West Family Investments, Inc. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
West Family Investments, Inc. disclosed 468 US equity positions worth $345.0m in its Q2 2026 13F filing. The largest position was NVDA at 4.5% of the reported book, followed by IEMG and AAPL. Against the Q1 2026 filing, it opened 4 new positions, added to 37 and reduced 7 among the top 50 holdings.
What did West Family Investments, Inc. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 4.5% | $15.4m | 76,955 | 19% | added |
| 2 | IEMG ISHARES INC | 3.8% | $13.2m | 159,437 | – | new | |
| 3 | AAPL APPLE INC | Technology | 3.7% | $12.8m | 44,337 | 5% | added |
| 4 | MSFT MICROSOFT CORP | Technology | 2.6% | $9.0m | 24,135 | 26% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 2.6% | $8.9m | 24,935 | 2% | added |
| 6 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2.1% | $7.3m | 15,323 | 1% | added |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 1.9% | $6.6m | 27,814 | 7% | added |
| 8 | MU MICRON TECHNOLOGY INC | Technology | 1.7% | $5.8m | 5,055 | -4% | reduced |
| 9 | IEFA ISHARES TR | 1.6% | $5.6m | 58,233 | – | new | |
| 10 | AVGO BROADCOM INC | Technology | 1.6% | $5.5m | 14,519 | 21% | added |
| 11 | TSLA TESLA INC | Consumer Cyclical | 1.1% | $3.8m | 8,985 | 26% | added |
| 12 | META META PLATFORMS INC | Communication Services | 1.1% | $3.7m | 6,654 | 20% | added |
| 13 | LLY ELI LILLY & CO | Healthcare | 1.0% | $3.4m | 2,795 | 8% | added |
| 14 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.8% | $2.9m | 4,922 | 99% | added |
| 15 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.8% | $2.8m | 5,634 | 2% | added | |
| 16 | JPM JPMORGAN CHASE & CO | Financial Services | 0.8% | $2.7m | 8,256 | 92% | added |
| 17 | CSCO CISCO SYS INC | Technology | 0.8% | $2.7m | 22,743 | 1% | added |
| 18 | UMC UNITED MICROELECTRONICS CORP | Technology | 0.7% | $2.5m | 92,392 | -26% | reduced |
| 19 | JNJ JOHNSON & JOHNSON | Healthcare | 0.7% | $2.5m | 9,824 | 0% | held |
| 20 | GOOG ALPHABET INC | Communication Services | 0.7% | $2.2m | 6,361 | – | new |
| 21 | INTC INTEL CORP | Technology | 0.6% | $2.2m | 15,594 | 81% | added |
| 22 | V VISA INC | Financial Services | 0.6% | $2.2m | 6,337 | 9% | added |
| 23 | ASML ASML HLDG NV | Technology | 0.6% | $2.2m | 1,090 | 13% | added |
| 24 | AMAT APPLIED MATLS INC | Technology | 0.5% | $1.8m | 2,463 | 53% | added |
| 25 | GE GE AEROSPACE | Industrials | 0.5% | $1.8m | 4,721 | 87% | added |
| 26 | EXMOC EXXON MOBIL CORP | 0.5% | $1.8m | 12,810 | 10% | added | |
| 27 | KO COCA COLA CO | Consumer Defensive | 0.5% | $1.7m | 21,005 | 9% | added |
| 28 | LRCX LAM RESEARCH CORP | Technology | 0.5% | $1.6m | 3,787 | 21% | added |
| 29 | MRK MERCK & CO INC | Healthcare | 0.5% | $1.6m | 12,703 | 1% | added |
| 30 | CAT CATERPILLAR INC | Industrials | 0.5% | $1.6m | 1,461 | 19% | added |
| 31 | WMT WALMART INC | Consumer Defensive | 0.4% | $1.6m | 13,700 | -13% | reduced |
| 32 | WM WASTE MGMT INC DEL | Industrials | 0.4% | $1.5m | 6,903 | 0% | held |
| 33 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.4% | $1.5m | 34,531 | -2% | reduced |
| 34 | MA MASTERCARD INCORPORATED | Financial Services | 0.4% | $1.5m | 2,951 | 2% | added |
| 35 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.4% | $1.4m | 9,405 | -7% | reduced |
| 36 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 0.4% | $1.3m | 1,397 | 83% | added |
| 37 | IBN ICICI BANK LIMITED | Financial Services | 0.4% | $1.3m | 45,820 | 1% | added |
| 38 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.4% | $1.3m | 3,100 | 215% | added |
| 39 | CVX CHEVRON CORPORATION | Energy | 0.4% | $1.3m | 7,766 | 69% | added |
| 40 | MCD MCDONALDS CORP | Consumer Cyclical | 0.4% | $1.3m | 4,739 | -1% | reduced |
| 41 | WDC WESTERN DIGITAL CORP | Technology | 0.4% | $1.3m | 1,986 | 71% | added |
| 42 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 0.4% | $1.2m | 4,412 | 21% | added |
| 43 | HD HOME DEPOT INC | Consumer Cyclical | 0.4% | $1.2m | 3,490 | 59% | added |
| 44 | RTX RTX CORPORATION | Industrials | 0.3% | $1.2m | 6,207 | 103% | added |
| 45 | HSBC HSBC HLDGS PLC | Financial Services | 0.3% | $1.2m | 12,240 | 29% | added |
| 46 | ASX ASE TECHNOLOGY HLDG CO LTD | Technology | 0.3% | $1.2m | 25,571 | -3% | reduced |
| 47 | PEP PEPSICO INC | Consumer Defensive | 0.3% | $1.1m | 8,267 | 55% | added |
| 48 | MAA MID-AMER APT CMNTYS INC | Real Estate | 0.3% | $1.1m | 7,697 | – | new |
| 49 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.3% | $1.1m | 25,209 | 2% | added |
| 50 | RY ROYAL BK CDA | Financial Services | 0.3% | $1.1m | 5,078 | 2% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.