West Family Investments, Inc.
Top Portfolio Positions
252 positions ·
$235,266,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
384,343 | $33,883,678 | 14.40% | |
| 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 PHI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $254,858 | 11,723 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $270,850 | 14,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $257,464 | 11,832 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $311,472 | 14,242 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $273,596 | 12,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,667 | 8,693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $222,808 | 9,072 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $223,986 | 9,083 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $219,960 | 9,388 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $231,479 | 9,905 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $225,172 | 9,876 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $322,473 | 12,746 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $396,555 | 13,036 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $474,108 | 13,492 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $437,855 | 12,258 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $369,506 | 11,345 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $365,239 | 13,898 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||