West Family Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, West Family Investments, Inc. disclosed 466 stock positions valued at approximately $345.02M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ISHARES INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 466
- Portfolio Value
- $345.02M
Holdings by Sector
West Family Investments, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.46% | 76,955 | +12,022 | +18.51% | $15,397,926 |
| ISHARES INC | IEMG | Other | 3.83% | 159,437 | +159,437 | +100.00% | $13,207,761 |
| APPLE INC | AAPL | Technology | 3.72% | 44,337 | +2,245 | +5.33% | $12,829,354 |
| MICROSOFT CORP | MSFT | Technology | 2.61% | 24,135 | +5,016 | +26.24% | $9,002,838 |
| ALPHABET INC | GOOGL | Communication Services | 2.58% | 24,935 | +454 | +1.85% | $8,911,021 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.12% | 15,323 | +79 | +0.52% | $7,317,805 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.92% | 27,814 | +1,734 | +6.65% | $6,629,189 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.69% | 5,055 | -219 | -4.15% | $5,834,936 |
| ISHARES TR | IEFA | Other | 1.63% | 58,233 | +58,233 | +100.00% | $5,624,143 |
| BROADCOM INC | AVGO | Technology | 1.59% | 14,519 | +2,521 | +21.01% | $5,484,552 |
| TESLA INC | TSLA | Consumer Cyclical | 1.10% | 8,985 | +1,854 | +26.00% | $3,779,091 |
| META PLATFORMS INC | META | Communication Services | 1.09% | 6,654 | +1,132 | +20.50% | $3,748,132 |
| ELI LILLY & CO | LLY | Healthcare | 0.97% | 2,795 | +209 | +8.08% | $3,352,407 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.83% | 4,922 | +2,446 | +98.79% | $2,859,239 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.82% | 5,634 | +129 | +2.34% | $2,819,197 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.78% | 8,256 | +3,955 | +91.96% | $2,702,436 |
| CISCO SYS INC | CSCO | Technology | 0.77% | 22,743 | +155 | +0.69% | $2,671,393 |
| UNITED MICROELECTRONICS CORP | UMC | Technology | 0.73% | 92,392 | -32,932 | -26.28% | $2,513,986 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.72% | 9,824 | +31 | +0.32% | $2,495,001 |
| ALPHABET INC | GOOG | Communication Services | 0.65% | 6,361 | +3,599 | +130.30% | $2,247,532 |
| INTEL CORP | INTC | Technology | 0.63% | 15,594 | +6,991 | +81.26% | $2,177,390 |
| VISA INC | V | Financial Services | 0.63% | 6,337 | +547 | +9.45% | $2,174,161 |
| ASML HLDG NV | ASML | Other | 0.63% | 1,090 | +122 | +12.60% | $2,168,490 |
| APPLIED MATLS INC | AMAT | Technology | 0.52% | 2,463 | +854 | +53.08% | $1,780,749 |
| GE AEROSPACE | GE | Industrials | 0.51% | 4,721 | +2,194 | +86.82% | $1,764,379 |
| EXXON MOBIL CORP | XOM | Energy | 0.51% | 12,810 | +1,199 | +10.33% | $1,751,383 |
| COCA COLA CO | KO | Consumer Defensive | 0.49% | 21,005 | +1,710 | +8.86% | $1,707,076 |
| LAM RESEARCH CORP | LRCX | Other | 0.48% | 3,787 | +654 | +20.87% | $1,641,021 |
| MERCK & CO INC | MRK | Healthcare | 0.47% | 12,703 | +187 | +1.49% | $1,632,336 |
| CATERPILLAR INC | CAT | Industrials | 0.45% | 1,461 | +231 | +18.78% | $1,555,819 |
Showing 30 of 466 holdings in the latest reporting period.