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71 West Capital Partners

All holdings · as of Dec 31, 2025

259 positions

CompanyClassValueShares% of portfolio
ANALOG DEVICES INC—$460.0K1,6960.0%
BOSTON SCIENTIFIC CORP—$453.6K4,7570.0%
LOCKHEED MARTIN CORP—$441.6K9130.0%
O REILLY AUTOMOTIVE INC—$439.3K4,8160.0%
CUMMINS INC—$431.8K8460.0%
ROYAL CARIBBEAN CRUISES LTD—$430.7K1,5440.0%
HONEYWELL INTERNATIONAL INC—$421.2K2,1590.0%
SPOTIFY TECHNOLOGY S A—$414.0K7130.0%
Motorola Solutions, Inc.—$412.8K1,0770.0%
Booking Holdings Inc—$407.0K760.0%
FORD MOTOR CO—$402.0K30,6420.0%
MARSH & MCLENNAN COMPANIES, INC.—$397.0K2,1400.0%
Monster Beverage Corp—$394.5K5,1460.0%
Citizens Community Bancorp Inc/WI—$394.0K26,1300.0%
United Rentals Inc—$387.7K4790.0%
Moody's Corp—$386.7K7570.0%
Health Catalyst, Inc.—$382.5K160,0490.0%
Northrop Grumman Corp—$381.5K6690.0%
Newmont Corp—$375.0K3,7560.0%
Cencora Inc—$374.6K1,1090.0%
The Boeing Company—$371.7K1,7120.0%
SOUTHERN CO—$371.5K4,2600.0%
STARBUCKS CORP—$367.2K4,3600.0%
INTEL CORP—$363.9K9,8620.0%
FIRST TR EXCHANGE TRADED FD—$356.0K4,9820.0%
US BANCORP \DE—$353.1K6,6170.0%
EMERSON ELECTRIC CO—$352.5K2,6560.0%
VANGUARD INDEX FDS—$349.9K1,6730.0%
Watsco, Inc.—$347.1K1,0300.0%
AMERIPRISE FINANCIAL INC—$339.3K6920.0%
SYNOPSYS INC—$337.7K7190.0%
AMERICAN ELECTRIC POWER CO INC—$334.1K2,8970.0%
Marathon Petroleum Corp—$333.6K2,0510.0%
Williams Cos Inc/The—$332.6K5,5340.0%
Western Digital Corp—$330.1K1,9160.0%
Duke Energy Corp—$329.7K2,8130.0%
ISHARES TR—$326.7K1,3270.0%
Autodesk, Inc.—$326.2K1,1020.0%
General Motors Co—$324.5K3,9900.0%
Blackstone Inc—$324.3K2,1040.0%
AFLAC INC—$320.3K2,9050.0%
HORTON D R INC /DE—$316.4K2,1970.0%
Monolithic Power Systems Inc—$310.9K3430.0%
Howmet Aerospace Inc.—$309.6K1,5100.0%
NXP Semiconductors N.V.—$308.7K1,4220.0%
MSCI Inc.—$306.4K5340.0%
ALLSTATE CORP—$305.4K1,4670.0%
Intercontinental Exchange, Inc.—$303.4K1,8730.0%
ISHARES TR—$301.7K1,5110.0%
WEC ENERGY GROUP, INC.—$299.8K2,8430.0%
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