West Family Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$285.2M
Q ending 2026-03-31
Prior quarter
$425.9M
Q ending 2025-12-31
Change
-33.0% QoQ · +7.4% YoY
Positions
259
reported holdings
Largest positions
Top 100 of 259 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Gold Tr | IAU | Shares | $34.1M | 384K |
| Schwab Strategic Tr | SCHP | Shares | $17.0M | 609K |
| Ishares Tr | TLT | Shares | $16.7M | 153K |
| Nvidia Corporation | NVDA | Shares | $11.3M | 65K |
| Apple Inc | AAPL | Shares | $10.7M | 42K |
| Ishares Tr | MBB | Shares | $7.7M | 81K |
| Microsoft Corp | MSFT | Shares | $7.1M | 19K |
| Alphabet Inc | GOOGL | Shares | $7.0M | 24K |
| Eqt Corp | EQT | Shares | $6.6M | 104K |
| Expand Energy Corporation | EXE | Shares | $5.5M | 50K |
| Amazon Com Inc | AMZN | Shares | $5.4M | 26K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.2M | 15K |
| Vaneck Etf Trust | GDXJ | Shares | $4.1M | 35K |
| Broadcom Inc | AVGO | Shares | $3.7M | 12K |
| Meta Platforms Inc | META | Shares | $3.2M | 6K |
| Vanguard Intl Equity Index F | VT | Shares | $2.7M | 19K |
| Tesla Inc | TSLA | Shares | $2.7M | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 6K |
| Largo Inc | LGO | Shares | $2.5M | 2.2M |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Eli Lilly & Co | LLY | Shares | $2.4M | 3K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Walmart Inc | WMT | Shares | $2.0M | 16K |
| Micron Technology Inc | MU | Shares | $1.8M | 5K |
| Cisco Sys Inc | CSCO | Shares | $1.8M | 23K |
| Visa Inc | V | Shares | $1.7M | 6K |
| Crispr Therapeutics Ag | Shares | $1.7M | 36K | |
| Cvs Health Corp | CVS | Shares | $1.7M | 23K |
| Waste Mgmt Inc Del | WM | Shares | $1.6M | 7K |
| Merck & Co Inc | MRK | Shares | $1.5M | 13K |
| Mcdonalds Corp | MCD | Shares | $1.5M | 5K |
| Chunghwa Telecom Co Ltd | CHT | Shares | $1.5M | 35K |
| Coca Cola Co | KO | Shares | $1.5M | 19K |
| Procter & Gamble Co | PG | Shares | $1.5M | 10K |
| Mastercard Incorporated | MA | Shares | $1.5M | 3K |
| Astrazeneca Plc | Shares | $1.4M | 7K | |
| Asml Hldg Nv | Shares | $1.3M | 968 | |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Verizon Communications Inc | VZ | Shares | $1.2M | 25K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Icici Bank Limited | IBN | Shares | $1.2M | 46K |
| United Microelectronics Corp | UMC | Shares | $1.1M | 125K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Southern Co | SO | Shares | $1.0M | 11K |
| Cencora Inc | COR | Shares | $1.0M | 3K |
| Consolidated Edison Inc | ED | Shares | $1.0M | 9K |
| Linde Plc | Shares | $988K | 2K | |
| Palantir Technologies Inc | PLTR | Shares | $957K | 7K |
| Chevron Corporation | CVX | Shares | $952K | 5K |
| Novartis Ag | NVS | Shares | $948K | 6K |
| Duke Energy Corp New | DUK | Shares | $928K | 7K |
| Mckesson Corp | MCK | Shares | $904K | 1K |
| Philip Morris Intl Inc | PM | Shares | $897K | 5K |
| Posco Holdings Inc | PKX | Shares | $891K | 15K |
| Alibaba Group Hldg Ltd | BABA | Shares | $886K | 7K |
| International Business Machs | IBM | Shares | $885K | 4K |
| Infosys Ltd | INFY | Shares | $884K | 65K |
| Dr Reddys Labs Ltd | RDY | Shares | $883K | 64K |
| Caterpillar Inc | CAT | Shares | $871K | 1K |
| T-Mobile Us Inc | TMUS | Shares | $855K | 4K |
| At&T Inc | T | Shares | $849K | 29K |
| Netflix Inc. | NFLX | Shares | $849K | 9K |
| Bank America Corp | BAC | Shares | $836K | 17K |
| Pepsico Inc | PEP | Shares | $826K | 5K |
| Royal Bk Cda | RY | Shares | $807K | 5K |
| Ishares Inc | ACWV | Shares | $805K | 5K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $800K | 5K |
| Hsbc Hldgs Plc | HSBC | Shares | $780K | 9K |
| Wells Fargo & Co | WFC | Shares | $776K | 10K |
| Oracle Corp | ORCL | Shares | $759K | 5K |
| Kroger Co | KR | Shares | $728K | 10K |
| Home Depot Inc | HD | Shares | $721K | 2K |
| Ge Aerospace | GE | Shares | $717K | 3K |
| Motorola Solutions Inc | MSI | Shares | $709K | 2K |
| Sk Telecom Co Ltd | SKM | Shares | $693K | 24K |
| Bp Plc | BP | Shares | $690K | 15K |
| Shell Plc | SHEL | Shares | $689K | 7K |
| Lam Research Corp | LRCX | Shares | $669K | 3K |
| Gilead Sciences Inc | GILD | Shares | $658K | 5K |
| Waste Connections Inc | WCN | Shares | $643K | 4K |
| Ge Vernova Inc | GEV | Shares | $638K | 731 |
| Amgen Inc | AMGN | Shares | $634K | 2K |
| Northrop Grumman Corp | NOC | Shares | $631K | 925 |
| Republic Svcs Inc | RSG | Shares | $627K | 3K |
| Kb Finl Group Inc | KB | Shares | $625K | 6K |
| Equinor Asa | EQNR | Shares | $625K | 15K |
| Mitsubishi Ufj Financial Gro | MUFG | Shares | $620K | 37K |
| Cme Group Inc | CME | Shares | $620K | 2K |
| Woori Finl Group Inc | WF | Shares | $612K | 9K |
| Ab Active Etfs Inc | CAM | Shares | $607K | 18K |
| Tjx Cos Inc New | TJX | Shares | $597K | 4K |
| Rtx Corporation | RTX | Shares | $590K | 3K |
| Ase Technology Hldg Co Ltd | ASX | Shares | $574K | 26K |
| Chubb Ltd Switz | Shares | $570K | 2K | |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $569K | 1K |
| Arista Networks Inc | ANET | Shares | $568K | 5K |
| Rio Tinto Plc | RIO | Shares | $558K | 6K |
| Applied Matls Inc | AMAT | Shares | $550K | 2K |
| Salesforce Inc | CRM | Shares | $529K | 3K |
| Shinhan Financial Group Co L | SHG | Shares | $522K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.