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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
+22.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
+$619M
(+27%)
Cap. Flow
+$195M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10
Avg Time Held
1.5
quarters
Top 10 Avg Time Held
1.8
quarters
Top 20 Avg Time Held
1.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$18M |
| 2 |
NVIDIA
NVDA
|
+$11.9M |
| 3 |
Apple
AAPL
|
+$10M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$9.86M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.79M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.33M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.74M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.13M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$623K |
| 5 |
Trade Desk
TTD
|
+$539K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 60.4% |
| 2 | Technology | 17.99% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 4.32% |
| 5 | Industrials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Old Dominion Freight Line
ODFL
$38B
| $491K | 0.02% |
2,267
+1,219
| +116% | +$263K |
2026 Q1
1 quarter
|
|
227
Comcast
CMCSA
$74.1B
| $485K | 0.02% |
19,773
+2,070
| +12% | +$53.4K |
2025 Q4
2 quarters
|
|
228
Cencora
COR
$63B
| $484K | 0.02% |
1,710
+444
| +35% | +$128K |
2025 Q4
2 quarters
|
|
229
Aflac
AFL
$58.4B
| $483K | 0.02% |
4,117
+647
| +19% | +$74.5K |
2025 Q4
2 quarters
|
|
230
Oneok
OKE
$58.9B
| $482K | 0.02% |
5,548
+1,401
| +34% | +$123K |
2026 Q1
1 quarter
|
|
231
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$158B
| $481K | 0.02% |
20,397
+7,986
| +64% | +$177K |
2025 Q4
2 quarters
|
|
232
Ameriprise Financial
AMP
$43.6B
| $477K | 0.02% |
1,040
+237
| +30% | +$109K |
2025 Q4
2 quarters
|
|
233
WEC Energy
WEC
$34.5B
| $475K | 0.02% |
4,066
+1,258
| +45% | +$144K |
2025 Q4
2 quarters
|
|
234
Dominion Energy
D
$54.8B
| $470K | 0.02% |
6,881
+1,091
| +19% | +$70.9K |
2025 Q4
2 quarters
|
|
235
American International
AIG
$40.6B
| $466K | 0.02% |
6,252
+2,337
| +60% | +$178K |
2025 Q4
2 quarters
|
|
236
General Dynamics
GD
$89.9B
| $466K | 0.02% |
1,315
+317
| +32% | +$109K |
2025 Q4
2 quarters
|
|
237
BHP
BHP
$216B
| $466K | 0.02% |
+5,588
| New | +$464K |
2026 Q2
0 quarters
|
|
238
Intuit
INTU
$80.6B
| $463K | 0.02% |
1,774
+536
| +43% | +$187K |
2025 Q4
2 quarters
|
|
239
Colgate-Palmolive
CL
$71.7B
| $463K | 0.02% |
5,047
+1,165
| +30% | +$102K |
2025 Q4
2 quarters
|
|
240
ProShares Ultra S&P500
SSO
$9.09B
| $458K | 0.02% |
6,791
| – | – |
2026 Q1
1 quarter
|
|
241
Constellation Energy
CEG
$105B
| $452K | 0.02% |
1,820
+222
| +14% | +$62.5K |
2025 Q4
2 quarters
|
|
242
TotalEnergies
TTE
$196B
| $452K | 0.02% |
5,807
+3,466
| +148% | +$307K |
2026 Q1
1 quarter
|
|
243
Carrier Global
CARR
$45.4B
| $449K | 0.02% |
6,128
+1,622
| +36% | +$106K |
2026 Q1
1 quarter
|
|
244
Rockwell Automation
ROK
$48B
| $449K | 0.02% |
907
+194
| +27% | +$84.4K |
2025 Q4
2 quarters
|
|
245
First Trust NASDAQ Cybersecurity ETF
CIBR
$18.6B
| $448K | 0.02% |
4,982
| – | – |
2025 Q4
2 quarters
|
|
246
Ecolab
ECL
$80.1B
| $447K | 0.02% |
1,604
+359
| +29% | +$94.6K |
2025 Q4
2 quarters
|
|
247
3M
MMM
$83.9B
| $447K | 0.02% |
2,758
+1,214
| +79% | +$184K |
2026 Q1
1 quarter
|
|
248
Block Inc
XYZ
$46.2B
| $444K | 0.02% |
+5,845
| New | +$411K |
2026 Q2
0 quarters
|
|
249
Devon Energy
DVN
$55.2B
| $444K | 0.02% |
10,736
+5,449
| +103% | +$253K |
2026 Q1
1 quarter
|
|
250
Blackstone
BX
$82.6B
| $441K | 0.02% |
3,750
+1,244
| +50% | +$149K |
2025 Q4
2 quarters
|
|
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71 West Capital Partners's Q2 2026 Portfolio in Review
As of Q2 2026, 71 West Capital Partners held 392 positions worth $2.89B, up 27% from $2.27B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
71 West Capital Partners deployed $195M of net new capital in Q2 2026, opening 79 new positions and adding to 257 existing holdings. Its largest new stake was Roivant Sciences: 43,164 shares worth $1.53M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 64% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.33M trimmed.
- 71 West Capital Partners's largest Q2 2026 buy was Roivant Sciences: 43,164 shares worth $1.53M.
- 71 West Capital Partners added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $18M increase.
- 71 West Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.33M.
- 71 West Capital Partners fully exited Trade Desk in Q2 2026, selling an estimated $539K.
- 71 West Capital Partners's ten largest holdings make up 58% of its $2.89B portfolio in Q2 2026.
- 71 West Capital Partners opened 79 new positions and closed 10 in Q2 2026.
- 71 West Capital Partners's portfolio value rose 27% quarter-over-quarter to $2.89B.
Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.