Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$345.02M
Total Bought
$183.47M
Total Sold
$106.75M
Net Transaction
+$76.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES INC
CORE MSCI EMKT
0159,437+159,437013,2083.83%+13,208
ISHARES TR
CORE MSCI EAFE
058,233+58,23305,6241.63%+5,624
NVIDIA CORPORATION(NVDA)076,955+76,955015,3984.46%+15,398
MICRON TECHNOLOGY INC(MU)05,055+5,05505,8351.69%+5,835
ADVANCED MICRO DEVICES INC(AMD)04,922+4,92202,8590.83%+2,859
ALPHABET INC(GOOG)06,361+6,36102,2480.65%+2,248
TAIWAN SEMICONDUCTOR MANUFAC(TSM)015,323+15,32307,3182.12%+7,318
APPLE INC(AAPL)044,337+44,337012,8293.72%+12,829
MICROSOFT CORP(MSFT)024,135+24,13509,0032.61%+9,003
ALPHABET INC(GOOG)024,935+24,93508,9112.58%+8,911
INTEL CORP(INTC)015,594+15,59402,1770.63%+2,177
BROADCOM INC(AVGO)014,519+14,51905,4851.59%+5,485
JPMORGAN CHASE & CO(JPM)08,256+8,25602,7020.78%+2,702
UNITED MICROELECTRONICS CORP(UMC)125,32492,392-32,9321,1252,5140.73%+1,389
APPLIED MATLS INC1,6092,463+8545501,7810.52%+1,231
AMAZON COM INC(AMZN)027,814+27,81406,6291.92%+6,629
TESLA INC(TSLA)08,985+8,98503,7791.10%+3,779
MID-AMER APT CMNTYS INC(MAA)07,697+7,69701,0690.31%+1,069
VERIZON COMMUNICATIONS INC(VZ)025,209+25,20901,0670.31%+1,067
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,397+1,39701,3480.39%+1,348
GE AEROSPACE(GE)04,721+4,72101,7640.51%+1,764
UNITEDHEALTH GROUP INC(UNH)03,100+3,10001,2880.37%+1,288
AMPHENOL CORP05,527+5,52709750.28%+975
ELI LILLY & CO(LLY)02,795+2,79503,3520.97%+3,352
LAM RESEARCH CORP(LRCX)03,787+3,78701,6410.48%+1,641
WESTERN DIGITAL CORP(WDC)1,1621,986+8243141,2680.37%+954
NOVARTIS AG(NVS)05,931+5,93109300.27%+930
CISCO SYS INC(CSCO)022,743+22,74302,6710.77%+2,671
EOG RES INC(EOG)07,000+7,00009080.26%+908
ASML HLDG NV
N Y REGISTRY SHS
01,090+1,09002,1680.63%+2,168
AIRBNB INC06,148+6,14808800.25%+880
PG&E CORP(PCG)049,832+49,83208380.24%+838
TEXAS INSTRS INC(TXN)02,787+2,78708310.24%+831
XYLEM INC(XYL)06,957+6,95708220.24%+822
MARVELL TECHNOLOGY INC(MRVL)02,759+2,75908220.24%+822
EAST WEST BANCORP INC(EWBC)06,242+6,24208060.23%+806
ATMOS ENERGY CORP(ATO)04,629+4,62907970.23%+797
BLACKROCK INC(BLK)0828+82807960.23%+796
NNN REIT INC(NNN)016,746+16,74607790.23%+779
ROSS STORES INC(ROST)03,592+3,59207650.22%+765
NORDSON CORP(NDSN)02,463+2,46307430.22%+743
MARKEL GROUP INC(MKL)0373+37307280.21%+728
FORTINET INC(FTNT)04,731+4,73107270.21%+727
PHILLIPS 66(PSX)04,280+4,28007240.21%+724
L3HARRIS TECHNOLOGIES INC(LHX)02,434+2,43407070.20%+707
HALLIBURTON CO(HAL)020,715+20,71507030.20%+703
EVERSOURCE ENERGY(ES)09,717+9,71707020.20%+702
CATERPILLAR INC(CAT)01,461+1,46101,5560.45%+1,556
ACUITY INC(AYI)01,806+1,80606800.20%+680
KLA CORP(KLAC)2543,450+3,1963741,0410.30%+667
VEEVA SYS INC(VEEV)03,671+3,67106510.19%+651
DTE ENERGY CO(DTB)04,250+4,25006480.19%+648
CUBESMART(CUBE)016,172+16,17206430.19%+643
CRANE COMPANY(CR)02,879+2,87906420.19%+642
FEDERAL RLTY INVT TR NEW(FRT)05,167+5,16706380.18%+638
F N B CORP(FNB)033,341+33,34106360.18%+636
JOHNSON CONTROLS INTERNATION
SHS
05,791+5,79108460.25%+846
AGILENT TECHNOLOGIES INC(A)04,680+4,68006220.18%+622
PNC FINL SVCS GROUP INC(PNC)02,489+2,48906130.18%+613
TEXAS ROADHOUSE INC(TXRH)03,155+3,15506100.18%+610
AMERICAN INTL GROUP INC08,111+8,11106050.18%+605
CENTENE CORP DEL(CNC)09,373+9,37306020.17%+602
CAPITAL ONE FINL CORP(COF)04,181+4,18108390.24%+839
OWENS CORNING NEW(OC)03,737+3,73705940.17%+594
NVR INC(NVR)087+8705930.17%+593
WESTERN ALLIANCE BANCORP(WAL)07,206+7,20605920.17%+592
META PLATFORMS INC(META)06,654+6,65403,7481.09%+3,748
RTX CORPORATION(RTX)06,207+6,20701,1780.34%+1,178
ASE TECHNOLOGY HLDG CO LTD(ASX)26,46225,571-8915741,1540.33%+580
BANCO SANTANDER SA(SAN)066,897+66,89709230.27%+923
CITIGROUP INC(C)06,429+6,42909000.26%+900
VICI PPTYS INC(VICI)021,531+21,53105720.17%+572
SS&C TECH HLDGS(SSNC)08,971+8,97105570.16%+557
COOPER COS INC(COO)07,690+7,69005510.16%+551
VIKING HOLDINGS LTD(VIK)05,151+5,15105390.16%+539
HANOVER INS GROUP INC(THG)02,510+2,51005370.16%+537
CARPENTER TECHNOLOGY CORP(CRS)0863+86305320.15%+532
CONAGRA BRANDS INC(CAG)039,089+39,08905260.15%+526
PROSPERITY BANCSHARES INC(PB)07,168+7,16805230.15%+523
ABBOTT LABORATORIES08,104+8,10407350.21%+735
KEYSIGHT TECHNOLOGIES INC(KEYS)01,477+1,47705170.15%+517
PRUDENTIAL FINL INC(PFH)04,760+4,76005140.15%+514
ASSOCIATED BANC-CORP016,641+16,64105120.15%+512
COMMERCE BANCSHARES INC(CBSH)08,853+8,85305110.15%+511
HOME DEPOT INC(HD)03,490+3,49001,2310.36%+1,231
EVERCORE INC(EVR)01,491+1,49105090.15%+509
MORGAN STANLEY(MS)04,702+4,70209830.28%+983
HUNT J B TRANS SVCS INC(JBHT)01,750+1,75005070.15%+507
FREEPORT MCMORAN INC(FCX)011,197+11,19707040.20%+704
TRAVELERS COMPANIES INC(TRV)02,901+2,90109580.28%+958
F5 INC(FFIV)01,194+1,19404970.14%+497
GOLDMAN SACHS GROUP INC(GS)0866+86608760.25%+876
EAGLE MATLS INC(EXP)02,188+2,18804920.14%+492
AMERICAN HOMES 4 RENT(AMH)014,682+14,68204920.14%+492
APPLIED INDL TECHNOLOGIES IN(AIT)01,432+1,43204840.14%+484
VALE S A031,805+31,80504780.14%+478
BANK OZK LITTLE ROCK ARK(OZK)09,176+9,17604780.14%+478
SNOWFLAKE INC(SNOW)01,870+1,87004760.14%+476
STANLEY BLACK & DECKER INC(SWK)05,052+5,05204750.14%+475
AMERICAN TOWER CORP(AMT)02,900+2,90004740.14%+474
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