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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 5 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 KB KB FINL GROUP INC Financial Services 11,486 $949K 0.25% SOLD
82 QCOM QUALCOMM INC Technology 5,924 $943K 0.25% SOLD
83 WCN WASTE CONNECTIONS INC Industrials 5,045 $942K 0.25% SOLD
84 SHOP SHOPIFY INC Technology 8,082 $932K 0.24% SOLD
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 161 $932K 0.24% SOLD
86 RY ROYAL BK CDA Financial Services 6,947 $914K 0.24% SOLD
87 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 65,742 $902K 0.23% SOLD
88 GS GOLDMAN SACHS GROUP INC Financial Services 1,261 $892K 0.23% SOLD
89 SONY SONY GROUP CORP Technology 33,843 $881K 0.23% SOLD
90 PGR PROGRESSIVE CORP Financial Services 3,284 $876K 0.23% SOLD
91 WF WOORI FINL GROUP INC Financial Services 17,614 $876K 0.23% SOLD
92 THOMSON REUTERS CORP 4,260 $857K 0.22% SOLD
93 LRCX LAM RESEARCH CORP Technology 8,791 $856K 0.22% SOLD
94 ANET ARISTA NETWORKS INC Technology 8,288 $848K 0.22% SOLD
95 C CITIGROUP INC Financial Services 9,941 $846K 0.22% SOLD
96 CAT CATERPILLAR INC Industrials 2,162 $839K 0.22% SOLD
97 TJX TJX COS INC NEW Consumer Cyclical 6,769 $836K 0.22% SOLD
98 CME CME GROUP INC Financial Services 3,025 $834K 0.22% SOLD
99 UL UNILEVER PLC Consumer Defensive 13,520 $827K 0.22% SOLD
100 HON HONEYWELL INTL INC Industrials 3,478 $810K 0.21% SOLD
Page 5 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%