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CIK: 0001568303
Total reported value
$345.0M
$345.0M
259 檔
26.0%
According to the latest 13F quarterly dataset, West Family Investments, Inc. managed an equity portfolio of $345.0M at the end of Q1 2026, spanning 259 distinct U.S. exchange-listed positions.
In Q1 2026, West Family Investments, Inc. adopted a defensive or profit-taking posture, trimming 104 positions and completely liquidating 85 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHP, TLT) accounted for 26.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.4M
Top Position Liquidated / Trimmed
HTFL
前期市值: $2.6M
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 11.94% | -11.94% | EXIT | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.96% | -5.96% | EXIT | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.84% | -5.84% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.97% | +0.49% | -39.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.02% | -35.59% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 2.70% | -2.70% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.13% | -39.66% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | +0.11% | -45.16% | |
| 9 | EQT | Eqt CORP | Stock-Energy | 2.31% | -2.29% | -2.83% | |
| 10 | EXE | Expand Energy CORP | Stock-Energy | 1.92% | -1.75% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.02% | -36.39% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.81% | +0.31% | -46.43% | |
| 13 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.45% | -1.45% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.29% | -38.07% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.02% | -40.02% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.94% | -0.94% | EXIT | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | +0.17% | -46.04% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.10% | -24.52% | |
| 19 | LGO | Largo Inc | Stock-Other | 0.86% | -0.72% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.12% | -30.55% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.14% | -41.74% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.18% | -54.24% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.24% | -48.19% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.62% | +1.07% | -19.81% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.16% | -25.27% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.02% | -34.08% | |
| 27 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.59% | -0.59% | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.58% | -0.53% | -5.42% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.11% | -12.98% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.06% | -17.42% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.15% | -13.82% | |
| 32 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.52% | -0.08% | -15.14% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.02% | -16.52% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.11% | -10.61% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.07% | -40.26% | |
| 36 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.49% | -0.31% | — | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.45% | +0.18% | -44.65% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.34% | -66.91% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.13% | -1.70% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.14% | -46.74% | |
| 41 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.41% | -0.02% | -13.59% | |
| 42 | UMC | United Microelectron-sp Adr | Stock-Other | 0.39% | +0.34% | -17.86% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.08% | -46.40% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.07% | +1.58% | |
| 45 | COR | Cencora Inc | Stock-Healthcare | 0.36% | -0.13% | -14.67% | |
| 46 | ED | Consolidated Edison Inc | Stock-Utilities | 0.36% | -0.06% | +0.60% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.35% | -0.05% | -15.16% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | -0.17% | -36.08% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.33% | +0.04% | -52.63% | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.33% | -0.06% | -51.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +3.9% | -8.96% | Trim |
| 2 | SCHP | Schwab U.s. Tips ETF | +2.4% | +12.68% | Add |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +2.3% | +14.47% | Add |
| 4 | EQT | Eqt CORP | +1% | -2.83% | Trim |
| 5 | LGO | Largo Inc | +0.4% | — | Unchanged |
| 6 | PKX | Posco Holdings Inc -spon Adr | +0.2% | +66.36% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | -30.55% | Trim |
| 8 | EQNR | Equinor Asa-spon Adr | +0.1% | -2.01% | Trim |
| 9 | CVS | Cvs Health CORP | +0.1% | -5.42% | Trim |
| 10 | CHT | Chunghwa Telecom Lt-spon Adr | +0.1% | -15.14% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -24.52% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -25.27% | Trim |
| 13 | COR | Cencora Inc | +0.1% | -14.67% | Trim |
| 14 | IBN | Icici Bank Ltd-spon Adr | 0% | -13.59% | Trim |
| 15 | WCN | Waste Connections Inc | 0% | -21.70% | Trim |
| 16 | ASML | ASML Holding N.V. | 0% | -44.65% | Trim |
| 17 | CAT | Caterpillar Inc | 0% | -44.77% | Trim |
| 18 | PM | Philip Morris International | — | -33.50% | Trim |
| 19 | RY | Royal Bank Of Canada | — | -29.04% | Trim |
| 20 | KB | Kb Financial Group Inc-adr | — | -42.03% | Trim |
| 21 | CRM | Salesforce Inc | — | -5.94% | Trim |
| 22 | TJX | Tjx Companies Inc | 0% | -39.52% | Trim |
| 23 | SMFG | Sumitomo Mitsui-spons Adr | 0% | -41.58% | Trim |
| 24 | CVX | Chevron CORP | 0% | -52.63% | Trim |
| 25 | LRCX | Lam Research CORP | 0% | -49.11% | Trim |
| 26 | AXP | American Express Co | 0% | -30.18% | Trim |
| 27 | MFG | Mizuho Financial Group-adr | 0% | -43.73% | Trim |
| 28 | NOW | Servicenow Inc | 0% | -13.19% | Trim |
| 29 | XOM | Exxon Mobil CORP | 0% | -54.24% | Trim |
| 30 | INTU | Intuit Inc | 0% | -12.12% | Trim |
| 31 | SONY | Sony Group CORP - Sp Adr | 0% | -26.92% | Trim |
| 32 | ISRG | Intuitive Surgical Inc | 0% | -28.52% | Trim |
| 33 | ESLT | Elbit Systems Ltd. | 0% | -60.22% | Trim |
| 34 | SAN | Banco Santander Sa-spon Adr | 0% | -44.59% | Trim |
| 35 | MDT | Medtronic plc | 0% | -45.52% | Trim |
| 36 | ADI | Analog Devices Inc | 0% | -59.78% | Trim |
| 37 | UBS | UBS Group AG | 0% | -42.67% | Trim |
| 38 | COST | Costco Wholesale CORP | 0% | -46.74% | Trim |
| 39 | BABA | Alibaba Group Holding-sp Adr | 0% | -31.20% | Trim |
| 40 | BAC | Bank Of America CORP | 0% | -31.90% | Trim |
| 41 | KR | Kroger Co | 0% | -50.45% | Trim |
| 42 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | -47.57% | Trim |
| 43 | WF | Woori Financial-spon Adr | 0% | -48.31% | Trim |
| 44 | SCHW | Schwab (charles) CORP | 0% | -42.85% | Trim |
| 45 | CM | Can Imperial Bk Of Commerce | 0% | -58.59% | Trim |
| 46 | APP | Applovin Corp-class A | 0% | -20.05% | Trim |
| 47 | ETN | Eaton Corporation plc | 0% | -56.44% | Trim |
| 48 | NEM | Newmont CORP | 0% | -58.59% | Trim |
| 49 | MCK | Mckesson CORP | -0.1% | -45.52% | Trim |
| 50 | IBM | Intl Business Machines CORP | -0.1% | -29.19% | Trim |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 259 disclosed positions in Q1 2026.
During Q1 2026, West Family Investments, Inc.'s top holdings by market value included IAU (11.9%)、SCHP (6.0%)、TLT (5.8%). The largest single position, IAU, represented 11.9% of total portfolio value.
In Q1 2026, West Family Investments, Inc. made 199 total portfolio adjustments, initiating 7 new buys, adding to 3 positions, trimming 104 holdings, and fully liquidating 85 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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