Long-term investor

West Family Investments, Inc. @westfamilyinvestmentsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568303).

Record

  • Tracked since 2025-06-30 (464 days), 467 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.3% · 6 months -0.1% · 1 year -1.7% · all -1.7%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 4.5% · long · since 2025-06-30
  • 46434G103 · 3.8% · long · since 2026-06-30
  • AAPL · 3.7% · long · since 2025-06-30
  • MSFT · 2.6% · long · since 2025-06-30
  • GOOGL · 2.6% · long · since 2025-06-30
  • TSM · 2.1% · long · since 2025-06-30
  • AMZN · 1.9% · long · since 2025-06-30
  • MU · 1.7% · long · since 2025-06-30
  • 46432F842 · 1.6% · long · since 2026-06-30
  • AVGO · 1.6% · long · since 2025-06-30
  • TSLA · 1.1% · long · since 2025-06-30
  • META · 1.1% · long · since 2025-06-30

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