Portfolio (Quarterly)
Guide ↗
71 West Capital Partners
· CIK 0002111530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | TXN | TEXAS INSTRS INC | Technology | 5,209.0 | $1.6M | 0.05% | NEW | — | $298.07 | -12.2% |
| 102 | IVV | ISHARES TR | — | 2,055.0 | $1.5M | 0.05% | NEW | — | $748.89 | +2.8% |
| 103 | ROIV | ROIVANT SCIENCES LTD | Healthcare | 43,164.0 | $1.5M | 0.05% | NEW | — | $35.39 | +3.8% |
| 104 | COF | CAPITAL ONE FINL CORP | Financial Services | 7,436.0 | $1.5M | 0.05% | NEW | — | $200.62 | +8.3% |
| 105 | SNOW | SNOWFLAKE INC | Technology | 5,769.0 | $1.5M | 0.05% | NEW | — | $254.50 | +23.9% |
| 106 | C | CITIGROUP INC | Financial Services | 10,339.0 | $1.4M | 0.05% | NEW | — | $139.96 | -4.6% |
| 107 | NEE | NEXTERA ENERGY INC | Utilities | 16,288.0 | $1.4M | 0.05% | NEW | — | $87.77 | -4.0% |
| 108 | UNP | UNION PAC CORP | Industrials | 5,085.0 | $1.4M | 0.05% | NEW | — | $272.00 | +14.2% |
| 109 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 4,902.0 | $1.4M | 0.05% | NEW | — | $281.21 | -18.3% |
| 110 | AMGN | AMGEN INC | Healthcare | 3,626.0 | $1.3M | 0.04% | NEW | — | $362.12 | +21.6% |
| 111 | PGR | PROGRESSIVE CORP | Financial Services | 5,801.0 | $1.3M | 0.04% | NEW | — | $218.45 | +1.9% |
| 112 | NUE | NUCOR CORP | Basic Materials | 5,687.0 | $1.3M | 0.04% | NEW | — | $222.75 | +13.5% |
| 113 | VB | VANGUARD INDEX FDS | — | 4,140.0 | $1.3M | 0.04% | NEW | — | $303.12 | +0.3% |
| 114 | SNDK | SANDISK CORP | Technology | 535.0 | $1.2M | 0.04% | NEW | — | $2273.73 | -34.1% |
| 115 | LOW | LOWES COS INC | Consumer Cyclical | 5,513.0 | $1.2M | 0.04% | NEW | — | $220.49 | -4.6% |
| 116 | ADI | ANALOG DEVICES INC | Technology | 3,055.0 | $1.2M | 0.04% | NEW | — | $397.17 | -6.4% |
| 117 | XLF | SELECT SECTOR SPDR TR | — | 22,488.0 | $1.2M | 0.04% | NEW | — | $53.61 | +8.7% |
| 118 | IJR | ISHARES TR | — | 8,055.0 | $1.2M | 0.04% | NEW | — | $148.31 | -1.0% |
| 119 | PH | PARKER-HANNIFIN CORP | Industrials | 1,199.0 | $1.2M | 0.04% | NEW | — | $978.12 | +6.3% |
| 120 | DE | DEERE & CO | Industrials | 1,847.0 | $1.2M | 0.04% | NEW | — | $634.33 | +0.0% |
① 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%