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71 West Capital Partners

All holdings · as of Dec 31, 2025

259 positions

CompanyClassValueShares% of portfolio
Axon Enterprise Inc—$695.1K1,2240.0%
VANGUARD INTL EQUITY INDEX F—$697.3K9,4800.0%
NEXTERA ENERGY INC—$698.4K8,6990.0%
INTERNATIONAL BUSINESS MACHINES CORP—$729.3K2,4620.0%
DANAHER CORP /DE—$732.3K3,1990.0%
AMPHENOL CORP /DE—$736.1K5,4470.0%
ISHARES TR—$765.3K11,5950.0%
CAPITAL ONE FINANCIAL CORP—$788.6K3,2540.0%
Vertiv Holdings Co—$802.0K4,9500.0%
NUCOR CORP—$803.3K4,9250.0%
PEPSICO INC—$809.9K5,6430.0%
Philip Morris International Inc.—$820.1K5,1130.0%
INTUIT INC.—$826.0K1,2470.0%
AMERICAN EXPRESS CO—$836.1K2,2600.0%
KLA CORP—$856.6K7050.0%
VANGUARD INDEX FDS—$867.2K3,3620.0%
MCDONALD'S CORP—$884.5K2,8940.0%
SHOPIFY INC—$921.2K5,7230.0%
TERADYNE, INC—$929.9K4,8040.0%
MICRON TECHNOLOGY INC—$942.1K3,3010.0%
Merck & Co., Inc.—$958.7K9,1080.0%
COCA COLA CO—$980.2K14,0210.0%
ABBOTT LABORATORIES—$993.4K7,9290.0%
APPLIED MATERIALS INC /DE—$1.00M3,9030.0%
CHEVRON CORP—$1.02M6,6890.0%
GENERAL ELECTRIC CO—$1.04M3,3910.0%
ISHARES TR—$1.07M8,7080.0%
Snowflake Inc.—$1.14M5,2050.1%
LINDE PLC—$1.15M2,6980.1%
LAM RESEARCH CORP—$1.16M6,7540.1%
WELLS FARGO & COMPANY/MN—$1.16M12,4410.1%
PROCTER & GAMBLE Co—$1.17M8,1640.1%
SELECT SECTOR SPDR TR—$1.23M22,4880.1%
THERMO FISHER SCIENTIFIC INC.—$1.27M2,1870.1%
CISCO SYSTEMS, INC.—$1.28M16,6620.1%
ISHARES TR—$1.36M1,9870.1%
CATERPILLAR INC—$1.37M2,4000.1%
ADVANCED MICRO DEVICES INC—$1.47M6,8490.1%
SPDR INDEX SHS FDS—$1.50M23,2730.1%
HOME DEPOT, INC.—$1.60M4,6630.1%
TJX Cos Inc/The—$1.62M10,5720.1%
ALPS ETF TR—$1.64M34,9080.1%
ORACLE CORP—$1.66M8,5280.1%
Morgan Stanley—$1.67M9,3870.1%
AbbVie Inc.—$1.76M7,7040.1%
Netflix Inc—$1.76M18,7870.1%
JOHNSON & JOHNSON—$1.79M8,6370.1%
INDEPENDENT BANK CORP—$1.79M24,5000.1%
Walmart Inc.—$1.85M16,6340.1%
THE GOLDMAN SACHS GROUP, INC.—$1.91M2,1680.1%
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