Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$383.18M
Total Bought
$154.33M
Total Sold
$7.33M
Net Transaction
+$147.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0108,257+108,257017,1044.46%+17,104
MICROSOFT CORP(MSFT)033,050+33,050016,4394.29%+16,439
META PLATFORMS INC(META)09,586+9,58607,0751.85%+7,075
AMAZON COM INC(AMZN)042,737+42,73709,3762.45%+9,376
APPLE INC(AAPL)068,775+68,775014,1113.68%+14,111
BROADCOM INC(AVGO)018,945+18,94505,2221.36%+5,222
ALPHABET INC(GOOG)047,497+47,49708,3702.18%+8,370
TAIWAN SEMICONDUCTOR MFG LTD(TSM)029,285+29,28506,6331.73%+6,633
NETFLIX INC(NFLX)02,202+2,20202,9490.77%+2,949
ELI LILLY & CO(LLY)04,395+4,39503,4260.89%+3,426
TESLA INC(TSLA)013,730+13,73004,3611.14%+4,361
JPMORGAN CHASE & CO.(JPM)015,150+15,15004,3921.15%+4,392
ICICI BANK LIMITED(IBN)053,802+53,80201,8100.47%+1,810
COSTCO WHSL CORP NEW(COST)02,306+2,30602,2830.60%+2,283
SAP SE(SAP)06,893+6,89302,0960.55%+2,096
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
SHOPIFY INC(SHOP)08,082+8,08209320.24%+932
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)07,902+7,90201,9490.51%+1,949
HDFC BANK LTD(HDB)025,494+25,49401,9550.51%+1,955
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)08,596+8,59601,0590.28%+1,059
WALMART INC(WMT)032,899+32,89903,2170.84%+3,217
CISCO SYS INC(CSCO)23,79632,237+8,4411,4682,2370.58%+768
MOTOROLA SOLUTIONS INC(MSI)03,375+3,37501,4190.37%+1,419
ORACLE CORP(ORCL)06,847+6,84701,4970.39%+1,497
AUTOZONE INC(AZO)0292+29201,0840.28%+1,084
HSBC HLDGS PLC(HSBC)11,74022,850+11,1106741,3890.36%+715
ASML HOLDING N V
N Y REGISTRY SHS
01,939+1,93901,5540.41%+1,554
AMPHENOL CORP NEW013,719+13,71901,3550.35%+1,355
MITSUBISHI UFJ FINL GROUP IN(MUFG)065,742+65,74209020.24%+902
GE VERNOVA INC(GEV)01,208+1,20806390.17%+639
GE AEROSPACE(GE)03,971+3,97101,0220.27%+1,022
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)016,721+16,72101,3400.35%+1,340
PROCTER AND GAMBLE CO(PG)015,426+15,42602,4580.64%+2,458
GOLDMAN SACHS GROUP INC(GS)01,261+1,26108920.23%+892
VISTRA CORP(VST)02,917+2,91705650.15%+565
CHEVRON CORP NEW(CVX)4,6529,374+4,7227781,3420.35%+564
BANK AMERICA CORP028,437+28,43701,3460.35%+1,346
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)03,630+3,63001,3310.35%+1,331
ABBOTT LABS5,7949,494+3,7007691,2910.34%+523
QUALCOMM INC(QCOM)2,7505,924+3,1744229430.25%+521
BHP GROUP LTD010,783+10,78305190.14%+519
FAIR ISAAC CORP(FICO)0279+27905100.13%+510
BOOKING HOLDINGS INC(BKNG)0161+16109320.24%+932
ALPHABET INC(GOOG)02,762+2,76204900.13%+490
AMERICAN WTR WKS CO INC NEW03,494+3,49404860.13%+486
INTUIT(INTU)0975+97507680.20%+768
DR REDDYS LABS LTD(RDY)088,565+88,56501,3310.35%+1,331
UBER TECHNOLOGIES INC(UBER)07,988+7,98807450.19%+745
LAM RESEARCH CORP(LRCX)5,3708,791+3,4213908560.22%+465
MCKESSON CORP(MCK)01,945+1,94501,4250.37%+1,425
WOORI FINL GROUP INC(WF)017,614+17,61408760.23%+876
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)08,850+8,85007980.21%+798
CROWDSTRIKE HLDGS INC(CRWD)01,327+1,32706760.18%+676
FERRARI N V
COM
0887+88704350.11%+435
BOSTON SCIENTIFIC CORP(BSX)06,285+6,28506750.18%+675
PARKER-HANNIFIN CORP(PH)0621+62104340.11%+434
KB FINL GROUP INC(KB)011,486+11,48609490.25%+949
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)0533,167+533,16701,6100.42%+1,610
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)0946+94609730.25%+973
MONDELEZ INTL INC(MDLZ)09,551+9,55106440.17%+644
VERTEX PHARMACEUTICALS INC(VRTX)02,363+2,36301,0520.27%+1,052
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)03,284+3,28408760.23%+876
MORGAN STANLEY(MS)05,570+5,57007850.20%+785
WILLIAMS COS INC(WMB)09,728+9,72806110.16%+611
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)021,362+21,36201,4740.38%+1,474
SCHWAB CHARLES CORP(SCHW)07,860+7,86007170.19%+717
RTX CORPORATION(RTX)5,1627,199+2,0376841,0510.27%+367
CHENIERE ENERGY INC(LNG)02,484+2,48406050.16%+605
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
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