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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 17 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 AIG AMERICAN INTL GROUP INC Financial Services 2,594 $222K 0.06% SOLD
322 GRUPO CIBEST SA 4,796 $222K 0.06% SOLD
323 AMEDISYS INC 2,238 $220K 0.06% SOLD
324 XPEV XPENG INC Consumer Cyclical 12,286 $220K 0.06% SOLD
325 PNC PNC FINL SVCS GROUP INC Financial Services 1,177 $219K 0.06% SOLD
326 APOS APOLLO GLOBAL MGMT INC Financial Services 1,535 $218K 0.06% SOLD
327 PAYX PAYCHEX INC Industrials 1,497 $218K 0.06% SOLD
328 AMP AMERIPRISE FINL INC Financial Services 407 $217K 0.06% SOLD
329 MNDY MONDAY COM LTD Technology 687 $216K 0.06% SOLD
330 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,856 $214K 0.06% SOLD
331 ANGLOGOLD ASHANTI PLC 4,677 $213K 0.06% SOLD
332 MKC MCCORMICK & CO INC Consumer Defensive 2,765 $210K 0.06% SOLD
333 FANG DIAMONDBACK ENERGY INC Energy 1,516 $208K 0.05% SOLD
334 EW EDWARDS LIFESCIENCES CORP Healthcare 2,655 $208K 0.05% SOLD
335 ANSYS INC 588 $207K 0.05% SOLD
336 BDX BECTON DICKINSON & CO Healthcare 1,196 $206K 0.05% SOLD
337 RRC RANGE RES CORP Energy 10,059 $206K 0.05% SOLD
338 LYG LLOYDS BANKING GROUP PLC Financial Services 48,075 $204K 0.05% SOLD
339 ATO ATMOS ENERGY CORP Utilities 1,323 $204K 0.05% SOLD
340 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 6,421 $203K 0.05% SOLD
Page 17 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%