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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 17 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MFG MIZUHO FINANCIAL GROUP INC Financial Services 29,894.0 $286K 0.01% NEW $9.58 +8.9%
322 VMC VULCAN MATLS CO Basic Materials 962.0 $284K 0.01% NEW $295.01 -7.0%
323 OXY OCCIDENTAL PETE CORP Energy 5,779.0 $281K 0.01% NEW $48.57 +21.6%
324 RSPT INVESCO EXCHANGE TRADED FD T 4,300.0 $277K 0.01% NEW $64.50 +1.6%
325 DB DEUTSCHE BK AG Financial Services 8,184.0 $276K 0.01% NEW $33.76 +18.7%
326 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,082.0 $274K 0.01% NEW $131.58 +4.7%
327 CNP CENTERPOINT ENERGY INC Utilities 6,159.0 $271K 0.01% NEW $44.04 -10.9%
328 JBL JABIL INC Technology 694.0 $268K 0.01% NEW $385.48 -19.2%
329 KKR KKR & CO INC 2,890.0 $265K 0.01% NEW $91.78
330 PXF INVESCO EXCH TRADED FD TR II 3,453.0 $261K 0.01% NEW $75.64 +5.1%
331 DTE DTE ENERGY CO Utilities 1,697.0 $259K 0.01% NEW $152.37 -10.5%
332 CARNIVAL CORP LTD 8,998.0 $257K 0.01% NEW $28.57
333 IQVIA HLDGS INC 1,325.0 $256K 0.01% NEW $193.22
334 PRU PRUDENTIAL FINL INC Financial Services 2,370.0 $256K 0.01% NEW $107.93 +11.5%
335 IWM ISHARES TR 844.0 $254K 0.01% NEW $300.45 -0.1%
336 TRGP TARGA RES CORP Energy 943.0 $253K 0.01% NEW $268.14 +8.5%
337 ENTERGY CORP NEW 2,197.0 $252K 0.01% NEW $114.86
338 NET CLOUDFLARE INC Technology 1,012.0 $248K 0.01% NEW $245.28 +23.7%
339 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,039.0 $247K 0.01% NEW $81.16 -9.6%
340 FANG DIAMONDBACK ENERGY INC Energy 1,401.0 $246K 0.01% NEW $175.78 +13.5%
Page 17 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%