West Family Investments, Inc. 13F Holdings · Q2 2026
West Family Investments, Inc. reported 468 securities worth $345.02M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.46%), IEMG (3.83%), AAPL (3.72%). Among its top 25 positions this quarter: 3 new, 20 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.4M | 4.46% | 76,955 | Added |
| 2 | IEMG | ISHARES INC | $13.2M | 3.83% | 159,437 | New |
| 3 | AAPL | APPLE INC | $12.8M | 3.72% | 44,337 | Added |
| 4 | MSFT | MICROSOFT CORP | $9.0M | 2.61% | 24,135 | Added |
| 5 | GOOGL | ALPHABET INC | $8.9M | 2.58% | 24,935 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.3M | 2.12% | 15,323 | Added |
| 7 | AMZN | AMAZON COM INC | $6.6M | 1.92% | 27,814 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $5.8M | 1.69% | 5,055 | Trimmed |
| 9 | IEFA | ISHARES TR | $5.6M | 1.63% | 58,233 | New |
| 10 | AVGO | BROADCOM INC | $5.5M | 1.59% | 14,519 | Added |
| 11 | TSLA | TESLA INC | $3.8M | 1.10% | 8,985 | Added |
| 12 | META | META PLATFORMS INC | $3.7M | 1.09% | 6,654 | Added |
| 13 | LLY | ELI LILLY & CO | $3.4M | 0.97% | 2,795 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.9M | 0.83% | 4,922 | Added |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 0.82% | 5,634 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $2.7M | 0.78% | 8,256 | Added |
| 17 | CSCO | CISCO SYS INC | $2.7M | 0.77% | 22,743 | Added |
| 18 | UMC | UNITED MICROELECTRONICS CORP | $2.5M | 0.73% | 92,392 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.72% | 9,824 | Added |
| 20 | GOOG | ALPHABET INC | $2.2M | 0.65% | 6,361 | New |
| 21 | ASML | ASML HLDG NV | $2.2M | 0.63% | 1,090 | Added |
| 22 | INTC | INTEL CORP | $2.2M | 0.63% | 15,594 | Added |
| 23 | V | VISA INC | $2.2M | 0.63% | 6,337 | Added |
| 24 | AMAT | APPLIED MATLS INC | $1.8M | 0.52% | 2,463 | Added |
| 25 | GE | GE AEROSPACE | $1.8M | 0.51% | 4,721 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR