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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 13 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 CTAS CINTAS CORP Industrials 1,449 $323K 0.08% SOLD
242 CNI CANADIAN NATL RY CO Industrials 3,103 $323K 0.08% SOLD
243 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,582 $322K 0.08% SOLD
244 GDDY GODADDY INC Technology 1,786 $322K 0.08% SOLD
245 ALL ALLSTATE CORP Financial Services 1,580 $318K 0.08% SOLD
246 APP APPLOVIN CORP Technology 906 $317K 0.08% SOLD
247 VRT VERTIV HOLDINGS CO Industrials 2,418 $310K 0.08% SOLD
248 WRB BERKLEY W R CORP Financial Services 4,215 $310K 0.08% SOLD
249 GLW CORNING INC Technology 5,864 $308K 0.08% SOLD
250 XEL XCEL ENERGY INC Utilities 4,520 $308K 0.08% SOLD
251 DHR DANAHER CORPORATION Healthcare 1,558 $308K 0.08% SOLD
252 CBRE CBRE GROUP INC Real Estate 2,194 $307K 0.08% SOLD
253 TCOM TRIP COM GROUP LTD Consumer Cyclical 5,143 $302K 0.08% SOLD
254 WDAY WORKDAY INC Technology 1,256 $301K 0.08% SOLD
255 CAH CARDINAL HEALTH INC Healthcare 1,793 $301K 0.08% SOLD
256 AFL AFLAC INC Financial Services 2,835 $299K 0.08% SOLD
257 FORTINET INC 2,805 $297K 0.08% SOLD
258 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,218 $296K 0.08% SOLD
259 DEO DIAGEO PLC Consumer Defensive 2,927 $295K 0.08% SOLD
260 CEG CONSTELLATION ENERGY CORP Utilities 914 $295K 0.08% SOLD
Page 13 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%