Two West Capital Advisors LLC
Clone Performance
Aug 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.9% | $2,545,935 |
| Financial Services | 23.5% | $1,815,414 |
| Consumer Cyclical | 11.5% | $885,889 |
| Unclassified | 9.8% | $759,574 |
| Consumer Defensive | 7.3% | $560,863 |
| Healthcare | 5.6% | $430,815 |
| Communication Services | 5.4% | $421,339 |
| Industrials | 4.0% | $312,972 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | −738 | 750 | $315,450 | |
| MSFT | Microsoft Corp | −143 | 926 | $345,416 | |
| GLW | Corning Inc /Ny | −78 | 1,883 | $480,974 | |
| BRK-B | Berkshire Hathaway Inc | −26 | 3,628 | $1,815,414 | |
| GOOGL | Alphabet Inc. | −13 | 1,179 | $421,339 | |
| MMM | 3M Co | −4 | 1,933 | $312,972 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BFLX | Cann American Corp. | 15,885 | $406,943 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDW | Vanguard Total World Bond ETF | 254,869 | $17,420,296 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 27,331 | $900,556 | |
| VEA | Vanguard FTSE Developed Markets ETF | 5,066 | $324,629 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | 2,907 | $297,822 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,628 | $1,815,414 | 23.48% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,113 | $900,777 | 11.65% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,092 | $818,768 | 10.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,952 | $560,863 | 7.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,215 | $527,923 | 6.83% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 1,883 | $480,974 | 6.22% | |
| INDV |
Indivior Pharmaceuticals, Inc.
Healthcare
|
Held | 10,500 | $430,815 | 5.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,179 | $421,339 | 5.45% | |
| BFLX |
Cann American Corp.
|
NEW | 15,885 | $406,943 | 5.26% | |
| IAU |
Ishares Gold Trust
|
Added | 4,670 | $352,631 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 926 | $345,416 | 4.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 750 | $315,450 | 4.08% | |
| MMM |
3M Co
Industrials
|
Reduced | 1,933 | $312,972 | 4.05% | |
| MVST |
Microvast Holdings, Inc.
Consumer Cyclical
|
Held | 36,339 | $42,516 | 0.55% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.