Institutions / West Family Investments, Inc.
West Family Investments, Inc.
CIK 1568303 · Institution · as of Dec 31, 2025
Portfolio value
$425.93M
Positions
351
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$425.93M+14316.6%Positions
351+35000.0%Top holdings
Dec 31, 2025View all 351 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold Tr | $34.44M | 8.1% |
| NVIDIA Corp | $20.03M | 4.7% |
| Apple Inc. | $17.77M | 4.2% |
| Microsoft Corp | $15.32M | 3.6% |
| Schwab Strategic Tr | $15.05M | 3.5% |
| iShares MSCI UAE ETF | $14.93M | 3.5% |
| Alphabet Inc. | $13.97M | 3.3% |
| Amazon.com Inc | $9.46M | 2.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $8.65M | 2.0% |
| iShares Tr | $7.72M | 1.8% |
| Broadcom Inc. | $6.71M | 1.6% |
| Meta Platforms Inc | $6.08M | 1.4% |
| Tesla Inc | $5.94M | 1.4% |
| EQT Corp | $5.71M | 1.3% |
| EXPAND ENERGY Corp | $5.52M | 1.3% |
| ELI LILLY & Co | $4.77M | 1.1% |
| JPMorgan Chase & Co | $4.19M | 1.0% |
| VanEck ETF Trust | $3.93M | 0.9% |
| Warren E. Buffett | $3.67M | 0.9% |
| Walmart Inc. | $3.39M | 0.8% |
| Visa Inc | $3.08M | 0.7% |
| Exxon Mobil Corp | $3.05M | 0.7% |
| Johnson & Johnson | $2.92M | 0.7% |
| Mastercard Inc | $2.78M | 0.7% |
| Vanguard Intl Equity Index F | $2.73M | 0.6% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 464285204 Common stock | $34.44M | +422K | 422,171 8.08% of portfolio | medium |
| Q4 2025 as of | New | NVIDIA Corp Common stock | $20.03M | +107K | 107,374 4.70% of portfolio | medium |
| Q4 2025 as of | New | Apple Inc. Common stock | $17.77M | +65K | 65,355 4.17% of portfolio | medium |
| Q4 2025 as of | New | Microsoft Corp Common stock | $15.32M | +32K | 31,687 3.60% of portfolio | medium |
| Q4 2025 as of | New | 808524870 Common stock | $15.05M | +541K | 540,734 3.53% of portfolio | medium |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $14.93M | +133K | 133,337 3.51% of portfolio | medium |
| Q4 2025 as of | New | Alphabet Inc. Common stock | $13.97M | +45K | 44,644 3.28% of portfolio | medium |
| Q4 2025 as of | New | Amazon.com Inc Common stock | $9.46M | +41K | 40,997 2.22% of portfolio | medium |
| Q4 2025 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $8.65M | +28K | 28,455 2.03% of portfolio | medium |
| Q4 2025 as of | New | 464288588 Common stock | $7.72M | +81K | 80,697 1.81% of portfolio | medium |