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Portfolio (Quarterly) Guide ↗

71 West Capital Partners

· CIK 0002111530
13F Portfolio $2.9B AUM 382 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 382 New
Page 14 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FDX FEDEX CORP Industrials 1,328.0 $416K 0.01% NEW $313.13 +7.3%
262 VXF VANGUARD INDEX FDS 1,673.0 $412K 0.01% NEW $246.21 -0.8%
263 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,126.0 $412K 0.01% NEW $45.11 +22.4%
264 NXPI NXP SEMICONDUCTORS N V Technology 1,463.0 $411K 0.01% NEW $281.03 -20.6%
265 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,173.0 $411K 0.01% NEW $350.07 -8.1%
266 CBRE CBRE GROUP INC Real Estate 3,041.0 $410K 0.01% NEW $134.69 +11.6%
267 RSG REPUBLIC SVCS INC Industrials 1,895.0 $404K 0.01% NEW $213.08 +4.3%
268 CTVA CORTEVA INC Basic Materials 4,732.0 $401K 0.01% NEW $84.69 -2.1%
269 PSX PHILLIPS 66 Energy 2,365.0 $400K 0.01% NEW $169.05 +43.3%
270 EOG EOG RES INC Energy 3,066.0 $398K 0.01% NEW $129.73 +11.6%
271 SPOT SPOTIFY TECHNOLOGY S A Communication Services 864.0 $397K 0.01% NEW $459.13 +19.8%
272 EA ELECTRONIC ARTS INC Communication Services 1,932.0 $396K 0.01% NEW $205.04 +2.3%
273 MET METLIFE INC Financial Services 4,675.0 $396K 0.01% NEW $84.61 +14.1%
274 APP APPLOVIN CORP Technology 763.0 $393K 0.01% NEW $515.23 -40.2%
275 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 21,400.0 $393K 0.01% NEW $18.37 +32.1%
276 HUM HUMANA INC Healthcare 988.0 $392K 0.01% NEW $397.22 -1.6%
277 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,291.0 $389K 0.01% NEW $61.76 -7.0%
278 CINF CINCINNATI FINL CORP Financial Services 2,097.0 $388K 0.01% NEW $185.14 -6.9%
279 IYW ISHARES TR 1,538.0 $388K 0.01% NEW $252.23 -2.2%
280 A AGILENT TECHNOLOGIES INC Healthcare 2,891.0 $384K 0.01% NEW $132.83 +16.8%
Page 14 of 20  ·  382 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.8%
Financial Services 22.2%
Industrials 9.4%
Communication Services 8.6%
Healthcare 5.2%
Consumer Cyclical 5.0%
Consumer Defensive 1.6%
Energy 1.3%
Utilities 1.0%
Basic Materials 0.7%