West Family Investments, Inc. Top Holdings and 13F Report (2026) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $345.02 million in total holdings as of June 30, 2026.West Family Investments, Inc. owns shares of 468 different stocks, but just 225 companies or ETFs make up 80% of its holdings.Approximately 42.51% of the portfolio was purchased this quarter.About 26.37% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 259 new stocks and bought additional shares in 171 stocks.West Family Investments, Inc. sold shares of 50 stocks and completely divested from 27 stocks this quarter.Largest Holdings NVIDIA $15,397,926iShares Core MSCI Emerging Markets ETF $13,207,761Apple $12,829,354Microsoft $9,002,838Alphabet $8,911,021 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $13,207,761 Holding46432F842 - iShares Core MSCI EAFE ETF $5,624,143 Holding02079K107 - Alphabet $2,247,532 Holding59522J103 - Mid-America Apartment Communities $1,069,421 Holding26875P101 - EOG Resources $908,110 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 159,437 shares (about $13.21M)iShares Core MSCI EAFE ETF 58,233 shares (about $5.62M)NVIDIA 12,022 shares (about $2.41M)Alphabet 6,361 shares (about $2.25M)Microsoft 5,016 shares (about $1.87M) Largest Sales this Quarter United Microelectronics 32,932 shares (about $896.08K)AstraZeneca 3,891 shares (about $737.81K)Infosys 41,581 shares (about $436.18K)Micron Technology 219 shares (about $252.79K)Alibaba Group 2,449 shares (about $235.06K) 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 PortfolioSectorNVDANVIDIA$15,397,926$2,405,482 â–²18.5%76,9554.5%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$13,207,761$13,207,761 â–²New Holding159,4373.8%ETFAAPLApple$12,829,354$649,613 â–²5.3%44,3373.7%TechnologyMSFTMicrosoft$9,002,838$1,871,068 â–²26.2%24,1352.6%TechnologyGOOGLAlphabet$8,911,021$162,246 â–²1.9%24,9352.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$7,317,805$37,728 â–²0.5%15,3232.1%TechnologyAMZNAmazon.com$6,629,189$413,282 â–²6.6%27,8141.9%Consumer DiscretionaryMUMicron Technology$5,834,936$252,790 â–¼-4.2%5,0551.7%TechnologyIEFAiShares Core MSCI EAFE ETF$5,624,143$5,624,143 â–²New Holding58,2331.6%ETFAVGOBroadcom$5,484,552$952,308 â–²21.0%14,5191.6%TechnologyTSLATesla$3,779,091$779,792 â–²26.0%8,9851.1%Consumer DiscretionaryMETAMeta Platforms$3,748,132$637,644 â–²20.5%6,6541.1%Communication ServicesLLYEli Lilly and Company$3,352,407$250,681 â–²8.1%2,7951.0%HealthcareAMDAdvanced Micro Devices$2,859,239$1,420,906 â–²98.8%4,9220.8%TechnologyBRK.BBerkshire Hathaway$2,819,197$64,550 â–²2.3%5,6340.8%FinanceJPMJPMorgan Chase & Co.$2,702,436$1,294,590 â–²92.0%8,2560.8%FinanceCSCOCisco Systems$2,671,393$18,206 â–²0.7%22,7430.8%TechnologyUMCUnited Microelectronics$2,513,986$896,080 â–¼-26.3%92,3920.7%TechnologyJNJJohnson & Johnson$2,495,001$7,873 â–²0.3%9,8240.7%HealthcareGOOGAlphabet$2,247,532$2,247,532 â–²New Holding6,3610.7%Communication ServicesINTCIntel$2,177,390$976,153 â–²81.3%15,5940.6%TechnologyVVisa$2,174,161$187,670 â–²9.4%6,3370.6%FinanceASMLASML$2,168,490$242,712 â–²12.6%1,0900.6%TechnologyAMATApplied Materials$1,780,749$617,442 â–²53.1%2,4630.5%TechnologyGEGE Aerospace$1,764,379$819,963 â–²86.8%4,7210.5%IndustrialsXOMExxonMobil$1,751,383$163,927 â–²10.3%12,8100.5%EnergyKOCocaCola$1,707,076$138,972 â–²8.9%21,0050.5%Consumer StaplesLAM RESEARCH CORP$1,641,021$283,398 â–²20.9%3,7870.5%COM NEWMRKMerck & Co., Inc.$1,632,336$24,030 â–²1.5%12,7030.5%HealthcareCATCaterpillar$1,555,819$245,992 â–²18.8%1,4610.5%IndustrialsWALMART INC$1,551,662$231,730 â–¼-13.0%13,7000.4%COMWMWaste Management$1,538,541$3,120 â–²0.2%6,9030.4%IndustrialsCHTChunghwa Telecom$1,528,342$23,989 â–¼-1.5%34,5310.4%Communication ServicesMAMastercard$1,515,634$22,598 â–²1.5%2,9510.4%FinancePGProcter & Gamble$1,379,149$106,901 â–¼-7.2%9,4050.4%Consumer StaplesSTXSeagate Technology$1,348,105$610,845 â–²82.9%1,3970.4%TechnologyIBNICICI Bank$1,330,155$6,967 â–²0.5%45,8200.4%FinanceUNHUnitedHealth Group$1,288,453$879,057 â–²214.7%3,1000.4%HealthcareCVXChevron$1,287,292$524,465 â–²68.8%7,7660.4%EnergyMCDMcDonald's$1,280,999$8,109 â–¼-0.6%4,7390.4%Consumer DiscretionaryWDCWestern Digital$1,268,498$526,305 â–²70.9%1,9860.4%TechnologyIBMInternational Business Machines$1,240,699$213,438 â–²20.8%4,4120.4%TechnologyHDHome Depot$1,230,853$457,779 â–²59.2%3,4900.4%Consumer DiscretionaryRTXRTX$1,177,654$597,460 â–²103.0%6,2070.3%IndustrialsHSBCHSBC$1,163,902$264,826 â–²29.5%12,2400.3%FinanceASXASE Technology$1,153,764$40,202 â–¼-3.4%25,5710.3%TechnologyPEPPepsiCo$1,119,352$399,430 â–²55.5%8,2670.3%Consumer StaplesMAAMid-America Apartment Communities$1,069,421$1,069,421 â–²New Holding7,6970.3%Real EstateVZVerizon Communications$1,067,349$18,122 â–²1.7%25,2090.3%Communication ServicesRYRoyal Bank Of Canada$1,050,994$18,006 â–²1.7%5,0780.3%FinanceLINDE PLC$1,050,854$16,606 â–²1.6%2,0250.3%SHSKLACKLA$1,040,900$964,266 â–²1,258.3%3,4500.3%TechnologyEDConsolidated Edison$1,037,267$36,287 â–²3.6%9,3760.3%UtilitiesWCNWaste Connections$1,031,311$371,052 â–²56.2%6,1870.3%IndustrialsBACBank of America$1,010,711$33,162 â–²3.4%17,7380.3%FinanceSOSouthern$1,005,721$12,155 â–¼-1.2%10,5080.3%UtilitiesABBVAbbVie$999,011$226,476 â–¼-18.5%3,9700.3%HealthcarePMPhilip Morris International$990,301$9,045 â–²0.9%5,4740.3%Consumer StaplesMSMorgan Stanley$982,906$379,617 â–²62.9%4,7020.3%FinanceAPHAmphenol$974,521$286,167 â–²41.6%5,5270.3%TechnologyTRVTravelers Companies$957,678$439,720 â–²84.9%2,9010.3%FinanceSHELShell$939,475$365,058 â–²63.6%12,1160.3%EnergyNVSNovartis$929,506$42,628 â–¼-4.4%5,9310.3%HealthcareKBKB Financial Group$924,803$266,808 â–²40.5%8,8110.3%FinanceSANBanco Santander$923,179$502,265 â–²119.3%66,8970.3%FinanceCOSTCostco Wholesale$920,502$188,029 â–¼-17.0%9840.3%Consumer StaplesEOGEOG Resources$908,110$908,110 â–²New Holding7,0000.3%EnergyDUKDuke Energy$907,325$10,253 â–²1.1%7,1680.3%UtilitiesCCitigroup$899,803$499,517 â–²124.8%6,4290.3%FinanceABNBAirbnb$879,779$879,779 â–²New Holding6,1480.3%Consumer DiscretionaryGE VERNOVA INC$878,795$19,973 â–²2.3%7480.3%COMGSThe Goldman Sachs Group$875,846$417,696 â–²91.2%8660.3%FinanceMUFGMitsubishi UFJ Financial Group$856,006$129,404 â–²17.8%43,0370.2%FinanceJCIJohnson Controls International$846,123$607,964 â–²255.3%5,7910.2%IndustrialsVRTXVertex Pharmaceuticals$841,957$209,123 â–²33.0%1,6950.2%HealthcareORCLOracle$840,611$84,413 â–²11.2%5,7360.2%TechnologyMARSH & MCLENNAN COS INC$839,350$70,335 â–²9.1%5,0360.2%COMCOFCapital One Financial$838,792$576,180 â–²219.4%4,1810.2%FinancePCGPacific Gas & Electric$838,174$838,174 â–²New Holding49,8320.2%UtilitiesTXNTexas Instruments$830,721$830,721 â–²New Holding2,7870.2%TechnologyWFCWells Fargo & Company$826,978$21,900 â–²2.7%10,0070.2%FinanceXYLXylem$822,387$822,387 â–²New Holding6,9570.2%IndustrialsMRVLMarvell Technology$821,879$821,879 â–²New Holding2,7590.2%TechnologyEWBCEast West Bancorp$805,780$805,780 â–²New Holding6,2420.2%FinanceRDYDr. Reddy's Laboratories$799,283$124,556 â–¼-13.5%55,1610.2%HealthcareARISTA NETWORKS INC$798,436$12,911 â–²1.6%4,7000.2%COM SHSATOAtmos Energy$797,438$797,438 â–²New Holding4,6290.2%UtilitiesBLACKROCK INC$796,172$796,172 â–²New Holding8280.2%COMCORCencora$793,759$129,322 â–¼-14.0%2,8050.2%HealthcareMCKMcKesson$782,802$6,800 â–¼-0.9%1,0360.2%HealthcareSHGShinhan Financial Group$782,023$243,449 â–²45.2%12,3640.2%FinanceTJXTJX Companies$779,468$213,464 â–²37.7%5,1450.2%Consumer DiscretionaryNNNNNN REIT$779,191$779,191 â–²New Holding16,7460.2%Real EstateROSTRoss Stores$764,557$764,557 â–²New Holding3,5920.2%Consumer DiscretionaryTMUST-Mobile US$760,488$77,994 â–²11.4%4,5340.2%Communication ServicesCBChubb$754,398$158,785 â–²26.7%2,2140.2%FinancePKXPOSCO$752,255$30,366 â–¼-3.9%14,6410.2%MaterialsNDSNNordson$743,062$743,062 â–²New Holding2,4630.2%IndustrialsABTAbbott Laboratories$735,357$544,894 â–²286.1%8,1040.2%HealthcareBHPBHP Group$734,544$145,209 â–²24.6%8,8170.2%MaterialsShowing largest 100 holdings. 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