Portfolio (Quarterly)
Guide ↗
71 West Capital Partners
· CIK 0002111530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | BA | BOEING CO | Industrials | 3,539.0 | $766K | 0.03% | NEW | — | $216.47 | -2.7% |
| 162 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,918.0 | $763K | 0.03% | NEW | — | $397.68 | -6.9% |
| 163 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,834.0 | $762K | 0.03% | NEW | — | $415.29 | +17.7% |
| 164 | SO | SOUTHERN CO | Utilities | 7,924.0 | $758K | 0.03% | NEW | — | $95.71 | -7.6% |
| 165 | SHOP | SHOPIFY INC | Technology | 6,640.0 | $758K | 0.03% | NEW | — | $114.18 | +35.7% |
| 166 | DUK | DUKE ENERGY CORP NEW | Utilities | 5,933.0 | $751K | 0.03% | NEW | — | $126.58 | -4.7% |
| 167 | CVS | CVS HEALTH CORP | Healthcare | 7,153.0 | $740K | 0.03% | NEW | — | $103.45 | -9.9% |
| 168 | DHI | D R HORTON INC | Consumer Cyclical | 4,535.0 | $739K | 0.03% | NEW | — | $162.88 | -10.2% |
| 169 | DELL | DELL TECHNOLOGIES INC | Technology | 1,712.0 | $739K | 0.03% | NEW | — | $431.46 | +7.6% |
| 170 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 7,674.0 | $738K | 0.03% | NEW | — | $96.12 | -51.4% |
| 171 | SBUX | STARBUCKS CORP | Consumer Cyclical | 7,184.0 | $734K | 0.03% | NEW | — | $102.19 | +5.4% |
| 172 | HCA | HCA HEALTHCARE INC | Healthcare | 1,881.0 | $733K | 0.03% | NEW | — | $389.89 | +8.7% |
| 173 | — | FORTINET INC | — | 4,648.0 | $714K | 0.03% | NEW | — | $153.62 | — |
| 174 | SPMD | SPDR SERIES TRUST | — | 10,404.0 | $703K | 0.02% | NEW | — | $67.56 | -0.7% |
| 175 | SYK | STRYKER CORPORATION | Healthcare | 2,228.0 | $701K | 0.02% | NEW | — | $314.84 | +4.2% |
| 176 | MPWR | MONOLITHIC PWR SYS INC | Technology | 504.0 | $697K | 0.02% | NEW | — | $1382.36 | -5.0% |
| 177 | FCX | FREEPORT MCMORAN INC | Basic Materials | 11,050.0 | $695K | 0.02% | NEW | — | $62.89 | +25.7% |
| 178 | EMR | EMERSON ELEC CO | Industrials | 4,829.0 | $691K | 0.02% | NEW | — | $143.15 | +10.3% |
| 179 | SDY | SPDR SERIES TRUST | — | 4,536.0 | $690K | 0.02% | NEW | — | $152.18 | +3.7% |
| 180 | VO | VANGUARD INDEX FDS | — | 8,556.0 | $689K | 0.02% | NEW | — | $80.57 | +3.1% |
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%