Two West Capital Advisors is an investment fund managing more than $105 billion ran by Vernon Cushenbery. There are currently 20 companies in Mr. Cushenbery’s portfolio. The largest investments include Dimensional Etf Trust and Vanguard Scottsdale Fds, together worth $71.4 billion.
As of 31st July 2024, Two West Capital Advisors’s top holding is 1,821,259 shares of Dimensional Etf Trust currently worth over $60.5 billion and making up 57.8% of the portfolio value.
In addition, the fund holds 160,264 shares of Vanguard Scottsdale Fds worth $10.9 billion.
The third-largest holding is Schwab Strategic Tr worth $7.55 billion and the next is Ishares Tr worth $15.8 billion, with 185,393 shares owned.
Currently, Two West Capital Advisors's portfolio is worth at least $105 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Two West Capital Advisors office and employees reside in Overland Park, Kansas. According to the last 13-F report filed with the SEC, Vernon Cushenbery serves as the CCO at Two West Capital Advisors.
In the most recent 13F filing, Two West Capital Advisors revealed that it had opened a new position in Dimensional Etf Trust and bought 1,821,259 shares worth $60.5 billion.
The two most similar investment funds to Two West Capital Advisors are Orca Investment Management and Fourworld Capital Management. They manage $105 billion and $105 billion respectively.
Two West Capital Advisors’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Finance — making up 1.8% of
the total portfolio value.
The fund focuses on investments in the United States as
35.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
30% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $776 billion.
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Etf Trust |
Opened
1,821,259
|
$60,540,563,000 | 57.78% |
| Vanguard Scottsdale Fds |
Opened
160,264
|
$10,897,984,000 | 10.40% |
| Schwab Strategic Tr |
Opened
138,326
|
$7,548,317,000 | 7.20% |
| Ishares Tr |
Opened
185,393
|
$15,773,792,000 | 15.05% |
| Vanguard Bd Index Fds |
Opened
54,650
|
$2,929,783,000 | 2.80% |
| Berkshire Hathaway Inc. |
Opened
4,595
|
$1,869,134,000 | 1.78% |
| Apple Inc |
Opened
3,650
|
$768,782,000 | 0.73% |
| Vanguard Index Fds |
Opened
2,180
|
$900,129,000 | 0.86% |
| Blackrock Etf Trust |
Opened
10,047
|
$471,606,000 | 0.45% |
| Microsoft Corporation |
Opened
860
|
$384,470,000 | 0.37% |
| Walmart Inc |
Opened
4,841
|
$327,784,000 | 0.31% |
| Select Sector Spdr Tr |
Opened
3,340
|
$600,604,000 | 0.57% |
| Blackrock Etf Trust Ii |
Opened
5,863
|
$306,049,000 | 0.29% |
| Tesla Inc |
Opened
1,455
|
$287,888,000 | 0.27% |
| Invesco Exchange Traded Fd T |
Opened
2,620
|
$269,284,000 | 0.26% |
| First Solar Inc |
Opened
1,143
|
$257,701,000 | 0.25% |
| Cbiz Inc |
Opened
3,317
|
$245,759,000 | 0.23% |
| Ishares Inc |
Opened
3,977
|
$212,891,000 | 0.20% |
| Indivior Plc |
Opened
10,500
|
$169,260,000 | 0.16% |
| Microvast Holdings Inc |
Opened
36,339
|
$16,574,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 20 holdings | |||