Two West Capital Advisors LLC

CIK

2026617

Location

Overland Park, KS

Portfolio Value

Micro $6,854,477

Diversification

Diversified

Filing Date

Global Rank

#7,893 / 8,232 ▲ 215

Top Industry

Insurance - Diversified 27.0%

3Y Alpha vs SPY

-4.7%

Period ended 2 months ago

Filed May 4, 2026 · 40d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.5%

SPY

+39.3%

Annualised alpha

-4.7%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.5%

−3.2 pts

Top 5

63.6%

−3.6 pts

Top 10

91.2%

−7.3 pts

HHI

1,207

Diversified−204

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$2,114,563	4
Financial Services	25.5%	$1,750,996	1
Consumer Cyclical	15.5%	$1,064,824	3
Consumer Defensive	8.7%	$599,651	1
Unclassified	5.5%	$380,322	1
Communication Services	5.0%	$342,771	1
Healthcare	4.7%	$320,040	1
Industrials	4.1%	$281,310	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+411	3,970	$692,368
GOOGL	Alphabet Inc.	+135	1,192	$342,771
AMZN	Amazon Com Inc	+54	2,195	$457,152
AAPL	Apple Inc.	+41	2,994	$759,847
WMT	Walmart Inc.	+34	4,825	$599,651
TSLA	Tesla, Inc.	+32	1,488	$553,164
MMM	3M Co	+1	1,937	$281,310
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−2,721	4,314	$380,322
BRK-B	Berkshire Hathaway Inc	−365	3,654	$1,750,996
MSFT	Microsoft Corp	−44	1,069	$395,711
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
INDV	Indivior Pharmaceuticals, Inc.	10,500	$320,040
GLW	Corning Inc /Ny	1,961	$266,637
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $6,854,477 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,654	-365	$1,750,996	−13.3%	25.55%
AAPL	Apple Inc. Technology	Added	2,994	+41	$759,847	−5.4%	11.09%
NVDA	Nvidia Corp Technology	Added	3,970	+411	$692,368	+4.3%	10.10%
WMT	Walmart Inc. Consumer Defensive	Added	4,825	+34	$599,651	+12.3%	8.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,488	+32	$553,164	−15.5%	8.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,195	+54	$457,152	−7.5%	6.67%
MSFT	Microsoft Corp Technology	Reduced	1,069	-44	$395,711	−26.5%	5.77%
IAU	Ishares Gold Trust	Reduced	4,314	-2,721	$380,322	−33.4%	5.55%
GOOGL	Alphabet Inc. Communication Services	Added	1,192	+135	$342,771	+3.6%	5.00%
INDV	Indivior Pharmaceuticals, Inc. Healthcare	NEW	10,500	NEW	$320,040	NEW	4.67%
MMM	3M Co Industrials	Added	1,937	+1	$281,310	−9.2%	4.10%
GLW	Corning Inc /Ny Technology	NEW	1,961	NEW	$266,637	NEW	3.89%
MVST	Microvast Holdings, Inc. Consumer Cyclical	Held	36,339	0	$54,508	−46.4%	0.80%