71 West Capital Partners
Filing Date
Global Rank
#1,738
/ 8,517
▲ 178
Top Industry
Semiconductors
17.0%
3Y Alpha vs SPY
+44.8%
Period ended 46 days ago
Filed Aug 4, 2026 · 11d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–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.
Cloned portfolio
+31.5%
SPY
+13.9%
Annualised alpha
+43.4%
Max drawdown
−8.7%
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 3 quarters. Past performance does not predict future results.
Portfolio Concentration
331 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.0%
−0.3 pts
Top 5
30.6%
−1.5 pts
Top 10
45.8%
−3.5 pts
HHI
316
Diversified−35
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.4% | $520,314,881 |
| Financial Services | 19.2% | $224,200,526 |
| Industrials | 8.9% | $104,469,896 |
| Communication Services | 8.4% | $98,334,451 |
| Healthcare | 5.0% | $58,434,095 |
| Consumer Cyclical | 4.9% | $56,839,129 |
| Unclassified | 4.8% | $56,396,045 |
| Consumer Defensive | 1.5% | $17,359,337 |
| Energy | 1.3% | $15,680,365 |
| Utilities | 0.8% | $8,901,029 |
| Basic Materials | 0.7% | $8,506,812 |
| Real Estate | 0.1% | $1,255,599 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +57,973 | 480,811 | $96,205,472 | |
| AAPL | Apple Inc. | +34,968 | 364,276 | $105,406,903 | |
| LYG | Lloyds Banking Group plc | +31,668 | 51,467 | $300,052 | |
| T | At&T Inc. | +27,542 | 504,318 | $10,439,382 | |
| BAC | Bank Of America Corp /De/ | +18,695 | 605,779 | $34,517,287 | |
| MSFT | Microsoft Corp | +16,991 | 82,863 | $30,909,556 | |
| NFLX | Netflix Inc | +14,976 | 77,969 | $5,566,986 | |
| AMZN | Amazon Com Inc | +14,651 | 123,216 | $29,367,301 | |
| AVGO | Broadcom Inc. | +13,878 | 52,562 | $19,855,295 | |
| MFG | Mizuho Financial Group Inc | +13,633 | 29,894 | $286,384 | |
| KLAC | Kla Corp | +12,784 | 13,727 | $4,141,573 | |
| SHEL | Shell plc | +12,564 | 15,092 | $1,170,233 | |
| SPY | Spdr S&P 500 ETF Trust | +12,123 | 69,822 | $52,140,974 | |
| WMT | Walmart Inc. | +10,604 | 30,352 | $3,437,667 | |
| NU | Nu Holdings Ltd. | +10,150 | 709,637 | $9,480,750 | |
| INTC | Intel Corp | +9,961 | 20,953 | $2,925,667 | |
| XOM | ExxonMobil Holdings Corp | +9,735 | 30,004 | $4,102,146 | |
| WFC | Wells Fargo & Company/Mn | +8,627 | 24,134 | $1,994,433 | |
| F | Ford Motor Co | +8,623 | 44,324 | $616,103 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +7,986 | 20,397 | $480,961 | |
| WBD | Warner Bros. Discovery, Inc. | +7,942 | 23,428 | $624,590 | |
| CSCO | Cisco Systems, Inc. | +7,383 | 26,584 | $3,122,556 | |
| BRK-B | Berkshire Hathaway Inc | +7,308 | 62,290 | $31,169,293 | |
| JPM | Jpmorgan Chase & Co | +7,285 | 136,313 | $44,619,334 | |
| PG | PROCTER & GAMBLE Co | +7,195 | 15,753 | $2,310,019 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −48,222 | 149,745 | $53,514,370 | |
| HON | Honeywell International Inc | −1,106 | 1,712 | $383,316 | |
| NOW | ServiceNow, Inc. | −895 | 68,145 | $6,765,435 | |
| PFE | Pfizer Inc | −664 | 8,590 | $206,847 | |
| AWK | American Water Works Company, Inc. | −78 | 2,082 | $273,949 | |
| NXPI | NXP Semiconductors N.V. | −57 | 1,463 | $411,146 | |
| CME | Cme Group Inc. | −24 | 1,050 | $231,871 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROIV | Roivant Sciences Ltd. | 43,164 | $1,527,573 | |
| SNDK | Sandisk Corp | 535 | $1,216,445 | |
| HSBC | Hsbc Holdings PLC | 10,234 | $973,151 | |
| DELL | Dell Technologies Inc. | 1,712 | $738,659 | |
| MRVL | Marvell Technology, Inc. | 1,910 | $568,969 | |
| EBAY | Ebay Inc | 4,712 | $526,566 | |
| APO | Apollo Global Management, Inc. | 4,189 | $495,600 | |
| BHP | BHP Group Ltd | 5,588 | $465,536 | |
| XYZ | Block, Inc. | 5,845 | $444,220 | |
| LYV | Live Nation Entertainment, Inc. | 2,318 | $424,448 | |
| HPE | Hewlett Packard Enterprise Co | 9,126 | $411,673 | |
| APP | AppLovin Corp | 763 | $393,120 | |
| HUM | Humana Inc | 988 | $392,453 | |
| BTI | British American Tobacco p.l.c. | 6,291 | $388,532 | |
| A | Agilent Technologies, Inc. | 2,891 | $384,011 | |
| HONA | Honeywell Aerospace Inc. | 1,713 | $378,230 | |
| SAP | Sap SE | 2,357 | $363,237 | |
| ELV | Elevance Health, Inc. | 936 | $361,979 | |
| TTWO | Take Two Interactive Software Inc | 1,387 | $346,722 | |
| EW | Edwards Lifesciences Corp | 3,770 | $341,034 | |
| MCHP | Microchip Technology Inc | 3,687 | $336,254 | |
| CMG | Chipotle Mexican Grill Inc | 9,833 | $334,322 | |
| BP | Bp PLC | 8,662 | $320,060 | |
| DVA | Davita Inc. | 1,387 | $308,579 | |
| RF | Regions Financial Corp | 10,193 | $307,828 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 446,401 | $28,605,376 | |
| VIG | Vanguard Dividend Appreciation ETF | 12,442 | $2,675,776 | |
| VB | Vanguard Morningstar Small-Cap ETF | 4,074 | $1,067,062 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 9,799 | $735,904 | |
| TTD | Trade Desk, Inc. | 23,760 | $539,114 | |
| WDAY | Workday, Inc. | 3,469 | $450,692 | |
| IBIT | iShares Bitcoin Trust ETF | 10,300 | $395,726 | |
| VXF | Vanguard Extended Market ETF | 1,673 | $344,303 | |
| MDT | Medtronic plc | 2,609 | $226,069 | |
| DG | Dollar General Corp | 1,747 | $207,421 | |
| HSY | Hershey Co | 964 | $200,405 | |
| No positions match the current search. | ||||
331 tracked positions ·
$1,170,692,165 total
· filing declares
382 positions · $2,892,439,006
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 331 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 364,276 | $105,406,903 | 9.00% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 480,811 | $96,205,472 | 8.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 149,745 | $53,514,370 | 4.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 69,822 | $52,140,974 | 4.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 107,833 | $51,497,805 | 4.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 136,313 | $44,619,334 | 3.81% | |
| ASML |
Asml Holding NV
Technology
|
Added | 17,766 | $35,344,389 | 3.02% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 605,779 | $34,517,287 | 2.95% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 42,171 | $32,182,376 | 2.75% | |
| RTX |
RTX Corp
Industrials
|
Added | 164,546 | $31,219,312 | 2.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 62,290 | $31,169,293 | 2.66% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 82,863 | $30,909,556 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 123,216 | $29,367,301 | 2.51% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 87,434 | $22,764,316 | 1.94% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 23,148 | $22,258,190 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 39,359 | $22,170,531 | 1.89% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 63,859 | $21,777,196 | 1.86% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 51,511 | $21,409,516 | 1.83% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 41,629 | $21,380,654 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 52,562 | $19,855,295 | 1.70% | |
| TH |
Target Hospitality Corp.
Industrials
|
Held | 907,322 | $18,473,075 | 1.58% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 82,304 | $18,431,980 | 1.57% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 43,035 | $17,526,433 | 1.50% | |
| FER |
Ferrovial N.V.
Industrials
|
Added | 211,595 | $14,517,532 | 1.24% | |
| T |
At&T Inc.
Communication Services
|
Added | 504,318 | $10,439,382 | 0.89% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 709,637 | $9,480,750 | 0.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 20,371 | $8,568,042 | 0.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,922 | $7,103,025 | 0.61% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,980 | $6,902,654 | 0.59% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 68,145 | $6,765,435 | 0.58% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 11,560 | $6,715,319 | 0.57% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 38,828 | $6,082,794 | 0.52% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 77,969 | $5,566,986 | 0.48% | |
| V |
Visa Inc.
Financial Services
|
Added | 15,644 | $5,367,299 | 0.46% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 11,519 | $4,991,528 | 0.43% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,141 | $4,439,943 | 0.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 4,145 | $4,414,010 | 0.38% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 37,126 | $4,331,490 | 0.37% | |
| KLAC |
Kla Corp
Technology
|
Added | 13,727 | $4,141,573 | 0.35% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 30,004 | $4,102,146 | 0.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 15,732 | $3,995,456 | 0.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 5,355 | $3,943,422 | 0.34% | |
| GE |
General Electric Co
Industrials
|
Added | 9,382 | $3,506,334 | 0.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 30,352 | $3,437,667 | 0.29% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,587 | $3,355,530 | 0.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 9,268 | $3,268,638 | 0.28% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,210 | $3,246,497 | 0.28% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 12,555 | $3,159,340 | 0.27% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 26,584 | $3,122,556 | 0.27% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 14,698 | $3,072,469 | 0.26% |
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.