Portfolio (Quarterly)
Guide ↗
71 West Capital Partners
· CIK 0002111530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | NU | NU HLDGS LTD | Financial Services | 709,637.0 | $9.5M | 0.33% | NEW | — | $13.36 | +3.1% |
| 42 | TSLA | TESLA INC | Consumer Cyclical | 20,371.0 | $8.6M | 0.30% | NEW | — | $420.60 | -10.1% |
| 43 | LLY | ELI LILLY & CO | Healthcare | 5,922.0 | $7.1M | 0.25% | NEW | — | $1199.43 | -3.3% |
| 44 | MU | MICRON TECHNOLOGY INC | Technology | 5,980.0 | $6.9M | 0.24% | NEW | — | $1154.29 | -6.4% |
| 45 | NOW | SERVICENOW INC | Technology | 68,145.0 | $6.8M | 0.23% | NEW | — | $99.28 | +36.7% |
| 46 | AMD | ADVANCED MICRO DEVICES INC | Technology | 11,560.0 | $6.7M | 0.23% | NEW | — | $580.91 | +6.5% |
| 47 | CRM | SALESFORCE INC | Technology | 38,828.0 | $6.1M | 0.21% | NEW | — | $156.66 | +48.2% |
| 48 | IVW | ISHARES TR | — | 41,253.0 | $5.7M | 0.20% | NEW | — | $137.53 | +4.5% |
| 49 | NFLX | NETFLIX INC. | Communication Services | 77,969.0 | $5.6M | 0.19% | NEW | — | $71.40 | +0.8% |
| 50 | V | VISA INC | Financial Services | 15,644.0 | $5.4M | 0.19% | NEW | — | $343.09 | +6.3% |
| 51 | LRCX | LAM RESEARCH CORP | Technology | 11,519.0 | $5.0M | 0.17% | NEW | — | $433.33 | -29.8% |
| 52 | — | BERKSHIRE HATHAWAY INC DEL | — | 6.0 | $4.5M | 0.15% | NEW | — | $748850.00 | — |
| 53 | AMAT | APPLIED MATLS INC | Technology | 6,141.0 | $4.4M | 0.15% | NEW | — | $723.00 | -35.1% |
| 54 | VOO | VANGUARD INDEX FDS | — | 6,440.0 | $4.4M | 0.15% | NEW | — | $686.81 | +3.8% |
| 55 | CAT | CATERPILLAR INC | Industrials | 4,145.0 | $4.4M | 0.15% | NEW | — | $1064.90 | -24.1% |
| 56 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 37,126.0 | $4.3M | 0.15% | NEW | — | $116.67 | +56.3% |
| 57 | VYM | VANGUARD WHITEHALL FDS | — | 27,057.0 | $4.3M | 0.15% | NEW | — | $158.03 | +0.4% |
| 58 | KLAC | KLA CORP | Technology | 13,727.0 | $4.1M | 0.14% | NEW | — | $301.71 | -38.8% |
| 59 | XOM | EXXON MOBIL CORP | Energy | 30,004.0 | $4.1M | 0.14% | NEW | — | $136.72 | +16.2% |
| 60 | JNJ | JOHNSON & JOHNSON | Healthcare | 15,732.0 | $4.0M | 0.14% | NEW | — | $253.97 | +4.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.8%
Financial Services
22.2%
Industrials
9.4%
Communication Services
8.6%
Healthcare
5.2%
Consumer Cyclical
5.0%
Consumer Defensive
1.6%
Energy
1.3%
Utilities
1.0%
Basic Materials
0.7%