Latest West Family Investments, Inc. Stock Portfolio
West Family Investments, Inc. Performance:
2025 Q3: 8.68%YTD: 7.98%2024: 7.81%
Performance for 2025 Q3 is 8.68%, and YTD is 7.98%, and 2024 is 7.81%.
About West Family Investments, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, West Family Investments, Inc. reported an equity portfolio of $444.8 Millions as of 30 Sep, 2025.
The top stock holdings of West Family Investments, Inc. are IAU, NVDA, AAPL. The fund has invested 7.5% of it's portfolio in ISHARES GOLD TR and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off CANADIAN NATL RY CO, GODADDY INC (GDDY) and KEURIG DR PEPPER INC (KDP) stocks. They significantly reduced their stock positions in LAM RESEARCH CORP (LRCX), VALE S A (VALE) and BRISTOL-MYERS SQUIBB CO (BMY). West Family Investments, Inc. opened new stock positions in ROBINHOOD MKTS INC (HOOD), ELEVANCE HEALTH INC FORMERLY (ELV) and NIKE INC (NKE). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO INC (PEP), HDFC BANK LTD (HDB) and CGI INC.
The top stock holdings of West Family Investments, Inc. are IAU, NVDA, AAPL. The fund has invested 7.5% of it's portfolio in ISHARES GOLD TR and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off CANADIAN NATL RY CO, GODADDY INC (GDDY) and KEURIG DR PEPPER INC (KDP) stocks. They significantly reduced their stock positions in LAM RESEARCH CORP (LRCX), VALE S A (VALE) and BRISTOL-MYERS SQUIBB CO (BMY). West Family Investments, Inc. opened new stock positions in ROBINHOOD MKTS INC (HOOD), ELEVANCE HEALTH INC FORMERLY (ELV) and NIKE INC (NKE). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO INC (PEP), HDFC BANK LTD (HDB) and CGI INC.
West Family Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that West Family Investments, Inc. made a return of 8.68% in the last quarter. In trailing 12 months, it's portfolio return was 8.05%.
New Buys
| Ticker | $ Bought |
|---|---|
| robinhood mkts inc | 462,758 |
| elevance health inc formerly | 389,036 |
| nike inc | 322,780 |
| te connectivity plc | 256,850 |
| idexx labs inc | 236,389 |
| western digital corp | 234,357 |
| zoom communications inc | 231,660 |
| rogers communications inc | 230,708 |
New stocks bought by West Family Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| pepsico inc | 102 |
| hdfc bank ltd | 101 |
| cgi inc | 96.64 |
| intuit | 38.15 |
| nextera energy inc | 37.61 |
| autodesk inc | 33.94 |
| hca healthcare inc | 31.48 |
| roblox corp | 30.56 |
Additions to existing portfolio by West Family Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| lam research corp | -57.84 |
| vale s a | -49.08 |
| bristol-myers squibb co | -37.4 |
| intel corp | -34.71 |
| thermo fisher scientific inc | -32.86 |
| general mls inc | -30.88 |
| mondelez intl inc | -28.24 |
| xpeng inc | -27.21 |
West Family Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| leslies inc | 0.00 |
| wolfspeed inc | -8,457 |
| keurig dr pepper inc | -288,581 |
| hormel foods corp | -241,577 |
| jd.com inc | -201,421 |
| juniper networks inc | -231,275 |
| centene corp del | -267,329 |
| canadian natl ry co | -322,836 |
West Family Investments, Inc. got rid off the above stocks
Sector Distribution
West Family Investments, Inc. has about 36.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 36.4 |
| Technology | 21.9 |
| Healthcare | 6.5 |
| Financial Services | 6.5 |
| Communication Services | 6.5 |
| Consumer Cyclical | 6.2 |
| Energy | 4.5 |
| Industrials | 4.2 |
| Consumer Defensive | 4 |
| Utilities | 1.6 |
Market Cap. Distribution
West Family Investments, Inc. has about 62% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 36.2 |
| MEGA-CAP | 33.7 |
| LARGE-CAP | 28.3 |
| MID-CAP | 1.9 |
Stocks belong to which Index?
About 58.9% of the stocks held by West Family Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.9 |
| Others | 40.9 |
West Family Investments, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of West Family Investments, Inc.
West Family Investments, Inc. has 373 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. MS proved to be the most loss making stock for the portfolio. EQT was the most profitable stock for West Family Investments, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.00 | 69,921 | 17,804,000 | added | 1.67 | ||
| AAXJ | ishares tr | 1.73 | 80,697 | 7,712,670 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.52 | 10,050 | 2,326,980 | added | 0.9 | ||
| ABC | cencora inc | 0.29 | 4,065 | 1,270,430 | added | 8.17 | ||
| ABT | abbott labs | 0.32 | 10,582 | 1,417,350 | added | 11.46 | ||
| ACGL | arch cap group ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.14 | 2,516 | 620,446 | added | 12.32 | ||
| ACWV | ishares inc | 0.18 | 5,169 | 788,354 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.16 | 2,030 | 716,083 | added | 29.96 | ||
| ADI | analog devices inc | 0.09 | 1,621 | 398,280 | added | 2.59 | ||
| ADP | automatic data processing in | 0.14 | 2,188 | 642,178 | added | 1.53 | ||
| ADSK | autodesk inc | 0.10 | 1,472 | 467,610 | added | 33.94 | ||
| AEP | american elec pwr co inc | 0.08 | 3,009 | 338,513 | added | 22.12 | ||
| AFK | vaneck etf trust | 0.77 | 34,500 | 3,416,540 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.07 | 2,835 | 316,670 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.05 | 2,594 | 203,733 | unchanged | 0.00 | ||
| AJG | gallagher arthur j & co | 0.09 | 1,266 | 392,131 | reduced | -12.81 | ||
| ALL | allstate corp | 0.06 | 1,323 | 283,982 | reduced | -16.27 | ||
| ALNY | alnylam pharmaceuticals inc | 0.08 | 822 | 374,832 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.10 | 2,237 | 458,003 | added | 24.07 | ||