West Family Investments, Inc.
Top Portfolio Positions
252 positions ·
$235,479,538 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
384,343 | $33,883,678 | 14.39% | |
| NVDA |
Nvidia Corp
Technology
|
64,933 | $11,324,315 | 4.81% | |
| AAPL |
Apple Inc.
Technology
|
42,092 | $10,682,528 | 4.54% | |
| MSFT |
Microsoft Corp
Technology
|
19,119 | $7,077,280 | 3.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,481 | $7,039,756 | 2.99% | |
| EQT |
EQT Corp
Energy
|
103,500 | $6,586,740 | 2.80% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
50,000 | $5,489,000 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,080 | $5,431,681 | 2.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
15,244 | $5,151,709 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
11,998 | $3,713,500 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HTFL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,558,582 | 87,773 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,954,439 | 87,773 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||