West Family Investments, Inc.

CIK

1568303

Location

CARLSBAD, CA

Portfolio Value

Small $234,557,258

Diversification

Diversified

Filing Date

Global Rank

#3,878 / 8,616 ▼ 762 · as of Mar 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-6.2%

Period ended 4 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.5%

SPY

+72.4%

Annualised alpha

-6.1%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. 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

29.8%

+2.9 pts

Top 10

41.1%

+4.3 pts

HHI

322

Diversified+112

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$61,480,814	54
Unclassified	14.4%	$33,883,678	1
Financial Services	11.0%	$25,793,080	47
Healthcare	9.7%	$22,813,469	32
Energy	8.7%	$20,448,738	19
Communication Services	7.7%	$17,965,958	14
Consumer Cyclical	6.3%	$14,761,064	17
Consumer Defensive	5.2%	$12,147,125	18
Industrials	4.9%	$11,509,723	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 · $234,557,258 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%	14.45%
NVDA	Nvidia Corp Technology	Reduced	64,933	-42,441	$11,324,315	−43.4%	4.83%
AAPL	Apple Inc. Technology	Reduced	42,092	-23,263	$10,682,528	−39.9%	4.55%
MSFT	Microsoft Corp Technology	Reduced	19,119	-12,568	$7,077,280	−53.8%	3.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,481	-20,163	$7,039,756	−49.6%	3.00%
EQT	EQT Corp Energy	Reduced	103,500	-3,010	$6,586,740	+15.4%	2.81%
EXE	EXPAND ENERGY Corp Energy	Held	50,000	0	$5,489,000	−0.5%	2.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,080	-14,917	$5,431,681	−42.6%	2.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,244	-13,211	$5,151,709	−40.4%	2.20%
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%	1.35%
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%	0.75%
V	Visa Inc. Financial Services	Reduced	5,790	-2,994	$1,749,969	−43.2%	0.75%
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%	0.63%
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%	0.55%
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%	0.44%
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%	0.41%
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%	0.40%
MCK	Mckesson Corp Healthcare	Reduced	1,045	-873	$904,301	−42.5%	0.39%
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%