13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001568303
Total reported value
$345.0M
$345.0M
368 檔
26.0%
During the Q2 2025 filing period, West Family Investments, Inc. (CIK: 0001568303) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $345.0M across 368 reported positions.
In Q2 2025, West Family Investments, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 368 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.45% | -11.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.46% | +0.49% | +180.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | +0.13% | +48.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.02% | +46.79% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.53% | -5.84% | EXIT | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.48% | -5.96% | EXIT | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | +0.02% | +47.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.11% | +52.82% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 1.99% | -2.70% | EXIT | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.02% | +126.46% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.73% | +0.31% | +57.22% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.29% | +93.30% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.34% | +53.37% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.17% | +54.34% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.10% | +43.61% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.14% | +193.39% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.24% | +18.39% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.02% | +52.49% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.17% | +265.17% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.07% | +64.94% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.18% | +87.88% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | -0.94% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.11% | +39.77% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.14% | +260.88% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.16% | +35.47% | |
| 26 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.58% | -0.08% | -0.29% | |
| 27 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.55% | +0.07% | +238.89% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.12% | +9.58% | |
| 29 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.51% | -0.02% | +53.68% | |
| 30 | RSG | Republic Services Inc | Stock-Industrials | 0.51% | -0.08% | +78.46% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.15% | +30.15% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.08% | +40.32% | |
| 33 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.47% | -0.02% | +13.50% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.11% | +12.21% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.02% | +35.08% | |
| 36 | SHEL | Shell Plc-adr | Stock-Energy | 0.45% | +0.03% | +26.04% | |
| 37 | WIT | Wipro Ltd-adr | Stock-Other | 0.42% | -0.06% | +37.35% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.06% | +18.65% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | -0.13% | +26.69% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.41% | +0.18% | +49.50% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.40% | -0.06% | +27.55% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.05% | +39.03% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.03% | +26.24% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.02% | +47.16% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.38% | +0.04% | +34.60% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.38% | -0.08% | +14.79% | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.38% | -0.09% | +8.78% | |
| 48 | UMC | United Microelectron-sp Adr | Stock-Other | 0.37% | +0.34% | +37.23% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.37% | -0.09% | +36.30% | |
| 50 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.37% | -0.24% | +29.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +180.31% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +48.67% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.9% | +126.46% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | +93.30% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +57.22% | Add |
| 6 | NFLX | Netflix Inc | +0.6% | +265.17% | Add |
| 7 | LLY | Eli Lilly & Co | +0.4% | +193.39% | Add |
| 8 | AMZN | Amazon.com Inc | +0.4% | +47.68% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +52.82% | Add |
| 10 | COST | Costco Wholesale CORP | +0.4% | +260.88% | Add |
| 11 | SAP | Sap Se-sponsored Adr | +0.3% | +238.89% | Add |
| 12 | TSLA | Tesla Inc | +0.3% | +54.34% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +53.37% | Add |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 15 | MU | Micron Technology Inc | +0.2% | +200.14% | Add |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | +272.10% | Add |
| 18 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 19 | PLTR | Palantir Technologies Inc-a | +0.2% | +65.47% | Add |
| 20 | AZO | Autozone Inc | +0.2% | +220.88% | Add |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +252.52% | Add |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +120.44% | Add |
| 23 | GE | General Electric | +0.1% | +95.62% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +87.88% | Add |
| 25 | RSG | Republic Services Inc | +0.1% | +78.46% | Add |
| 26 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +94.63% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +117.04% | Add |
| 28 | MA | Mastercard Inc - A | +0.1% | +64.94% | Add |
| 29 | ORCL | Oracle CORP | +0.1% | +26.24% | Add |
| 30 | HDB | Hdfc Bank Ltd-adr | +0.1% | +53.68% | Add |
| 31 | ASML | ASML Holding N.V. | +0.1% | +49.50% | Add |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +29.10% | Add |
| 33 | WFC | Wells Fargo & Co | +0.1% | +61.85% | Add |
| 34 | PM | Philip Morris International | +0.1% | +47.16% | Add |
| 35 | V | Visa Inc-class A Shares | +0.1% | +52.49% | Add |
| 36 | IBM | Intl Business Machines CORP | +0.1% | +39.03% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +35.47% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +39.77% | Add |
| 39 | WMT | Walmart Inc | -0.1% | +18.39% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +43.61% | Add |
| 41 | AAPL | Apple Inc | -0.2% | +46.79% | Add |
| 42 | PEP | Pepsico Inc | -0.3% | -49.89% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | +11.64% | Add |
| 44 | CVS | Cvs Health CORP | -0.5% | +3.09% | Add |
| 45 | GDXJ | Vaneck Junior Gold Miners | -0.7% | — | Unchanged |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -1.1% | +11.42% | Add |
| 47 | SCHP | Schwab U.s. Tips ETF | -1.2% | +8.25% | Add |
| 48 | EQT | Eqt CORP | -2% | +2.79% | Add |
| 49 | EXE | Expand Energy CORP | -2.1% | — | Unchanged |
| 50 | LGO | Largo Inc | -3.1% | — | Unchanged |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 368 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, NVDA, MSFT) accounted for 26.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
ANET
市值: $847.9K
Top Position Liquidated / Trimmed
PEP
前期市值: $1.2M
During Q2 2025, West Family Investments, Inc.'s top holdings by market value included IAU (7.5%)、NVDA (4.5%)、MSFT (4.3%). The largest single position, IAU, represented 7.5% of total portfolio value.
In Q2 2025, West Family Investments, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 43 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.