AI Portfolio Summary
In 2025 Q4, 71 West Capital Partners maintained a portfolio of 259 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 17.71% of the total fund value.
Total Positions
259
Quarter
2025 Q4
Top Holding
IWF (17.7%)
Top 10 Concentration
62.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 259
| 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 | 17.71% | — |
#1
Prev: #—
|
9.5 | 813,755 | no change |
NEW
|
813,755 | $385,150,242 |
$472.88
+0.1%
|
2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IWD
ISHARES TR
|
ETF | 11.04% | — |
#2
Prev: #—
|
9.0 | 1,141,321 | no change |
NEW
|
1,141,321 | $240,065,459 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 7.08% | — |
#3
Prev: #—
|
7.3 | 805,934 | no change |
NEW
|
805,934 | $153,925,335 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 5.31% | — |
#4
Prev: #—
|
6.1 | 802,629 | no change |
NEW
|
802,629 | $115,554,497 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 5.13% | — |
#5
Prev: #—
|
6.1 | 228,527 | no change |
NEW
|
228,527 | $111,489,182 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.32% | — |
#6
Prev: #—
|
5.2 | 124,645 | no change |
NEW
|
124,645 | $93,954,908 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.83% | — |
#7
Prev: #—
|
5.0 | 306,732 | no change |
NEW
|
306,732 | $83,388,162 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.27% | — |
#8
Prev: #—
|
4.8 | 381,783 | no change |
NEW
|
381,783 | $71,202,530 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.74% | — |
#9
Prev: #—
|
4.6 | 1,048,426 | no change |
NEW
|
1,048,426 | $59,561,081 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.10% | — |
#10
Prev: #—
|
4.3 | 428,347 | no change |
NEW
|
428,347 | $45,704,625 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.75% | — |
#11
Prev: #—
|
4.2 | 117,822 | no change |
NEW
|
117,822 | $37,964,605 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.56% | — |
#12
Prev: #—
|
4.1 | 108,132 | no change |
NEW
|
108,132 | $33,845,316 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.52% | — |
#13
Prev: #—
|
4.1 | 370,345 | no change |
NEW
|
370,345 | $33,131,064 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.46% | — |
#14
Prev: #—
|
4.1 | 46,685 | no change |
NEW
|
46,685 | $31,835,435 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.43% | — |
#15
Prev: #—
|
4.1 | 563,955 | no change |
NEW
|
563,955 | $31,017,525 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.42% | — |
#16
Prev: #—
|
4.1 | 101,657 | no change |
NEW
|
101,657 | $30,892,546 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.34% | — |
#17
Prev: #—
|
4.0 | 60,317 | no change |
NEW
|
60,317 | $29,170,508 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.27% | — |
#18
Prev: #—
|
4.0 | 151,074 | no change |
NEW
|
151,074 | $27,706,972 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.27% | — |
#19
Prev: #—
|
4.0 | 442,800 | no change |
NEW
|
442,800 | $27,661,716 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.16% | — |
#20
Prev: #—
|
4.0 | 50,074 | no change |
NEW
|
50,074 | $25,169,696 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 1.08% | — |
#21
Prev: #—
|
3.9 | 243,835 | no change |
NEW
|
243,835 | $23,415,475 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.05% | — |
#22
Prev: #—
|
3.9 | 98,687 | no change |
NEW
|
98,687 | $22,778,933 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.03% | — |
#23
Prev: #—
|
3.9 | 21,010 | no change |
NEW
|
21,010 | $22,487,843 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.95% | — |
#24
Prev: #—
|
3.9 | 39,442 | no change |
NEW
|
39,442 | $20,612,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.95% | — |
#25
Prev: #—
|
3.9 | 36,054 | no change |
NEW
|
36,054 | $20,582,508 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 259 holdings