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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 11 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVE ISHARES TR 2,660.0 $604K 0.02% NEW $227.06 +4.6%
202 ALL ALLSTATE CORP Financial Services 2,535.0 $603K 0.02% NEW $237.94 +8.3%
203 CSX CSX CORP Industrials 12,629.0 $600K 0.02% NEW $47.53 +8.3%
204 NEM NEWMONT CORP Basic Materials 6,250.0 $584K 0.02% NEW $93.40 +42.5%
205 JCI JOHNSON CONTROLS INTERNATION Industrials 3,984.0 $582K 0.02% NEW $146.11 -2.4%
206 GM GENERAL MTRS CO Consumer Cyclical 7,483.0 $577K 0.02% NEW $77.08 +12.4%
207 STT STATE STR CORP Financial Services 3,377.0 $573K 0.02% NEW $169.60 +14.2%
208 MRVL MARVELL TECHNOLOGY INC Technology 1,910.0 $569K 0.02% NEW $297.89 -17.9%
209 GWW WW GRAINGER INC Industrials 416.0 $566K 0.02% NEW $1360.40 -2.7%
210 WM WASTE MGMT INC DEL Industrials 2,514.0 $560K 0.02% NEW $222.88 -2.2%
211 SCHB SCHWAB STRATEGIC TR 19,185.0 $556K 0.02% NEW $28.96 +3.0%
212 DIS DISNEY WALT CO Communication Services 5,715.0 $550K 0.02% NEW $96.25 +11.5%
213 NSC NORFOLK SOUTHN CORP Industrials 1,745.0 $549K 0.02% NEW $314.59 +11.3%
214 CI THE CIGNA GROUP Healthcare 1,980.0 $546K 0.02% NEW $275.68 +1.3%
215 KR KROGER CO Consumer Defensive 9,606.0 $533K 0.02% NEW $55.53 +3.2%
216 EBAY EBAY INC. Consumer Cyclical 4,712.0 $527K 0.02% NEW $111.75 -8.6%
217 PCAR PACCAR INC Industrials 4,358.0 $523K 0.02% NEW $120.12 +5.8%
218 ITW ILLINOIS TOOL WKS INC Industrials 1,921.0 $520K 0.02% NEW $270.47 +4.0%
219 NOC NORTHROP GRUMMAN CORP Industrials 1,018.0 $518K 0.02% NEW $509.31 +7.4%
220 TDG TRANSDIGM GROUP INC Industrials 388.0 $517K 0.02% NEW $1332.04 -10.6%
Page 11 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%