%	Q4 2021
XOMExxonMobil Holdings Corp	$3.05M	0.72%	0.00%	-2.2%	Q2 2013
JNJJohnson & Johnson	$2.92M	0.69%	0.00%	-4.8%	Q4 2021
MAMastercard Inc	$2.78M	0.65%	0.00%	-0.9%	Q4 2021
HTFLHeartflow, Inc.	$2.56M	0.60%	0.10%	Not reported	Q3 2025
CSCOCisco Systems, Inc.	$2.33M	0.55%	0.00%	-7.4%	Q2 2013
ABBVAbbVie Inc.	$2.08M	0.49%	0.00%	-9.6%	Q2 2013
LGOLargo Inc.	$2.06M	0.48%	2.63%	-49.7%	Q4 2021
CVSCVS HEALTH Corp	$1.93M	0.45%	0.00%	-1.4%	Q4 2021
NFLXNetflix Inc	$1.93M	0.45%	0.00%	-4.4%	Q4 2021
COSTCostco Wholesale Corp	$1.92M	0.45%	0.00%	-5.6%	Q4 2021
MUMicron Technology Inc	$1.88M	0.44%	0.00%	-10.5%	Q1 2022
ASMLAsml Holding NV	$1.87M	0.44%	0.00%	-10.8%	Q4 2021
CRSPCRISPR Therapeutics AG	$1.86M	0.44%	0.04%	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$1.82M	0.43%	0.00%	+1.3%	Q4 2024
HSBCHSBC Holdings PLC	$1.81M	0.43%	0.00%	Not reported	Q4 2020
HDBHDFC Bank Ltd	$1.8M	0.42%	0.00%	-4.4%	Q1 2024
AZNAstrazeneca PLC	$1.78M	0.42%	Not reported	Not reported	Q4 2021
NVSNovartis AG	$1.75M	0.41%	0.00%	-1.5%	Q2 2022
WMWaste Management Inc	$1.74M	0.41%	0.00%	-1.1%	Q4 2021
SAPSap SE	$1.73M	0.41%	0.00%	+9.4%	Q4 2021
CHTChunghwa Telecom Co Ltd	$1.72M	0.40%	0.00%	-14.0%	Q4 2021
RSGRepublic Services, Inc.	$1.71M	0.40%	0.00%	+7.9%	Q4 2021
MCDMcdonalds Corp	$1.69M	0.40%	0.00%	-15.2%	Q4 2021
PGPROCTER & GAMBLE Co	$1.62M	0.38%	0.00%	-27.5%	Q4 2021
KOCoca Cola Co	$1.62M	0.38%	0.00%	-13.3%	Q4 2021
MRKMerck & Co., Inc.	$1.6M	0.37%	0.00%	-15.3%	Q4 2021
MCKMckesson Corp	$1.57M	0.37%	0.00%	-6.1%	Q4 2022
IBNIcici Bank Ltd	$1.57M	0.37%	Not reported	-3.3%	Q4 2021
APHAmphenol Corp	$1.55M	0.36%	0.00%	-17.2%	Q4 2021
IBMInternational Business Machines Corp	$1.53M	0.36%	0.00%	-1.0%	Q4 2021
SHELShell plc	$1.52M	0.36%	0.00%	-16.9%	Q1 2022
GILDGilead Sciences, Inc.	$1.52M	0.36%	0.00%	Not reported	Q4 2021
WFCWells Fargo & Company	$1.52M	0.36%	0.00%	Not reported	Q2 2017

Q3 2025Reported Feb 10, 2026370 positions
IAUIshares Gold Trust	$33.3M	7.44%	0.06%	0.0%	Q4 2021
NVDANvidia Corp	$20.8M	4.65%	0.00%	+3.0%	Q4 2021
AAPLApple Inc.	$17.8M	3.98%	0.00%	+1.7%	Q2 2013
MSFTMicrosoft Corp	$17.5M	3.92%	0.00%	+2.5%	Q2 2013
GOOGLAlphabet Inc.	$11.7M	2.62%	0.00%	+1.5%	Q4 2021
AMZNAmazon Com Inc	$9.63M	2.15%	0.00%	+2.6%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.4M	1.88%	0.00%	+2.7%	Q4 2021
METAMeta Platforms, Inc.	$7.2M	1.61%	Not reported	+2.3%	Q4 2018
LGOLargo Inc.	$6.56M	1.46%	6.82%	-21.6%	Q4 2021
AVGOBroadcom Inc.	$6.54M	1.46%	0.00%	+4.7%	Q4 2021
TSLATesla, Inc.	$6.29M	1.40%	0.00%	+3.0%	Q1 2020
EQTEQT Corp	$5.8M	1.29%	0.02%	+0.1%	Q4 2020
EXEEXPAND ENERGY Corp	$5.31M	1.19%	0.02%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$4.82M	1.08%	0.00%	+0.9%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.92M	0.88%	Not reported	+0.1%	Q4 2021
LLYELI LILLY & Co	$3.37M	0.75%	0.00%	+0.6%	Q2 2013
WMTWalmart Inc.	$3.35M	0.75%	0.00%	-1.1%	Q4 2021
VVisa Inc.	$3.02M	0.67%	0.00%	+0.6%	Q4 2021
HTFLHeartflow, Inc.	$2.95M	0.66%	0.11%	New	Q3 2025
XOMExxonMobil Holdings Corp	$2.92M	0.65%	0.00%	+2.5%	Q2 2013
MAMastercard Inc	$2.79M	0.62%	0.00%	+0.9%	Q4 2021
JNJJohnson & Johnson	$2.74M	0.61%	0.00%	+14.5%	Q4 2021
NFLXNetflix Inc	$2.58M	0.58%	0.00%	-2.3%	Q4 2021
PGPROCTER & GAMBLE Co	$2.4M	0.54%	0.00%	+1.4%	Q4 2021
ABBVAbbVie Inc.	$2.33M	0.52%	0.00%	+0.9%	Q2 2013
CRSPCRISPR Therapeutics AG	$2.3M	0.51%	0.04%	Not reported	Q1 2022
CSCOCisco Systems, Inc.	$2.23M	0.50%	0.00%	+1.3%	Q2 2013
COSTCostco Wholesale Corp	$2.18M	0.49%	0.00%	+2.2%	Q4 2021
CHTChunghwa Telecom Co Ltd	$2.1M	0.47%	0.00%	+0.4%	Q4 2021
ORCLOracle Corp	$2.07M	0.46%	0.00%	+7.7%	Q4 2021
MCDMcdonalds Corp	$1.98M	0.44%	0.00%	+2.6%	Q4 2021
ASMLAsml Holding NV	$1.9M	0.42%	0.00%	+1.1%	Q4 2021
BABAAlibaba Group Holding Ltd	$1.87M	0.42%	0.00%	+1.3%	Q4 2021
CVSCVS HEALTH Corp	$1.86M	0.42%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$1.84M	0.41%	0.00%	+4.4%	Q4 2024
SHELShell plc	$1.78M	0.40%	0.00%	+2.1%	Q1 2022
KOCoca Cola Co	$1.77M	0.40%	0.00%	+6.8%	Q4 2021
WMWaste Management Inc	$1.77M	0.39%	0.00%	+1.3%	Q4 2021
HDBHDFC Bank Ltd	$1.76M	0.39%	0.00%	+0.8%	Q1 2024
SAPSap SE	$1.74M	0.39%	0.00%	-5.5%	Q4 2021
APHAmphenol Corp	$1.72M	0.38%	0.00%	+1.1%	Q4 2021
RSGRepublic Services, Inc.	$1.71M	0.38%	0.00%	-5.5%	Q4 2021
NVSNovartis AG	$1.66M	0.37%	0.00%	+1.2%	Q2 2022
IBNIcici Bank Ltd	$1.65M	0.37%	Not reported	+1.4%	Q4 2021
HSBCHSBC Holdings PLC	$1.64M	0.37%	0.00%	+0.9%	Q4 2020
CVXChevron Corp	$1.61M	0.36%	0.00%	+10.4%	Q4 2020
VZVerizon Communications Inc	$1.6M	0.36%	0.00%	+0.4%	Q4 2021
MCKMckesson Corp	$1.58M	0.35%	0.00%	+5.0%	Q4 2022
HDHome Depot, Inc.	$1.57M	0.35%	0.00%	+6.9%	Q4 2021
MSIMotorola Solutions, Inc.	$1.56M	0.35%	0.00%	+1.2%	Q4 2021

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