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CIK: 0001568303
Total reported value
$345.0M
$345.0M
351 檔
29.7%
As reported in its official Q4 2025 Form 13F filing, West Family Investments, Inc.'s tracked investment portfolio stood at $345.0M with 351 total positions.
In Q4 2025, West Family Investments, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.08% | -11.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.70% | +0.49% | -3.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.17% | -0.02% | -6.53% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | +0.13% | -6.42% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.53% | -5.96% | EXIT | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.51% | -5.84% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.28% | +0.11% | -7.40% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.02% | -6.48% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.03% | +0.31% | -5.40% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.81% | -2.70% | EXIT | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | +0.29% | -2.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.02% | -6.14% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.40% | +0.17% | -6.55% | |
| 14 | EQT | Eqt CORP | Stock-Energy | 1.34% | -2.29% | — | |
| 15 | EXE | Expand Energy CORP | Stock-Energy | 1.30% | -1.75% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.14% | +0.41% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.34% | -14.98% | |
| 18 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.92% | -1.45% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.10% | -6.44% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.24% | -6.57% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.02% | -0.68% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.18% | -2.17% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.12% | -4.75% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.07% | -0.86% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | -0.94% | EXIT | |
| 26 | HTFL | Heartflow Inc | Stock-Other | 0.60% | — | — | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.16% | -7.39% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.08% | -9.60% | |
| 29 | LGO | Largo Inc | Stock-Other | 0.48% | -0.72% | -49.66% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.45% | -0.53% | -1.40% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.17% | +855.83% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.14% | -5.56% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.44% | +1.07% | -10.52% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.18% | -10.77% | |
| 35 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.44% | -0.59% | — | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.17% | +1.33% | |
| 37 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.43% | +0.07% | — | |
| 38 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.42% | -0.02% | -4.43% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.42% | — | — | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.41% | -0.06% | -1.53% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.41% | -0.11% | -1.07% | |
| 42 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.41% | +0.07% | +9.36% | |
| 43 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.40% | -0.08% | -14.03% | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.40% | -0.08% | +7.88% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.15% | -15.21% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.11% | -27.53% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.02% | -13.34% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.06% | -15.26% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.37% | -0.09% | -6.07% | |
| 50 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.37% | -0.02% | -3.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 6 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 10 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | TSLA | Tesla Inc | — | NEW | New buy |
| 14 | EQT | Eqt CORP | — | NEW | New buy |
| 15 | EXE | Expand Energy CORP | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | MA | Mastercard Inc - A | — | NEW | New buy |
| 25 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | LGO | Largo Inc | — | NEW | New buy |
| 29 | CVS | Cvs Health CORP | — | NEW | New buy |
| 30 | NFLX | Netflix Inc | — | NEW | New buy |
| 31 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 32 | MU | Micron Technology Inc | — | NEW | New buy |
| 33 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 34 | CRSP | CRISPR Therapeutics AG | — | NEW | New buy |
| 35 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 36 | HSBC | Hsbc Holdings Plc-spons Adr | — | NEW | New buy |
| 37 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 38 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 39 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 40 | WM | Waste Management Inc | — | NEW | New buy |
| 41 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 42 | CHT | Chunghwa Telecom Lt-spon Adr | — | NEW | New buy |
| 43 | RSG | Republic Services Inc | — | NEW | New buy |
| 44 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 45 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 46 | KO | Coca-cola Co/the | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | MCK | Mckesson CORP | — | NEW | New buy |
| 49 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 50 | APH | Amphenol Corp-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 351 disclosed positions in Q4 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 29.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAU
市值: $34.4M
During Q4 2025, West Family Investments, Inc.'s top holdings by market value included IAU (8.1%)、NVDA (4.7%)、AAPL (4.2%). The largest single position, IAU, represented 8.1% of total portfolio value.
In Q4 2025, West Family Investments, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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.
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