Position in MDB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$268,720
New position
Shares Held
800
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#636
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026West Family Investments, Inc. holds $16,258,562 across 16 Software - Infrastructure names. MDB ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,135 | $9,002,837 | |
| 2 | ORCL |
Oracle Corp
|
5,736 | $840,610 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,731 | $726,776 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,809 | $706,632 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,031 | $692,611 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,212 | $612,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,989 | $582,066 | |
| 8 | SNPS |
Synopsys Inc
|
1,266 | $564,724 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,720 | 800 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||