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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 8 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 FISV FISERV INC Technology 3,272 $564K 0.15% SOLD
142 PANW PALO ALTO NETWORKS INC Technology 2,755 $564K 0.15% SOLD
143 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 36,207 $560K 0.15% SOLD
144 TRV TRAVELERS COMPANIES INC Financial Services 2,061 $551K 0.14% SOLD
145 PEP PEPSICO INC Consumer Defensive 4,107 $542K 0.14% SOLD
146 COP CONOCOPHILLIPS Energy 5,943 $533K 0.14% SOLD
147 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 34,671 $533K 0.14% SOLD
148 WELL WELLTOWER INC Real Estate 3,443 $529K 0.14% SOLD
149 NXPI NXP SEMICONDUCTORS N V Technology 2,420 $529K 0.14% SOLD
150 INTC INTEL CORP Technology 23,423 $525K 0.14% SOLD
151 CI THE CIGNA GROUP Healthcare 1,586 $524K 0.14% SOLD
152 AMT AMERICAN TOWER CORP NEW Real Estate 2,347 $519K 0.14% SOLD
153 BHP BHP GROUP LTD Basic Materials 10,783 $519K 0.14% SOLD
154 MO ALTRIA GROUP INC Consumer Defensive 8,831 $518K 0.14% SOLD
155 REGN REGENERON PHARMACEUTICALS Healthcare 977 $513K 0.13% SOLD
156 ENB ENBRIDGE INC Energy 11,302 $512K 0.13% SOLD
157 TXN TEXAS INSTRS INC Technology 2,459 $511K 0.13% SOLD
158 FICO FAIR ISAAC CORP Technology 279 $510K 0.13% SOLD
159 KELLANOVA 6,369 $507K 0.13% SOLD
160 MDT MEDTRONIC PLC Healthcare 5,772 $503K 0.13% SOLD
Page 8 of 19  ·  368 positions
Sector Allocation
Healthcare 100.0%