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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 16 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TS TENARIS S A Energy 6,481.0 $242K 0.06% NEW $37.40 +64.3%
302 MKL MARKEL GROUP INC Financial Services 121.0 $242K 0.06% NEW $1997.36 -7.8%
303 HRL HORMEL FOODS CORP Consumer Defensive 7,986.0 $242K 0.06% NEW $30.25 -34.2%
304 NTR NUTRIEN LTD Basic Materials 4,128.0 $240K 0.06% NEW $58.24 +21.8%
305 DG DOLLAR GEN CORP NEW Consumer Defensive 2,094.0 $240K 0.06% NEW $114.38 -11.4%
306 VEEV VEEVA SYS INC Healthcare 829.0 $239K 0.06% NEW $287.98 -44.7%
307 TDG TRANSDIGM GROUP INC Industrials 156.0 $237K 0.06% NEW $1520.64 -23.2%
308 JBL JABIL INC Technology 1,087.0 $237K 0.06% NEW $218.10 +55.9%
309 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,434.0 $235K 0.06% NEW $96.73 +8.7%
310 PYPL PAYPAL HLDGS INC Financial Services 3,167.0 $235K 0.06% NEW $74.32 -40.0%
311 HCA HCA HEALTHCARE INC Healthcare 613.0 $235K 0.06% NEW $383.10 +10.8%
312 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 38,446.0 $233K 0.06% NEW $6.05 -0.4%
313 TYL TYLER TECHNOLOGIES INC Technology 391.0 $232K 0.06% NEW $592.84 -47.7%
314 RBLX ROBLOX CORP Technology 2,199.0 $231K 0.06% NEW $105.20 -57.5%
315 JUNIPER NETWORKS INC 5,792.0 $231K 0.06% NEW $39.93
316 UBS UBS GROUP AG Financial Services 6,810.0 $230K 0.06% NEW $33.82 +37.0%
317 PSTG PURE STORAGE INC Technology 3,982.0 $229K 0.06% NEW $57.58 +16.3%
318 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,410.0 $229K 0.06% NEW $162.30 +24.3%
319 EQT EQT CORP Energy 106,391.0 $227K 0.06% NEW $2.13 +2535.6%
320 GM GENERAL MTRS CO Consumer Cyclical 4,531.0 $223K 0.06% NEW $49.21 +50.0%
Page 16 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%