West Family Investments, Inc. Top Holdings and 13F Report (2026) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $285.25 million in total holdings as of March 31, 2026.West Family Investments, Inc. owns shares of 259 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 3.38% of the portfolio was purchased this quarter.About 51.83% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 351 new stocks and bought additional shares in 13 stocks.West Family Investments, Inc. sold shares of 218 stocks and completely divested from 108 stocks this quarter.Largest Holdings iShares Gold Trust $34,066,523Schwab U.S. TIPS ETF $16,998,042iShares 20+ Year Treasury Bond ETF $16,661,645NVIDIA $11,324,315Apple $10,682,529 Largest New Holdings this Quarter G0593M107 - AstraZeneca $1,404,206 Holding19247G107 - Coherent $321,584 Holding861012102 - STMicroelectronics $287,802 Holding609207105 - Mondelez International $275,000 Holding12532H104 - CGI Group $271,493 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 19,295 shares (about $2.11M)Schwab U.S. TIPS ETF 68,542 shares (about $1.91M)AstraZeneca 7,120 shares (about $1.40M)POSCO 6,076 shares (about $355.39K)Coherent 1,350 shares (about $321.58K) Largest Sales this Quarter NVIDIA 42,441 shares (about $7.40M)Apple 23,263 shares (about $5.90M)Alphabet 20,163 shares (about $5.80M)Microsoft 12,568 shares (about $4.65M)Taiwan Semiconductor Manufacturing 13,211 shares (about $4.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Family Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$34,066,523$3,352,912 ▼-9.0%384,34311.9%FinanceSCHPSchwab U.S. TIPS ETF$16,998,042$1,912,236 ▲12.7%609,2766.0%ETFTLTiShares 20+ Year Treasury Bond ETF$16,661,645$2,106,285 ▲14.5%152,6325.8%ETFNVDANVIDIA$11,324,315$7,401,710 ▼-39.5%64,9334.0%Computer and TechnologyAAPLApple$10,682,529$5,903,917 ▼-35.6%42,0923.7%Computer and TechnologyMBBiShares MBS ETF$7,696,4570.0%80,6972.7%ETFMSFTMicrosoft$7,077,280$4,652,296 ▼-39.7%19,1192.5%Computer and TechnologyGOOGLAlphabet$7,039,756$5,798,072 ▼-45.2%24,4812.5%Computer and TechnologyEQTEQT$6,586,740$191,556 ▼-2.8%103,5002.3%EnergyEXPAND ENERGY CORPORATION$5,489,0000.0%50,0001.9%COMAMZNAmazon.com$5,431,682$3,106,764 ▼-36.4%26,0801.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$5,151,710$4,464,658 ▼-46.4%15,2441.8%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$4,141,3800.0%34,5001.5%ETFAVGOBroadcom$3,713,501$2,282,946 ▼-38.1%11,9981.3%Computer and TechnologyMETAMeta Platforms$3,159,302$2,108,299 ▼-40.0%5,5221.1%Computer and TechnologyVTVanguard Total World Stock ETF$2,676,4920.0%18,5700.9%ETFTSLATesla$2,650,949$2,262,099 ▼-46.0%7,1310.9%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,637,996$856,810 ▼-24.5%5,5050.9%FinanceLGOLargo$2,464,9460.0%2,200,8450.9%EnergyJNJJohnson & Johnson$2,393,801$1,052,803 ▼-30.5%9,7930.8%MedicalLLYEli Lilly and Company$2,378,525$1,704,334 ▼-41.7%2,5860.8%MedicalXOMExxonMobil$1,969,922$2,335,370 ▼-54.2%11,6110.7%EnergyWALMART INC$1,956,913$1,820,081 ▼-48.2%15,7460.7%COMMUMicron Technology$1,781,768$440,205 ▼-19.8%5,2740.6%Computer and TechnologyCSCOCisco Systems$1,752,603$592,788 ▼-25.3%22,5880.6%Computer and TechnologyVVisa$1,749,970$904,907 ▼-34.1%5,7900.6%Business ServicesCRSPCRISPR Therapeutics$1,688,7350.0%35,5000.6%MedicalCVSCVS Health$1,651,788$94,731 ▼-5.4%22,9990.6%MedicalWMWaste Management$1,583,023$236,224 ▼-13.0%6,8890.6%Business ServicesMRKMerck & Co., Inc.$1,505,550$317,566 ▼-17.4%12,5160.5%MedicalMCDMcDonald's$1,482,158$237,754 ▼-13.8%4,7690.5%Retail/WholesaleCHTChunghwa Telecom$1,481,484$264,338 ▼-15.1%35,0730.5%UtilitiesKOCocaCola$1,467,385$290,283 ▼-16.5%19,2950.5%Consumer StaplesPGProcter & Gamble$1,463,755$173,761 ▼-10.6%10,1340.5%Consumer StaplesMAMastercard$1,452,512$978,834 ▼-40.3%2,9070.5%Business ServicesAZNCFAstraZeneca$1,404,206$1,404,206 ▲New Holding7,1200.5%MedicalASMLASML$1,278,563$1,031,568 ▼-44.7%9680.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,265,182$2,558,309 ▼-66.9%4,3010.4%FinanceVZVerizon Communications$1,244,006$21,486 ▼-1.7%24,7810.4%Computer and TechnologyCOSTCostco Wholesale$1,180,770$1,036,288 ▼-46.7%1,1850.4%Retail/WholesaleIBNICICI Bank$1,180,522$185,703 ▼-13.6%45,5800.4%FinanceUMCUnited Microelectronics$1,125,410$244,750 ▼-17.9%125,3240.4%Computer and TechnologyABBVAbbVie$1,059,176$916,720 ▼-46.4%4,8700.4%MedicalSOSouthern$1,026,490$15,926 ▲1.6%10,6350.4%UtilitiesCORCencora$1,024,725$176,233 ▼-14.7%3,2620.4%MedicalEDConsolidated Edison$1,024,053$6,112 ▲0.6%9,0480.4%UtilitiesLINDE PLC$988,050$176,491 ▼-15.2%1,9930.3%SHSPALANTIR TECHNOLOGIES INC$956,525$539,920 ▼-36.1%6,5390.3%CL ACVXChevron$952,154$1,057,673 ▼-52.6%4,6020.3%EnergyNVSNovartis$947,508$995,777 ▼-51.2%6,2030.3%MedicalDUKDuke Energy$927,972$193,660 ▼-17.3%7,0870.3%UtilitiesMCKMcKesson$904,301$755,459 ▼-45.5%1,0450.3%MedicalPMPhilip Morris International$896,804$451,709 ▼-33.5%5,4240.3%Consumer StaplesPKXPOSCO$890,920$355,385 ▲66.4%15,2320.3%Basic MaterialsBABAAlibaba Group$886,249$401,848 ▼-31.2%7,0640.3%Retail/WholesaleIBMInternational Business Machines$885,451$365,039 ▼-29.2%3,6530.3%Computer and TechnologyINFYInfosys$883,527$46,866 ▲5.6%65,3980.3%Computer and TechnologyRDYDr. Reddy's Laboratories$883,034$186,920 ▼-17.5%63,7570.3%MedicalCATCaterpillar$871,406$706,335 ▼-44.8%1,2300.3%IndustrialsTMUST-Mobile US$854,612$186,717 ▼-17.9%4,0690.3%Computer and TechnologyTAT&T$849,320$294,046 ▼-25.7%29,2970.3%Computer and TechnologyNFLXNetflix$848,716$1,128,128 ▼-57.1%8,8270.3%Consumer DiscretionaryBACBank of America$836,355$391,804 ▼-31.9%17,1560.3%FinancePEPPepsiCo$825,677$31,834 ▲4.0%5,3170.3%Consumer StaplesRYRoyal Bank Of Canada$807,444$330,517 ▼-29.0%4,9910.3%FinanceACWViShares MSCI Global Min Vol Factor ETF$804,7800.0%5,1690.3%ETFMARSH & MCLENNAN COS INC$800,298$11,101 ▼-1.4%4,6140.3%COMHSBCHSBC$779,943$1,122,029 ▼-59.0%9,4550.3%FinanceWFCWells Fargo & Company$775,561$520,411 ▼-40.2%9,7420.3%FinanceORCLOracle$759,088$29,863 ▲4.1%5,1600.3%Computer and TechnologyKRKroger$727,580$740,750 ▼-50.4%10,0550.3%Retail/WholesaleHDHome Depot$720,927$126,294 ▼-14.9%2,1920.3%Retail/WholesaleGEGE Aerospace$717,087$536,893 ▼-42.8%2,5270.3%AerospaceMSIMotorola Solutions$709,107$725,598 ▼-50.6%1,6340.2%Computer and TechnologySKMSK Telecom$692,650$674 ▲0.1%23,6480.2%Computer and TechnologyBPBP$690,477$19,928 ▼-2.8%14,6910.2%EnergySHELShell$688,944$1,238,202 ▼-64.3%7,4080.2%EnergyLAM RESEARCH CORP$669,397$645,894 ▼-49.1%3,1330.2%COM NEWGILDGilead Sciences$657,966$1,064,927 ▼-61.8%4,7210.2%MedicalWCNWaste Connections$643,425$178,359 ▼-21.7%3,9610.2%Business ServicesGE VERNOVA INC$638,090$426,848 ▼-40.1%7310.2%COMAMGNAmgen$634,386$197,388 ▼-23.7%1,8030.2%MedicalNOCNorthrop Grumman$631,072$49,121 ▼-7.2%9250.2%AerospaceRSGRepublic Services$627,492$1,137,589 ▼-64.4%2,8650.2%Business ServicesKBKB Financial Group$625,207$453,372 ▼-42.0%6,2690.2%FinanceEQNREquinor ASA$624,518$12,787 ▼-2.0%14,7990.2%EnergyMUFGMitsubishi UFJ Financial Group$619,931$562,437 ▼-47.6%36,5310.2%FinanceCMECME Group$619,644$231,850 ▼-27.2%2,0980.2%FinanceWFWoori Bank$611,788$571,695 ▼-48.3%9,1860.2%FinanceAB ACTIVE ETFS INC$607,2220.0%18,3840.2%CALIFORNIA INTERTJXTJX Companies$596,639$389,828 ▼-39.5%3,7360.2%Retail/WholesaleRTXRTX$589,888$589,888 ▼-50.0%3,0580.2%AerospaceASXASE Technology$573,696$238,263 ▼-29.3%26,4620.2%Computer and TechnologyCBChubb$569,726$220,981 ▼-27.9%1,7480.2%FinanceVRTXVertex Pharmaceuticals$568,892$470,653 ▼-45.3%1,2740.2%MedicalARISTA NETWORKS INC$567,735$459,197 ▼-44.7%4,6240.2%COM SHSRIORio Tinto$558,154$208,503 ▼-27.2%5,9830.2%Basic MaterialsAMATApplied Materials$549,940$162,350 ▼-22.8%1,6090.2%Computer and TechnologyCRMSalesforce$529,396$33,414 ▼-5.9%2,8360.2%Computer and TechnologySHGShinhan Financial Group$522,140$3,250 ▼-0.6%8,5150.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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