West Family Investments, Inc.

CIK

1568303

Location

CARLSBAD, CA

Portfolio Value

Micro $12,147,125

Diversification

Diversified

Filing Date

Global Rank

#3,541 / 8,232 ▼ 646

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-6.2%

Period ended 3 months ago

Filed May 7, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+48.5%

SPY

+74.2%

Annualised alpha

-6.2%

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

29.7%

+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	Exxon Mobil 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

18 positions · $12,147,125 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	15,746	-14,645	$1,956,912	−42.2%	16.11%
KO	Coca Cola Co Consumer Defensive	Reduced	19,295	-3,817	$1,467,384	−9.2%	12.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,134	-1,203	$1,463,754	−9.9%	12.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,185	-1,040	$1,180,769	−38.5%	9.72%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,424	-2,732	$896,804	−31.4%	7.38%
PEP	Pepsico Inc Consumer Defensive	Added	5,317	+205	$825,676	+12.5%	6.80%
KR	Kroger Co Consumer Defensive	Reduced	10,055	-10,237	$727,579	−42.6%	5.99%
UL	Unilever PLC Consumer Defensive	Reduced	8,395	-2,003	$478,263	−29.7%	3.94%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	6,079	-1,476	$440,484	−24.0%	3.63%
MO	Altria Group, Inc. Consumer Defensive	Reduced	6,010	-2,545	$396,599	−19.6%	3.26%
HSY	Hershey Co Consumer Defensive	Reduced	1,871	-496	$388,962	−9.7%	3.20%
EDU	New Oriental Education & Technology Group Inc. Consumer Defensive	Reduced	6,854	-103	$388,142	+1.4%	3.20%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	6,318	-3,438	$369,413	−33.1%	3.04%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	3,223	-243	$300,770	+3.5%	2.48%
TAL	TAL Education Group Consumer Defensive	Held	26,192	0	$297,803	+4.2%	2.45%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	4,771	NEW	$275,000	NEW	2.26%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,565	NEW	$218,614	NEW	1.80%
ABEV	Ambev S.A. Consumer Defensive	Reduced	25,410	-26,409	$74,197	−42.0%	0.61%