West Family Investments, Inc.

CIK

1568303

Location

CARLSBAD, CA

Portfolio Value

Small $345,942,622

Diversification

Diversified

Filing Date

Global Rank

#4,837 / 8,827 ▲ 208

Top Industry

Semiconductors 14.6%

Period ended 4 months ago

Filed Aug 10, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

Company	Schedule	Event date	Filed	Shares	% of class	Change	Status
LGO Largo Inc.	13G/A	Sep 30, 2025	12mo	4,371,571	5.2%	—	Current

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 27.8%, 87.1 effective positions, active share 37.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

33.5% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 10.9 quarters, but 0.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 37.2%; sector active share 9.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

468 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.4%

−6.7 pts

Top 5

19.4%

−13.8 pts

Top 10

27.8%

−16.7 pts

HHI

115

Diversified−204

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$106,233,178	82
Financial Services	15.6%	$54,113,704	94
Industrials	8.7%	$30,168,619	60
Healthcare	8.5%	$29,272,012	52
Consumer Cyclical	7.8%	$26,837,457	40
Communication Services	6.6%	$22,964,224	19
Unclassified	5.4%	$18,832,002	3
Consumer Defensive	4.4%	$15,099,596	27
Energy	3.5%	$11,979,858	23
Real Estate	3.1%	$10,842,794	26
Utilities	3.0%	$10,315,245	23
Basic Materials	2.7%	$9,283,933	19

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LPL	LG Display Co., Ltd.	+84,729	127,339	$495,348
SAN	Banco Santander, S.A.	+36,396	66,897	$923,178
MFG	Mizuho Financial Group Inc	+16,168	71,823	$688,064
NVDA	Nvidia Corp	+12,022	76,955	$15,397,925
FCX	Freeport-Mcmoran Inc	+7,787	11,197	$704,179
INTC	Intel Corp	+6,991	15,594	$2,177,390
BMY	Bristol Myers Squibb Co	+6,936	10,464	$602,935
MUFG	Mitsubishi Ufj Financial Group Inc	+6,506	43,037	$856,005
EXE	EXPAND ENERGY Corp	+6,290	56,290	$573,676
ABT	Abbott Laboratories	+6,005	8,104	$735,356
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+5,139	17,164	$430,129
MSFT	Microsoft Corp	+5,016	24,135	$9,002,837
HLN	Haleon plc	+4,966	18,226	$170,048
SHEL	Shell plc	+4,708	12,116	$939,474
B	Barrick Mining Corp	+4,444	9,811	$360,358
JCI	Johnson Controls International plc	+4,161	5,791	$846,123
UBS	UBS Group AG	+4,048	9,606	$476,073
JPM	Jpmorgan Chase & Co	+3,955	8,256	$2,702,436
SHG	Shinhan Financial Group Co Ltd	+3,849	12,364	$782,023
C	Citigroup Inc	+3,569	6,429	$899,802
WF	Woori Financial Group Inc.	+3,379	12,565	$721,231
KLAC	Kla Corp	+3,196	3,450	$1,040,899
CVX	Chevron Corp	+3,164	7,766	$1,287,292
RTX	RTX Corp	+3,149	6,207	$1,177,654
T	At&T Inc.	+3,138	32,435	$671,404
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−61,228	130,079	$292,677
INFY	Infosys Ltd	−41,581	23,817	$249,840
UMC	United Microelectronics Corp	−32,932	92,392	$2,513,986
NIO	NIO Inc.	−11,524	15,218	$77,003
RDY	Dr Reddys Laboratories Ltd	−8,596	55,161	$799,282
NMR	Nomura Holdings Inc	−4,496	12,538	$110,083
AZN	Astrazeneca PLC	−3,891	3,229	$612,282
ABEV	Ambev S.A.	−3,789	21,621	$67,889
TKC	Turkcell Iletisim Hizmetleri A S	−3,285	28,936	$170,143
SKM	Sk Telecom Co Ltd	−3,160	20,488	$658,894
NFLX	Netflix Inc	−2,567	6,260	$446,964
BABA	Alibaba Group Holding Ltd	−2,449	4,615	$442,947
SONY	Sony Group Corp	−2,095	22,918	$459,735
WMT	Walmart Inc.	−2,046	13,700	$1,551,662
PLTR	Palantir Technologies Inc.	−1,550	4,989	$582,066
CRM	Salesforce, Inc.	−1,439	1,397	$218,854
ELPC	Energy Co Of Parana	−1,413	12,363	$144,028
GILD	Gilead Sciences, Inc.	−1,235	3,486	$440,421
UL	Unilever PLC	−938	7,457	$448,314
ABBV	AbbVie Inc.	−900	3,970	$999,010
ASX	ASE Technology Holding Co., Ltd.	−891	25,571	$1,153,763
MDLZ	Mondelez International, Inc.	−858	3,913	$226,327
TM	Toyota Motor Corp	−853	1,670	$281,261
HON	Honeywell International Inc	−828	1,377	$308,310
GSK	GSK plc	−770	5,776	$302,777
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IEMG	iShares Trust	159,437	$13,207,761
IEFA	iShares Core MSCI EAFE ETF	58,233	$5,624,143
GOOG	Alphabet Inc.	6,361	$2,247,532
MAA	Mid America Apartment Communities Inc.	7,697	$1,069,421
EOG	Eog Resources Inc	7,000	$908,110
ABNB	Airbnb, Inc.	6,148	$879,778
PCG	PG&E Corp	49,832	$838,174
TXN	Texas Instruments Inc	2,787	$830,721
XYL	Xylem Inc.	6,957	$822,386
MRVL	Marvell Technology, Inc.	2,759	$821,878
EWBC	East West Bancorp Inc	6,242	$805,779
ATO	Atmos Energy Corp	4,629	$797,437
BLK	BlackRock, Inc.	828	$796,171
NNN	Nnn REIT, Inc.	16,746	$779,191
ROST	Ross Stores, Inc.	3,592	$764,557
NDSN	Nordson Corp	2,463	$743,062
MKL	Markel Group Inc.	373	$728,472
FTNT	Fortinet, Inc.	4,731	$726,776
PSX	Phillips 66	4,280	$723,534
LHX	L3harris Technologies, Inc.	2,434	$707,296
HAL	Halliburton Co	20,715	$703,274
ES	Eversource Energy	9,717	$702,247
AYI	Acuity Inc. (De)	1,806	$680,247
VEEV	Veeva Systems Inc	3,671	$651,492
DTE	Dte Energy Co	4,250	$647,572
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	384,343	$33,883,678
SCHP	Schwab U.S. TIPS ETF	609,276	$16,212,834
TLT	iShares 20+ Year Treasury Bond ETF	152,632	$13,231,668
MBB	iShares MBS ETF	80,697	$7,662,180
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	18,570	$2,568,602
CAM	AB California Intermediate Municipal ETF	18,384	$459,011
AU	AngloGold Ashanti PLC	4,677	$455,352
KT	Kt Corp	17,558	$376,619
ACN	Accenture plc	1,789	$354,740
AWK	American Water Works Company, Inc.	2,546	$346,485
TTE	TotalEnergies SE	3,766	$342,630
PDD	PDD Holdings Inc.	3,034	$310,014
LOW	Lowes Companies Inc	1,308	$309,054
TLK	Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk	14,818	$276,800
CNQ	CANADIAN NATURAL RESOURCES Ltd	5,656	$275,616
ICE	Intercontinental Exchange, Inc.	1,729	$271,937
GIB	Cgi Inc	3,714	$271,493
DSGX	Descartes Systems Group Inc	3,573	$255,683
WMB	Williams Companies, Inc.	3,422	$249,053
PFE	Pfizer Inc	8,606	$241,656
RRC	Range Resources Corp	5,000	$225,900
SNY	Sanofi	4,557	$219,556
D	Dominion Energy, Inc	3,370	$208,333
WDS	Woodside Energy Group Ltd	8,712	$208,042
MLCO	Melco Resorts & Entertainment LTD	12,570	$71,397
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

468 tracked positions · $345,942,622 total · filing declares 468 positions · $345,022,602 · as of Jun 30, 2026

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

Showing 1–50 of 468 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Added	76,955	+12,022	$15,397,925	+36.0%	21	unpriced	4.45%
IEMG	iShares Trust	NEW	159,437	NEW	$13,207,761	NEW	1	unpriced	3.82%
AAPL	Apple Inc. Technology	Added	44,337	+2,245	$12,829,354	+20.1%	13	$194.63	3.71%
MSFT	Microsoft Corp Technology	Added	24,135	+5,016	$9,002,837	+27.2%	21	$362.54	2.60%
GOOGL	Alphabet Inc. Communication Services	Added	24,935	+454	$8,911,020	+26.6%	21	$136.67	2.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	15,323	+79	$7,317,805	+42.0%	21	$135.96	2.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,814	+1,734	$6,629,188	+22.0%	13	$159.83	1.92%
MU	Micron Technology Inc Technology	Reduced	5,055	-219	$5,834,935	+227.5%	7	$96.18	1.69%
IEFA	iShares Core MSCI EAFE ETF	NEW	58,233	NEW	$5,624,143	NEW	1	unpriced	1.63%
AVGO	Broadcom Inc. Technology	Added	14,519	+2,521	$5,484,552	+47.7%	21	unpriced	1.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,985	+1,854	$3,779,091	+42.6%	21	unpriced	1.09%
META	Meta Platforms, Inc. Communication Services	Added	6,654	+1,132	$3,748,131	+18.6%	21	$509.09	1.08%
LLY	ELI LILLY & Co Healthcare	Added	2,795	+209	$3,352,407	+40.9%	21	$631.01	0.97%
AMD	Advanced Micro Devices Inc Technology	Added	4,922	+2,446	$2,859,239	+467.7%	13	$271.39	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,634	+129	$2,819,197	+6.9%	13	$391.04	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,256	+3,955	$2,702,436	+113.6%	21	$242.88	0.78%
CSCO	Cisco Systems, Inc. Technology	Added	22,743	+155	$2,671,392	+52.4%	26+	before history	0.77%
UMC	United Microelectronics Corp Technology	Reduced	92,392	-32,932	$2,513,986	+123.4%	21	$7.78	0.73%
JNJ	Johnson & Johnson Healthcare	Added	9,824	+31	$2,495,001	+4.2%	13	$159.29	0.72%
GOOG	Alphabet Inc. Communication Services	NEW	6,361	NEW	$2,247,532	NEW	1	$357.39	0.65%
INTC	Intel Corp Technology	Added	15,594	+6,991	$2,177,390	+473.5%	7	$57.55	0.63%
V	Visa Inc. Financial Services	Added	6,337	+547	$2,174,161	+24.2%	21	$278.57	0.63%
ASML	Asml Holding NV Technology	Added	1,090	+122	$2,168,489	+69.6%	15	$734.03	0.63%
AMAT	Applied Materials Inc Technology	Added	2,463	+854	$1,780,749	+223.8%	5	$266.41	0.51%
GE	General Electric Co Industrials	Added	4,721	+2,194	$1,764,379	+146.0%	13	$241.02	0.51%
XOM	ExxonMobil Holdings Corp Energy	Added	12,810	+1,199	$1,751,383	−11.1%	23	$84.66	0.51%
KO	Coca Cola Co Consumer Defensive	Added	21,005	+1,710	$1,707,076	+16.3%	13	$66.56	0.49%
LRCX	Lam Research Corp Technology	Added	3,787	+654	$1,641,020	+145.1%	17	unpriced	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	12,703	+187	$1,632,335	+8.4%	21	unpriced	0.47%
CAT	Caterpillar Inc Industrials	Added	1,461	+231	$1,555,818	+78.5%	13	$367.88	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,700	-2,046	$1,551,662	−20.7%	21	unpriced	0.45%
WM	Waste Management Inc Industrials	Added	6,903	+14	$1,538,540	−2.8%	21	$151.42	0.44%
CHT	Chunghwa Telecom Co Ltd Communication Services	Reduced	34,531	-542	$1,528,342	+3.2%	21	$38.94	0.44%
MA	Mastercard Inc Financial Services	Added	2,951	+44	$1,515,633	+4.3%	21	$440.52	0.44%
LGO	Largo Inc. Basic Materials	Held	2,200,845	0	$1,386,532	−43.8%	13	$4.47	0.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,405	-729	$1,379,149	−5.8%	21	$147.85	0.40%
STX	Seagate Technology Holdings plc Technology	Added	1,397	+633	$1,348,105	+350.4%	5	$415.52	0.39%
IBN	Icici Bank Ltd Financial Services	Added	45,820	+240	$1,330,154	+12.7%	21	$19.46	0.38%
UNH	Unitedhealth Group Inc Healthcare	Added	3,100	+2,115	$1,288,453	+383.4%	23	$369.88	0.37%
CVX	Chevron Corp Energy	Added	7,766	+3,164	$1,287,292	+35.2%	23	$149.27	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,739	-30	$1,280,999	−13.6%	21	$254.74	0.37%
WDC	Western Digital Corp Technology	Added	1,986	+824	$1,268,497	+303.6%	4	$256.54	0.37%
IBM	International Business Machines Corp Technology	Added	4,412	+759	$1,240,698	+40.1%	13	$192.99	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,490	+1,298	$1,230,853	+70.7%	13	$334.85	0.36%
RTX	RTX Corp Industrials	Added	6,207	+3,149	$1,177,654	+99.6%	21	$142.94	0.34%
HSBC	Hsbc Holdings PLC Financial Services	Added	12,240	+2,785	$1,163,901	+49.2%	23	$53.65	0.34%
ASX	ASE Technology Holding Co., Ltd. Technology	Reduced	25,571	-891	$1,153,763	+101.1%	9	$10.03	0.33%
PEP	Pepsico Inc Consumer Defensive	Added	8,267	+2,950	$1,119,351	+35.6%	21	$147.79	0.32%
MAA	Mid America Apartment Communities Inc. Real Estate	NEW	7,697	NEW	$1,069,421	NEW	1	$130.51	0.31%
VZ	Verizon Communications Inc Communication Services	Added	25,209	+428	$1,067,349	−14.2%	21	$39.18	0.31%

Showing the top 50 of 468 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.