2026 Q3 Portfolio Activity
In 2026 Q3, 71 West Capital Partners maintained a portfolio of 417 distinct positions. The most significant new addition was YORK SPACE SYSTEMS INC, now representing 1.46% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS INC, increasing the position by 301.6%.
Position History
hover any row below to update
Loading…
Total Positions
417
Quarter
2026 Q3
Top Holding
IWF (14.4%)
Top 10 Concentration
57.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 417
71 West Capital Partners Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWF
ISHARES TR
|
ETF | 14.39% | 15.05% |
#1
Prev: #1
|
6.5 |
—
|
5,701 | 0.2% |
P
S
|
3,510,389 | $439,711,372 |
$122.33
-9.8%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | ||
|
IWD
ISHARES TR
|
ETF | 10.62% | 10.95% |
#2
Prev: #2
|
6.0 |
—
|
3,071 | 0.2% |
P
S
|
1,309,718 | $324,718,285 |
$209.68
+23.2%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | ||
|
VTV
VANGUARD INDEX ...
|
ETF | 5.96% | 6.35% |
#3
Prev: #3
|
3.9 |
—
|
-144 | -0.0% |
P
S
|
843,095 | $182,175,968 |
$188.43
+18.8%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | ||
|
XLK
SELECT SECTOR S...
|
ETF | 5.87% | 5.90% |
#4
Prev: #4
|
3.3 |
—
|
20,699 | 2.3% |
P
S
|
916,269 | $179,359,581 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.43% | 4.48% |
#5
Prev: #5
|
2.8 |
—
|
-8,276 | -0.8% |
P
S
|
1,076,771 | $135,317,762 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.11% | 4.19% |
#6
Prev: #6
|
2.1 |
—
|
-14,899 | -1.1% |
P
S
|
1,392,543 | $125,482,069 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
AAPL
APPLE INC
|
Technology | 4.00% | 3.64% |
#7
Prev: #7
|
2.1 |
—
|
2,618 | 0.7% |
P
S
|
366,894 | $122,183,040 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.66% | 3.33% |
#8
Prev: #8
|
2.0 |
—
|
8,970 | 1.9% |
P
S
|
489,781 | $111,856,185 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
IEFA
ISHARES TR
|
ETF | 2.14% | 2.19% |
#9
1
Prev: #10
|
1.4 |
—
|
16,832 | 2.6% |
P
S
|
673,726 | $65,270,559 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.12% | 2.25% |
#10
1
Prev: #9
|
1.3 |
—
|
-13,267 | -1.2% |
P
S
|
1,059,376 | $64,759,655 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.76% | 1.81% |
#11
1
Prev: #12
|
1.2 |
—
|
-2,524 | -0.6% |
P
S
|
437,754 | $53,878,762 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.68% | 1.85% |
#12
1
Prev: #11
|
1.2 |
—
|
-697 | -0.5% |
P
S
|
149,048 | $51,284,436 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.64% | 1.80% |
#13
Prev: #13
|
1.2 |
—
|
-4,203 | -6.0% |
P
S
|
65,619 | $50,043,018 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.60% | 1.78% |
#14
Prev: #14
|
1.1 |
—
|
-571 | -0.5% |
P
S
|
107,262 | $48,931,852 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.49% | 1.54% |
#15
Prev: #15
|
1.1 |
—
|
1,322 | 1.0% |
P
S
|
137,635 | $45,533,787 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.47% | 1.11% |
#16
2
Prev: #18
|
3.6 |
—
|
127,183 | 301.6% |
P
S
|
169,354 | $44,836,472 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
YSS
YORK SPACE SYST...
|
Industrials | 1.46% | — |
#17
Prev: #—
|
4.1 |
—
|
5,175,000 | — |
NEW
|
5,175,000 | $44,763,750 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.43% | 1.07% |
#18
4
Prev: #22
|
1.1 |
—
|
2,233 | 2.7% |
P
S
|
85,096 | $43,645,738 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.08% | 1.19% |
#19
2
Prev: #17
|
0.9 |
—
|
-727 | -0.1% |
P
S
|
605,052 | $32,932,980 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.06% | 1.02% |
#20
4
Prev: #24
|
2.4 |
—
|
7,407 | 6.0% |
P
S
|
130,623 | $32,544,720 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.06% | 1.22% |
#21
5
Prev: #16
|
0.9 |
—
|
190 | 1.1% |
P
S
|
17,956 | $32,530,347 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.02% | 1.08% |
#22
1
Prev: #21
|
0.9 |
—
|
399 | 0.6% |
P
S
|
62,689 | $31,215,988 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.01% | 1.09% |
#23
4
Prev: #19
|
0.9 |
—
|
-3,661 | -0.8% |
P
S
|
438,257 | $30,945,327 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.99% | 1.08% |
#24
4
Prev: #20
|
0.9 |
—
|
-1,458 | -0.9% |
P
S
|
163,088 | $30,277,287 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.96% | 0.77% |
#25
3
Prev: #28
|
0.9 |
—
|
1,049 | 2.7% |
P
S
|
40,408 | $29,303,073 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
EFA
ISHARES TR
|
ETF | 0.96% | 1.02% |
#26
3
Prev: #23
|
0.9 |
—
|
-3,913 | -1.4% |
P
S
|
281,329 | $29,227,226 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.84% | 0.75% |
#27
2
Prev: #29
|
0.8 |
—
|
1,143 | 1.8% |
P
S
|
65,002 | $25,825,945 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.84% | 0.92% |
#28
3
Prev: #25
|
0.8 |
—
|
-451 | -0.6% |
P
S
|
75,238 | $25,636,596 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.81% | 0.77% |
#29
2
Prev: #27
|
0.8 |
—
|
289 | 1.2% |
P
S
|
23,437 | $24,803,143 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
DDOG
DATADOG INC
|
Technology | 0.79% | 0.79% |
#30
4
Prev: #26
|
0.8 |
—
|
806 | 0.9% |
P
S
|
88,240 | $24,164,524 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.77% | 0.74% |
#31
Prev: #31
|
0.8 |
—
|
859 | 2.1% |
P
S
|
42,488 | $23,430,857 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.71% | 0.64% |
#32
2
Prev: #34
|
0.8 |
—
|
1,347 | 1.6% |
P
S
|
83,651 | $21,586,977 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.62% | 0.74% |
#33
3
Prev: #30
|
0.7 |
—
|
148 | 0.3% |
P
S
|
51,659 | $18,962,986 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.61% | 0.69% |
#34
2
Prev: #32
|
0.7 |
—
|
162 | 0.3% |
P
S
|
52,724 | $18,516,142 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.59% | 0.61% |
#35
Prev: #35
|
2.2 |
—
|
2,636 | 6.1% |
P
S
|
45,671 | $18,015,843 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
TH
TARGET HOSPITAL...
|
Industrials | 0.57% | 0.64% |
#36
3
Prev: #33
|
0.7 |
—
|
-20,321 | -2.2% |
P
S
|
887,001 | $17,491,660 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.53% | 0.55% |
#37
1
Prev: #36
|
0.7 |
—
|
322 | 0.3% |
P
S
|
124,637 | $16,069,448 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.45% | 0.48% |
#38
Prev: #38
|
0.7 |
—
|
-4,882 | -3.7% |
P
S
|
125,639 | $13,656,935 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
T
AT&T INC
|
Communication Services | 0.42% | 0.36% |
#39
1
Prev: #40
|
0.7 |
—
|
18,125 | 3.6% |
P
S
|
522,443 | $12,747,609 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
FER
FERROVIAL NV
|
Industrials | 0.38% | 0.50% |
#40
3
Prev: #37
|
0.7 |
—
|
3,794 | 1.8% |
P
S
|
215,389 | $11,621,767 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 0.35% | 0.05% |
#41
62
Prev: #103
|
3.1 |
—
|
247,571 | 573.6% |
P
S
|
290,735 | $10,632,179 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
ITOT
ISHARES TR
|
ETF | 0.34% | 0.36% |
#42
3
Prev: #39
|
0.6 |
—
|
-1,648 | -2.6% |
P
S
|
62,449 | $10,384,020 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.33% | 0.23% |
#43
2
Prev: #45
|
2.1 |
—
|
6,418 | 9.4% |
P
S
|
74,563 | $9,992,188 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.32% | 0.21% |
#44
3
Prev: #47
|
2.1 |
—
|
3,155 | 8.1% |
P
S
|
41,983 | $9,638,037 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.31% | 0.33% |
#45
4
Prev: #41
|
0.6 |
—
|
30,561 | 4.3% |
P
S
|
740,198 | $9,370,907 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.24% | 0.15% |
#46
10
Prev: #56
|
0.6 |
—
|
1,804 | 4.9% |
P
S
|
38,930 | $7,281,857 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.24% | 0.23% |
#47
1
Prev: #46
|
0.6 |
—
|
337 | 2.9% |
P
S
|
11,897 | $7,278,109 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.24% | 0.30% |
#48
6
Prev: #42
|
0.6 |
—
|
-51 | -0.3% |
P
S
|
20,320 | $7,209,739 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.23% | 0.25% |
#49
6
Prev: #43
|
0.6 |
—
|
102 | 1.7% |
P
S
|
6,024 | $6,970,250 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.22% | 0.24% |
#50
6
Prev: #44
|
2.1 |
—
|
340 | 5.7% |
P
S
|
6,320 | $6,731,495 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-04 |
Showing 1-50 of 417 holdings