West Family Investments, Inc.
468 holdingsFiling period: 2026-06-30Current AUM: $352.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 77.0K | $15.4M | $16.6M | 4.72% | +12.0K | 2026-06-30 |
| 2 | IEMG | iShares Inc | 159.4K | $13.2M | $12.0M | 3.41% | -- | 2026-06-30 |
| 3 | AAPL | Apple Inc | 44.3K | $12.8M | $15.2M | 4.33% | +2.2K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 24.1K | $9.0M | $12.9M | 3.65% | +5.0K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 24.9K | $8.9M | $7.9M | 2.24% | +454 | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Manufac | 15.3K | $7.3M | $6.5M | 1.85% | +79 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 27.8K | $6.6M | $6.9M | 1.97% | +1.7K | 2026-06-30 |
| 8 | MU | Micron Technology Inc | 5.1K | $5.8M | $4.6M | 1.30% | -219 | 2026-06-30 |
| 9 | IEFA | iShares TR | 58.2K | $5.6M | $5.6M | 1.59% | -- | 2026-06-30 |
| 10 | AVGO | Broadcom Inc | 14.5K | $5.5M | $4.8M | 1.36% | +2.5K | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 9.0K | $3.8M | $3.5M | 1.00% | +1.9K | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 6.7K | $3.7M | $4.2M | 1.19% | +1.1K | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 2.8K | $3.4M | $3.6M | 1.02% | +209 | 2026-06-30 |
| 14 | AMD | Advanced Micro Devices Inc | 4.9K | $2.9M | $2.6M | 0.74% | +2.4K | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 5.6K | $2.8M | $2.8M | 0.80% | +129 | 2026-06-30 |
| 16 | JPM | JPMorgan Chase & Co | 8.3K | $2.7M | $2.8M | 0.78% | +4.0K | 2026-06-30 |
| 17 | CSCO | Cisco Sys Inc | 22.7K | $2.7M | $2.5M | 0.71% | +155 | 2026-06-30 |
| 18 | UMC | United Microelectronics Corp | 92.4K | $2.5M | $1.8M | 0.50% | -32,932 | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson | 9.8K | $2.5M | $2.6M | 0.74% | +31 | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 6.4K | $2.2M | $2.0M | 0.57% | -- | 2026-06-30 |
| 21 | INTC | Intel Corp | 15.6K | $2.2M | $1.4M | 0.40% | +7.0K | 2026-06-30 |
| 22 | V | Visa Inc | 6.3K | $2.2M | $2.6M | 0.73% | +547 | 2026-06-30 |
| 23 | — | Asml Hldg NV | 1.1K | $2.2M | $2.2M | 0.62% | +122 | 2026-06-30 |
| 24 | AMAT | Applied Matls Inc | 2.5K | $1.8M | $954K | 0.27% | +854 | 2026-06-30 |
| 25 | GE | GE Aerospace | 4.7K | $1.8M | $1.4M | 0.39% | +2.2K | 2026-06-30 |
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