Fund Holdings — West Family Investments, Inc.

Total Portfolio Value
$383.18M
Total Bought
$151.90M
Total Sold
$4.90M
Net Transaction
+$147.00M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)38,621108,257+69,6364,18617,1044.46%+12,918
MICROSOFT CORP(MSFT)22,23033,050+10,8208,34516,4394.29%+8,094
META PLATFORMS INC(META)4,2339,586+5,3532,4407,0751.85%+4,636
AMAZON COM INC(AMZN)28,93942,737+13,7985,5069,3762.45%+3,870
APPLE INC(AAPL)46,85368,775+21,92210,40714,1113.68%+3,703
BROADCOM INC(AVGO)9,80118,945+9,1441,6415,2221.36%+3,581
ALPHABET INC(GOOG)31,08047,497+16,4174,8068,3702.18%+3,564
TAIWAN SEMICONDUCTOR MFG LTD(TSM)18,62729,285+10,6583,0926,6331.73%+3,541
NETFLIX INC(NFLX)6032,202+1,5995622,9490.77%+2,386
ELI LILLY & CO(LLY)1,4984,395+2,8971,2373,4260.89%+2,189
TESLA INC(TSLA)8,89613,730+4,8342,3054,3611.14%+2,056
JPMORGAN CHASE & CO.(JPM)9,87815,150+5,2722,4234,3921.15%+1,969
COSTCO WHSL CORP NEW(COST)6392,306+1,6676042,2830.60%+1,678
SAP SE(SAP)2,0346,893+4,8595462,0960.55%+1,550
ISHARES TR109,868122,410+12,54212,38613,5293.53%+1,143
EXXON MOBIL CORP13,46525,298+11,8331,6012,7270.71%+1,126
MASTERCARD INCORPORATED(MA)2,9494,864+1,9151,6162,7330.71%+1,117
VISA INC(V)5,7638,788+3,0252,0203,1200.81%+1,100
SCHWAB STRATEGIC TR443,227479,787+36,56012,42113,3513.48%+930
BERKSHIRE HATHAWAY INC DEL5,4237,788+2,3652,8883,7830.99%+895
REPUBLIC SVCS INC(RSG)4,4287,902+3,4741,0721,9490.51%+876
HDFC BANK LTD(HDB)16,58925,494+8,9051,1021,9550.51%+852
ARISTA NETWORKS INC(ANET)08,288+8,28808480.22%+848
PALANTIR TECHNOLOGIES INC(PLTR)5,8459,672+3,8274931,3180.34%+825
MICRON TECHNOLOGY INC(MU)2,8648,596+5,7322491,0590.28%+811
WALMART INC(WMT)27,78832,899+5,1112,4403,2170.84%+777
CISCO SYS INC(CSCO)23,79632,237+8,4411,4682,2370.58%+768
MOTOROLA SOLUTIONS INC(MSI)1,5313,375+1,8446701,4190.37%+749
ORACLE CORP(ORCL)5,4246,847+1,4237581,4970.39%+739
AUTOZONE INC(AZO)91292+2013471,0840.28%+737
SHOPIFY INC(SHOP)2,1728,082+5,9102079320.24%+725
HSBC HLDGS PLC(HSBC)11,74022,850+11,1106741,3890.36%+715
ASML HOLDING N V
N Y REGISTRY SHS
1,2971,939+6428591,5540.41%+694
AMPHENOL CORP NEW10,62713,719+3,0926971,3550.35%+658
MITSUBISHI UFJ FINL GROUP IN(MUFG)18,64965,742+47,0932549020.24%+648
GE VERNOVA INC(GEV)01,208+1,20806390.17%+639
GE AEROSPACE(GE)2,0303,971+1,9414061,0220.27%+616
PHILIP MORRIS INTL INC(PM)5,5418,154+2,6138801,4850.39%+606
CAPITAL ONE FINL CORP(COF)02,844+2,84406050.16%+605
INTERNATIONAL BUSINESS MACHS(IBM)3,7285,183+1,4559271,5280.40%+601
WELLS FARGO CO NEW(WFC)10,33116,721+6,3907421,3400.35%+598
PROCTER AND GAMBLE CO(PG)11,03715,426+4,3891,8812,4580.64%+577
GOLDMAN SACHS GROUP INC(GS)5811,261+6803178920.23%+575
VISTRA CORP(VST)02,917+2,91705650.15%+565
CHEVRON CORP NEW(CVX)4,6529,374+4,7227781,3420.35%+564
BANK AMERICA CORP19,02628,437+9,4117941,3460.35%+552
BANCO BILBAO VIZCAYA ARGENTA(BBVA)034,671+34,67105330.14%+533
NXP SEMICONDUCTORS N V
COM
02,420+2,42005290.14%+529
HOME DEPOT INC(HD)2,1923,630+1,4388031,3310.35%+528
ABBOTT LABS5,7949,494+3,7007691,2910.34%+523
QUALCOMM INC(QCOM)2,7505,924+3,1744229430.25%+521
FAIR ISAAC CORP(FICO)0279+27905100.13%+510
BOOKING HOLDINGS INC(BKNG)92161+694249320.24%+508
ALPHABET INC(GOOG)02,762+2,76204900.13%+490
AMERICAN WTR WKS CO INC NEW03,494+3,49404860.13%+486
INTUIT(INTU)465975+5102867680.20%+482
DR REDDYS LABS LTD(RDY)64,59988,565+23,9668521,3310.35%+479
UBER TECHNOLOGIES INC(UBER)3,7707,988+4,2182757450.19%+471
LAM RESEARCH CORP(LRCX)5,3708,791+3,4213908560.22%+465
MCKESSON CORP(MCK)1,4271,945+5189601,4250.37%+465
WOORI FINL GROUP INC(WF)12,33017,614+5,2844128760.23%+464
TRANE TECHNOLOGIES PLC(TT)01,048+1,04804580.12%+458
UNITED MICROELECTRONICS CORP(UMC)136,771187,696+50,9259781,4360.37%+458
CLOUDFLARE INC(NET)02,304+2,30404510.12%+451
MERCADOLIBRE INC(MELI)105248+1432056480.17%+443
COCA COLA CO(KO)18,49524,983+6,4881,3251,7680.46%+443
OREILLY AUTOMOTIVE INC(ORLY)2508,850+8,6003587980.21%+440
CROWDSTRIKE HLDGS INC(CRWD)6731,327+6542376760.18%+439
FERRARI N V
COM
0887+88704350.11%+435
BOSTON SCIENTIFIC CORP(BSX)2,3886,285+3,8972416750.18%+434
PARKER-HANNIFIN CORP(PH)0621+62104340.11%+434
KB FINL GROUP INC(KB)9,51911,486+1,9675159490.25%+434
MARATHON PETE CORP(MPC)02,590+2,59004300.11%+430
NOVARTIS AG(NVS)10,00912,766+2,7571,1161,5450.40%+429
LINDE PLC(LIN)2,0152,908+8939381,3640.36%+426
WIPRO LTD(WIT)388,195533,167+144,9721,1881,6100.42%+422
SK TELECOM CO LTD(SKM)017,802+17,80204160.11%+416
GARMIN LTD(GRMN)01,956+1,95604080.11%+408
DOORDASH INC(DASH)01,656+1,65604080.11%+408
SERVICENOW INC(NOW)716946+2305709730.25%+403
MONDELEZ INTL INC(MDLZ)3,6179,551+5,9342456440.17%+399
VERTEX PHARMACEUTICALS INC(VRTX)1,3482,363+1,0156541,0520.27%+398
MICROSTRATEGY INC(MSTR)0974+97403940.10%+394
ROYAL CARIBBEAN GROUP
COM
01,255+1,25503930.10%+393
STMICROELECTRONICS N V(STM)012,871+12,87103910.10%+391
PROGRESSIVE CORP(PGR)1,7273,284+1,5574898760.23%+388
MORGAN STANLEY(MS)3,4785,570+2,0924067850.20%+379
WILLIAMS COS INC(WMB)3,8989,728+5,8302336110.16%+378
DEUTSCHE BANK A G
NAMEN AKT
012,868+12,86803770.10%+377
ANALOG DEVICES INC(ADI)01,580+1,58003760.10%+376
BARRICK MNG CORP(B)018,053+18,05303760.10%+376
NOVO-NORDISK A S(NVO)15,87121,362+5,4911,1021,4740.38%+372
SCHWAB CHARLES CORP(SCHW)4,4217,860+3,4393467170.19%+371
RTX CORPORATION(RTX)5,1627,199+2,0376841,0510.27%+367
CHENIERE ENERGY INC(LNG)1,0412,484+1,4432416050.16%+364
ABBVIE INC(ABBV)7,0989,960+2,8621,4871,8490.48%+362
TELEDYNE TECHNOLOGIES INC(TDY)0694+69403560.09%+356
NEWMONT CORP(NEM)06,026+6,02603510.09%+351
COINBASE GLOBAL INC(COIN)0996+99603490.09%+349
CHUNGHWA TELECOM CO LTD(CHT)48,01347,872-1411,8832,2310.58%+349
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West Family Investments, Inc. — 13F Holdings — Q2 2025 | TickerTrail