BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

West Family Investments, Inc.

· CIK 0001568303
13F Portfolio $3M AUM 1 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 1 New 368 Exited
Page 11 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 24,144 $409K 0.11% SOLD
202 GRMN GARMIN LTD Technology 1,956 $408K 0.11% SOLD
203 DASH DOORDASH INC Communication Services 1,656 $408K 0.11% SOLD
204 USB US BANCORP DEL Financial Services 9,017 $408K 0.11% SOLD
205 EA ELECTRONIC ARTS INC Communication Services 2,547 $407K 0.11% SOLD
206 SAN BANCO SANTANDER S.A. Financial Services 48,221 $400K 0.10% SOLD
207 EQIX EQUINIX INC Real Estate 499 $397K 0.10% SOLD
208 CNQ CANADIAN NAT RES LTD Energy 12,628 $397K 0.10% SOLD
209 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,157 $396K 0.10% SOLD
210 TRP TC ENERGY CORP Energy 8,097 $395K 0.10% SOLD
211 MSTR MICROSTRATEGY INC Technology 974 $394K 0.10% SOLD
212 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,255 $393K 0.10% SOLD
213 STM STMICROELECTRONICS N V Technology 12,871 $391K 0.10% SOLD
214 MMM 3M CO Industrials 2,562 $390K 0.10% SOLD
215 GSK GSK PLC Healthcare 10,119 $389K 0.10% SOLD
216 KMI KINDER MORGAN INC DEL Energy 13,186 $388K 0.10% SOLD
217 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,125 $384K 0.10% SOLD
218 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,989 $383K 0.10% SOLD
219 NEE NEXTERA ENERGY INC Utilities 5,462 $379K 0.10% SOLD
220 DB DEUTSCHE BANK A G Financial Services 12,868 $377K 0.10% SOLD
Page 11 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%