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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 4 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INC Healthcare 4,269.0 $1.3M 0.35% NEW $311.97 +23.7%
62 RDY DR REDDYS LABS LTD Healthcare 88,565.0 $1.3M 0.35% NEW $15.03 -9.1%
63 HD HOME DEPOT INC Consumer Cyclical 3,630.0 $1.3M 0.35% NEW $366.64 -18.5%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 9,672.0 $1.3M 0.34% NEW $136.32 -2.7%
65 ABT ABBOTT LABS Healthcare 9,494.0 $1.3M 0.34% NEW $136.01 -37.6%
66 MRSH MARSH & MCLENNAN COS INC Financial Services 5,858.0 $1.3M 0.33% NEW $218.64 -25.9%
67 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,304.0 $1.2M 0.30% NEW $113.41 +17.8%
68 SO SOUTHERN CO Utilities 12,440.0 $1.1M 0.30% NEW $91.83 +0.8%
69 CENCORA INC 3,758.0 $1.1M 0.29% NEW $299.85
70 AZO AUTOZONE INC Consumer Cyclical 292.0 $1.1M 0.28% NEW $3712.23 -11.0%
71 MU MICRON TECHNOLOGY INC Technology 8,596.0 $1.1M 0.28% NEW $123.25 +509.6%
72 CRM SALESFORCE INC Technology 3,876.0 $1.1M 0.28% NEW $272.69 -36.2%
73 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,363.0 $1.1M 0.28% NEW $445.20 -2.2%
74 RTX RTX CORPORATION Industrials 7,199.0 $1.1M 0.27% NEW $146.02 +17.6%
75 ED CONSOLIDATED EDISON INC Utilities 10,377.0 $1.0M 0.27% NEW $100.35 +6.1%
76 CB CHUBB LIMITED Financial Services 3,546.0 $1.0M 0.27% NEW $289.72 +12.4%
77 GE GE AEROSPACE Industrials 3,971.0 $1.0M 0.27% NEW $257.39 +10.2%
78 DUK DUKE ENERGY CORP NEW Utilities 8,313.0 $981K 0.26% NEW $118.00 +3.4%
79 NOW SERVICENOW INC Technology 946.0 $973K 0.25% NEW $1028.08 -90.4%
80 LARGO INC 5,572,637.0 $955K 0.25% NEW $0.17
Page 4 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%