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Latest West Family Investments, Inc. Stock Portfolio

$345Million | No. of Holdings #466

West Family Investments, Inc. Performance

2026 Q2+2.11%
YTD+1.79%
2025+19.22%

About West Family Investments, Inc. and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Family Investments, Inc. reported an equity portfolio of $345 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of West Family Investments, Inc. are NVDA, EMGF, AAPL. The fund has invested 4.5% of it's portfolio in NVIDIA CORPORATION and 3.8% of portfolio in ISHARES INC. <br><br> The fund managers got completely rid off ISHARES GOLD TR (IAU), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INFOSYS LTD (INFY), ASTRAZENECA PLC and SALESFORCE INC (CRM). West Family Investments, Inc. opened new stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ABBOTT LABORATORIES (ABT), JOHNSON CONTROLS INTERNATION (JCI) and FREEPORT MCMORAN INC (FCX).
West Family Investments, Inc. Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$345Million
  as of Aug 10, 2026

West Family Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that West Family Investments, Inc. made a return of 2.11% in the last quarter. In trailing 12 months, it's portfolio return was 18.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares inc13,207,800
ishares tr5,624,140
alphabet inc2,247,530
mid-amer apt cmntys inc1,069,420
eog res inc908,110
airbnb inc879,779
pg&e corp838,174
texas instrs inc830,721
New stocks bought by West Family Investments, Inc.

Additions

Ticker% Inc.
abbott laboratories286
johnson controls internation255
freeport mcmoran inc228
capital one finl corp219
unitedhealth group inc214
lg display co ltd198
bristol-myers squibb co196
prologis inc.145
Additions to existing portfolio by West Family Investments, Inc.

Reductions

Ticker% Reduced
infosys ltd-63.58
astrazeneca plc-54.65
salesforce inc-50.74
nio inc-43.09
alibaba group hldg ltd-34.67
toyota motor corp-33.81
wipro ltd-32.01
electronic arts inc-31.8
West Family Investments, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-16,998,000
ishares gold tr-34,066,500
ishares tr-16,661,600
ishares tr-7,696,460
vanguard intl equity index f-2,676,490
ab active etfs inc-607,222
kt corp-376,619
telekomunikasi ind-276,800
West Family Investments, Inc. got rid off the above stocks

Sector Distribution

West Family Investments, Inc. has about 25.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Real Estate
  • Utilities
  • Energy
  • Basic Materials
Sector%
Technology25.8
Others22
Financial Services10.3
Industrials8.4
Consumer Cyclical7.3
Healthcare7
Communication Services5.8
Consumer Defensive3.9
Real Estate3
Utilities2.7
Energy2.5
Basic Materials1.2

Market Cap. Distribution

West Family Investments, Inc. has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP37.8
LARGE-CAP34.2
UNALLOCATED22.4
MID-CAP5.3

Stocks belong to which Index?

About 66.6% of the stocks held by West Family Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50065
Others33.4
RUSSELL 20001.6
Top 5 Winners (%)%
MU
micron technology inc
236.7 %
UMC
united microelectronics corp
176.3 %
DELL
dell technologies inc
155.6 %
INTC
intel corp
113.1 %
ASX
ase technology hldg co ltd
106.3 %
Top 5 Winners ($)$
MU
micron technology inc
4.2 M
TSM
taiwan semiconductor manufac
2.1 M
UMC
united microelectronics corp
2.0 M
NVDA
nvidia corporation
1.8 M
GOOG
alphabet inc
1.7 M
Top 5 Losers (%)%
AFK
vaneck etf trust
-100.0 %
CRSP
crispr therapeutics ag
-100.0 %
EQT
eqt corp
-99.1 %
CHK
expand energy corporation
-90.2 %
CVS
cvs health corp
-88.6 %
Top 5 Losers ($)$
EQT
eqt corp
-6.5 M
CHK
expand energy corporation
-5.3 M
AFK
vaneck etf trust
-4.1 M
LGO
largo inc
-2.0 M
CRSP
crispr therapeutics ag
-1.7 M

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 466 stocks in it's portfolio. About 26.2% of the portfolio is in top 10 stocks. EQT proved to be the most loss making stock for the portfolio. MU was the most profitable stock for West Family Investments, Inc. last quarter.

$345.02MTotal Value
495Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of West Family Investments, Inc., last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Family Investments, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
West Family Investments, Inc.'s holding in Ambev Sa over time
0.02%21,621
$67.9K
0.02%
decreased 14.91 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
West Family Investments, Inc.'s holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
West Family Investments, Inc.'s holding in Agnico Eagle Mines Ltd over time
0.1%2,257
$350.1K
0.1%
increased 104.44 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
West Family Investments, Inc.'s holding in Vaneck Etf Trust over time
0%34,500
$98.00
0%
unchanged 0 percentunchanged