Funds › West Family Investments, Inc.
West Family Investments, Inc.
13F for Q3 2026, filed Nov 9, 2026. 476 positions worth $432.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$432.6M
+$87.5M (25.4%) vs Q2 2026
Positions
476
468 in Q2 2026
Top 10 share
32.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | IAU iShares Gold Trust · Ishares New | 378,487 | $29.6M | 6.8% | New | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 75,908 | $17.3M | 4.0% | -1.4% | 13F ↗ |
| 3 | Schwab Strategic Tr Us Tips Etf | 617,848 | $15.5M | 3.6% | New | 13F ↗ |
| 4 | AAPL Apple Inc. | 44,973 | $15.0M | 3.5% | +1.4% | 13F ↗ |
| 5 | iShares Tr Etf | 189,510 | $14.7M | 3.4% | New | 13F ↗ |
| 6 | iShares Inc Core Msci Emkt | 150,831 | $12.2M | 2.8% | -5.4% | 13F ↗ |
| 7 | MSFT Microsoft Corporation | 23,853 | $12.2M | 2.8% | -1.2% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 23,423 | $8.1M | 1.9% | -6.1% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 29,169 | $7.3M | 1.7% | +4.9% | 13F ↗ |
| 10 | iShares Tr Mbs Etf | 81,058 | $7.3M | 1.7% | New | 13F ↗ |
| 11 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 15,381 | $7.0M | 1.6% | +0.4% | 13F ↗ |
| 12 | MU Micron Technology, Inc. | 4,915 | $5.2M | 1.2% | -2.8% | 13F ↗ |
| 13 | EQT EQT Corporation | 103,760 | $5.0M | 1.2% | +0.1% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 6,668 | $4.8M | 1.1% | +0.2% | 13F ↗ |
| 15 | AVGO Broadcom Inc. | 13,337 | $4.7M | 1.1% | -8.1% | 13F ↗ |
| 16 | iShares Tr Core Msci Eafe | 46,044 | $4.5M | 1.0% | -20.9% | 13F ↗ |
| 17 | EXE Expand Energy Corporation | 51,916 | $4.4M | 1.0% | -7.8% | 13F ↗ |
| 18 | TSLA Tesla, Inc. | 9,386 | $3.3M | 0.8% | +4.5% | 13F ↗ |
| 19 | LLY Eli Lilly and Company | 2,795 | $3.2M | 0.7% | Unchanged | 13F ↗ |
| 20 | Vanguard International Equity Index F Tt Wrld St Etf | 18,698 | $3.0M | 0.7% | New | 13F ↗ |
| 21 | GOOG Alphabet Inc. Class C | 8,494 | $2.9M | 0.7% | +33.5% | 13F ↗ |
| 22 | BRK-B Berkshire Hathaway Inc. Class B | 5,724 | $2.9M | 0.7% | +1.6% | 13F ↗ |
| 23 | AMD Advanced Micro Devices, Inc. | 4,454 | $2.7M | 0.6% | -9.5% | 13F ↗ |
| 24 | JNJ Johnson & Johnson | 10,046 | $2.7M | 0.6% | +2.3% | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 7,878 | $2.6M | 0.6% | -4.6% | 13F ↗ |
| 26 | CSCO Cisco Systems, Inc. | 22,419 | $2.4M | 0.6% | -1.4% | 13F ↗ |
| 27 | ASML ASML Holding N.V. · Equities | 1,298 | $2.4M | 0.5% | +19.1% | 13F ↗ |
| 28 | V Visa Inc. | 6,337 | $2.3M | 0.5% | Unchanged | 13F ↗ |
| 29 | INTC Intel Corporation | 17,909 | $2.2M | 0.5% | +14.8% | 13F ↗ |
| 30 | XOM ExxonMobil Holdings Corporation | 13,041 | $2.1M | 0.5% | New | 13F ↗ |
| 31 | UMC United Microelectronics Corporation | 80,617 | $2.0M | 0.5% | -12.7% | 13F ↗ |
| 32 | MRK Merck & Company, Inc. | 12,703 | $1.8M | 0.4% | Unchanged | 13F ↗ |
| 33 | KO Coca-Cola Company | 21,005 | $1.8M | 0.4% | Unchanged | 13F ↗ |
| 34 | MA Mastercard Incorporated | 2,951 | $1.6M | 0.4% | Unchanged | 13F ↗ |
| 35 | HD Home Depot, Inc. | 5,632 | $1.6M | 0.4% | +61.4% | 13F ↗ |
| 36 | CHT Chunghwa Telecom Co., Ltd. · ADR | 34,752 | $1.6M | 0.4% | +0.6% | 13F ↗ |
| 37 | CVX Chevron Corporation | 7,483 | $1.5M | 0.4% | -3.6% | 13F ↗ |
| 38 | PG Procter & Gamble Company | 10,429 | $1.5M | 0.4% | +10.9% | 13F ↗ |
| 39 | CAT Caterpillar, Inc. | 1,772 | $1.4M | 0.3% | +21.3% | 13F ↗ |
| 40 | WM Waste Management, Inc. | 6,869 | $1.4M | 0.3% | -0.5% | 13F ↗ |
| 41 | PLTR Palantir Technologies Inc. | 7,334 | $1.4M | 0.3% | +47.0% | 13F ↗ |
| 42 | COST Costco Wholesale Corporation | 1,431 | $1.3M | 0.3% | +45.4% | 13F ↗ |
| 43 | GE GE Aerospace | 4,068 | $1.3M | 0.3% | -13.8% | 13F ↗ |
| 44 | IBN ICICI Bank Limited · ADR | 45,820 | $1.3M | 0.3% | Unchanged | 13F ↗ |
| 45 | LRCX Lam Research Corporation | 3,831 | $1.3M | 0.3% | +1.2% | 13F ↗ |
| 46 | AMAT Applied Materials, Inc. | 2,459 | $1.3M | 0.3% | -0.2% | 13F ↗ |
| 47 | LIN Linde plc | 2,623 | $1.2M | 0.3% | +29.5% | 13F ↗ |
| 48 | HSBC HSBC Holdings, plc. · ADR | 12,426 | $1.2M | 0.3% | +1.5% | 13F ↗ |
| 49 | STX Seagate Technology Holdings PLC | 1,327 | $1.2M | 0.3% | -5.0% | 13F ↗ |
| 50 | SHEL Shell PLC · ADR | 12,812 | $1.2M | 0.3% | +5.7% | 13F ↗ |
Showing the top 50 of 476 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
84 new, 161 added to, 168 trimmed, 76 exited, 63 unchanged. By estimated dollars.
New positions (84)
| IAU iShares Gold Trust · Ishares New | 378,487 | New | $29.6M |
| Schwab Strategic Tr Us Tips Etf | 617,848 | New | $15.5M |
| iShares Tr Etf | 189,510 | New | $14.7M |
| iShares Tr Mbs Etf | 81,058 | New | $7.3M |
| Vanguard International Equity Index F Tt Wrld St Etf | 18,698 | New | $3.0M |
| XOM ExxonMobil Holdings Corporation | 13,041 | New | $2.1M |
| iShares Inc Msci Gbl Min Vol | 7,092 | New | $870.4K |
| BSX Boston Scientific Corporation | 18,958 | New | $827.5K |
| SRE Sempra | 9,868 | New | $769.3K |
| AB Active Etfs Inc Calif Inter Etf | 27,224 | New | $655.8K |
Added to (161)
| GOOG Alphabet Inc. Class C | 8,494 | +33.5% | $726.8K |
| HD Home Depot, Inc. | 5,632 | +61.4% | $609.4K |
| DIS Walt Disney Company | 9,186 | +167% | $602.1K |
| NXPI NXP Semiconductors N.V. | 3,311 | +271% | $574.6K |
| WEC WEC Energy Group, Inc. | 9,366 | +142% | $554.5K |
| ADI Analog Devices, Inc. | 2,269 | +116% | $484.0K |
| ISRG Intuitive Surgical, Inc. | 1,986 | +122% | $444.0K |
| PLTR Palantir Technologies Inc. | 7,334 | +47.0% | $438.6K |
| NEM Newmont Corporation | 5,988 | +163% | $428.5K |
| VMC Vulcan Materials Company | 2,972 | +136% | $419.5K |
Trimmed (168)
| iShares Tr Core Msci Eafe | 46,044 | -20.9% | -$1.2M |
| iShares Inc Core Msci Emkt | 150,831 | -5.4% | -$698.5K |
| PEP PepsiCo, Inc. | 2,836 | -65.7% | -$688.2K |
| MAA Mid-America Apartment Communities, Inc. | 3,222 | -58.1% | -$526.9K |
| GOOGL Alphabet Inc. Class A | 23,423 | -6.1% | -$520.2K |
| JCI Johnson Controls International plc | 2,746 | -52.6% | -$452.6K |
| ATO Atmos Energy Corporation | 1,876 | -59.5% | -$430.7K |
| AVGO Broadcom Inc. | 13,337 | -8.1% | -$415.1K |
| BLK BlackRock, Inc. | 457 | -44.8% | -$392.6K |
| EXE Expand Energy Corporation | 51,916 | -7.8% | -$367.8K |
Exited (76)
| Exxon Mobil Corp | 12,810 | Exited | -$1.8M |
| PCG PG&E Corporation | 49,832 | Exited | -$838.2K |
| XYL Xylem Inc. | 6,957 | Exited | -$822.4K |
| LHX L3Harris Technologies, Inc. | 2,434 | Exited | -$707.3K |
| DTE DTE Energy Company | 4,250 | Exited | -$647.6K |
| WAL Western Alliance Bancorporation | 7,206 | Exited | -$592.3K |
| VICI VICI Properties Inc. | 21,531 | Exited | -$571.6K |
| COO The Cooper Companies, Inc. | 7,690 | Exited | -$551.5K |
| VIK Viking Holdings Ltd | 5,151 | Exited | -$539.2K |
| CRS Carpenter Technology Corporation | 863 | Exited | -$532.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 476 | $432.6M | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 468 | $345.0M | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 259 | $285.2M | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 351 | $425.9M | Current | SEC ↗ |
| Q3 2025 | Feb 10, 2026 | 13F-HR/A (new holdings) | 1 | $3.0M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 377 | $444.8M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 368 | $383.2M | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 272 | $265.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer