SEC Form 13F

West Family Investments, Inc. 13F Holdings

Inspect West Family Investments, Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-11T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-11
Reported value
$345,022,602
Positions
468

Disclosed positions

NVIDIA CORPORATIONNVDACOM$15,397,92676,955SHNone
ISHARES INCIEMGCORE MSCI EMKT$13,207,761159,437SHNone
APPLE INCAAPLCOM$12,829,35444,337SHNone
MICROSOFT CORPMSFTCOM$9,002,83824,135SHNone
ALPHABET INCGOOGLCAP STK CL A$8,911,02124,935SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$7,317,80515,323SHNone
AMAZON COM INCAMZNCOM$6,629,18927,814SHNone
MICRON TECHNOLOGY INCMUCOM$5,834,9365,055SHNone
ISHARES TRIEFACORE MSCI EAFE$5,624,14358,233SHNone
BROADCOM INCAVGOCOM$5,484,55214,519SHNone
TESLA INCTSLACOM$3,779,0918,985SHNone
META PLATFORMS INCMETACL A$3,748,1326,654SHNone
ELI LILLY & COLLYCOM$3,352,4072,795SHNone
ADVANCED MICRO DEVICES INCAMDCOM$2,859,2394,922SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,819,1975,634SHNone
JPMORGAN CHASE & COJPMCOM$2,702,4368,256SHNone
CISCO SYS INCCSCOCOM$2,671,39322,743SHNone
UNITED MICROELECTRONICS CORPUMCSPON ADR NEW$2,513,98692,392SHNone
JOHNSON & JOHNSONJNJCOM$2,495,0019,824SHNone
ALPHABET INCGOOGCAP STK CL C$2,247,5326,361SHNone
INTEL CORPINTCCOM$2,177,39015,594SHNone
VISA INCVCOM CL A$2,174,1616,337SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$2,168,4901,090SHNone
APPLIED MATLS INCAMATCOM$1,780,7492,463SHNone
GE AEROSPACEGECOM NEW$1,764,3794,721SHNone
EXXON MOBIL CORPXOMCOM$1,751,38312,810SHNone
COCA COLA COKOCOM$1,707,07621,005SHNone
LAM RESEARCH CORPLRCXCOM NEW$1,641,0213,787SHNone
MERCK & CO INCMRKCOM$1,632,33612,703SHNone
CATERPILLAR INCCATCOM$1,555,8191,461SHNone
WALMART INCWMTCOM$1,551,66213,700SHNone
WASTE MGMT INC DELWMCOM$1,538,5416,903SHNone
CHUNGHWA TELECOM CO LTDCHTSPON ADR NEW11$1,528,34234,531SHNone
MASTERCARD INCORPORATEDMACL A$1,515,6342,951SHNone
PROCTER & GAMBLE COPGCOM$1,379,1499,405SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$1,348,1051,397SHNone
ICICI BANK LIMITEDIBNADR$1,330,15545,820SHNone
UNITEDHEALTH GROUP INCUNHCOM$1,288,4533,100SHNone
CHEVRON CORPORATIONCVXCOM$1,287,2927,766SHNone
MCDONALDS CORPMCDCOM$1,280,9994,739SHNone
WESTERN DIGITAL CORPWDCCOM$1,268,4981,986SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$1,240,6994,412SHNone
HOME DEPOT INCHDCOM$1,230,8533,490SHNone
RTX CORPORATIONRTXCOM$1,177,6546,207SHNone
HSBC HLDGS PLCHSBCSPON ADR NEW$1,163,90212,240SHNone
ASE TECHNOLOGY HLDG CO LTDASXSPONSORED ADS$1,153,76425,571SHNone
PEPSICO INCPEPCOM$1,119,3528,267SHNone
MID-AMER APT CMNTYS INCMAACOM$1,069,4217,697SHNone
VERIZON COMMUNICATIONS INCVZCOM$1,067,34925,209SHNone
ROYAL BK CDARYCOM$1,050,9945,078SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.