Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Family Investments, Inc. (CIK 1568303) reported $285.2M across 259 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($34.1M, 11.94%), SCHP ($17.0M, 5.96%), TLT ($16.7M, 5.84%), NVDA ($11.3M, 3.97%), AAPL ($10.7M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $34.1M | 11.94% | 384,343 | Trimmed |
| 2 | SCHP | SCHWAB STRATEGIC TR | $17.0M | 5.96% | 609,276 | Added |
| 3 | TLT | ISHARES TR | $16.7M | 5.84% | 152,632 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $11.3M | 3.97% | 64,933 | Trimmed |
| 5 | AAPL | APPLE INC | $10.7M | 3.74% | 42,092 | Trimmed |
| 6 | MBB | ISHARES TR | $7.7M | 2.70% | 80,697 | Hold |
| 7 | MSFT | MICROSOFT CORP | $7.1M | 2.48% | 19,119 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.0M | 2.47% | 24,481 | Trimmed |
| 9 | EQT | EQT CORP | $6.6M | 2.31% | 103,500 | Trimmed |
| 10 | CHK | EXPAND ENERGY CORPORATION | $5.5M | 1.92% | 50,000 | Hold |
| 11 | AMZN | AMAZON COM INC | $5.4M | 1.90% | 26,080 | Trimmed |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.2M | 1.81% | 15,244 | Trimmed |
| 13 | GDXJ | VANECK ETF TRUST | $4.1M | 1.45% | 34,500 | Hold |
| 14 | AVGO | BROADCOM INC | $3.7M | 1.30% | 11,998 | Trimmed |
| 15 | META | META PLATFORMS INC | $3.2M | 1.11% | 5,522 | Trimmed |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $2.7M | 0.94% | 18,570 | Hold |
| 17 | TSLA | TESLA INC | $2.7M | 0.93% | 7,131 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.92% | 5,505 | Trimmed |
| 19 | LGO | LARGO INC | $2.5M | 0.86% | 2.2M | Hold |
| 20 | JNJ | JOHNSON & JOHNSON | $2.4M | 0.84% | 9,793 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $2.4M | 0.83% | 2,586 | Trimmed |
| 22 | WMT | WALMART INC | $2.0M | 0.69% | 15,746 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $2.0M | 0.69% | 11,611 | Trimmed |
| 24 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.62% | 5,274 | Trimmed |
| 25 | V | VISA INC | $1.7M | 0.61% | 5,790 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31