West Family Investments, Inc. holds a diversified book of 468 reported positions worth $345.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ishares Core Msci Emerging and trimmed Micron Technology Inc. Their largest long position is Nvidia Corp at 4% of the reported non-option book. Cloning the disclosed picks since 2026 would be +4% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 10.4 points over this window.
Growth of $10,000 cloning West Family Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+5 sectors below the cut, 11% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as West Family Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| Howard Hughes Medical Institute | 20 / 80 | $422.1M |
| Prospect Hill Management, LLC | 9 / 80 | $243.9M |
| Uhlmann Price Securities, LLC | 46 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $177.3M |
Ranked by the share of each fund's own book sitting in the names it shares with West Family Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $15.4M | 77.0K | 4.5% | ▲+19% Added · +12K sh | |
| 2 | Ishares Inc CORE MSCI EMKT | $13.2M | 159.4K | 3.8% | ▲New New position | |
| 3 | Apple Inc COM | $12.8M | 44.3K | 3.7% | ▲+5.3% Added · +2K sh | |
| 4 | Microsoft Corp COM | $9.0M | 24.1K | 2.6% | ▲+26% Added · +5K sh | |
| 5 | Alphabet Inc CAP STK CL A | $8.9M | 24.9K | 2.6% | ▲+1.9% Added · +454 sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.3M | 15.3K | 2.1% | ▲+0.5% Added · +79 sh | |
| 7 | Amazon Com Inc COM | $6.6M | 27.8K | 1.9% | ▲+6.6% Added · +2K sh | |
| 8 | Micron Technology Inc COM | $5.8M | 5.1K | 1.7% | ▼−4.2% Reduced · −219 sh | |
| 9 | Ishares TR CORE MSCI EAFE | $5.6M | 58.2K | 1.6% | ▲New New position | |
| 10 | Broadcom Inc COM | $5.5M | 14.5K | 1.6% | ▲+21% Added · +3K sh | |
| 11 | Tesla Inc COM | $3.8M | 9.0K | 1.1% | ▲+26% Added · +2K sh | |
| 12 | Meta Platforms Inc CL A | $3.7M | 6.7K | 1.1% | ▲+20% Added · +1K sh | |
| 13 | Eli Lilly & Co COM | $3.4M | 2.8K | 1.0% | ▲+8.1% Added · +209 sh | |
| 14 | Advanced Micro Devices Inc COM | $2.9M | 4.9K | 0.8% | ▲+99% Added · +2K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.6K | 0.8% | ▲+2.3% Added · +129 sh | |
| 16 | JPMorgan Chase & Co COM | $2.7M | 8.3K | 0.8% | ▲+92% Added · +4K sh | |
| 17 | Cisco Sys Inc COM | $2.7M | 22.7K | 0.8% | ▲+0.7% Added · +155 sh | |
| 18 | United Microelectronics Corp SPON ADR NEW | $2.5M | 92.4K | 0.7% | ▼−26% Reduced · −33K sh | |
| 19 | Johnson & Johnson COM | $2.5M | 9.8K | 0.7% | ▲+0.3% Added · +31 sh | |
| 20 | Alphabet Inc CAP STK CL C | $2.2M | 6.4K | 0.7% | ▲New New position | |
| 21 | Intel Corp COM | $2.2M | 15.6K | 0.6% | ▲+81% Added · +7K sh | |
| 22 | Visa Inc COM CL A | $2.2M | 6.3K | 0.6% | ▲+9.4% Added · +547 sh | |
| 23 | ASML Hldg NV N Y REGISTRY SHS | $2.2M | 1.1K | 0.6% | ▲+13% Added · +122 sh | |
| 24 | Applied Matls Inc COM | $1.8M | 2.5K | 0.5% | ▲+53% Added · +854 sh | |
| 25 | Ge Aerospace COM NEW | $1.8M | 4.7K | 0.5% | ▲+87% Added · +2K sh | |
| 26 | Exxon Mobil Corp COM | $1.8M | 12.8K | 0.5% | ▲+10% Added · +1K sh | |
| 27 | Coca Cola Co COM | $1.7M | 21.0K | 0.5% | ▲+8.9% Added · +2K sh | |
| 28 | Lam Research Corp COM NEW | $1.6M | 3.8K | 0.5% | ▲+21% Added · +654 sh | |
| 29 | Merck & Co Inc COM | $1.6M | 12.7K | 0.5% | ▲+1.5% Added · +187 sh | |
| 30 | Caterpillar Inc COM | $1.6M | 1.5K | 0.5% | ▲+19% Added · +231 sh | |
| 31 | Walmart Inc COM | $1.6M | 13.7K | 0.4% | ▼−13% Reduced · −2K sh | |
| 32 | Waste Mgmt Inc Del COM | $1.5M | 6.9K | 0.4% | ▲+0.2% Added · +14 sh | |
| 33 | Chunghwa Telecom Co Ltd SPON ADR NEW11 | $1.5M | 34.5K | 0.4% | ▼−1.5% Reduced · −542 sh | |
| 34 | Mastercard Incorporated CL A | $1.5M | 3.0K | 0.4% | ▲+1.5% Added · +44 sh | |
| 35 | Procter & Gamble Co COM | $1.4M | 9.4K | 0.4% | ▼−7.2% Reduced · −729 sh | |
| 36 | Seagate Technology HLDNGS PL ORD SHS | $1.3M | 1.4K | 0.4% | ▲+83% Added · +633 sh | |
| 37 | Icici Bank Limited ADR | $1.3M | 45.8K | 0.4% | ▲+0.5% Added · +240 sh | |
| 38 | Unitedhealth Group Inc COM | $1.3M | 3.1K | 0.4% | ▲+215% Added · +2K sh | |
| 39 | Chevron Corporation COM | $1.3M | 7.8K | 0.4% | ▲+69% Added · +3K sh | |
| 40 | McDonalds Corp COM | $1.3M | 4.7K | 0.4% | ▼−0.6% Reduced · −30 sh | |
| 41 | Western Digital Corp COM | $1.3M | 2.0K | 0.4% | ▲+71% Added · +824 sh | |
| 42 | International Business Machs COM | $1.2M | 4.4K | 0.4% | ▲+21% Added · +759 sh | |
| 43 | Home Depot Inc COM | $1.2M | 3.5K | 0.4% | ▲+59% Added · +1K sh | |
| 44 | RTX Corporation COM | $1.2M | 6.2K | 0.3% | ▲+103% Added · +3K sh | |
| 45 | HSBC Hldgs PLC SPON ADR NEW | $1.2M | 12.2K | 0.3% | ▲+29% Added · +3K sh | |
| 46 | Ase Technology Hldg Co Ltd SPONSORED ADS | $1.2M | 25.6K | 0.3% | ▼−3.4% Reduced · −891 sh | |
| 47 | Pepsico Inc COM | $1.1M | 8.3K | 0.3% | ▲+55% Added · +3K sh | |
| 48 | Mid-Amer Apt Cmntys Inc COM | $1.1M | 7.7K | 0.3% | ▲New New position | |
| 49 | Verizon Communications Inc COM | $1.1M | 25.2K | 0.3% | ▲+1.7% Added · +428 sh | |
| 50 | Royal BK Cda COM | $1.1M | 5.1K | 0.3% | ▲+1.7% Added · +87 sh |
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Use Arkolith to show West Family Investments, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.