West Family Investments, Inc.

CIK

1568303

Location

CARLSBAD, CA

Portfolio Value

Small $235,479,538

Diversification

Diversified

Filing Date

Global Rank

#3,872 / 8,622 ▼ 761 · as of Mar 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-6.2%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+47.3%

SPY

+67.9%

Annualised alpha

-5.1%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

252 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.4%

+5.3 pts

Top 5

29.7%

+2.9 pts

Top 10

40.9%

+4.3 pts

HHI

320

Diversified+112

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$62,030,863	54
Unclassified	14.4%	$33,883,678	1
Financial Services	11.0%	$25,817,760	47
Healthcare	9.7%	$22,813,469	32
Energy	8.7%	$20,448,738	19
Communication Services	7.6%	$17,965,958	14
Consumer Cyclical	6.4%	$15,132,920	17
Consumer Defensive	5.2%	$12,147,125	18
Industrials	4.9%	$11,485,418	23
Basic Materials	3.0%	$6,992,900	11
Utilities	2.3%	$5,422,200	12
Real Estate	0.6%	$1,338,509	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PKX	Posco Holdings Inc.	+6,076	15,232	$890,919
INFY	Infosys Ltd	+3,469	65,398	$883,526
BN	BROOKFIELD Corp /ON/	+674	7,586	$307,005
ACN	Accenture plc	+629	1,789	$354,740
TAK	Takeda Pharmaceutical Co Ltd	+599	15,606	$289,023
PEP	Pepsico Inc	+205	5,317	$825,676
ORCL	Oracle Corp	+203	5,160	$759,087
SO	Southern Co	+165	10,635	$1,026,490
ED	Consolidated Edison Inc	+54	9,048	$1,024,052
SKM	Sk Telecom Co Ltd	+23	23,648	$692,649
WEC	Wec Energy Group, Inc.	+9	3,853	$446,061
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−269,055	191,307	$405,570
MFG	Mizuho Financial Group Inc	−43,248	55,655	$441,900
NVDA	Nvidia Corp	−42,441	64,933	$11,324,315
IAU	Ishares Gold Trust	−37,828	384,343	$33,883,678
HDB	Hdfc Bank Ltd	−36,215	12,924	$321,549
MUFG	Mitsubishi Ufj Financial Group Inc	−33,143	36,531	$619,931
UMC	United Microelectronics Corp	−27,255	125,324	$1,125,409
ABEV	Ambev S.A.	−26,409	25,410	$74,197
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−26,060	12,025	$260,461
SAN	Banco Santander, S.A.	−24,549	30,501	$344,051
AAPL	Apple Inc.	−23,263	42,092	$10,682,528
GOOGL	Alphabet Inc.	−20,163	24,481	$7,039,756
NIO	NIO Inc.	−15,179	26,742	$161,254
AMZN	Amazon Com Inc	−14,917	26,080	$5,431,681
WMT	Walmart Inc.	−14,645	15,746	$1,956,912
TKC	Turkcell Iletisim Hizmetleri A S	−14,250	32,221	$194,292
XOM	ExxonMobil Holdings Corp	−13,765	11,611	$1,969,922
HSBC	Hsbc Holdings PLC	−13,602	9,455	$779,942
RDY	Dr Reddys Laboratories Ltd	−13,496	63,757	$883,034
SHEL	Shell plc	−13,314	7,408	$688,944
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−13,211	15,244	$5,151,709
SMFG	Sumitomo Mitsui Financial Group, Inc.	−13,005	18,274	$360,911
KT	Kt Corp	−12,678	17,558	$376,619
MSFT	Microsoft Corp	−12,568	19,119	$7,077,280
NVO	Novo Nordisk A S	−12,048	6,623	$243,395
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	7,120	$1,404,206
COHR	Coherent Corp.	1,350	$321,583
STM	STMicroelectronics N.V.	8,330	$287,801
MDLZ	Mondelez International, Inc.	4,771	$275,000
GIB	Cgi Inc	3,714	$271,493
FIX	Comfort Systems USA Inc	193	$266,145
DSGX	Descartes Systems Group Inc	3,573	$255,683
O	Realty Income Corp	3,727	$228,017
AEM	Agnico Eagle Mines Ltd	1,104	$224,089
VLO	Valero Energy Corp/Tx	901	$222,619
FN	Fabrinet	421	$219,559
CL	Colgate Palmolive Co	2,565	$218,614
BMY	Bristol Myers Squibb Co	3,528	$213,973
WDS	Woodside Energy Group Ltd	8,712	$208,042
DELL	Dell Technologies Inc.	1,219	$200,074
LPL	LG Display Co., Ltd.	42,610	$165,326
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HTFL	Heartflow, Inc.	87,773	$2,558,582
MFC	Manulife Financial Corp	19,869	$720,847
ROP	Roper Technologies Inc	1,465	$652,115
TRI	Thomson Reuters Corp /Can/	4,320	$569,764
DB	Deutsche Bank Aktiengesellschaft	13,022	$502,128
ADSK	Autodesk, Inc.	1,688	$499,664
MELI	Mercadolibre Inc	242	$487,450
FICO	Fair Isaac Corp	288	$486,898
TT	Trane Technologies plc	1,224	$476,380
BCS	Barclays PLC	18,592	$473,166
BSX	Boston Scientific Corp	4,876	$464,926
FERG	Ferguson Enterprises Inc. /DE/	2,055	$457,504
NXPI	NXP Semiconductors N.V.	2,090	$453,655
TCOM	Trip.com Group Ltd	6,192	$445,266
PCAR	Paccar Inc	3,967	$434,426
NTES	NetEase, Inc.	3,114	$428,548
MPC	Marathon Petroleum Corp	2,590	$421,211
VTR	Ventas, Inc.	5,341	$413,286
SE	Sea Ltd	3,166	$403,886
VST	Vistra Corp.	2,499	$403,163
CRH	Crh Public Ltd Co	3,210	$400,608
GRMN	Garmin Ltd	1,973	$400,223
CAH	Cardinal Health Inc	1,918	$394,149
CHKP	Check Point Software Technologies Ltd	2,098	$389,304
DASH	DoorDash, Inc.	1,673	$378,901
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

252 positions · $235,479,538 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 252 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	384,343	-37,828	$33,883,678	−1.1%	14.39%
NVDA	Nvidia Corp Technology	Reduced	64,933	-42,441	$11,324,315	−43.4%	4.81%
AAPL	Apple Inc. Technology	Reduced	42,092	-23,263	$10,682,528	−39.9%	4.54%
MSFT	Microsoft Corp Technology	Reduced	19,119	-12,568	$7,077,280	−53.8%	3.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,481	-20,163	$7,039,756	−49.6%	2.99%
EQT	EQT Corp Energy	Reduced	103,500	-3,010	$6,586,740	+15.4%	2.80%
EXE	EXPAND ENERGY Corp Energy	Held	50,000	0	$5,489,000	−0.5%	2.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,080	-14,917	$5,431,681	−42.6%	2.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,244	-13,211	$5,151,709	−40.4%	2.19%
AVGO	Broadcom Inc. Technology	Reduced	11,998	-7,376	$3,713,500	−44.6%	1.58%
META	Meta Platforms, Inc. Communication Services	Reduced	5,522	-3,685	$3,159,301	−48.0%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,131	-6,085	$2,650,949	−55.4%	1.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,505	-1,788	$2,637,996	−28.0%	1.12%
LGO	Largo Inc. Basic Materials	Held	2,200,845	0	$2,464,946	+19.1%	1.05%
JNJ	Johnson & Johnson Healthcare	Reduced	9,793	-4,307	$2,393,800	−18.0%	1.02%
LLY	ELI LILLY & Co Healthcare	Reduced	2,586	-1,853	$2,378,525	−50.1%	1.01%
XOM	ExxonMobil Holdings Corp Energy	Reduced	11,611	-13,765	$1,969,922	−35.5%	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,746	-14,645	$1,956,912	−42.2%	0.83%
MU	Micron Technology Inc Technology	Reduced	5,274	-1,303	$1,781,768	−5.1%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	22,588	-7,640	$1,752,602	−24.7%	0.74%
V	Visa Inc. Financial Services	Reduced	5,790	-2,994	$1,749,969	−43.2%	0.74%
CRSP	CRISPR Therapeutics AG Healthcare	Held	35,500	0	$1,688,735	−9.3%	0.72%
CVS	CVS HEALTH Corp Healthcare	Reduced	22,999	-1,319	$1,651,788	−14.4%	0.70%
WM	Waste Management Inc Industrials	Reduced	6,889	-1,028	$1,583,023	−9.0%	0.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,516	-2,640	$1,505,549	−5.6%	0.64%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,769	-765	$1,482,157	−12.4%	0.63%
CHT	Chunghwa Telecom Co Ltd Communication Services	Reduced	35,073	-6,258	$1,481,483	−14.1%	0.63%
KO	Coca Cola Co Consumer Defensive	Reduced	19,295	-3,817	$1,467,384	−9.2%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,134	-1,203	$1,463,754	−9.9%	0.62%
MA	Mastercard Inc Financial Services	Reduced	2,907	-1,959	$1,452,511	−47.7%	0.62%
AZN	Astrazeneca PLC Healthcare	NEW	7,120	NEW	$1,404,206	NEW	0.60%
ASML	Asml Holding NV Technology	Reduced	968	-781	$1,278,563	−31.7%	0.54%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,301	-8,697	$1,265,182	−69.8%	0.54%
VZ	Verizon Communications Inc Communication Services	Reduced	24,781	-428	$1,244,006	+21.2%	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,185	-1,040	$1,180,769	−38.5%	0.50%
IBN	Icici Bank Ltd Financial Services	Reduced	45,580	-7,170	$1,180,522	−24.9%	0.50%
UMC	United Microelectronics Corp Technology	Reduced	125,324	-27,255	$1,125,409	−6.2%	0.48%
ABBV	AbbVie Inc. Healthcare	Reduced	4,870	-4,215	$1,059,176	−49.0%	0.45%
SO	Southern Co Utilities	Added	10,635	+165	$1,026,490	+12.4%	0.44%
COR	Cencora, Inc. Healthcare	Reduced	3,262	-561	$1,024,724	−20.6%	0.44%
ED	Consolidated Edison Inc Utilities	Added	9,048	+54	$1,024,052	+14.6%	0.43%
LIN	Linde PLC Basic Materials	Reduced	1,993	-356	$988,049	−1.4%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,539	-3,691	$956,524	−47.4%	0.41%
CVX	Chevron Corp Energy	Reduced	4,602	-5,112	$952,153	−35.7%	0.40%
NVS	Novartis AG Healthcare	Reduced	6,203	-6,519	$947,508	−46.0%	0.40%
DUK	Duke Energy CORP Utilities	Reduced	7,087	-1,479	$927,971	−7.6%	0.39%
MCK	Mckesson Corp Healthcare	Reduced	1,045	-873	$904,301	−42.5%	0.38%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,424	-2,732	$896,804	−31.4%	0.38%
PKX	Posco Holdings Inc. Basic Materials	Added	15,232	+6,076	$890,919	+82.9%	0.38%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	7,064	-3,203	$886,249	−41.1%	0.38%