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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 5 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INDB INDEPENDENT BK CORP MASS Financial Services 24,953.0 $2.1M 0.07% NEW $83.72 -1.1%
82 MRK MERCK & CO INC Healthcare 16,058.0 $2.1M 0.07% NEW $128.50 +19.2%
83 TJX TJX COS INC NEW Consumer Cyclical 13,596.0 $2.1M 0.07% NEW $151.50 -9.7%
84 GLW CORNING INC Technology 7,816.0 $2.0M 0.07% NEW $255.43 -40.2%
85 WFC WELLS FARGO & CO Financial Services 24,134.0 $2.0M 0.07% NEW $82.64 +3.1%
86 ORCL ORACLE CORP Technology 13,384.0 $2.0M 0.07% NEW $146.55 +1.6%
87 ETN EATON CORP PLC Industrials 4,573.0 $1.9M 0.07% NEW $426.12 -1.6%
88 CVX CHEVRON CORPORATION Energy 11,630.0 $1.9M 0.07% NEW $165.75 +20.8%
89 VRT VERTIV HOLDINGS CO Industrials 5,423.0 $1.8M 0.06% NEW $334.82 -21.2%
90 AMLP ALPS ETF TR 34,928.0 $1.8M 0.06% NEW $51.85 +7.0%
91 NEBIUS GROUP N.V. 6,416.0 $1.8M 0.06% NEW $276.17
92 IJH ISHARES TR 22,933.0 $1.8M 0.06% NEW $77.11 -0.6%
93 BE BLOOM ENERGY CORP Industrials 5,773.0 $1.7M 0.06% NEW $302.70 -27.9%
94 KO COCA COLA CO Consumer Defensive 20,518.0 $1.7M 0.06% NEW $81.27 +10.8%
95 PM PHILIP MORRIS INTL INC Consumer Defensive 9,197.0 $1.7M 0.06% NEW $180.91 +7.3%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,316.0 $1.7M 0.06% NEW $501.36 +26.4%
97 FEZ SPDR INDEX SHS FDS 23,273.0 $1.6M 0.06% NEW $68.68 +4.4%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,639.0 $1.6M 0.06% NEW $965.00 -12.3%
99 AXP AMERICAN EXPRESS CO Financial Services 4,674.0 $1.6M 0.06% NEW $338.25 -0.6%
100 WDC WESTERN DIGITAL CORP Technology 2,468.0 $1.6M 0.05% NEW $638.72 -26.6%
Page 5 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%