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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 2 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 XOM EXXON MOBIL CORP Energy 25,298 $2.7M 0.71% SOLD
22 VT VANGUARD INTL EQUITY INDEX F 19,290 $2.6M 0.67% SOLD
23 PG PROCTER AND GAMBLE CO Consumer Defensive 15,426 $2.5M 0.64% SOLD
24 COST COSTCO WHSL CORP NEW Consumer Defensive 2,306 $2.3M 0.60% SOLD
25 CSCO CISCO SYS INC Technology 32,237 $2.2M 0.58% SOLD
26 CHT CHUNGHWA TELECOM CO LTD Communication Services 47,872 $2.2M 0.58% SOLD
27 SAP SAP SE Technology 6,893 $2.1M 0.55% SOLD
28 JNJ JOHNSON & JOHNSON Healthcare 12,934 $2.0M 0.52% SOLD
29 HDB HDFC BANK LTD Financial Services 25,494 $2.0M 0.51% SOLD
30 RSG REPUBLIC SVCS INC Industrials 7,902 $1.9M 0.51% SOLD
31 MCD MCDONALDS CORP Consumer Cyclical 6,359 $1.9M 0.48% SOLD
32 ABBV ABBVIE INC Healthcare 9,960 $1.8M 0.48% SOLD
33 ICICI BANK LIMITED 53,802 $1.8M 0.47% SOLD
34 WM WASTE MGMT INC DEL Industrials 7,897 $1.8M 0.47% SOLD
35 KO COCA COLA CO Consumer Defensive 24,983 $1.8M 0.46% SOLD
36 SHEL SHELL PLC Energy 24,418 $1.7M 0.45% SOLD
37 WIT WIPRO LTD Technology 533,167 $1.6M 0.42% SOLD
38 MRK MERCK & CO INC Healthcare 19,796 $1.6M 0.41% SOLD
39 VZ VERIZON COMMUNICATIONS INC Communication Services 36,172 $1.6M 0.41% SOLD
40 ASML ASML HOLDING N V Technology 1,939 $1.6M 0.41% SOLD
Page 2 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%