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Portfolio (Quarterly) Guide ↗

West Family Investments, Inc.

· CIK 0001568303
13F Portfolio $383M AUM Filed Aug 13, 2025 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 368 New
Page 13 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTAS CINTAS CORP Industrials 1,449.0 $323K 0.08% NEW $222.87 -22.2%
242 CNI CANADIAN NATL RY CO Industrials 3,103.0 $323K 0.08% NEW $104.04 +8.3%
243 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,582.0 $322K 0.08% NEW $70.37 +31.4%
244 GDDY GODADDY INC Technology 1,786.0 $322K 0.08% NEW $180.06 -49.9%
245 ALL ALLSTATE CORP Financial Services 1,580.0 $318K 0.08% NEW $201.31 +9.8%
246 APP APPLOVIN CORP Technology 906.0 $317K 0.08% NEW $350.08 +40.0%
247 VRT VERTIV HOLDINGS CO Industrials 2,418.0 $310K 0.08% NEW $128.41 +162.0%
248 WRB BERKLEY W R CORP Financial Services 4,215.0 $310K 0.08% NEW $73.47 -7.3%
249 GLW CORNING INC Technology 5,864.0 $308K 0.08% NEW $52.59 +242.5%
250 XEL XCEL ENERGY INC Utilities 4,520.0 $308K 0.08% NEW $68.10 +14.8%
251 DHR DANAHER CORPORATION Healthcare 1,558.0 $308K 0.08% NEW $197.54 -17.2%
252 CBRE CBRE GROUP INC Real Estate 2,194.0 $307K 0.08% NEW $140.12 -6.6%
253 TCOM TRIP COM GROUP LTD Consumer Cyclical 5,143.0 $302K 0.08% NEW $58.64 -15.9%
254 WDAY WORKDAY INC Technology 1,256.0 $301K 0.08% NEW $240.00 -46.9%
255 CAH CARDINAL HEALTH INC Healthcare 1,793.0 $301K 0.08% NEW $168.00 +19.7%
256 AFL AFLAC INC Financial Services 2,835.0 $299K 0.08% NEW $105.46 +12.0%
257 FORTINET INC 2,805.0 $297K 0.08% NEW $105.72
258 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,218.0 $296K 0.08% NEW $242.85 -0.4%
259 DEO DIAGEO PLC Consumer Defensive 2,927.0 $295K 0.08% NEW $100.84 -17.5%
260 CEG CONSTELLATION ENERGY CORP Utilities 914.0 $295K 0.08% NEW $322.76 -18.9%
Page 13 of 19  ·  368 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 21.7%
Communication Services 9.3%
Healthcare 9.0%
Consumer Cyclical 8.5%
Consumer Defensive 6.2%
Industrials 6.0%
Energy 3.7%
Utilities 2.3%
Basic Materials 1.9%