West Family Investments, Inc. — 13F Holdings & Portfolio

CIK 1568303 · latest 13F-HR filed 2026-08-10

West Family Investments, Inc. manages $345.0M in 13F-reported U.S. long-equity assets across 468 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (4.46%), IEMG (3.83%), AAPL (3.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 236 new positions, exited 27, added to 142, and trimmed 61.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4960 AVENIDA ENCINAS
CARLSBAD, CA 92008
Phone
(760) 602-5788
Filing Manager
West Family Investments, Inc.
CARLSBAD, CA
Signatory
Marc Harper
Director and Treasurer
Loading holdings…
AUM

$345.0M

Long-equity book

Holdings

468

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+236 / −27 / ↑142 / ↓61

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$4.1M +36.0%
  • MICRON TECHNOLOGY INC$4.1M +227.5%
  • ADVANCED MICRO DEVICES INC$2.4M +467.7%
  • TAIWAN SEMICONDUCTOR MANUFAC$2.2M +42.0%
  • APPLE INC$2.1M +20.1%
Show all 142 →

Top Trims

  • EQT CORP-$6.5M -99.1%
  • EXPAND ENERGY CORPORATION-$4.9M -89.5%
  • VANECK ETF TRUST-$4.1M -100.0%
  • LARGO INC-$2.0M -81.1%
  • CRISPR THERAPEUTICS AG-$1.7M -100.0%
Show all 61 →

New Positions

  • ISHARES INC$13.2M
  • ISHARES TR$5.6M
  • ALPHABET INC$2.2M
  • MID-AMER APT CMNTYS INC$1.1M
  • EOG RES INC$908.1K
Show all 236 →

Exited Positions

  • ISHARES GOLD TR$34.1M
  • SCHWAB STRATEGIC TR$17.0M
  • ISHARES TR$16.7M
  • ISHARES TR$7.7M
  • VANGUARD INTL EQUITY INDEX F$2.7M
Show all 27 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $15.4M 4.46% 76,955 SH
2 ISHARES INC IEMG 46434G103 $13.2M 3.83% 159,437 SH
3 APPLE INC AAPL 037833100 $12.8M 3.72% 44,337 SH
4 MICROSOFT CORP MSFT 594918104 $9.0M 2.61% 24,135 SH
5 ALPHABET INC GOOGL 02079K305 $8.9M 2.58% 24,935 SH
6 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $7.3M 2.12% 15,323 SH
7 AMAZON COM INC AMZN 023135106 $6.6M 1.92% 27,814 SH
8 MICRON TECHNOLOGY INC MU 595112103 $5.8M 1.69% 5,055 SH
9 ISHARES TR IEFA 46432F842 $5.6M 1.63% 58,233 SH
10 BROADCOM INC AVGO 11135F101 $5.5M 1.59% 14,519 SH
11 TESLA INC TSLA 88160R101 $3.8M 1.10% 8,985 SH
12 META PLATFORMS INC META 30303M102 $3.7M 1.09% 6,654 SH
13 ELI LILLY & CO LLY 532457108 $3.4M 0.97% 2,795 SH
14 ADVANCED MICRO DEVICES INC AMD 007903107 $2.9M 0.83% 4,922 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.8M 0.82% 5,634 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $2.7M 0.78% 8,256 SH
17 CISCO SYS INC CSCO 17275R102 $2.7M 0.77% 22,743 SH
18 UNITED MICROELECTRONICS CORP UMC 910873405 $2.5M 0.73% 92,392 SH
19 JOHNSON & JOHNSON JNJ 478160104 $2.5M 0.72% 9,824 SH
20 ALPHABET INC GOOG 02079K107 $2.2M 0.65% 6,361 SH
21 INTEL CORP INTC 458140100 $2.2M 0.63% 15,594 SH
22 VISA INC V 92826C839 $2.2M 0.63% 6,337 SH
23 ASML HLDG NV ASML N07059210 $2.2M 0.63% 1,090 SH
24 APPLIED MATLS INC AMAT 038222105 $1.8M 0.52% 2,463 SH
25 GE AEROSPACE GE 369604301 $1.8M 0.51% 4,721 SH
26 EXXON MOBIL CORP XOM 30231G102 $1.8M 0.51% 12,810 SH
27 COCA COLA CO KO 191216100 $1.7M 0.49% 21,005 SH
28 LAM RESEARCH CORP LRCX 512807306 $1.6M 0.48% 3,787 SH
29 MERCK & CO INC MRK 58933Y105 $1.6M 0.47% 12,703 SH
30 CATERPILLAR INC CAT 149123101 $1.6M 0.45% 1,461 SH
31 WALMART INC WMT 931142103 $1.6M 0.45% 13,700 SH
32 WASTE MGMT INC DEL WM 94106L109 $1.5M 0.45% 6,903 SH
33 CHUNGHWA TELECOM CO LTD CHT 17133Q502 $1.5M 0.44% 34,531 SH
34 MASTERCARD INCORPORATED MA 57636Q104 $1.5M 0.44% 2,951 SH
35 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.40% 9,405 SH
36 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $1.3M 0.39% 1,397 SH
37 ICICI BANK LIMITED IBN 45104G104 $1.3M 0.39% 45,820 SH
38 UNITEDHEALTH GROUP INC UNH 91324P102 $1.3M 0.37% 3,100 SH
39 CHEVRON CORPORATION CVX 166764100 $1.3M 0.37% 7,766 SH
40 MCDONALDS CORP MCD 580135101 $1.3M 0.37% 4,739 SH
41 WESTERN DIGITAL CORP WDC 958102105 $1.3M 0.37% 1,986 SH
42 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.2M 0.36% 4,412 SH
43 HOME DEPOT INC HD 437076102 $1.2M 0.36% 3,490 SH
44 RTX CORPORATION RTX 75513E101 $1.2M 0.34% 6,207 SH
45 HSBC HLDGS PLC HSBC 404280406 $1.2M 0.34% 12,240 SH
46 ASE TECHNOLOGY HLDG CO LTD ASX 00215W100 $1.2M 0.33% 25,571 SH
47 PEPSICO INC PEP 713448108 $1.1M 0.32% 8,267 SH
48 MID-AMER APT CMNTYS INC MAA 59522J103 $1.1M 0.31% 7,697 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.1M 0.31% 25,209 SH
50 ROYAL BK CDA RY 780087102 $1.1M 0.30% 5,078 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $345.0M 468 0001568303-26-000007
2026-03-31 2026-05-07 $285.2M 259 0001568303-26-000005
2025-12-31 2026-02-11 $425.9M 351 0001568303-26-000004