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Portfolio (Quarterly) Guide ↗

West Family Investments, Inc.

· CIK 0001568303
13F Portfolio $3M AUM 1 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 1 New 368 Exited
Page 14 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 PHG KONINKLIJKE PHILIPS N V Healthcare 12,282 $295K 0.08% SOLD
262 AXON AXON ENTERPRISE INC Industrials 355 $294K 0.08% SOLD
263 BCS BARCLAYS PLC Financial Services 15,601 $290K 0.08% SOLD
264 VICI VICI PPTYS INC Real Estate 8,876 $289K 0.08% SOLD
265 KDP KEURIG DR PEPPER INC Consumer Defensive 8,729 $289K 0.07% SOLD
266 ARGX ARGENX SE Healthcare 520 $287K 0.07% SOLD
267 TFC TRUIST FINL CORP Financial Services 6,569 $282K 0.07% SOLD
268 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,189 $282K 0.07% SOLD
269 FDX FEDEX CORP Industrials 1,225 $278K 0.07% SOLD
270 TTE TOTALENERGIES SE Energy 4,465 $274K 0.07% SOLD
271 PBR PETROLEO BRASILEIRO SA PETRO Energy 21,892 $274K 0.07% SOLD
272 SHW SHERWIN WILLIAMS CO Basic Materials 796 $273K 0.07% SOLD
273 O REALTY INCOME CORP Real Estate 4,683 $270K 0.07% SOLD
274 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 822 $268K 0.07% SOLD
275 TAL TAL EDUCATION GROUP Consumer Defensive 26,192 $268K 0.07% SOLD
276 CNC CENTENE CORP DEL Healthcare 4,925 $267K 0.07% SOLD
277 MPWR MONOLITHIC PWR SYS INC Technology 360 $263K 0.07% SOLD
278 GD GENERAL DYNAMICS CORP Industrials 902 $263K 0.07% SOLD
279 LIBERTY MEDIA CORP DEL 2,762 $262K 0.07% SOLD
280 APD AIR PRODS & CHEMS INC Basic Materials 928 $262K 0.07% SOLD
Page 14 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%