Two West Capital Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0002026617
Overland Park 10975 Benson Drive Corporate Woods, Bldg. 12, Suite 560
Zip Code: 66210
Latest Portfolio Value
$172.05 M
+3.90%
12/31/2025
Total Holdings
96
-1
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
62.34%

Two West Capital Advisors LLC — Portfolio Overview & Company Profile

Two West Capital Advisors LLC (CIK: 0002026617) is a financial institution headquartered at 10975 Benson Drive, Corporate Woods, Bldg. 12, Suite 560, Overland Park, Kansas 66210. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $172,047,827, comprising 96 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q4 2025)

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+3.49%
$169.86 M 98.73%
Options
$0 0.00%
Debt
$0 0.00%
Other
+49.11%
$2.19 M 1.27%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Name Shares Market Value Weight Change Activity
787,466 $36.85 M 21.42% ▼ 5,648 Reduce -0.7%
250,215 $17.2 M 10.00% ▲ 14,507 Add 6.2%
332,128 $13.15 M 7.64% ▲ 5,828 Add 1.8%
275,160 $10.49 M 6.10% ▼ 341 Reduce -0.1%
339,428 $8.99 M 5.23% ▲ 15,284 Add 4.7%
155,967 $5.08 M 2.95% ▼ 1,069 Reduce -0.7%
6,053 $4.15 M 2.41% ▲ 208 Add 3.6%
90,183 $3.43 M 1.99% ▲ 2,391 Add 2.7%
99,489 $3.43 M 1.99% ▼ 994 Reduce -1.0%
67,273 $3.13 M 1.82% ▲ 958 Add 1.4%

Historical Portfolio Charts