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71 West Capital Partners

All holdings · as of Dec 31, 2025

259 positions

CompanyClassValueShares% of portfolio
Vertiv Holdings Co—$802.0K4,9500.0%
CAPITAL ONE FINANCIAL CORP—$788.6K3,2540.0%
ISHARES TR—$765.3K11,5950.0%
AMPHENOL CORP /DE—$736.1K5,4470.0%
DANAHER CORP /DE—$732.3K3,1990.0%
INTERNATIONAL BUSINESS MACHINES CORP—$729.3K2,4620.0%
NEXTERA ENERGY INC—$698.4K8,6990.0%
VANGUARD INTL EQUITY INDEX F—$697.3K9,4800.0%
Axon Enterprise Inc—$695.1K1,2240.0%
LOWES COMPANIES INC—$686.3K2,8460.0%
Eaton Corp plc—$685.1K2,1510.0%
Intuitive Surgical Inc—$674.5K1,1910.0%
Viridian Therapeutics, Inc.—$666.0K21,4000.0%
AMGEN INC—$656.6K2,0060.0%
Parker-Hannifin Corp—$637.2K7250.0%
IDEXX LABORATORIES INC /DE—$633.2K9360.0%
SCHWAB CHARLES CORP—$631.6K6,3220.0%
SPDR SERIES TRUST—$631.2K4,5360.0%
Accenture plc—$621.1K2,3150.0%
ISHARES TR—$613.6K4,3370.0%
ADOBE INC.—$604.1K1,7260.0%
CITIGROUP INC—$594.7K5,0960.0%
AppLovin Corp—$584.2K8670.0%
STRYKER CORP—$580.3K1,6510.0%
Arista Networks, Inc.ANETCommon Stock$574.2K4,3820.0%
BRISTOL MYERS SQUIBB CO—$566.4K10,5000.0%
ConocoPhillips—$564.6K6,0310.0%
MCKESSON CORP—$564.4K6880.0%
CORNING INC /NY—$560.3K6,3990.0%
DEERE & CO—$552.6K1,1870.0%
QUALCOMM INC/DE—$551.3K3,2230.0%
ISHARES TR—$549.0K4,5680.0%
HCA Healthcare, Inc.—$547.2K1,1720.0%
CADENCE DESIGN SYSTEMS INC—$545.5K1,7450.0%
VERTEX PHARMACEUTICALS INC / MA—$544.0K1,2000.0%
PROGRESSIVE CORP/OH—$538.3K2,3640.0%
Trane Technologies plc—$511.0K1,3130.0%
KROGER CO—$508.3K8,1360.0%
SCHWAB STRATEGIC TR—$503.2K19,1850.0%
Walt Disney Co—$500.1K4,3960.0%
Union Pacific Corp—$496.4K2,1460.0%
GE Vernova Inc.—$493.4K7550.0%
ISHARES TR—$492.9K2,3240.0%
T-Mobile US, Inc.TMUSCommon Stock$491.8K2,4220.0%
VERIZON COMMUNICATIONS INC—$482.4K11,8440.0%
TEXAS INSTRUMENTS INC—$482.0K2,7780.0%
Quanta Services Inc—$477.8K1,1320.0%
Constellation Energy Corp—$467.4K1,3230.0%
Chubb Ltd—$463.8K1,4860.0%
GILEAD SCIENCES, INC.—$461.9K3,7630.0%
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