71 West Capital Partners
BOSTON, MA
$2.9bn in 382 US stocks at the end of 30 June 2026. The top 10 are 58.3% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$2.9bn
Stocks
382
Top 10 share
58.3%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
- Roivant SciencesROIV<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- HSBC HoldingsHSBC<0.1% of the fund
- Ishares TREEM<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Spdr Series TrustSPMD<0.1% of the fund
- Vanguard Index FDSVO<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- eBayEBAY<0.1% of the fund
- Apollo Global ManagementAPO<0.1% of the fund
- BHP Billiton LimitedBHP<0.1% of the fund
- BlockXYZ<0.1% of the fund
- Live Nation EntertainmentLYV<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- AppLovinAPP<0.1% of the fund
- HumanaHUM<0.1% of the fund
- British American Tobacco p.l.c.BTI<0.1% of the fund
- Agilent TechnologiesA<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- SAP SESAP<0.1% of the fund
- Elevance HealthELV<0.1% of the fund
- Take TWO Interactive SoftwareTTWO<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIWD11.0% of the fund+3%
- Select Sector Spdr TRXLK5.9% of the fund+2%
- AppleAAPL3.6% of the fund+11%
- NvidiaNVDA3.3% of the fund+14%
- Ishares TRIEFA2.2% of the fund+40%
- AlphabetGOOGL1.9% of the fund+10%
- State STR Spdr S&P 500 ETF TSPY1.8% of the fund+21%
- JPMorgan ChaseJPM1.5% of the fund+6%
- Bank of AmericaBAC1.2% of the fund+3%
- RTXRTX1.1% of the fund+2%
- Berkshire HathawayBRK-B1.1% of the fund+13%
- MicrosoftMSFT1.1% of the fund+26%
- Amazon.comAMZN1.0% of the fund+14%
- AlphabetGOOG0.9% of the fund+21%
- BlackRockBLK0.8% of the fund+3%
- Meta PlatformsMETA0.8% of the fund+15%
- Palo Alto NetworksPANW0.8% of the fund+3%
- UnitedHealth GroupUNH0.7% of the fund+7%
- MastercardMA0.7% of the fund+6%
- BroadcomAVGO0.7% of the fund+36%
- Automatic Data ProcessingADP0.6% of the fund+4%
- S&P GlobalSPGI0.6% of the fund+3%
- FerrovialFER0.5% of the fund+3%
- AT&TT0.4% of the fund+6%
- TeslaTSLA0.3% of the fund+44%
Cut
Sold some of their stake.
- Vanguard Index FDSVUG4.2% of the fund-3%
- Spdr Series TrustSPYG1.8% of the fund-2%
- Ishares TRITOT0.4% of the fund-6%
- Ishares TRIVV<0.1% of the fund-8%
- Ishares TRIJR<0.1% of the fund-9%
- Schwab Strategic TRSCHF<0.1% of the fund-24%
- NXP SemiconductorsNXPI<0.1% of the fund-4%
- American Water Works CompanyAWK<0.1% of the fund-4%
- Ishares TRIWM<0.1% of the fund-17%
- CME GroupCME<0.1% of the fund-2%
- PfizerPFE<0.1% of the fund-7%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Trade DeskTTD-100%
- IsharesEUSA-100%
- WorkdayWDAY-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- Ishares TRIWR-100%
- Schwab Strategic TRSCHE-100%
- Vanguard Admiral FDSVIOO-100%
- MedtronicMDT-100%
- Dollar GeneralDG-100%
- HersheyHSY-100%
Holdings
- Ishares TRIWF
- Share
- 15.0%
- Value
- $435m
- Shares
- 3,504,688
Held
- Ishares TRIWD
- Share
- 11.0%
- Value
- $317m
- Shares
- 1,306,647
+3%
- Vanguard Index FDSVTV
- Share
- 6.4%
- Value
- $184m
- Shares
- 843,239
Held
- Select Sector Spdr TRXLK
- Share
- 5.9%
- Value
- $171m
- Shares
- 895,570
+2%
- Vanguard World FDVGT
- Share
- 4.5%
- Value
- $130m
- Shares
- 1,085,047
Held
- Vanguard Index FDSVUG
- Share
- 4.2%
- Value
- $121m
- Shares
- 1,407,442
-3%
- Spdr Series TrustSPYV
- Share
- 2.3%
- Value
- $65m
- Shares
- 1,072,643
Held
- Ishares TRIEFA
- Share
- 2.2%
- Value
- $63m
- Shares
- 656,894
+40%
- Spdr Series TrustSPYG
- Share
- 1.8%
- Value
- $52m
- Shares
- 440,278
-2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.8%
- Value
- $52m
- Shares
- 69,822
+21%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.1%
- Value
- $31m
- Shares
- 441,918
Held
- Ishares TREFA
- Share
- 1.0%
- Value
- $30m
- Shares
- 285,242
Held
- Vanguard Scottsdale FDSVONG
- Share
- 0.5%
- Value
- $16m
- Shares
- 124,315
Held
- Vanguard Scottsdale FDSVONV
- Share
- 0.5%
- Value
- $14m
- Shares
- 130,521
Held
- Ishares TRITOT
- Share
- 0.4%
- Value
- $11m
- Shares
- 64,097
-6%
- Ishares TRIVW
- Share
- 0.2%
- Value
- $6m
- Shares
- 41,253
+374%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $4m
- Shares
- 6
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $4m
- Shares
- 6,440
+21%
- Vanguard Whitehall FDSVYM
- Share
- 0.1%
- Value
- $4m
- Shares
- 27,057
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $4m
- Shares
- 5,355
Held
- Ishares TROEF
- Share
- 0.1%
- Value
- $4m
- Shares
- 9,862
+41%
- Schwab Strategic TRSCHX
- Share
- 0.1%
- Value
- $4m
- Shares
- 120,444
Held
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $3m
- Shares
- 8,122
Held
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $3m
- Shares
- 12,442
Held
- Alps ETF TRAMLP
- Share
- <0.1%
- Value
- $2m
- Shares
- 34,928
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $2m
- Shares
- 22,933
Held
- Spdr Index SHS FDSFEZ
- Share
- <0.1%
- Value
- $2m
- Shares
- 23,273
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIWF | 15.0% | $435m | 3,504,688 | Held |
| Ishares TRIWD | 11.0% | $317m | 1,306,647 | +3% |
| Vanguard Index FDSVTV | 6.4% | $184m | 843,239 | Held |
| Select Sector Spdr TRXLK | 5.9% | $171m | 895,570 | +2% |
| Vanguard World FDVGT | 4.5% | $130m | 1,085,047 | Held |
| Vanguard Index FDSVUG | 4.2% | $121m | 1,407,442 | -3% |
| AppleAAPL | 3.6% | $105m | 364,276 | +11% |
| NvidiaNVDA | 3.3% | $96m | 480,811 | +14% |
| Spdr Series TrustSPYV | 2.3% | $65m | 1,072,643 | Held |
| Ishares TRIEFA | 2.2% | $63m | 656,894 | +40% |
| AlphabetGOOGL | 1.9% | $54m | 149,745 | +10% |
| Spdr Series TrustSPYG | 1.8% | $52m | 440,278 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 1.8% | $52m | 69,822 | +21% |
| Taiwan Semiconductor ManufacturingTSM | 1.8% | $51m | 107,833 | Held |
| JPMorgan ChaseJPM | 1.5% | $45m | 136,313 | +6% |
| ASML Holding NVASML | 1.2% | $35m | 17,766 | Held |
| Bank of AmericaBAC | 1.2% | $35m | 605,779 | +3% |
| CrowdStrike HoldingsCRWD | 1.1% | $32m | 42,171 | Held |
| Vanguard Tax-Managed FDSVEA | 1.1% | $31m | 441,918 | Held |
| RTXRTX | 1.1% | $31m | 164,546 | +2% |
| Berkshire HathawayBRK-B | 1.1% | $31m | 62,290 | +13% |
| MicrosoftMSFT | 1.1% | $31m | 82,863 | +26% |
| Ishares TREFA | 1.0% | $30m | 285,242 | Held |
| Amazon.comAMZN | 1.0% | $29m | 123,216 | +14% |
| AlphabetGOOG | 0.9% | $27m | 75,689 | +21% |
| DatadogDDOG | 0.8% | $23m | 87,434 | Held |
| BlackRockBLK | 0.8% | $22m | 23,148 | +3% |
| Meta PlatformsMETA | 0.8% | $22m | 39,359 | +15% |
| Palo Alto NetworksPANW | 0.8% | $22m | 63,859 | +3% |
| UnitedHealth GroupUNH | 0.7% | $21m | 51,511 | +7% |
| MastercardMA | 0.7% | $21m | 41,629 | +6% |
| BroadcomAVGO | 0.7% | $20m | 52,562 | +36% |
| Target HospitalityTH | 0.6% | $18m | 907,322 | Held |
| Automatic Data ProcessingADP | 0.6% | $18m | 82,304 | +4% |
| S&P GlobalSPGI | 0.6% | $18m | 43,035 | +3% |
| Vanguard Scottsdale FDSVONG | 0.5% | $16m | 124,315 | Held |
| FerrovialFER | 0.5% | $15m | 211,595 | +3% |
| Vanguard Scottsdale FDSVONV | 0.5% | $14m | 130,521 | Held |
| Ishares TRITOT | 0.4% | $11m | 64,097 | -6% |
| AT&TT | 0.4% | $10m | 504,318 | +6% |
| Nu HoldingsNU | 0.3% | $9m | 709,637 | Held |
| TeslaTSLA | 0.3% | $9m | 20,371 | +44% |
| Eli LillyLLY | 0.2% | $7m | 5,922 | +49% |
| Micron TechnologyMU | 0.2% | $7m | 5,980 | +60% |
| ServiceNowNOW | 0.2% | $7m | 68,145 | Held |
| Advanced Micro DevicesAMD | 0.2% | $7m | 11,560 | +47% |
| SalesforceCRM | 0.2% | $6m | 38,828 | +4% |
| Ishares TRIVW | 0.2% | $6m | 41,253 | +374% |
| NetflixNFLX | 0.2% | $6m | 77,969 | +24% |
| VisaV | 0.2% | $5m | 15,644 | +47% |
| Lam ResearchLRCX | 0.2% | $5m | 11,519 | +41% |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $4m | 6 | Held |
| Applied MaterialsAMAT | 0.2% | $4m | 6,141 | +39% |
| Vanguard Index FDSVOO | 0.2% | $4m | 6,440 | +21% |
| CaterpillarCAT | 0.2% | $4m | 4,145 | +39% |
| Palantir TechnologiesPLTR | 0.1% | $4m | 37,126 | +10% |
| Vanguard Whitehall FDSVYM | 0.1% | $4m | 27,057 | Held |
| KLAKLAC | 0.1% | $4m | 13,727 | +46% |
| ExxonMobil HoldingsXOM | 0.1% | $4m | 30,004 | +48% |
| Johnson & JohnsonJNJ | 0.1% | $4m | 15,732 | +59% |
| Invesco QQQ TRQQQ | 0.1% | $4m | 5,355 | Held |
| Ishares TROEF | 0.1% | $4m | 9,862 | +41% |
| Schwab Strategic TRSCHX | 0.1% | $4m | 120,444 | Held |
| General ElectricGE | 0.1% | $4m | 9,382 | +113% |
| WalmartWMT | 0.1% | $3m | 30,352 | +54% |
| Costco WholesaleCOST | 0.1% | $3m | 3,587 | +32% |
| Home DepotHD | 0.1% | $3m | 9,268 | +58% |
| Goldman Sachs GroupGS | 0.1% | $3m | 3,210 | +24% |
| AbbVieABBV | 0.1% | $3m | 12,555 | +45% |
| Cisco SystemsCSCO | 0.1% | $3m | 26,584 | +38% |
| Morgan StanleyMS | 0.1% | $3m | 14,698 | +36% |
| Vanguard Index FDSVTI | 0.1% | $3m | 8,122 | Held |
| Vanguard Specialized FundsVIG | 0.1% | $3m | 12,442 | Held |
| IntelINTC | 0.1% | $3m | 20,953 | +91% |
| Uber TechnologiesUBER | 0.1% | $3m | 40,417 | Held |
| LindeLIN | <0.1% | $3m | 5,135 | +44% |
| GE VernovaGEV | <0.1% | $3m | 2,231 | +109% |
| TeradyneTER | <0.1% | $2m | 4,948 | Held |
| Procter & GamblePG | <0.1% | $2m | 15,753 | +84% |
| AmphenolAPH | <0.1% | $2m | 11,941 | +84% |
| Independent BankINDB | <0.1% | $2m | 24,953 | Held |
| MerckMRK | <0.1% | $2m | 16,058 | +46% |
| TJX CompaniesTJX | <0.1% | $2m | 13,596 | +15% |
| CorningGLW | <0.1% | $2m | 7,816 | +15% |
| Wells Fargo & CompanyWFC | <0.1% | $2m | 24,134 | +56% |
| OracleORCL | <0.1% | $2m | 13,384 | +36% |
| EatonETN | <0.1% | $2m | 4,573 | +69% |
| ChevronCVX | <0.1% | $2m | 11,630 | +24% |
| Vertiv HoldingsVRT | <0.1% | $2m | 5,423 | +4% |
| Alps ETF TRAMLP | <0.1% | $2m | 34,928 | Held |
| Nebius GroupNBIS | <0.1% | $2m | 6,416 | +132% |
| Ishares TRIJH | <0.1% | $2m | 22,933 | Held |
| Bloom EnergyBE | <0.1% | $2m | 5,773 | +24% |
| Coca-ColaKO | <0.1% | $2m | 20,518 | +34% |
| Philip Morris InternationalPM | <0.1% | $2m | 9,197 | +48% |
| Thermo Fisher ScientificTMO | <0.1% | $2m | 3,316 | +38% |
| Spdr Index SHS FDSFEZ | <0.1% | $2m | 23,273 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $2m | 1,639 | +48% |
| American ExpressAXP | <0.1% | $2m | 4,674 | +55% |
| Western DigitalWDC | <0.1% | $2m | 2,468 | +6% |
Showing the largest 100 of 382.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 33.0% since 31 December 2025.
Where the money is
Technology16.1%
Financial services7.7%
Industrials4.9%
Media & telecom4.2%
Retail & consumer2.6%
Health care2.0%
Everyday goods0.6%
Energy0.5%
Utilities0.3%
Materials0.3%
Real estate0.0%
Other60.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.