West Family Investments, Inc.

CIK 0001568303 · Q2 2026

13F Equity AUM

$345.0M

+21.0% QoQ

Positions

466

+207 QoQ

AUM Rank

#6,091

Top 49%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,271 · Top 75%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 17.2%Top 10: 26.1%Top 20: 34.6%

NVDA4.5%

IEMG3.8%

AAPL3.7%

MSFT2.6%

GOOGL2.6%

TSM2.1%

AMZN1.9%

MU1.7%

IEFA1.6%

AVGO1.6%

Others (456)73.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.7%

Financial Services20.9%

Industrials8.6%

Healthcare8.3%

Consumer Cyclical7.5%

Communication Services6.5%

Consumer Defensive4.0%

Energy3.4%

Other10.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 466Median: 0.12%Avg: 0.21%

0–0.5%

440(62.0%)

0.5–1%

14(9.7%)

1–3%

9(16.3%)

3–5%

3(12.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 466vs 20 funds

0%Low

466

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New236Increased171Decreased50Exited26

New Positions

IEMG3.8%

+159K

IEFA1.6%

+58K

GOOG0.7%

+6K

MAA0.3%

+8K

ABNB0.3%

+6K

EOG0.3%

+7K

PCG0.2%

+50K

TXN0.2%

+3K

XYL0.2%

+7K

MRVL0.2%

+3K

Increased

LPL0.1%

+85K(+199%)

SAN0.3%

+36K(+119%)

MFG0.2%

+16K(+29%)

NVDA4.5%

+12K(+19%)

FCX0.2%

+8K(+228%)

INTC0.6%

+7K(+81%)

BMY0.2%

+7K(+197%)

MUFG0.3%

+7K(+18%)

EXE0.2%

+6K(+13%)

ABT0.2%

+6K(+286%)

Decreased

WIT0.1%

-61,228(-32%)

INFY0.1%

-41,581(-64%)

UMC0.7%

-32,932(-26%)

NIO0.0%

-11,524(-43%)

RDY0.2%

-8,596(-13%)

NMR0.0%

-4,496(-26%)

AZN0.2%

-3,891(-55%)

ABEV0.0%

-3,789(-15%)

TKC0.1%

-3,285(-10%)

SKM0.2%

-3,160(-13%)

Exited

SCHP

-609,276

TLT

-152,632

MBB

-80,697

-18,570

ACWV

-5,169

CAM

-18,384

HON

-2,205

-4,677

-17,558

TTE

-3,766

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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