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CIK: 0001568303
Total reported value
$345.0M
$345.0M
377 檔
29.9%
According to the latest 13F quarterly dataset, West Family Investments, Inc. managed an equity portfolio of $345.0M at the end of Q3 2025, spanning 377 distinct U.S. exchange-listed positions.
In Q3 2025, West Family Investments, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.49% | -11.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +0.49% | +3.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.02% | +1.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +0.13% | +2.45% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.10% | -5.84% | EXIT | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.08% | -5.96% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.11% | +1.50% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.02% | +2.57% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.89% | +0.31% | +2.71% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.73% | -2.70% | EXIT | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.02% | +2.33% | |
| 12 | LGO | Largo Inc | Stock-Other | 1.47% | -0.72% | -21.55% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.29% | +4.70% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.41% | +0.17% | +3.00% | |
| 15 | EQT | Eqt CORP | Stock-Energy | 1.30% | -2.29% | +0.11% | |
| 16 | EXE | Expand Energy CORP | Stock-Energy | 1.19% | -1.75% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.34% | +0.91% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.10% | +0.09% | |
| 19 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.77% | -1.45% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.14% | +0.59% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.24% | -1.13% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.02% | +0.64% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.18% | +2.53% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.07% | +0.90% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | -0.94% | EXIT | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.12% | +14.45% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.17% | -2.32% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.11% | +1.41% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.08% | +0.90% | |
| 30 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.52% | -0.59% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.16% | +1.25% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.14% | +2.17% | |
| 33 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.47% | -0.08% | +0.43% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.03% | +7.71% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.15% | +2.64% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.43% | +0.18% | +1.08% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.42% | -0.18% | +1.33% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.42% | -0.53% | — | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.17% | +4.38% | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.40% | +0.03% | +2.06% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.02% | +6.75% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.40% | -0.11% | +1.34% | |
| 43 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.39% | -0.02% | +101.69% | |
| 44 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.39% | +0.07% | -5.47% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.39% | +0.11% | +1.11% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.39% | -0.08% | -5.47% | |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.37% | -0.06% | +1.21% | |
| 48 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.37% | -0.02% | +1.43% | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.37% | +0.07% | +0.91% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.36% | +0.04% | +10.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQT | Eqt CORP | +1.2% | +0.11% | Add |
| 2 | LGO | Largo Inc | +1.2% | -21.55% | Trim |
| 3 | EXE | Expand Energy CORP | +1.2% | — | Unchanged |
| 4 | GDXJ | Vaneck Junior Gold Miners | +0.8% | — | Unchanged |
| 5 | CRSP | CRISPR Therapeutics AG | +0.5% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.50% | Add |
| 7 | CVS | Cvs Health CORP | +0.4% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.3% | +1.67% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +3.00% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +3.03% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.71% | Add |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +1.33% | Add |
| 13 | PEP | Pepsico Inc | +0.1% | +102.19% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +4.70% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +14.45% | Add |
| 16 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 17 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 18 | ORCL | Oracle CORP | +0.1% | +7.71% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.38% | Add |
| 20 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 21 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 22 | ANET | Arista Networks Inc | +0.1% | +0.92% | Add |
| 23 | APP | Applovin Corp-class A | +0.1% | -8.39% | Trim |
| 24 | IAU | Ishares Gold Trust | 0% | -0.00% | Trim |
| 25 | ABBV | Abbvie Inc | 0% | +0.90% | Add |
| 26 | APH | Amphenol Corp-cl A | 0% | +1.11% | Add |
| 27 | CAT | Caterpillar Inc | 0% | +9.39% | Add |
| 28 | ORLY | O'reilly Automotive Inc | 0% | +10.47% | Add |
| 29 | SHOP | Shopify Inc - Class A | 0% | -1.60% | Trim |
| 30 | ASML | ASML Holding N.V. | 0% | +1.08% | Add |
| 31 | CVX | Chevron CORP | 0% | +10.36% | Add |
| 32 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +0.91% | Add |
| 33 | MKL | Markel Group Inc | -0.1% | EXIT | Sold out |
| 34 | HRL | Hormel Foods CORP | -0.1% | EXIT | Sold out |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | +0.91% | Add |
| 36 | CNC | Centene CORP | -0.1% | EXIT | Sold out |
| 37 | TW | Tradeweb Markets Inc-class A | -0.1% | EXIT | Sold out |
| 38 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | Sold out |
| 39 | CNI | Canadian Natl Railway Co | -0.1% | EXIT | Sold out |
| 40 | GDDY | Godaddy Inc - Class A | -0.1% | EXIT | Sold out |
| 41 | KDP | Keurig Dr Pepper Inc | -0.1% | EXIT | Sold out |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.64% | Add |
| 43 | LRCX | Lam Research CORP | -0.1% | -57.84% | Trim |
| 44 | MS | Morgan Stanley | -0.1% | +22.03% | Add |
| 45 | SAP | Sap Se-sponsored Adr | -0.2% | -5.47% | Trim |
| 46 | NFLX | Netflix Inc | -0.2% | -2.32% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.3% | +2.57% | Add |
| 48 | MSFT | Microsoft CORP | -0.4% | +2.45% | Add |
| 49 | SCHP | Schwab U.s. Tips ETF | -0.4% | +1.31% | Add |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | — | 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 377 disclosed positions in Q3 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, AAPL) accounted for 29.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
HOOD
市值: $462.8K
Top Position Liquidated / Trimmed
CNI
前期市值: $322.8K
During Q3 2025, West Family Investments, Inc.'s top holdings by market value included IAU (7.5%)、NVDA (4.7%)、AAPL (4.0%). The largest single position, IAU, represented 7.5% of total portfolio value.
In Q3 2025, West Family Investments, Inc. made 45 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 7 holdings, and fully liquidating 8 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.
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