StockDriftsStockDriftsTop 50 West Family Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.46% | 77.0K | $15.4M | +18.51%(+12.02K) | $114.17(+93.09%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.83% | 159.4K | $13.2M | new | $75.08(+6.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.72% | 44.3K | $12.8M | +5.33%(+2.25K) | $174.71(+75.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.61% | 24.1K | $9.0M | +26.24%(+5.02K) | $278.30(+80.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.58% | 24.9K | $8.9M | +1.85%(+454) | $134.39(+161.53%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.12% | 15.3K | $7.3M | +0.52%(+79) | $139.25(+204.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.92% | 27.8K | $6.6M | +6.65%(+1.73K) | $164.02(+67.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.69% | 5.1K | $5.8M | -4.15%(-219) | $103.86(+729.95%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.63% | 58.2K | $5.6M | new | $92.14(+9.67%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.59% | 14.5K | $5.5M | +21.01%(+2.52K) | $192.17(+118.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.23% | +30.32% | +0.17% | +0.84% |
| Top 20 Holdings Unweighted | +13.15% | +44.85% | +10.96% | +68.22% |
West Family Investments, Inc. reports $345.02M in US-listed equity holdings across 468 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.5%), IEMG (3.8%) and AAPL (3.7%). The top 20 holdings account for 34.61% of reported assets. Its disclosed equity book has returned +30.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Family Investments, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568303). View West Family Investments, Inc.’s 13F filings on SEC