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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

West Family Investments, Inc.

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001568303-25-000005

Total Value
$265.5M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES GOLD TRIAU491,046$29.1M10.95%
2SCHWAB STRATEGIC TR808524870443,227$12.4M4.68%
3ISHARES TR464287432109,868$12.4M4.66%
4APPLE INCAAPL46,853$10.4M3.92%
5LARGO INCLGO5,572,637$9.0M3.38%
6MICROSOFT CORPMSFT22,230$8.3M3.14%
7ISHARES TR46428858880,697$7.6M2.86%
8EXPAND ENERGY CORPORATIONEXE50,000$5.6M2.10%
9EQT CORPEQT103,500$5.5M2.08%
10AMAZON COM INCAMZN28,939$5.5M2.07%
11ALPHABET INCGOOG31,080$4.8M1.81%
12NVIDIA CORPORATIONNVDA38,621$4.2M1.58%
13TAIWAN SEMICONDUCTOR MFG LTD87403910018,627$3.1M1.16%
14BERKSHIRE HATHAWAY INC DELBRK-A5,423$2.9M1.09%
15META PLATFORMS INCMETA4,233$2.4M0.92%
16WALMART INCWMT27,788$2.4M0.92%
17JPMORGAN CHASE & CO.VYLD9,878$2.4M0.91%
18VANGUARD INTL EQUITY INDEX F92204274219,290$2.3M0.88%
19TESLA INCTSLA8,896$2.3M0.87%
20VISA INCV5,763$2.0M0.76%
21UNITEDHEALTH GROUP INCUNH3,824$2.0M0.75%
22VANECK ETF TRUST92189F79134,500$2.0M0.74%
23JOHNSON & JOHNSONJNJ11,803$2.0M0.74%
24CHUNGHWA TELECOM CO LTDCHT48,013$1.9M0.71%
25PROCTER AND GAMBLE CO74271810911,037$1.9M0.71%
26BROADCOM INCAVGO9,801$1.6M0.62%
27WASTE MGMT INC DEL94106L1097,038$1.6M0.61%
28CVS HEALTH CORPCVS23,924$1.6M0.61%
29MASTERCARD INCORPORATEDMA2,949$1.6M0.61%
30EXXON MOBIL CORPXOM13,465$1.6M0.60%
31MCDONALDS CORPMCD4,886$1.5M0.57%
32MERCK & CO INCMRK16,685$1.5M0.56%
33ICICI BANK LIMITEDIBN47,402$1.5M0.56%
34ABBVIE INCABBV7,098$1.5M0.56%
35CISCO SYS INCCSCO23,796$1.5M0.55%
36T-MOBILE US INCTMUSZ5,369$1.4M0.54%
37SHELL PLCRYDAF19,373$1.4M0.53%
38COCA COLA COKO18,495$1.3M0.50%
39VERIZON COMMUNICATIONS INCVZ28,552$1.3M0.49%
40KROGER COKR18,564$1.3M0.47%
41ELI LILLY & COLLY1,498$1.2M0.47%
42PEPSICO INCPEP8,196$1.2M0.46%
43MARSH & MCLENNAN COS INC5717481024,878$1.2M0.45%
44WIPRO LTDWIT388,195$1.2M0.45%
45NOVARTIS AGNVSEF10,009$1.1M0.42%
46HDFC BANK LTDHDB16,589$1.1M0.42%
47NOVO-NORDISK A SNONOF15,871$1.1M0.42%
48INFOSYS LTDINFY59,338$1.1M0.41%
49GILEAD SCIENCES INCGILD9,639$1.1M0.41%
50AT&T INCT-PC37,961$1.1M0.40%
51REPUBLIC SVCS INC7607591004,428$1.1M0.40%
52ASTRAZENECA PLCAZN14,068$1.0M0.39%
53CONSOLIDATED EDISON INCED9,245$1.0M0.39%
54UNITED MICROELECTRONICS CORPUMC136,771$977,9130.37%
55MCKESSON CORPMCK1,427$960,3570.36%
56SOUTHERN COSOMN10,253$942,7630.36%
57LINDE PLCLIN2,015$938,2650.35%
58INTERNATIONAL BUSINESS MACHSINTR3,728$927,0040.35%
59CHUBB LIMITEDCB3,034$916,2380.35%
60ALIBABA GROUP HLDG LTDBBAAY6,659$880,5200.33%
61PHILIP MORRIS INTL INC7181721095,541$879,5230.33%
62CENCORA INCCOR3,128$869,8660.33%
63ASML HOLDING N VASMLF1,297$859,4310.32%
64DR REDDYS LABS LTD25613520364,599$852,0610.32%
65ROPER TECHNOLOGIES INCROP1,432$844,2790.32%
66DUKE ENERGY CORP NEWDUKB6,636$809,3930.30%
67HOME DEPOT INCHD2,192$803,3460.30%
68WASTE CONNECTIONS INCWCN4,100$800,2790.30%
69BANK AMERICA CORP06050510419,026$793,9550.30%
70CHEVRON CORP NEWCVX4,652$778,2330.29%
71ABBOTT LABSABLZF5,794$768,5740.29%
72ISHARES INC4642865255,169$765,0160.29%
73ORACLE CORPORCL-PD5,424$758,3290.29%
74SALESFORCE INCCRM2,816$755,7020.28%
75WELLS FARGO CO NEW94974610110,331$741,6620.28%
76REGENERON PHARMACEUTICALSREGN1,137$721,1200.27%
77THOMSON REUTERS CORPTMSOF4,141$715,4820.27%
78AMPHENOL CORP NEW03209510110,627$697,0250.26%
79RTX CORPORATIONRTX5,162$683,7590.26%
80SONY GROUP CORPSNEJF26,725$678,5480.26%
81HSBC HLDGS PLCHBCYF11,740$674,2280.25%
82MOTOROLA SOLUTIONS INCMSI1,531$670,2870.25%
83VERTEX PHARMACEUTICALS INCVRTX1,348$653,5370.25%
84NORTHROP GRUMMAN CORPNOC1,187$607,7560.23%
85COSTCO WHSL CORP NEW22160K105639$604,3530.23%
86COMCAST CORP NEWCCZ16,196$597,6320.23%
87ACCENTURE PLC IRELANDACN1,907$595,0600.22%
88ROYAL BK CDA7800871025,206$586,8200.22%
89AON PLCAON1,466$585,0660.22%
90AMGEN INCAMGN1,869$582,2870.22%
91SERVICENOW INCNOW716$570,0360.21%
92CME GROUP INCCME2,143$568,5160.21%
93TOYOTA MOTOR CORPTOYOF3,187$562,6010.21%
94NETFLIX INCNFLX603$562,3160.21%
95UNILEVER PLCUNLYF9,414$560,6040.21%
96CATERPILLAR INCCAT1,662$548,1280.21%
97S&P GLOBAL INCSPGI1,076$546,7160.21%
98SAP SESAPGF2,034$546,0070.21%
99MANULIFE FINL CORP56501R10617,442$543,3180.20%
100HERSHEY COHSY3,134$536,0080.20%
101CBOE GLOBAL MKTS INC12503M1082,328$526,8030.20%
102VERISIGN INCVRSN2,062$523,4800.20%
103LOCKHEED MARTIN CORPLMT1,164$519,9700.20%
104DISNEY WALT CO2546871065,262$519,3590.20%
105KB FINL GROUP INC48241A1059,519$515,0730.19%
106KELLANOVABEKE6,214$512,5930.19%
107TJX COS INC NEW8725401094,195$510,9510.19%
108BP PLCBPPFF14,904$503,6060.19%
109TAKEDA PHARMACEUTICAL CO LTDTKPHF33,468$497,6690.19%
110CITIGROUP INCC-PR7,010$497,6400.19%
111PALANTIR TECHNOLOGIES INCPLTR5,845$493,3180.19%
112STRYKER CORPORATIONSYK1,320$491,3700.19%
113PROGRESSIVE CORP7433151031,727$488,7580.18%
114AMERICAN EXPRESS COAXP1,796$483,2140.18%
115ADVANCED MICRO DEVICES INCAMD4,575$470,0360.18%
116BHP GROUP LTDBHPLF9,620$466,9550.18%
117HONEYWELL INTL INC4385161062,205$466,9090.18%
118AUTOMATIC DATA PROCESSING INADP1,524$465,6280.18%
119STARBUCKS CORPSBUX4,734$464,3580.17%
120INTUITIVE SURGICAL INCISRG931$461,0960.17%
121WEC ENERGY GROUP INCWEC4,216$459,4600.17%
122CHURCH & DWIGHT CO INCCHD4,101$451,4790.17%
123EATON CORP PLCETN1,658$450,6940.17%
124THERMO FISHER SCIENTIFIC INCTMO900$447,8400.17%
125UNION PAC CORPUNP1,847$436,3350.16%
126FISERV INCFISV1,924$424,8770.16%
127TYSON FOODS INCTSN6,645$424,0170.16%
128BOOKING HOLDINGS INCBKNG92$423,8360.16%
129CHECK POINT SOFTWARE TECH LTM224651041,858$423,4750.16%
130QUALCOMM INCQCOM2,750$422,4280.16%
131TEXAS INSTRS INC8825081042,337$419,9590.16%
132TRAVELERS COMPANIES INCTRV1,580$417,8470.16%
133WOORI FINL GROUP INC98106410812,330$411,5750.15%
134GE AEROSPACE3696043012,030$406,3050.15%
135MORGAN STANLEYMS-PQ3,478$405,7780.15%
136BOEING COBA-PA2,349$400,6220.15%
137CONOCOPHILLIPSCOP3,812$400,3360.15%
138EQUINOR ASASTOHF14,905$394,2370.15%
139COLGATE PALMOLIVE COCL4,181$391,7600.15%
140LAM RESEARCH CORPLRCX5,370$390,3990.15%
141PACCAR INCPCAR3,916$381,3010.14%
142ADOBE INCADBE985$377,7770.14%
143THE CIGNA GROUP1255231001,148$377,6920.14%
144ALTRIA GROUP INCMO6,196$371,8840.14%
145BRISTOL-MYERS SQUIBB COCELG-RI6,091$371,4900.14%
146SUN LIFE FINANCIAL INC.SUNFF6,455$369,6130.14%
147EOG RES INCEOG2,817$361,2520.14%
148WELLTOWER INCWELL2,353$360,5030.14%
149MEDTRONIC PLCMDT4,010$360,3390.14%
150PDD HOLDINGS INCPDD3,034$359,0740.14%
151PFIZER INCPFE14,151$358,5860.14%
152OREILLY AUTOMOTIVE INC67103H107250$358,1450.13%
153DEERE & CODE746$350,1350.13%
154YUM BRANDS INCYUM2,207$347,2940.13%
155AUTOZONE INCAZO91$346,9630.13%
156SCHWAB CHARLES CORPSCHW-PJ4,421$346,0760.13%
157TAL EDUCATION GROUPTAL26,192$345,9960.13%
158KIMBERLY-CLARK CORPKMB2,350$334,2170.13%
159SANOFISNYNF5,947$329,8210.12%
160NEW ORIENTAL ED & TECHNOLOGY6475812066,854$327,6900.12%
161GOLDMAN SACHS GROUP INCGSCE581$317,3940.12%
162AFLAC INCAFL2,835$315,2240.12%
163EQUINIX INCEQIX386$314,7250.12%
164MOODYS CORPMCO675$314,3410.12%
165CANADIAN IMPERIAL BK COMMCNDIF5,547$312,2960.12%
166KEURIG DR PEPPER INCKDP9,125$312,2580.12%
167PLDT INCPHTCF14,242$311,4730.12%
168KT CORPKT17,558$310,9520.12%
169PETROLEO BRASILEIRO SA PETRO71654V40821,672$310,7760.12%
170RELX PLCRLXXF5,966$300,7460.11%
171INTERCONTINENTAL EXCHANGE IN45866F1041,729$298,2530.11%
172MIZUHO FINANCIAL GROUP INCMZHOF53,876$296,8570.11%
173UBS GROUP AGUBS9,534$292,0260.11%
174CANADIAN NAT RES LTD1363851019,428$290,3820.11%
175INTEL CORPINTC12,731$289,1210.11%
176INTUITINTU465$285,5050.11%
177DIAMONDBACK ENERGY INCFANG1,772$283,3070.11%
178AMERICAN TOWER CORP NEW03027X1001,292$281,1390.11%
179FREEPORT-MCMORAN INCFCX7,317$277,0220.10%
180BERKLEY W R CORPWRB-PH3,873$275,6030.10%
181UBER TECHNOLOGIES INCUBER3,770$274,6820.10%
182RIO TINTO PLCRTNTF4,562$274,0850.10%
183VENTAS INCVTR3,966$272,7020.10%
184BECTON DICKINSON & COBDX1,173$268,6870.10%
185GODADDY INCGDDY1,483$267,1480.10%
186ELBIT SYS LTDESLT692$265,5070.10%
187SYNOPSYS INCSNPS616$264,1720.10%
188PALO ALTO NETWORKS INCPANW1,546$263,8090.10%
189ELECTRONIC ARTS INCEA1,824$263,6040.10%
190CADENCE DESIGN SYSTEM INCCDNS1,034$262,9770.10%
191SHERWIN WILLIAMS COSHW752$262,5910.10%
192BRITISH AMERN TOB PLC1104481076,318$261,3760.10%
193CINTAS CORPCTAS1,264$259,7900.10%
194LYONDELLBASELL INDUSTRIES NLYB3,633$255,7630.10%
195MITSUBISHI UFJ FINL GROUP IN60682210418,649$254,1860.10%
196GSK PLCGLAXF6,546$253,5920.10%
197TENARIS S A88031M1096,448$252,1810.09%
198LOWES COS INC5486611071,081$252,1220.09%
199MICRON TECHNOLOGYMU2,864$248,8530.09%
200BLACKSTONE INCBX1,779$248,6690.09%
201POSCO HOLDINGS INCPKX5,204$247,3460.09%
2023M COMMM1,677$246,2840.09%
203MONDELEZ INTL INC6092071053,617$245,4130.09%
204KINDER MORGAN INC DELEP-PC8,538$243,5890.09%
205ASE TECHNOLOGY HLDG CO LTDASX27,747$243,0640.09%
206GALLAGHER ARTHUR J & CO363576109699$241,3230.09%
207SEA LTDSE1,849$241,2760.09%
208BOSTON SCIENTIFIC CORPBSX2,388$240,9010.09%
209CHENIERE ENERGY INCLNG1,041$240,8870.09%
210KLA CORPKLAC352$239,2900.09%
211CROWDSTRIKE HLDGS INCCRWD673$237,2860.09%
212SUMITOMO MITSUI FINL GROUP I86562M20915,330$237,0020.09%
213ALLSTATE CORPALL-PJ1,139$235,8530.09%
214JOHNSON CTLS INTL PLCG515021052,932$234,8830.09%
215NETEASE INCNETTF2,271$233,7310.09%
216WILLIAMS COS INC9694571003,898$232,9440.09%
217OLD DOMINION FREIGHT LINE INODFL1,400$231,6300.09%
218ARCH CAP GROUP LTDG0450A1052,394$230,2550.09%
219ENBRIDGE INCENNPF5,160$228,6400.09%
220US BANCORP DELUSB-PS5,327$224,9060.08%
221SPOTIFY TECHNOLOGY S ASPOT406$223,3120.08%
222COCA-COLA FEMSA SAB DE CVCOCSF2,434$222,2000.08%
223CARRIER GLOBAL CORPORATIONCARR3,500$221,9000.08%
224BANK MONTREAL QUE0636711012,277$217,4760.08%
225WORKDAY INCWDAY931$217,4160.08%
226REALTY INCOME CORPO3,741$217,0150.08%
227TORONTO DOMINION BK ONTTORO3,615$216,6830.08%
228TRUIST FINL CORP89832Q1095,256$216,2840.08%
229GENERAL MLS INC3703341043,610$215,8420.08%
230TC ENERGY CORPTRPRF4,492$212,0670.08%
231GENERAL DYNAMICS CORPGD775$211,2500.08%
232BROOKFIELD CORP11271J1074,026$211,0030.08%
233CMS ENERGY CORPCMS-PC2,802$210,4580.08%
234VICI PPTYS INC9256521096,424$209,5510.08%
235HONDA MOTOR LTDHNDAF7,684$208,4670.08%
236CGI INCGIB2,086$208,2450.08%
237KEYSIGHT TECHNOLOGIES INCKEYS1,387$207,7310.08%
238MARKEL GROUP INCMKL111$207,5270.08%
239JUNIPER NETWORKS INC48203R1045,732$207,4410.08%
240SHOPIFY INCSHOP2,172$207,3830.08%
241ALCON AGALC2,162$205,2390.08%
242MERCADOLIBRE INCMELI105$204,8410.08%
243NIKE INCNKE3,199$203,0730.08%
244SMUCKER J M CO8326964051,712$202,7180.08%
245CORNING INCGLW4,426$202,6220.08%
246NEXTERA ENERGY INCNEE-PW2,854$202,3200.08%
247SHINHAN FINANCIAL GROUP CO LSHG6,292$201,8470.08%
248PHILLIPS 66PSX1,632$201,5190.08%
249FERGUSON ENTERPRISES INCFERG1,252$200,6080.08%
250MONSTER BEVERAGE CORP NEWMNST3,427$200,5480.08%
251CANADIAN PACIFIC KANSAS CITYCP2,856$200,5200.08%
252CBRE GROUP INCCBRE1,533$200,4860.08%
253P T TELEKOMUNIKASI INDONESIA71568410611,907$175,8660.07%
254LLOYDS BANKING GROUP PLCLLOBF45,390$173,3900.07%
255EXPAND ENERGY CORPORATION15376610018,140$172,5480.06%
256WOODSIDE ENERGY GROUP LTDWOPEF11,631$168,5330.06%
257HALEON PLCHLNCF15,818$162,7670.06%
258TURKCELL ILETISIM HIZMETLERITKC24,797$154,2370.06%
259NOKIA CORPNOKBF25,438$134,0580.05%
260BANCO SANTANDER S.A.BCDRF19,890$133,2630.05%
261NOMURA HLDGS INCNRSCF21,449$131,9110.05%
262COSAN S ACSAN22,793$118,9790.04%
263VALE S AVALE10,768$107,4650.04%
264KOREA ELEC PWR CORP50063110613,948$103,3550.04%
265ULTRAPAR PARTICIPACOES SAUGP31,457$96,8880.04%
266COMPANHIA PARANAENSE DE ENER20441B60513,105$95,7980.04%
267CIA ENERGETICA DE MINAS GERA20440960148,029$84,5310.03%
268LESLIES INC527064109111,000$81,6410.03%
269RLX TECHNOLOGY INCRLX41,577$78,1650.03%
270NIO INCNIOIF19,186$73,0990.03%
271MELCO RESORTS AND ENTMNT LTD58546410012,570$66,2440.02%
272BANCO BRADESCO S A05946030320,827$46,4440.02%