71 West Capital Partners

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CIK 2111530

13F portfolio (2026-Q1)

$2.3B

Positions

313

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

313

Top 5

45.4%

Top 10

61.1%

Effective N

16.7

HHI

0.060

This quarter

59 new · 0 exit →

By sector

Unclassified63.8%

Information Technology14.6%

Financials8.0%

Industrials4.7%

Communication Services4.4%

Consumer Discretionary2.5%

Health Care0.8%

Energy0.4%

Other0.8%

By market cap

Unknown67.5%

Mega (>$200B)23.3%

Large ($10–200B)8.6%

Small ($300M–2B)0.4%

Mid ($2–10B)0.1%

Micro (<$300M)0.0%

By region

Other63.8%

North America32.5%

Europe1.6%

Asia-Pacific1.6%

Latin America0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	64.99%	55
Semiconductors & Semiconductor Equipment	5.77%	13
Technology Hardware & Equipment	4.56%	16
Software & IT Services	4.13%	7
Banks	3.81%	22
Software	3.30%	15
Commercial Services & Supplies	2.03%	11
Specialty Retail	1.55%	14
Aerospace & Defense	1.49%	7
Machinery	1.40%	12
Capital Markets	1.24%	10
Insurance	0.78%	14
Pharmaceuticals & Biotechnology	0.68%	15
Diversified Telecommunication Services	0.66%	3
Construction & Engineering	0.64%	4
Hotels, Restaurants & Leisure	0.49%	7
Oil, Gas & Consumable Fuels	0.44%	13
Media & Entertainment	0.32%	4
Automobiles & Components	0.29%	5
Utilities	0.24%	13
Chemicals	0.17%	5
Electrical Equipment & Components	0.14%	4
Metals & Mining	0.13%	5
Distributors	0.11%	7
Beverages	0.11%	3
Health Care Equipment & Supplies	0.09%	5
Road & Rail	0.08%	4
Tobacco	0.06%	2
Communications Equipment	0.05%	3
Food & Staples Retailing	0.04%	2
Airlines	0.03%	3
Health Care Providers & Services	0.03%	1
Marine	0.02%	1
Entertainment	0.02%	1
Transportation Infrastructure	0.02%	1
Food Products	0.02%	2
Equity Real Estate Investment Trusts (REITs)	0.02%	1
Agricultural Products	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	1
Real Estate Management & Development	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IWF	ISHARES TR	Unclassified	16.50%
2	IWD	ISHARES TR	Unclassified	11.88%
3	VTV	VANGUARD INDEX FDS	Unclassified	7.29%
4	XLK	SELECT SECTOR SPDR TR	Unclassified	5.13%
5	VUG	VANGUARD INDEX FDS	Unclassified	4.63%
6	VGT	VANGUARD WORLD FD	Unclassified	4.16%
7	AAPL	Apple Inc.	Information Technology	3.68%
8	NVDA	NVIDIA CORP	Information Technology	3.24%
9	SPYV	SPDR SERIES TRUST	Unclassified	2.69%
10	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	1.94%

259/313 names classified · sector 36.2% of weight · industry 35.0% · mkt cap 32.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, NVDA, TSM, MSFT, ADP · other

FinancialsJPM, BAC, BRK.B, BLK, MA · other

IndustrialsRTX, ASML, SPGI, FER, UBER · other

Communication ServicesGOOGL, META, GOOG, T, NFLX · other

Consumer DiscretionaryAMZN, TH, TSLA, COST, WMT · other

Health CareLLY, JNJ, ABBV, MRK, ABT · other

EnergyXOM, CVX, COP, MPC, VLO · other

MaterialsLIN, PG, NUE, GLW, NEM · other

Consumer StaplesKO, PM, PEP, KR, MNST · other

UtilitiesNEE, SO, CEG, AEP, DUK · other

Real EstateEQIX, CBRE

UnclassifiedIWF, IWD, VTV, XLK, VUG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 36.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 30% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (237 classified)71 West Capital Partners centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesIndustrialsConsumer DiscretionaryHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for 71 West Capital Partners: centroid Large Core. Heaviest cells: Large Growth 18.1%, Large Core 7.2%, Large Value 3.4%.

Classified: 30.1% of book weight (237/313 names) · unclassified 69.9%: IWF, IWD, VTV, XLK, VUG, VGT, SPYV, SPYG, IEFA, SPY +66 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 313 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IWFISHARES TR	879,787	$375M	16.5%	ADD 8%
2	IWDISHARES TR	1,264,328	$270M	11.9%	ADD 11%
3	VTVVANGUARD INDEX FDS	845,174	$166M	7.3%	ADD 5%
4	XLKSELECT SECTOR SPDR TR	877,176	$117M	5.1%	ADD 9%
5	VUGVANGUARD INDEX FDS	241,167	$105M	4.6%	ADD 6%
6	VGTVANGUARD WORLD FD	135,405	$94M	4.2%	ADD 9%
7	AAPLAPPLE INC	329,308	$84M	3.7%	ADD 7%
8	NVDANVIDIA CORPORATION	422,838	$74M	3.2%	ADD 11%
9	SPYVSPDR SERIES TRUST	1,079,182	$61M	2.7%	ADD 3%
10	SPYGSPDR SERIES TRUST STATE STREET SPD	450,201	$44M	1.9%	ADD 5%
11	IEFAISHARES TR	469,898	$43M	1.9%	ADD 27%
12	GOOGLALPHABET INC	135,611	$39M	1.7%	ADD 25%
13	JPMJPMORGAN CHASE & CO	129,028	$38M	1.7%	ADD 10%
14	SPYSTATE STR SPDR S&P 500 ETF T	57,699	$38M	1.7%	ADD 24%
15	TSMTAIWAN SEMICONDUCTOR MFG LTD	107,401	$36M	1.6%	ADD 6%
16	RTXRTX CORPORATION	160,716	$31M	1.4%	ADD 6%
17	BACBANK AMERICA CORP	587,084	$29M	1.3%	ADD 4%
18	VEAVANGUARD TAX-MANAGED FDS	446,401	$29M	1.3%	HOLD
19	EFAISHARES TR	283,481	$28M	1.2%	ADD 16%
20	BRK.BBERKSHIRE HATHAWAY INC DEL	54,976	$26M	1.2%	ADD 10%
21	MSFTMICROSOFT CORP	65,872	$24M	1.1%	ADD 9%
22	ASMLASML HOLDING N V	17,551	$23M	1.0%	ADD 9%
23	AMZNAMAZON COM INC	108,565	$23M	1.0%	ADD 10%
24	BLKBLACKROCK INC	22,434	$22M	0.9%	ADD 7%
25	METAMETA PLATFORMS INC	34,288	$20M	0.9%	ADD 12%
26	MAMASTERCARD INCORPORATED	39,224	$20M	0.9%	ADD 9%
27	GOOGALPHABET INC	62,356	$18M	0.8%	ADD 71%
28	SPGIS&P GLOBAL INC	41,917	$18M	0.8%	ADD 6%
29	CRWDCROWDSTRIKE HLDGS INC	41,637	$16M	0.7%	ADD 12%
30	ADPAUTOMATIC DATA PROCESSING IN	79,164	$16M	0.7%	ADD 8%
31	TAT&T INC	476,776	$14M	0.6%	ADD 7%
32	VONGVANGUARD SCOTTSDALE FDS	124,767	$14M	0.6%	ADD 3%
33	FERFERROVIAL SE	205,262	$13M	0.6%	ADD 7%
34	UNHUNITEDHEALTH GROUP INC	48,061	$13M	0.6%	ADD 4%
35	VONVVANGUARD SCOTTSDALE FDS	128,633	$12M	0.5%	ADD 6%
36	AVGOBROADCOM INC	38,684	$12M	0.5%	ADD 68%
37	DDOGDATADOG INC	85,829	$10M	0.4%	ADD 9%
38	NUNU HLDGS LTD	699,487	$10M	0.4%	ADD 10%
39	PANWPALO ALTO NETWORKS INC	61,964	$10M	0.4%	ADD 13%
40	ITOTISHARES TR	68,023	$10M	0.4%	ADD 15%
41	THTARGET HOSPITALITY CORP	907,322	$8M	0.4%	HOLD
42	NOWSERVICENOW INC	69,040	$7M	0.3%	ADD 13%
43	CRMSALESFORCE INC	37,418	$7M	0.3%	ADD 14%
44	NFLXNETFLIX INC	62,993	$6M	0.3%	ADD 235%
45	TSLATESLA INC	14,101	$5M	0.2%	ADD 16%
46	PLTRPALANTIR TECHNOLOGIES INC	33,605	$5M	0.2%	HOLD
47	BRK.ABERKSHIRE HATHAWAY INC DEL	6	$4M	0.2%	HOLD
48	VYMVANGUARD WHITEHALL FDS	27,057	$4M	0.2%	ADD 27%
49	LLYELI LILLY & CO	3,963	$4M	0.2%	ADD 18%
50	XOMEXXON MOBIL CORP	20,269	$3M	0.2%	ADD 20%
51	VVISA INC	10,672	$3M	0.1%	ADD 20%
52	VOOVANGUARD INDEX FDS	5,326	$3M	0.1%	TRIM −10%
53	SCHXSCHWAB U.S. LARGE-CAP ETF	120,998	$3M	0.1%	NEW
54	QQQINVESCO QQQ TR	5,355	$3M	0.1%	ADD 6%
55	UBERUBER TECHNOLOGIES INC	40,210	$3M	0.1%	HOLD
56	COSTCOSTCO WHSL CORP NEW	2,719	$3M	0.1%	ADD 17%
57	VIGVANGUARD SPECIALIZED FUNDS	12,442	$3M	0.1%	HOLD
58	VTIVANGUARD INDEX FDS	8,011	$3M	0.1%	HOLD
59	WMTWALMART INC	19,748	$2M	0.1%	ADD 19%
60	JNJJOHNSON & JOHNSON	9,865	$2M	0.1%	ADD 14%
61	OEFISHARES TR	6,998	$2M	0.1%	HOLD
62	GSGOLDMAN SACHS GROUP INC	2,593	$2M	0.1%	ADD 20%
63	CATCATERPILLAR INC	2,976	$2M	0.1%	ADD 24%
64	CVXCHEVRON CORP NEW	9,411	$2M	0.1%	ADD 41%
65	HDHOME DEPOT INC	5,874	$2M	0.1%	ADD 26%
66	TJXTJX COS INC NEW	11,836	$2M	0.1%	ADD 12%
67	ABBVABBVIE INC	8,654	$2M	0.1%	ADD 12%
68	INDBINDEPENDENT BK CORP MASS	24,500	$2M	0.1%	HOLD
69	AMLPALPS ETF TR	34,908	$2M	0.1%	HOLD
70	MSMORGAN STANLEY	10,781	$2M	0.1%	ADD 15%
71	LINLINDE PLC	3,575	$2M	0.1%	ADD 33%
72	LRCXLAM RESEARCH CORP	8,150	$2M	0.1%	ADD 21%
73	AMDADVANCED MICRO DEVICES INC	7,883	$2M	0.1%	ADD 15%
74	IJHISHARES TR	23,175	$2M	0.1%	ADD 100%
75	AMATAPPLIED MATLS INC	4,408	$2M	0.1%	ADD 13%
76	CSCOCISCO SYS INC	19,201	$1M	0.1%	ADD 15%
77	IVVISHARES TR	2,229	$1M	0.1%	ADD 12%
78	ORCLORACLE CORP	9,831	$1M	0.1%	ADD 15%
79	FEZSPDR INDEX SHS FDS	23,273	$1M	0.1%	HOLD
80	TERTERADYNE INC	4,872	$1M	0.1%	HOLD
81	KLACKLA CORP	943	$1M	0.1%	ADD 34%
82	MRKMERCK & CO INC	10,987	$1M	0.1%	ADD 21%
83	VRTVERTIV HOLDINGS CO	5,225	$1M	0.1%	ADD 6%
84	SCHFSCHWAB STRATEGIC TR	52,061	$1M	0.1%	NEW
85	MUMICRON TECHNOLOGY INC	3,733	$1M	0.1%	ADD 13%
86	GEGE AEROSPACE	4,396	$1M	0.1%	ADD 30%
87	PGPROCTER AND GAMBLE CO	8,558	$1M	0.1%	ADD 5%
88	WFCWELLS FARGO CO NEW	15,507	$1M	0.1%	ADD 25%
89	TMOTHERMO FISHER SCIENTIFIC INC	2,410	$1M	0.1%	ADD 10%
90	KOCOCA COLA CO	15,292	$1M	0.1%	ADD 9%
91	COPCONOCOPHILLIPS	8,642	$1M	0.1%	ADD 43%
92	XLFSELECT SECTOR SPDR TR	22,488	$1M	0.0%	HOLD
93	IJRISHARES TR	8,838	$1M	0.0%	ADD 93%
94	PWVINVESCO EXCHANGE TRADED FD T	15,369	$1M	0.0%	NEW
95	VBVANGUARD INDEX FDS	4,074	$1M	0.0%	ADD 21%
96	PMPHILIP MORRIS INTL INC	6,232	$1M	0.0%	ADD 22%
97	IVWISHARES TR	8,708	$984,962	0.0%	HOLD
98	ETNEATON CORP PLC	2,710	$969,286	0.0%	ADD 26%
99	NEENEXTERA ENERGY INC	10,184	$945,890	0.0%	ADD 17%
100	MCDMCDONALDS CORP	3,039	$944,491	0.0%	ADD 5%
101	GEVGE VERNOVA INC	1,069	$933,130	0.0%	ADD 42%
102	GLWCORNING INC	6,779	$921,741	0.0%	ADD 6%
103	AXPAMERICAN EXPRESS CO	3,022	$914,095	0.0%	ADD 34%
104	ABTABBOTT LABS	8,883	$912,018	0.0%	ADD 12%
105	PEPPEPSICO INC	5,810	$902,235	0.0%	ADD 3%
106	LOWLOWES COS INC	3,798	$897,391	0.0%	ADD 33%
107	NUENUCOR CORP	5,205	$880,166	0.0%	ADD 6%
108	SCHWSCHWAB CHARLES CORP	9,160	$860,857	0.0%	ADD 45%
109	UNPUNION PAC CORP	3,458	$838,980	0.0%	ADD 61%
110	SNOWSNOWFLAKE INC	5,455	$822,723	0.0%	ADD 5%
111	APHAMPHENOL CORP	6,487	$819,632	0.0%	ADD 19%
112	AMGNAMGEN INC	2,283	$803,274	0.0%	ADD 14%
113	PHPARKER-HANNIFIN CORP	896	$802,135	0.0%	ADD 24%
114	DEDEERE & CO	1,415	$797,070	0.0%	ADD 19%
115	COFCAPITAL ONE FINL CORP	4,241	$773,686	0.0%	ADD 30%
116	SHOPSHOPIFY INC	6,368	$755,372	0.0%	ADD 11%
117	ADIANALOG DEVICES INC	2,342	$745,084	0.0%	ADD 38%
118	CCITIGROUP INC	6,560	$743,970	0.0%	ADD 29%
119	ORLYOREILLY AUTOMOTIVE INC	8,019	$740,234	0.0%	ADD 67%
120	VEUVANGUARD INTL EQUITY INDEX F	9,799	$735,905	0.0%	ADD 3%
121	PWRQUANTA SVCS INC	1,321	$725,255	0.0%	ADD 17%
122	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	17,022	$723,350	0.0%	NEW
123	MPCMARATHON PETE CORP	2,910	$710,564	0.0%	ADD 42%
124	TXNTEXAS INSTRS INC	3,594	$697,739	0.0%	ADD 29%
125	VRTXVERTEX PHARMACEUTICALS INC	1,558	$695,709	0.0%	ADD 30%
126	MCKMCKESSON CORP	795	$687,961	0.0%	ADD 16%
127	BMYBRISTOL-MYERS SQUIBB CO	11,235	$681,403	0.0%	ADD 7%
128	HCAHCA HEALTHCARE INC	1,433	$678,153	0.0%	ADD 22%
129	IBMINTERNATIONAL BUSINESS MACHS	2,755	$667,784	0.0%	ADD 12%
130	CBCHUBB LIMITED	2,035	$663,268	0.0%	ADD 37%
131	SDYSPDR SER TR	4,536	$661,984	0.0%	HOLD
132	VVVANGUARD INDEX FDS	2,180	$651,493	0.0%	NEW
133	LMTLOCKHEED MARTIN CORP	1,055	$637,631	0.0%	ADD 16%
134	HONHONEYWELL INTL INC	2,818	$636,953	0.0%	ADD 31%
135	BEBLOOM ENERGY CORP	4,660	$631,383	0.0%	NEW
136	WDCWESTERN DIGITAL CORP	2,320	$627,537	0.0%	ADD 21%
137	GILDGILEAD SCIENCES INC	4,468	$622,705	0.0%	ADD 19%
138	ANETARISTA NETWORKS INC	5,038	$618,566	0.0%	ADD 15%
139	ISRGINTUITIVE SURGICAL INC	1,332	$614,039	0.0%	ADD 12%
140	ACWIISHARES TR	4,337	$600,111	0.0%	HOLD
141	DHRDANAHER CORP DEL	3,148	$596,861	0.0%	HOLD
142	VZVERIZON COMMUNICATIONS INC	11,673	$585,985	0.0%	HOLD
143	WBSWEBSTER FINL CORP CONN	8,407	$583,614	0.0%	NEW
144	IDXXIDEXX LABS INC	1,031	$579,309	0.0%	ADD 10%
145	SYKSTRYKER CORPORATION	1,761	$578,647	0.0%	ADD 7%
146	PGRPROGRESSIVE CORP	2,911	$577,077	0.0%	ADD 23%
147	TTTRANE TECHNOLOGIES PLC	1,384	$576,768	0.0%	ADD 5%
148	TMUST-MOBILE US INC	2,728	$572,962	0.0%	ADD 13%
149	NOCNORTHROP GRUMMAN CORP	835	$569,670	0.0%	ADD 25%
150	MSIMOTOROLA SOLUTIONS INC	1,301	$564,595	0.0%	ADD 21%
151	IVEISHARES TR	2,660	$561,659	0.0%	ADD 14%
152	USBUS BANCORP	10,738	$558,483	0.0%	ADD 62%
153	AZNASTRAZENECA PLC	2,883	$558,402	0.0%	NEW
154	SOSOUTHERN CO	5,700	$550,164	0.0%	ADD 34%
155	AXONAXON ENTERPRISE INC	1,277	$542,329	0.0%	ADD 4%
156	TTDTHE TRADE DESK INC	23,760	$539,114	0.0%	TRIM −83%
157	INTUINTUIT	1,238	$535,286	0.0%	HOLD
158	KRKROGER CO	7,394	$535,030	0.0%	TRIM −9%
159	MRSHMARSH & MCLENNAN COS INC	3,076	$533,532	0.0%	ADD 44%
160	CMICUMMINS INC	991	$533,178	0.0%	ADD 17%
161	RCLROYAL CARIBBEAN GROUP	1,932	$531,648	0.0%	ADD 25%
162	CDNSCADENCE DESIGN SYSTEM INC	1,909	$530,454	0.0%	ADD 9%
163	VLOVALERO ENERGY CORP	2,134	$527,269	0.0%	ADD 42%
164	PNCPNC FINL SVCS GROUP INC	2,523	$525,011	0.0%	ADD 87%
165	DISDISNEY WALT CO	5,358	$516,404	0.0%	ADD 22%
166	CMCSACOMCAST CORP NEW	17,703	$508,253	0.0%	ADD 142%
167	MARMARRIOTT INTL INC NEW	1,537	$502,707	0.0%	ADD 73%
168	ACNACCENTURE PLC IRELAND	2,501	$495,923	0.0%	ADD 8%
169	BKNGBOOKING HOLDINGS INC	117	$492,607	0.0%	ADD 54%
170	MPWRMONOLITHIC PWR SYS INC	448	$489,821	0.0%	ADD 31%
171	INTCINTEL CORP	10,992	$485,077	0.0%	ADD 11%
172	SCHBSCHWAB STRATEGIC TR	19,185	$481,544	0.0%	HOLD
173	SBUXSTARBUCKS CORP	5,306	$475,365	0.0%	ADD 22%
174	AEPAMERICAN ELEC PWR CO INC	3,583	$469,660	0.0%	ADD 24%
175	BABOEING CO	2,352	$468,119	0.0%	ADD 37%
176	EUSAISHARES INC	4,554	$463,461	0.0%	NEW
177	NEMNEWMONT CORP	4,230	$457,898	0.0%	ADD 13%
178	DUKDUKE ENERGY CORP NEW	3,468	$454,100	0.0%	ADD 23%
179	WDAYWORKDAY INC	3,469	$450,692	0.0%	TRIM −89%
180	CEGCONSTELLATION ENERGY CORP	1,598	$446,242	0.0%	ADD 21%
181	HLTHILTON WORLDWIDE HLDGS INC	1,462	$444,565	0.0%	ADD 42%
182	WMBWILLIAMS COS INC	6,038	$439,446	0.0%	ADD 9%
183	QCOMQUALCOMM INC	3,365	$433,345	0.0%	ADD 4%
184	STXSEAGATE TECHNOLOGY HLDNGS PL	1,105	$432,895	0.0%	ADD 25%
185	HCATHEALTH CATALYST INC	339,515	$431,184	0.0%	ADD 112%
186	DHID R HORTON INC	3,124	$428,675	0.0%	ADD 42%
187	WBDWARNER BROS DISCOVERY INC	15,486	$425,246	0.0%	ADD 86%
188	MNSTMONSTER BEVERAGE CORP NEW	5,824	$422,007	0.0%	ADD 13%
189	VRDNVIRIDIAN THERAPEUTICS INC	21,400	$418,584	0.0%	HOLD
190	EMREMERSON ELEC CO	3,186	$417,430	0.0%	ADD 20%
191	FFORD MTR CO	35,701	$411,990	0.0%	ADD 17%
192	FCXFREEPORT MCMORAN INC	6,943	$408,110	0.0%	ADD 33%
193	URIUNITED RENTALS INC	557	$405,808	0.0%	ADD 16%
194	ALLALLSTATE CORP	1,954	$405,142	0.0%	ADD 33%
195	ICEINTERCONTINENTAL EXCHANGE IN	2,575	$404,996	0.0%	ADD 37%
196	CORCENCORA INC	1,266	$397,701	0.0%	ADD 14%
197	CITHE CIGNA GROUP	1,490	$397,458	0.0%	ADD 41%
198	HWMHOWMET AEROSPACE INC	1,723	$397,083	0.0%	ADD 14%
199	EQIXEQUINIX INC	404	$396,017	0.0%	ADD 23%
200	IBITISHARES BITCOIN TRUST ETF	10,300	$395,726	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IWFISHARES TR

—

814K

880K

$375M

IWDISHARES TR

—

1.1M

1.3M

$270M

VTVVANGUARD INDEX FDS

—

806K

845K

$166M

XLKSELECT SECTOR SPDR TR

—

803K

877K

$117M

VUGVANGUARD INDEX FDS

—

229K

241K

$105M

VGTVANGUARD WORLD FD

—

125K

135K

$94M

AAPLAPPLE INC

—

307K

329K

$84M

NVDANVIDIA CORPORATION

—

382K

423K

$74M

SPYVSPDR SERIES TRUST

—

1.0M

1.1M

$61M

SPYGSPDR SERIES TRUST STATE STREET SPD

—

428K

450K

$44M

IEFAISHARES TR

—

370K

470K

$43M

GOOGLALPHABET INC

—

108K

136K

$39M

JPMJPMORGAN CHASE & CO

—

118K

129K

$38M

SPYSTATE STR SPDR S&P 500 ETF T

—

47K

58K

$38M

TSMTAIWAN SEMICONDUCTOR MFG LTD

—

102K

107K

$36M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆71 West Capital Partners