BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 3 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NVS NOVARTIS AG Healthcare 12,766 $1.5M 0.40% SOLD
42 IBM INTERNATIONAL BUSINESS MACHS Technology 5,183 $1.5M 0.40% SOLD
43 ORCL ORACLE CORP Technology 6,847 $1.5M 0.39% SOLD
44 PM PHILIP MORRIS INTL INC Consumer Defensive 8,154 $1.5M 0.39% SOLD
45 NVO NOVO-NORDISK A S Healthcare 21,362 $1.5M 0.39% SOLD
46 TMUS T-MOBILE US INC Communication Services 6,163 $1.5M 0.38% SOLD
47 KR KROGER CO Consumer Defensive 20,193 $1.4M 0.38% SOLD
48 UMC UNITED MICROELECTRONICS CORP Technology 187,696 $1.4M 0.38% SOLD
49 MCK MCKESSON CORP Healthcare 1,945 $1.4M 0.37% SOLD
50 INFY INFOSYS LTD Technology 76,813 $1.4M 0.37% SOLD
51 MSI MOTOROLA SOLUTIONS INC Technology 3,375 $1.4M 0.37% SOLD
52 HSBC HSBC HLDGS PLC Financial Services 22,850 $1.4M 0.36% SOLD
53 T AT&T INC Communication Services 47,328 $1.4M 0.36% SOLD
54 LIN LINDE PLC Basic Materials 2,908 $1.4M 0.36% SOLD
55 APH AMPHENOL CORP NEW Technology 13,719 $1.4M 0.35% SOLD
56 GILD GILEAD SCIENCES INC Healthcare 12,197 $1.4M 0.35% SOLD
57 BAC BANK AMERICA CORP Financial Services 28,437 $1.3M 0.35% SOLD
58 CVX CHEVRON CORP NEW Energy 9,374 $1.3M 0.35% SOLD
59 WFC WELLS FARGO CO NEW Financial Services 16,721 $1.3M 0.35% SOLD
60 ASTRAZENECA PLC 19,119 $1.3M 0.35% SOLD
Page 3 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%