Two West Capital Advisors LLC
Filing Date
Global Rank
#8,246
/ 8,586
▲ 93
Top Industry
Insurance - Diversified
27.0%
3Y Alpha vs SPY
-5.0%
Period ended 3 months ago
Filed May 4, 2026 · 44d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+31.3%
SPY
+42.0%
Annualised alpha
-5.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 30.8% | $2,114,563 |
| Financial Services | 25.5% | $1,750,996 |
| Consumer Cyclical | 15.5% | $1,064,824 |
| Consumer Defensive | 8.7% | $599,651 |
| Unclassified | 5.5% | $380,322 |
| Communication Services | 5.0% | $342,771 |
| Healthcare | 4.7% | $320,040 |
| Industrials | 4.1% | $281,310 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$2,114,563 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 2,994 | $759,847 | 35.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,970 | $692,368 | 32.74% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,069 | $395,711 | 18.71% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,961 | $266,637 | 12.61% |