1y return+12.5%S&P 500 +20.9%
3y return+39.0%S&P 500 +68.5%
5y return+8.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2020: $163 against $223 in the S&P 500.2
West Family Investments, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $15.4M | 4.5% | +18.5% |
| IEMGIshares Inc | $13.2M | 3.8% | New |
| AAPLApple Inc | $12.8M | 3.7% | +5.3% |
| MSFTMicrosoft Corp | $9.0M | 2.6% | +26.2% |
| GOOGLAlphabet Inc | $8.9M | 2.6% | +1.9% |
| TSMTaiwan Semiconductor Manufac | $7.3M | 2.1% | |
| AMZNAmazon Com Inc | $6.6M | 1.9% | +6.6% |
| MUMicron Technology Inc | $5.8M | 1.7% | −4.2% |
| IEFAIshares Tr | $5.6M | 1.6% | New |
| AVGOBroadcom Inc | $5.5M | 1.6% | +21.0% |
| TSLATesla Inc | $3.8M | 1.1% | +26.0% |
| METAMeta Platforms Inc | $3.7M | 1.1% | +20.5% |
| LLYEli Lilly & Co | $3.4M | 1.0% | +8.1% |
| AMDAdvanced Micro Devices Inc | $2.9M | 0.8% | +98.8% |
| BRK/BBerkshire Hathaway Inc Del | $2.8M | 0.8% | +2.3% |
| JPMJpmorgan Chase & Co | $2.7M | 0.8% | +92.0% |
| CSCOCisco Sys Inc | $2.7M | 0.8% | |
| UMCUnited Microelectronics Corp | $2.5M | 0.7% | −26.3% |
| JNJJohnson & Johnson | $2.5M | 0.7% | |
| GOOGAlphabet Inc | $2.2M | 0.7% | New |
| INTCIntel Corp | $2.2M | 0.6% | +81.3% |
| VVisa Inc | $2.2M | 0.6% | +9.4% |
| Asml Hldg NvCUSIP N07059210 | $2.2M | 0.6% | +12.6% |
| AMATApplied Matls Inc | $1.8M | 0.5% | +53.1% |
| GEGe Aerospace | $1.8M | 0.5% | +86.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $15.4M |
| AVGOBroadcom Inc | June 30, 2021 | +692.2% | $5.5M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $1.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.6M |
| LLYEli Lilly & Co | June 30, 2021 | +422.6% | $3.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $2.9M |
| CATCaterpillar Inc | June 30, 2023 | +332.8% | $1.6M |
| TSMTaiwan Semiconductor Manufac | June 30, 2021 | +297.4% | $7.3M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $1.8M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2022 | +264.1% | $2.2M |
Sold off last quarter
- IAUIshares Gold Tr was $34.1M
- SCHPSchwab Strategic Tr was $17.0M
- TLTIshares Tr was $16.7M
- MBBIshares Tr was $7.7M
- VTVanguard Intl Equity Index F was $2.7M
- ACWVIshares Inc was $805K
- CAMAb Active Etfs Inc was $607K
- Honeywell Intl IncCUSIP 438516106 was $498K
- Anglogold Ashanti PLCCUSIP G0378L100 was $455K
- KTKt Corp was $377K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | +1.7% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +6.2% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −8.7% | −5.3% |
| June 30, 2022 | −22.4% | −16.5% |
| March 31, 2022 | +6.6% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −11.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: West Family Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1568303&type=13F-HR&dateb=&owner=include&count=40CIK 1568303
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1568303/000156830326000007/Filed August 10, 2026 · accession 0001568303-26-000007