West Family Investments, Inc.
Top Portfolio Positions
251 positions ·
$232,841,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
384,343 | $33,883,678 | 14.55% | |
| NVDA |
Nvidia Corp
Technology
|
64,933 | $11,324,315 | 4.86% | |
| AAPL |
Apple Inc.
Technology
|
42,092 | $10,682,528 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
19,119 | $7,077,280 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,481 | $7,039,756 | 3.02% | |
| EQT |
EQT Corp
Energy
|
103,500 | $6,586,740 | 2.83% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
50,000 | $5,489,000 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,080 | $5,431,681 | 2.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
15,244 | $5,151,709 | 2.21% | |
| AVGO |
Broadcom Inc.
Technology
|
11,998 | $3,713,500 | 1.59% |
Portfolio Trend
Holdings in UGP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,152 | 33,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $125,314 | 33,240 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $136,284 | 33,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,027 | 33,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $96,887 | 31,457 | Shares | Sole | 2025-05-02 | |
| 2022-06-30 | $58,289 | 24,804 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,228 | 25,818 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $68,159 | 25,818 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||