Now live: Pro — the full 13F research suite for serious investorsSee pricing →
West Family Investments, Inc.

Q2 2023 · 13F-HR

West Family Investments, Inc.holdings as filed

Filed 2023-08-16 · accession 0001568303-23-000007

$257.2M
Reported value
235
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
517097101LGOLARGO INC$23.7M9.21%5,572,637CommonSOLE
651639106NEMNEWMONT CORP$10.5M4.09%154,576CommonSOLE
75281A109RRCRANGE RES CORP$8.1M3.13%274,000CommonSOLE
037833100AAPLAPPLE INC$7.5M2.91%38,528CommonSOLE
067901108ABXBARRICK GOLD CORP$6.2M2.41%366,147CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.1M2.36%12,636CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.0M2.33%55,852CommonSOLE
46428Q109SLVISHARES SILVER TR$6.0M2.31%285,000CommonSOLE
26924G201HACKUSDETF MANAGERS TR$5.9M2.29%116,600CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.8M2.25%86,711CommonSOLE
594918104MSFTMICROSOFT CORP$5.8M2.25%16,964CommonSOLE
26884L109EQTEQT CORP$5.6M2.17%135,575CommonSOLE
92189F106GDXVANECK ETF TRUST$5.1M1.99%170,000CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.9M1.89%10,938CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.6M1.80%57,000CommonSOLE
166764100CVXCHEVRON CORP NEW$4.5M1.75%28,603CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$4.2M1.63%50,000CommonSOLE
02079K305GOOGLALPHABET INC$3.3M1.29%27,780CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.3M1.28%8,380CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.9M1.13%72,530CommonSOLE
023135106AMZNAMAZON COM INC$2.9M1.13%22,203CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.7M1.03%6,290CommonSOLE
496902404KGCKINROSS GOLD CORP$2.3M0.89%480,071CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.2M0.86%55,623CommonSOLE
670100205NVONOVO-NORDISK A S$2.2M0.86%13,614CommonSOLE
532457108LLYLILLY ELI & CO$2.2M0.85%4,648CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$2.0M0.77%35,500CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.0M0.77%3,475CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.74%18,760CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.9M0.74%43,777CommonSOLE
58933Y105MRKMERCK & CO INC$1.8M0.71%15,821CommonSOLE
88160R101TSLATESLA INC$1.7M0.67%6,599CommonSOLE
713448108PEPPEPSICO INC$1.7M0.66%9,230CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.66%4,972CommonSOLE
126650100CVSCVS HEALTH CORP$1.7M0.66%24,401CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.64%10,897CommonSOLE
931142103WMTWALMART INC$1.4M0.56%9,116CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.55%4,730CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$1.4M0.54%37,534CommonSOLE
30303M102METAMETA PLATFORMS INC$1.4M0.54%4,800CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.51%25,285CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.51%8,995CommonSOLE
45104G104IBNICICI BANK LIMITED$1.3M0.51%56,621CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.3M0.50%7,389CommonSOLE
26924G102ETF MANAGERS TR$1.2M0.48%133,000CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.2M0.48%34,500CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.2M0.47%12,278CommonSOLE
452327109ILMNILLUMINA INC$1.1M0.44%6,085CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.1M0.44%7,413CommonSOLE
780259305SHELSHELL PLC$1.1M0.44%18,791CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.44%6,786CommonSOLE
47074L105JAMFJAMF HLDG CORP$1.1M0.43%57,000CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$1.1M0.43%16,355CommonSOLE
97651M109WITWIPRO LTD$1.1M0.42%229,167CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1.1M0.42%136,511CommonSOLE
527064109LESLIES INC$1.0M0.41%111,000CommonSOLE
92826C839VVISA INC$1.0M0.40%4,356CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.39%1,867CommonSOLE
501044101KRKROGER CO$980,4670.38%20,861CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$963,5620.37%1,341CommonSOLE
046353108AZNNASTRAZENECA PLC$936,2070.36%13,081CommonSOLE
00287Y109ABBVABBVIE INC$918,1850.36%6,815CommonSOLE
375558103GILDGILEAD SCIENCES INC$916,1310.36%11,887CommonSOLE
427866108HSYHERSHEY CO$905,9120.35%3,628CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$877,6640.34%2,494CommonSOLE
66987V109NVSNOVARTIS AG$847,8460.33%8,402CommonSOLE
209115104EDCONSOLIDATED EDISON INC$842,9800.33%9,325CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$840,5050.33%9,366CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$837,5120.33%15,311CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$823,6020.32%4,379CommonSOLE
N07059210ASMLASML HOLDING N V$808,0960.31%1,115CommonSOLE
191216100KOCOCA COLA CO$788,4000.31%13,092CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$778,3990.30%12,172CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$776,8990.30%2,649CommonSOLE
803054204SAPSAP SE$771,7450.30%5,641CommonSOLE
256135203RDYDR REDDYS LABS LTD$728,1630.28%11,538CommonSOLE
58155Q103MCKMCKESSON CORP$722,1540.28%1,690CommonSOLE
G54950103LINLINDE PLC$715,6680.28%1,878CommonSOLE
437076102HDHOME DEPOT INC$699,5610.27%2,252CommonSOLE
64110L106NFLXNETFLIX INC$681,8790.27%1,548CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$671,0280.26%7,960CommonSOLE
20030N101CMCSACOMCAST CORP NEW$636,2140.25%15,312CommonSOLE
11135F101AVGOBROADCOM INC$632,3560.25%729CommonSOLE
842587107SOSOUTHERN CO$626,6300.24%8,920CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$588,0120.23%1,127CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$584,7130.23%21,924CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$582,7260.23%4,077CommonSOLE
487836108KKELLOGG CO$582,2010.23%8,638CommonSOLE
088606108BHPBHP GROUP LTD$579,0380.23%9,704CommonSOLE
370334104GISGENERAL MLS INC$575,9400.22%7,509CommonSOLE
456788108INFYINFOSYS LTD$573,0880.22%35,662CommonSOLE
872590104TMUST-MOBILE US INC$570,1850.22%4,105CommonSOLE
055622104BPBP PLC$562,0640.22%15,927CommonSOLE
053332102AZOAUTOZONE INC$541,0590.21%217CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$538,0060.21%3,987CommonSOLE
98389B100XELXCEL ENERGY INC$528,5690.21%8,502CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$516,3220.20%6,702CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$515,9370.20%6,190CommonSOLE
002824100ABTABBOTT LABS$513,9200.20%4,714CommonSOLE
031162100AMGNAMGEN INC$513,0880.20%2,311CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$509,1750.20%533CommonSOLE
440452100HRLHORMEL FOODS CORP$488,7130.19%12,151CommonSOLE
G0403H108AONAON PLC$483,2800.19%1,400CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$481,7620.19%1,002CommonSOLE
438516106HONHONEYWELL INTL INC$473,3080.18%2,281CommonSOLE
832696405SJMSMUCKER J M CO$459,4010.18%3,111CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$440,5800.17%901CommonSOLE
904767704UNILEVER PLC$432,7830.17%8,302CommonSOLE
29446M102EQNREQUINOR ASA$432,2790.17%14,799CommonSOLE
835699307SONYSONY GROUP CORPORATION$432,1020.17%4,799CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$428,3790.17%4,373CommonSOLE
855244109SBUXSTARBUCKS CORP$427,7410.17%4,318CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$424,4700.17%922CommonSOLE
171757107CIDARA THERAPEUTICS INC$416,8680.16%368,910CommonSOLE
928563402VMWAVMWARE INC$412,8210.16%2,873CommonSOLE
032095101APHAMPHENOL CORP NEW$409,5440.16%4,821CommonSOLE
949746101WMT2WELLS FARGO CO NEW$401,1070.16%9,398CommonSOLE
718172109PMPHILIP MORRIS INTL INC$400,5350.16%4,103CommonSOLE
617446448MSMORGAN STANLEY$399,4160.16%4,677CommonSOLE
79466L302CRMSALESFORCE INC$396,1130.15%1,875CommonSOLE
882508104TXNTEXAS INSTRS INC$396,0440.15%2,200CommonSOLE
48241A105KBKB FINL GROUP INC$390,7180.15%10,734CommonSOLE
00206R102TAT&T INC$390,1690.15%24,462CommonSOLE
78409V104SPGIS&P GLOBAL INC$384,4540.15%959CommonSOLE
149123101CATCATERPILLAR INC$378,6710.15%1,539CommonSOLE
548661107LOWLOWES COS INC$373,9850.15%1,657CommonSOLE
981064108WFWOORI FINL GROUP INC$368,3530.14%13,668CommonSOLE
20825C104COPCONOCOPHILLIPS$366,3650.14%3,536CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$366,2700.14%4,350CommonSOLE
743315103PGRPROGRESSIVE CORP$366,2680.14%2,767CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$365,4500.14%2,648CommonSOLE
351858105FNVFRANCO NEV CORP$364,6280.14%2,557CommonSOLE
285512109EAELECTRONIC ARTS INC$358,6210.14%2,765CommonSOLE
863667101SYKSTRYKER CORPORATION$356,3450.14%1,168CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$351,7810.14%1,140CommonSOLE
780087102RYROYAL BK CDA$351,7630.14%3,683CommonSOLE
444859102HUMHUMANA INC$348,7610.14%780CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$344,2310.13%46,707CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$343,2870.13%534CommonSOLE
892331307TMTOYOTA MOTOR CORP$340,1470.13%2,116CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$339,7940.13%2,983CommonSOLE
90187B804TWOTWO HBRS INVT CORP$335,7160.13%24,187CommonSOLE
81181C104SEAGEN INC$335,0730.13%1,741CommonSOLE
82509L107SHOPSHOPIFY INC$334,1110.13%5,172CommonSOLE
693718108PCARPACCAR INC$331,8400.13%3,967CommonSOLE
684060106ORANYORANGE$330,7040.13%28,411CommonSOLE
907818108UNPUNION PAC CORP$328,0060.13%1,603CommonSOLE
056752108BIDUBAIDU INC$320,9170.12%2,344CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$320,0170.12%6,140CommonSOLE
16411R208LNGCHENIERE ENERGY INC$318,5850.12%2,091CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$317,4910.12%8,537CommonSOLE
64110W102NTESNETEASE INC$311,0520.12%3,217CommonSOLE
81762P102NOWSERVICENOW INC$307,9600.12%548CommonSOLE
56501R106MFCMANULIFE FINL CORP$307,3440.12%16,253CommonSOLE
349553107FTSFORTIS INC$305,7670.12%7,096CommonSOLE
244199105DEDEERE & CO$301,0560.12%743CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$298,4390.12%5,964CommonSOLE
438128308HMCHONDA MOTOR LTD$296,4010.12%9,779CommonSOLE
134429109CPBCAMPBELL SOUP CO$293,5500.11%6,422CommonSOLE
69349H107TXNMPNM RES INC$290,6700.11%6,445CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$290,4830.11%94,620CommonSOLE
G29183103ETNEATON CORP PLC$288,9810.11%1,437CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$286,9260.11%776CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$281,0900.11%2,036CommonSOLE
92939U106WECWEC ENERGY GROUP INC$280,6910.11%3,181CommonSOLE
12572Q105CMECME GROUP INC$278,4910.11%1,503CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$278,2540.11%1,266CommonSOLE
172967424CCITIGROUP INC$277,8510.11%6,035CommonSOLE
G5960L103MDTMEDTRONIC PLC$275,0480.11%3,122CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$274,7320.11%6,957CommonSOLE
872540109TJXTJX COS INC NEW$274,3800.11%3,236CommonSOLE
29444U700EQIXEQUINIX INC$273,5950.11%349CommonSOLE
125523100CITHE CIGNA GROUP$273,0240.11%973CommonSOLE
075887109BDXBECTON DICKINSON & CO$272,4580.11%1,032CommonSOLE
91912E105VALEVALE S A$271,6880.11%20,245CommonSOLE
92343E102VRSNVERISIGN INC$271,6160.11%1,202CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$271,2890.11%19,616CommonSOLE
969457100WMBWILLIAMS COS INC$271,1230.11%8,309CommonSOLE
H1467J104CBCHUBB LIMITED$264,5770.10%1,374CommonSOLE
025816109AXPAMERICAN EXPRESS CO$264,4360.10%1,518CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$260,6620.10%1,948CommonSOLE
74340W103PLDPROLOGIS INC.$259,4850.10%2,116CommonSOLE
767204100RIORIO TINTO PLC$259,4460.10%4,064CommonSOLE
303250104FICOFAIR ISAAC CORP$258,1380.10%319CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$255,1050.10%1,125CommonSOLE
654106103NKENIKE INC$254,8440.10%2,309CommonSOLE
56585A102MPCMARATHON PETE CORP$251,7390.10%2,159CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$251,3460.10%1,296CommonSOLE
717081103PFEPFIZER INC$251,0010.10%6,843CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$250,2330.10%1,067CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$249,8730.10%2,493CommonSOLE
891160509TDTORONTO DOMINION BK ONT$247,4820.10%3,991CommonSOLE
871607107SNPSSYNOPSYS INC$246,0070.10%565CommonSOLE
747525103QCOMQUALCOMM INC$245,5800.10%2,063CommonSOLE
337738108FISVFISERV INC$245,2360.10%1,944CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$235,9190.09%1,226CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$234,3720.09%4,135CommonSOLE
02209S103MOALTRIA GROUP INC$233,4310.09%5,153CommonSOLE
80105N105SNYSANOFI$233,3870.09%4,330CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$233,2350.09%8,121CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$232,2530.09%1,387CommonSOLE
69344D408PHIPLDT INC$231,4800.09%9,905CommonSOLE
097023105BABOEING CO$227,2080.09%1,076CommonSOLE
615369105MCOMOODYS CORP$227,0610.09%653CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$221,9850.09%1,011CommonSOLE
136385101CNQCANADIAN NAT RES LTD$217,4450.08%3,865CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$217,1860.08%1,793CommonSOLE
369604301GEGENERAL ELECTRIC CO$212,8890.08%1,938CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$210,1750.08%6,005CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$209,9230.08%3,881CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$209,8030.08%3,079CommonSOLE
693483109PKXPOSCO HOLDINGS INC$209,4260.08%2,832CommonSOLE
722304102PDDPDD HOLDINGS INC$207,6270.08%3,003CommonSOLE
74460D109PSAPUBLIC STORAGE$206,9430.08%709CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$206,6530.08%6,596CommonSOLE
G02602103DOXAMDOCS LTD$205,5090.08%2,079CommonSOLE
H2906T109GRMNGARMIN LTD$204,6170.08%1,962CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$202,7770.08%2,434CommonSOLE
461202103INTUINTUIT$202,0620.08%441CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$201,7690.08%1,536CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$185,2490.07%24,121CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$156,8740.06%12,848CommonSOLE
874080104TALTAL EDUCATION GROUP$156,1040.06%26,192CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$142,8030.06%16,605CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$127,7740.05%15,469CommonSOLE
500631106KEPKOREA ELEC PWR CORP$121,4740.05%15,674CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$121,0430.05%46,024CommonSOLE
059460303BBDBANCO BRADESCO S A$106,6480.04%30,823CommonSOLE
05964H105SANBANCO SANTANDER S.A.$105,7310.04%28,499CommonSOLE
M53213100ICLICL GROUP LTD$103,8510.04%18,951CommonSOLE
63884N108NATURA &CO HLDG S A$93,3420.04%13,392CommonSOLE
74969N103RLXRLX TECHNOLOGY INC$90,9230.04%51,369CommonSOLE
65535H208NMRNOMURA HLDGS INC$75,7920.03%19,789CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$70,1400.03%19,647CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$39,8050.02%18,093CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.