West Family Investments, Inc.
Sector Allocation
- Technology36.9%$127.2M
- Financials15.3%$52.9M
- Healthcare7.9%$27.4M
- Industrials6.8%$23.5M
- Consumer Discretionary6.8%$23.3M
- Other5.6%$19.3M
- Consumer Staples4.7%$16.0M
- Utilities3.7%$12.8M
- Energy3.7%$12.6M
- Materials3.4%$11.8M
AUM History
13fpro.ai/research/fund/west-family-investments-inc-1568303
Conviction and streaks
Diversifying · top 10 = 26.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$15.4M- ISHARES$13.2M
AAPL
$12.8MMSFT
$9.0MGOOGL
$8.9MTSM
$7.3MAMZN
$6.6MMU
$5.8M- ISHARES$5.6M
AVGO
$5.5MTSLA
$3.8MMETA
$3.7MLLY
$3.4MAMD
$2.9MBRK.B
$2.8MJPM
$2.7MCSCO
$2.7MUMC
$2.5MJNJ
$2.5MGOOG
$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/west-family-investments-inc-1568303
West Family Investments, Inc. 13F holdings — Q2 2026
$345.0M portfolio (+21.0% QoQ) · 468 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
$15.4M
4.5% of stocks
+19%This quarter-0.7%Since filed10+ qtrsHeld- 2
ISHARES INC - CORE MSCI EMKT
$13.2M
3.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $12.8M
3.7% of stocks
+5%This quarter+11.6%Since filed10+ qtrsHeld$9.0M
2.6% of stocks
+26%This quarter+5.2%Since filed10+ qtrsHeld$8.9M
2.6% of stocks
+2%This quarter-11.7%Since filed10+ qtrsHeld$7.3M
2.1% of stocks
+0.5%This quarter+1.4%Since filed10+ qtrsHeld$6.6M
1.9% of stocks
+7%This quarter-10.4%Since filed10+ qtrsHeld$5.8M
1.7% of stocks
-4%This quarter+5.0%Since filed7 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 9
ISHARES TR - CORE MSCI EAFE
$5.6M
1.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $5.5M
1.6% of stocks
+21%This quarter-22.1%Since filed10+ qtrsHeld
All holdings — West Family Investments, Inc. (Q2 2026)
468 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $3.8M | 1.1% | 8,985 | +26% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $3.7M | 1.1% | 6,654 | +20% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $3.4M | 1.0% | 2,795 | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $2.9M | 0.8% | 4,922 | +99% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.8% | 5,634 | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JPMORGAN CHASE & CO | Financials | $2.7M | 0.8% | 8,256 | +92% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $2.7M | 0.8% | 23K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNITED MICROELECTRONICS CORPadr | Technology | $2.5M | 0.7% | 92K | -26% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.7% | 9,824 | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $2.2M | 0.7% | 6,361 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INTEL CORP | Technology | $2.2M | 0.6% | 16K | +81% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $2.2M | 0.6% | 6,337 | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NV | Technology | $2.2M | 0.6% | 1,090 | +13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | APPLIED MATERIALS INC /DE | Technology | $1.8M | 0.5% | 2,463 | +53% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL ELECTRIC CO | Industrials | $1.8M | 0.5% | 4,721 | +87% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.5% | 13K | +10% | |||
| 27 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.5% | 21K | +9% | |||
| 28 | $LRCX | LAM RESEARCH CORP | Technology | $1.6M | 0.5% | 3,787 | +21% | |||
| 29 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.5% | 13K | +1% | |||
| 30 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.5% | 1,461 | +19% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $1.6M | 0.5% | 14K | -13% | |||
| 32 | $WM | WASTE MANAGEMENT INC | Utilities | $1.5M | 0.5% | 6,903 | +0.2% | |||
| 33 | $CHT | CHUNGHWA TELECOM CO LTD | Communication Services | $1.5M | 0.4% | 35K | -2% | |||
| 34 | $MA | Mastercard Inc | Financials | $1.5M | 0.4% | 2,951 | +2% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.4% | 9,405 | -7% | |||
| 36 | $STX | Seagate Technology Holdings plc | Technology | $1.3M | 0.4% | 1,397 | +83% | |||
| 37 | $IBN | ICICI BANK LTD | Financials | $1.3M | 0.4% | 46K | +0.5% | |||
| 38 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.3M | 0.4% | 3,100 | +215% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.4% | 7,766 | +69% | |||
| 40 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.4% | 4,739 | -0.6% | |||
| 41 | $WDC | WESTERN DIGITAL CORP | Technology | $1.3M | 0.4% | 1,986 | +71% | |||
| 42 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.4% | 4,412 | +21% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.4% | 3,490 | +59% | |||
| 44 | $RTX | RTX Corp | Industrials | $1.2M | 0.3% | 6,207 | +103% | |||
| 45 | $HSBC | HSBC HOLDINGS PLC | Financials | $1.2M | 0.3% | 12K | +29% | |||
| 46 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $1.2M | 0.3% | 26K | -3% | |||
| 47 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.3% | 8,267 | +55% | |||
| 48 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $1.1M | 0.3% | 7,697 | New | |||
| 49 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.3% | 25K | +2% | |||
| 50 | $RY | ROYAL BANK OF CANADA | Financials | $1.1M | 0.3% | 5,078 | +2% | |||
| 51 | $LIN | LINDE PLC | Materials | $1.1M | 0.3% | 2,025 | +2% | |||
| 52 | $KLAC | KLA CORP | Technology | $1.0M | 0.3% | 3,450 | +1258% | |||
| 53 | $ED | CONSOLIDATED EDISON INC | Utilities | $1.0M | 0.3% | 9,376 | +4% | |||
| 54 | $WCN | Waste Connections, Inc. | Utilities | $1.0M | 0.3% | 6,187 | +56% | |||
| 55 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.3% | 18K | +3% | |||
| 56 | $SO | SOUTHERN CO | Utilities | $1.0M | 0.3% | 11K | -1% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $999K | 0.3% | 3,970 | -18% | |||
| 58 | $PM | Philip Morris International Inc. | Consumer Staples | $990K | 0.3% | 5,474 | +0.9% | |||
| 59 | $MS | MORGAN STANLEY | Financials | $983K | 0.3% | 4,702 | +63% | |||
| 60 | $APH | AMPHENOL CORP /DE/ | Technology | $975K | 0.3% | 5,527 | +42% | |||
| 61 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $958K | 0.3% | 2,901 | +85% | |||
| 62 | $SHEL | Shell plc | Energy | $939K | 0.3% | 12K | +64% | |||
| 63 | $NVS | NOVARTIS AG | Healthcare | $930K | 0.3% | 5,931 | -4% | |||
| 64 | $KB | KB Financial Group Inc. | Financials | $925K | 0.3% | 8,811 | +41% | |||
| 65 | $SAN | Banco Santander, S.A. | Financials | $923K | 0.3% | 67K | +119% | |||
| 66 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $921K | 0.3% | 984 | -17% | |||
| 67 | $EOG | EOG RESOURCES INC | Energy | $908K | 0.3% | 7,000 | New | |||
| 68 | $DUK | Duke Energy CORP | Utilities | $907K | 0.3% | 7,168 | +1% | |||
| 69 | $C | CITIGROUP INC | Financials | $900K | 0.3% | 6,429 | +125% | |||
| 70 | $ABNB | Airbnb, Inc. | Technology | $880K | 0.3% | 6,148 | New | |||
| 71 | $GEV | GE Vernova Inc. | Industrials | $879K | 0.3% | 748 | +2% | |||
| 72 | $GS | GOLDMAN SACHS GROUP INC | Financials | $876K | 0.3% | 866 | +91% | |||
| 73 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $856K | 0.3% | 43K | +18% | |||
| 74 | $JCI | Johnson Controls International plc | Industrials | $846K | 0.3% | 5,791 | +255% | |||
| 75 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $842K | 0.2% | 1,695 | +33% | |||
| 76 | $ORCL | ORACLE CORP | Technology | $841K | 0.2% | 5,736 | +11% | |||
| 77 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $839K | 0.2% | 5,036 | +9% | |||
| 78 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $839K | 0.2% | 4,181 | +219% | |||
| 79 | $PCG | PG&E Corp | Utilities | $838K | 0.2% | 50K | New | |||
| 80 | $TXN | TEXAS INSTRUMENTS INC | Technology | $831K | 0.2% | 2,787 | New | |||
| 81 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $827K | 0.2% | 10K | +3% | |||
| 82 | $XYL | Xylem Inc. | Industrials | $822K | 0.2% | 6,957 | New | |||
| 83 | $MRVL | Marvell Technology, Inc. | Technology | $822K | 0.2% | 2,759 | New | |||
| 84 | $EWBC | EAST WEST BANCORP INC | Financials | $806K | 0.2% | 6,242 | New | |||
| 85 | $RDY | DR REDDYS LABORATORIES LTD | Healthcare | $799K | 0.2% | 55K | -13% | |||
| 86 | $ANET | Arista Networks, Inc. | Technology | $798K | 0.2% | 4,700 | +2% | |||
| 87 | $ATO | ATMOS ENERGY CORP | Energy | $797K | 0.2% | 4,629 | New | |||
| 88 | $BLK | BlackRock, Inc. | Financials | $796K | 0.2% | 828 | New | |||
| 89 | $COR | Cencora, Inc. | Consumer Staples | $794K | 0.2% | 2,805 | -14% | |||
| 90 | $MCK | MCKESSON CORP | Consumer Staples | $783K | 0.2% | 1,036 | -0.9% | |||
| 91 | $SHG | SHINHAN FINANCIAL GROUP CO LTD | Financials | $782K | 0.2% | 12K | +45% | |||
| 92 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $779K | 0.2% | 5,145 | +38% | |||
| 93 | $NNN | NNN REIT, INC. | Real Estate | $779K | 0.2% | 17K | New | |||
| 94 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $765K | 0.2% | 3,592 | New | |||
| 95 | $TMUS | T-Mobile US, Inc. | Communication Services | $760K | 0.2% | 4,534 | +11% | |||
| 96 | $CB | Chubb Ltd | Financials | $754K | 0.2% | 2,214 | +27% | |||
| 97 | $PKX | POSCO HOLDINGS INC. | Materials | $752K | 0.2% | 15K | -4% | |||
| 98 | $NDSN | NORDSON CORP | Industrials | $743K | 0.2% | 2,463 | New | |||
| 99 | $ABT | ABBOTT LABORATORIES | Healthcare | $735K | 0.2% | 8,104 | +286% | |||
| 100 | $BHP | BHP Group Ltd | Materials | $735K | 0.2% | 8,817 | +25% | |||
| 101 | $MKL | MARKEL GROUP INC. | Financials | $728K | 0.2% | 373 | New | |||
| 102 | $FTNT | Fortinet, Inc. | Technology | $727K | 0.2% | 4,731 | New | |||
| 103 | $PSX | Phillips 66 | Energy | $724K | 0.2% | 4,280 | New | |||
| 104 | $WF | WOORI FINANCIAL GROUP INC. | Financials | $721K | 0.2% | 13K | +37% | |||
| 105 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $716K | 0.2% | 1,428 | +133% | |||
| 106 | $STM | STMicroelectronics N.V. | Technology | $709K | 0.2% | 9,462 | +14% | |||
| 107 | $AON | Aon plc | Financials | $708K | 0.2% | 2,136 | +55% | |||
| 108 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $707K | 0.2% | 2,434 | New | |||
| 109 | $SPGI | S&P Global Inc. | Financials | $707K | 0.2% | 1,736 | +61% | |||
| 110 | $VRSN | VERISIGN INC/CA | Technology | $707K | 0.2% | 2,809 | +56% | |||
| 111 | $FCX | FREEPORT-MCMORAN INC | Materials | $704K | 0.2% | 11K | +228% | |||
| 112 | $HAL | HALLIBURTON CO | Energy | $703K | 0.2% | 21K | New | |||
| 113 | $ES | EVERSOURCE ENERGY | Utilities | $702K | 0.2% | 9,717 | New | |||
| 114 | $PANW | Palo Alto Networks Inc | Technology | $693K | 0.2% | 2,031 | +9% | |||
| 115 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $688K | 0.2% | 72K | +29% | |||
| 116 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $683K | 0.2% | 3,051 | +128% | |||
| 117 | $AYI | ACUITY INC. (DE) | Technology | $680K | 0.2% | 1,806 | New | |||
| 118 | $T | AT&T INC. | Communication Services | $671K | 0.2% | 32K | +11% | |||
| 119 | $MSI | Motorola Solutions, Inc. | Technology | $669K | 0.2% | 1,611 | -1% | |||
| 120 | $AMGN | AMGEN INC | Healthcare | $664K | 0.2% | 1,833 | +2% | |||
| 121 | $SKM | SK TELECOM CO LTD | Communication Services | $659K | 0.2% | 20K | -13% | |||
| 122 | $SAP | SAP SE | Technology | $656K | 0.2% | 4,255 | +106% | |||
| 123 | $VEEV | VEEVA SYSTEMS INC | Technology | $651K | 0.2% | 3,671 | New | |||
| 124 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $648K | 0.2% | 1,272 | +38% | |||
| 125 | $DTB | DTE ENERGY CO | Utilities | $648K | 0.2% | 4,250 | New | |||
| 126 | $CUBE | CubeSmart | Real Estate | $643K | 0.2% | 16K | New | |||
| 127 | $CR | Crane Co | Industrials | $642K | 0.2% | 2,879 | New | |||
| 128 | $EQIX | EQUINIX INC | Real Estate | $641K | 0.2% | 615 | +59% | |||
| 129 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $638K | 0.2% | 5,167 | New | |||
| 130 | $FNB | FNB CORP/PA/ | Financials | $636K | 0.2% | 33K | New | |||
| 131 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $634K | 0.2% | 1,017 | +71% | |||
| 132 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $622K | 0.2% | 4,680 | New | |||
| 133 | $COHR | COHERENT CORP. | Technology | $617K | 0.2% | 1,563 | +16% | |||
| 134 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $613K | 0.2% | 2,489 | New | |||
| 135 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $613K | 0.2% | 803 | +10% | |||
| 136 | $AZN | ASTRAZENECA PLC | Healthcare | $612K | 0.2% | 3,229 | -55% | |||
| 137 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $610K | 0.2% | 3,155 | New | |||
| 138 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $605K | 0.2% | 8,111 | New | |||
| 139 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $603K | 0.2% | 10K | +197% | |||
| 140 | $CNC | CENTENE CORP | Healthcare | $602K | 0.2% | 9,373 | New | |||
| 141 | $OC | Owens Corning | Materials | $594K | 0.2% | 3,737 | New | |||
| 142 | $MNST | Monster Beverage Corp | Consumer Staples | $593K | 0.2% | 6,167 | +1% | |||
| 143 | $NVR | NVR INC | Industrials | $593K | 0.2% | 87 | New | |||
| 144 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $592K | 0.2% | 7,206 | New | |||
| 145 | $PLD | Prologis, Inc. | Real Estate | $588K | 0.2% | 4,338 | +145% | |||
| 146 | $WELL | WELLTOWER INC. | Real Estate | $583K | 0.2% | 2,569 | +2% | |||
| 147 | $PLTR | Palantir Technologies Inc. | Technology | $582K | 0.2% | 4,989 | -24% | |||
| 148 | $BA | BOEING CO | Industrials | $580K | 0.2% | 2,679 | +4% | |||
| 149 | $VRT | Vertiv Holdings Co | Technology | $579K | 0.2% | 1,729 | +4% | |||
| 150 | $INTU | INTUIT INC. | Technology | $577K | 0.2% | 2,211 | +94% |
What changed in Q2 2026
Against the previous quarter's 13F: 234 new, 171 added to, 51 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (234)
- ISHARES INC - CORE MSCI EMKT$13.2M
first bought this quarter
- ISHARES TR - CORE MSCI EAFE$5.6M
first bought this quarter
$MAAMID AMERICA APARTMENT COMMUNITIES INC.$1.1M
first bought this quarter
$EOGEOG RESOURCES INC$908K
first bought this quarter
$ABNBAirbnb, Inc.$880K
first bought this quarter
$PCGPG&E Corp$838K
first bought this quarter
+228 more in the Excel export
Added to (171)
now $15.4M · held 10+ qtrs
now $9.0M · held 10+ qtrs
now $2.9M · held 10+ qtrs
now $2.7M · held 10+ qtrs
$INTCINTEL CORP+81%
now $2.2M · held 7 qtrs
$KLACKLA CORP+1258%
now $1.0M · held 6 qtrs
+165 more in the Excel export
Trimmed (51)
now $2.5M · held 10+ qtrs, 4 trims in a row
$AZNASTRAZENECA PLC-55%
now $612K · held 10+ qtrs, 2 trims in a row
$INFYInfosys Ltd-64%
now $250K
now $5.8M · held 7 qtrs, 4 trims in a row
$WMTWalmart Inc.-13%
now $1.6M · held 10+ qtrs, 4 trims in a row
$ABBVAbbVie Inc.-18%
now $999K · held 10+ qtrs, 3 trims in a row
+45 more in the Excel export
Holdings by quarter
Every 13F West Family Investments, Inc. has filed, 32 earlier quarters. Pick one to see what it held then.
Is it too late to follow West Family Investments?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of West Family Investments's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
29%
Last quarter; 37% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
71%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
West Family Investments, Inc. disclosed 468 positions worth $345.0M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.5% of the equity portfolio. During the quarter the fund opened 234 new positions and exited 26 and a full exit from $IAU. The portfolio is most concentrated in Technology (36.9% of disclosed assets). All figures are sourced directly from West Family Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1568303.
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