Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWFIshares Tr | $435.2M | 15.0% | |
| IWDIshares Tr | $316.8M | 11.0% | +3.3% |
| VTVVanguard Index Fds | $183.8M | 6.4% | |
| XLKSelect Sector Spdr Tr | $170.6M | 5.9% | +2.1% |
| VGTVanguard World Fd | $129.7M | 4.5% | |
| VUGVanguard Index Fds | $121.2M | 4.2% | −2.7% |
| AAPLApple Inc | $105.4M | 3.6% | +10.6% |
| NVDANvidia Corporation | $96.2M | 3.3% | +13.7% |
| SPYVSpdr Series Trust | $65.2M | 2.3% | |
| IEFAIshares Tr | $63.4M | 2.2% | +39.8% |
| GOOGLAlphabet Inc | $53.5M | 1.9% | +10.4% |
| SPYGSpdr Series Trust | $52.4M | 1.8% | −2.2% |
| SPYState Str Spdr S&p 500 Etf T | $52.1M | 1.8% | +21.0% |
| TSMTaiwan Semiconductor Manufac | $51.5M | 1.8% | |
| JPMJpmorgan Chase & Co | $44.6M | 1.5% | +5.6% |
| Asml Hldg NvCUSIP N07059210 | $35.3M | 1.2% | +1.2% |
| BACBank Of Amer Corp | $34.5M | 1.2% | +3.2% |
| CRWDCrowdstrike Hldgs Inc | $32.2M | 1.1% | +1.3% |
| VEAVanguard Tax-managed Fds | $31.5M | 1.1% | −1.0% |
| RTXRtx Corporation | $31.2M | 1.1% | +2.4% |
| BRK/BBerkshire Hathaway Inc Del | $31.2M | 1.1% | +13.3% |
| MSFTMicrosoft Corp | $30.9M | 1.1% | +25.8% |
| EFAIshares Tr | $29.6M | 1.0% | |
| AMZNAmazon Com Inc | $29.4M | 1.0% | +13.5% |
| GOOGAlphabet Inc | $26.7M | 0.9% | +21.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| THTarget Hospitality Corp | December 31, 2025 | +154.2% | $18.5M |
| DDOGDatadog Inc | December 31, 2025 | +91.5% | $22.8M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $35.3M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $21.8M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $32.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $51.5M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $170.6M |
| VGTVanguard World Fd | December 31, 2025 | +26.8% | $129.7M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $21.4M |
| IWDIshares Tr | December 31, 2025 | +15.3% | $316.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $637K
- TTDThe Trade Desk Inc was $539K
- EUSAIshares Inc was $463K
- WDAYWorkday Inc was $451K
- IBITIshares Bitcoin Trust Etf was $396K
- IWRIshares Tr was $348K
- SCHESchwab Strategic Tr was $270K
- VIOOVanguard Admiral Fds Inc was $266K
- Medtronic PLCCUSIP G5960L103 was $226K
- DGDollar Gen Corp was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.0% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 71 West Capital Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111530&type=13F-HR&dateb=&owner=include&count=40CIK 2111530
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111530/000211153026000003/Filed August 4, 2026 · accession 0002111530-26-000003