West Family Investments, Inc.
•CIK: 1568303•Filing: Q4 2025
**West Family Investments, Inc.** manages $426M across a diversified portfolio of 351 positions. The fund exhibits significant allocations to core technology and fixed income, notably holding IAU* at $34.4M and NVDA at $20.0M. Further concentration is evident in mega-cap tech names, with AAPL ($17.8M), MSFT ($15.3M), and GOOGL ($14.0M) representing substantial weights. This structure suggests a mandate balancing growth exposure with defensive asset positioning.
Total AUM
$425.9M
QoQ Performance
-4.3%
Positions
349
Top 10 Concentration
41.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IAU*
IAU*8.1%
NVDA4.7%
AAPL4.2%
MSFT3.6%
SCHP3.5%
TLT3.5%
GOOGL3.3%
AMZN2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.4%
Technology23.9%
Consumer6.6%
Financial5.9%
Healthcare5.1%
Industrial1.7%
Communication1.2%
Consumer Staples1.1%
🚪 Exited Positionssold since Q3 2025
+175 more exited positions
Changes from Q3 2025
NEW3 new positions
↑40 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023