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Disclosery

West Family Investments, Inc.

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13F filer, CIK 1568303, CARLSBAD, CA

West Family Investments, Inc. reported $285,248,517 across 259 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 43.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001568303-26-000005

Period
2026-03-31
Reported value
$285M
Holdings
259
Top 10 weight
43.34%
New
16
Sold out
108

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TLTadded+19,295$2.11M
SCHPadded+68,542$1.91M
AZNnew+7,120$1.4M
PKXadded+6,076$355K
COHRnew+1,350$322K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-42,441-$7.4M
AAPLreduced-23,263-$5.9M
GOOGLreduced-20,163-$5.8M
MSFTreduced-12,568-$4.65M
TSMreduced-13,211-$4.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 259 share positions

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HTFLHEARTFLOW INC87,773$2.56Mshares
AZNASTRAZENECA PLC-SPONS ADR19,351$1.78Mshares
GOOGALPHABET INC2,762$867Kshares
MFCMANULIFE FINL CORP19,869$721Kshares
ROPROPER TECHNOLOGIES INC1,465$652Kshares
TRITHOMSON REUTERS CORP4,320$570Kshares
DBDEUTSCHE BK AG13,022$502Kshares
ADSKAUTODESK INC1,688$500Kshares
MELIMERCADOLIBRE INC242$487Kshares
FICOFAIR ISAAC CORP288$487Kshares
TTTRANE TECHNOLOGIES PLC1,224$476Kshares
BCSBARCLAYS PLC18,592$473Kshares
BSXBOSTON SCIENTIFIC CORP4,876$465Kshares
FERGFERGUSON ENTERPRISES INC2,055$458Kshares
NXPINXP SEMICONDUCTORS N V2,090$454Kshares
TCOMTRIP COM GROUP LTD6,192$445Kshares
PCARPACCAR INC3,967$434Kshares
NTESNETEASE COM INC3,114$429Kshares
MPCMARATHON PETE CORP2,590$421Kshares
VTRVENTAS INC5,341$413Kshares
SESEA LTD3,166$404Kshares
VSTVISTRA CORP2,499$403Kshares
CRHCRH PLC3,210$401Kshares
GRMNGARMIN LTD1,973$400Kshares
CAHCARDINAL HEALTH INC1,918$394Kshares
CHKPCHECK POINT SOFTWARE TECH LT2,098$389Kshares
DASHDOORDASH INC1,673$379Kshares
GMGENERAL MTRS CO4,573$372Kshares
GISGENERAL MILLS INC7,989$371Kshares
IBKRINTERACTIVE BROKERS GROUP IN5,610$361Kshares
CBRECBRE GROUP INC2,229$358Kshares
BXBLACKSTONE INC2,272$350Kshares
ELVELEVANCE HEALTH INC FORMERLY982$344Kshares
MCHPMICROCHIP TECHNOLOGY INC.5,343$340Kshares
PHGKONINKLIJKE PHILIPS N V12,506$339Kshares
XELXCEL ENERGY INC4,552$336Kshares
WPMWHEATON PRECIOUS METALS CORP2,812$330Kshares
BAPCREDICORP LTD1,151$330Kshares
RACEFERRARI N V887$328Kshares
ULTAULTA BEAUTY INC540$327Kshares
AFLAFLAC INC2,835$313Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR1,218$312Kshares
CIBGRUPO CIBEST SA4,796$305Kshares
AJGGALLAGHER ARTHUR J & CO1,174$304Kshares
MTARCELORMITTAL SA LUXEMBOURG6,624$302Kshares
CAGCONAGRA BRANDS INC17,187$298Kshares
NSCNORFOLK SOUTHN CORP1,027$297Kshares
WDAYWORKDAY INC1,380$296Kshares
FLOFLOWERS FOODS INC26,214$285Kshares
HOODROBINHOOD MKTS INC2,505$283Kshares
ZMZOOM COMMUNICATIONS INC3,281$283Kshares
KGCKINROSS GOLD CORP10,034$283Kshares
CTASCINTAS CORP1,449$273Kshares
DGDOLLAR GEN CORP2,035$270Kshares
ROSTROSS STORES INC1,480$267Kshares
TELTE CONNECTIVITY PLC1,170$266Kshares
CNICANADIAN NATL RY CO2,667$264Kshares
TXNTEXAS INSTRS INC1,507$261Kshares
RCIROGERS COMMUNICATIONS INC6,848$258Kshares
ALNYALNYLAM PHARMACEUTICALS INC646$257Kshares
PHIPLDT INC11,723$255Kshares
NTRNUTRIEN LTD4,128$255Kshares
SPOTSPOTIFY TECHNOLOGY S A437$254Kshares
PBRPETROLEO BRASILEIRO S A21,406$254Kshares
ECLECOLAB INC964$253Kshares
PNCPNC FINL SVCS GROUP INC1,211$253Kshares
DHRDANAHER CORP DEL1,104$253Kshares
GWWWW GRAINGER INC249$251Kshares
IDXXIDEXX LABS INC370$250Kshares
TSTENARIS S A6,481$249Kshares
JBLJABIL INC1,087$248Kshares
KEYSKEYSIGHT TECHNOLOGIES INC1,219$248Kshares
BUDANHEUSER BUSCH INBEV SA NV3,824$245Kshares
EXCEXELON CORP5,510$240Kshares
XPEVXPENG INC11,813$240Kshares
AMTAMERICAN TOWER CORP1,355$238Kshares
KEPKOREA ELEC PWR CORP14,396$238Kshares
LPLALPL FINL HLDGS INC663$237Kshares
COINCOINBASE GLOBAL INC1,029$233Kshares
FANGDIAMONDBACK ENERGY INC1,545$232Kshares
ATOATMOS ENERGY CORP1,380$231Kshares
KOFCOCA-COLA FEMSA SAB DE CV2,434$231Kshares
INGING GROEP N.V.8,212$230Kshares
GFIGOLD FIELDS LTD5,260$230Kshares
SCCOSOUTHERN COPPER CORP1,593$229Kshares
NWGNATWEST GROUP PLC12,947$227Kshares
EWEDWARDS LIFESCIENCES CORP2,655$226Kshares
FTNTFORTINET INC2,812$223Kshares
FDXFEDEX CORP759$219Kshares
PUKPRUDENTIAL PLC7,016$218Kshares
HOLXHOLOGIC INC2,916$217Kshares
EOGEOG RES INC2,033$213Kshares
HMCHONDA MOTOR CO LTD7,236$213Kshares
AMEAMETEK INC1,026$211Kshares
DVNDEVON ENERGY CORP NEW5,718$209Kshares
CHRWC H ROBINSON WORLDWIDE IN1,295$208Kshares
RBLXROBLOX CORP2,558$207Kshares
PWRQUANTA SVCS INC482$203Kshares
CVNACARVANA CO482$203Kshares
TDGTRANSDIGM GROUP INC152$202Kshares
CXCEMEX SAB DE CV15,264$175Kshares
COLDAMERICOLD REALTY TRUST INC13,533$174Kshares
VALEVALE S A10,014$130Kshares
ITUBITAU UNIBANCO HLDG S A17,760$127Kshares
AXIAYAXIA ENERGIA SA13,312$122Kshares
GGBGERDAU SA28,168$104Kshares
RLXRLX TECHNOLOGY INC41,577$96.9Kshares
WENWENDYS CO11,166$93Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001568303-26-000005 base2026-05-07acceptance time not in the bulk data set