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71 West Capital Partners

All holdings · as of Dec 31, 2025

259 positions

CompanyClassValueShares% of portfolio
Bank of New York Mellon Corp/The—$298.9K2,5750.0%
SHERWIN WILLIAMS CO—$298.1K9200.0%
Hilton Worldwide Holdings Inc.—$295.3K1,0280.0%
Cigna Group—$291.5K1,0590.0%
Aon plc—$284.1K8050.0%
The PNC Financial Services Group, Inc.—$281.2K1,3470.0%
SYSCO CORP—$278.1K3,7740.0%
CVS HEALTH Corp—$278.0K3,5030.0%
CBRE Group Inc—$277.4K1,7250.0%
Marriott International Inc/MD—$275.8K8890.0%
CINTAS CORP—$275.0K1,4620.0%
PFIZER INC—$274.5K11,0240.0%
Elevance Health Inc—$269.2K7680.0%
ELECTRONIC ARTS INC.—$266.9K1,3060.0%
AMERICAN INTERNATIONAL GROUP, INC.—$266.5K3,1150.0%
FREEPORT-MCMORAN INC—$264.6K5,2100.0%
Zoetis Inc.—$264.3K2,1010.0%
CME Group Inc—$263.2K9640.0%
Medtronic plc—$262.9K2,7370.0%
WASTE MANAGEMENT INC—$262.8K1,1960.0%
TransDigm Group Inc.—$259.3K1950.0%
ECOLAB INC.—$258.6K9850.0%
GENERAL DYNAMICS CORP—$258.6K7680.0%
TE Connectivity PLC—$258.5K1,1360.0%
COLGATE PALMOLIVE CO—$254.4K3,2190.0%
W.W. GRAINGER, INC.—$252.3K2500.0%
Equinix Inc—$251.3K3280.0%
United Airlines Holdings Inc—$249.0K2,2270.0%
Johnson Controls International plc—$248.5K2,0750.0%
Toyota Motor CorporationTMADR$247.2K1,1550.0%
Valero Energy Corp—$244.5K1,5020.0%
Rockwell Automation Inc—$244.3K6280.0%
TRAVELERS COMPANIES, INC.—$243.4K8390.0%
PACCAR INC—$243.2K2,2210.0%
Seagate Technology Holdings PLC—$242.6K8810.0%
Warner Bros. Discovery, Inc.—$239.6K8,3140.0%
Apollo Global Management, Inc.—$237.7K1,6420.0%
American Water Works Company, Inc.—$232.8K1,7840.0%
REGENERON PHARMACEUTICALS, INC.—$231.6K3000.0%
Nebius Group N.V.—$231.4K2,7640.0%
ILLINOIS TOOL WORKS INC—$231.0K9380.0%
ALTRIA GROUP, INC.—$227.9K3,9530.0%
Invesco Bloomberg Enhanced Fallen Angels ETF—$226.3K3,4530.0%
AMETEK Inc—$224.4K1,0930.0%
CINCINNATI FINANCIAL CORP—$222.9K1,3650.0%
MetLife Inc—$220.2K2,7900.0%
NORFOLK SOUTHERN CORP—$220.0K7620.0%
Comcast Corp.—$218.8K7,3190.0%
STATE STREET CORPORATION—$218.5K1,6940.0%
DOMINION ENERGY, INC—$217.1K3,7060.0%
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