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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
Cap. Flow
+$195M
Cap. Flow %
6.74%
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
Trade Desk
TTD
+$539K

Sector Composition

Rank Sector Weight
1 Technology 17.99%
2 Financials 7.91%
3 Communication Services 4.32%
4 Industrials 3.61%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFG icon
251
Citizens Financial Group
CFG
$29.4B
$434K 0.02%
6,191
+1,514
+32% +$97.6K
WSO icon
252
Watsco Inc
WSO
$12.5B
$429K 0.01%
1,030
– –
ICE icon
253
Intercontinental Exchange
ICE
$90.8B
$426K 0.01%
3,459
+884
+34% +$133K
LYV icon
254
Live Nation Entertainment
LYV
$43.5B
$424K 0.01%
+2,318
New +$381K
SYY icon
255
Sysco
SYY
$40B
$424K 0.01%
5,071
+733
+17% +$55.5K
ROST icon
256
Ross Stores
ROST
$77.4B
$423K 0.01%
1,987
+372
+23% +$83.7K
AME icon
257
Ametek
AME
$55.4B
$422K 0.01%
1,746
+409
+31% +$94.2K
CTAS icon
258
Cintas
CTAS
$81.9B
$420K 0.01%
2,471
+807
+48% +$140K
TGT icon
259
Target
TGT
$74.2B
$420K 0.01%
3,214
+1,057
+49% +$134K
PHM icon
260
Pultegroup
PHM
$24.9B
$419K 0.01%
3,056
+882
+41% +$107K
FDX icon
261
FedEx
FDX
$79B
$416K 0.01%
1,328
+584
+78% +$212K
VXF icon
262
Vanguard Extended Market ETF
VXF
$31.5B
$412K 0.01%
1,673
– –
HPE icon
263
Hewlett Packard
HPE
$70.8B
$412K 0.01%
+9,126
New +$330K
NXPI icon
264
NXP Semiconductors
NXPI
$56.7B
$411K 0.01%
1,463
-57
-4% -$15.7K
KEYS icon
265
Keysight
KEYS
$54.5B
$411K 0.01%
1,173
+182
+18% +$62.1K
CBRE icon
266
CBRE Group
CBRE
$43.9B
$410K 0.01%
3,041
+1,055
+53% +$145K
RSG icon
267
Republic Services
RSG
$67.7B
$404K 0.01%
1,895
+758
+67% +$158K
CTVA icon
268
Corteva
CTVA
$55.4B
$401K 0.01%
4,732
+1,071
+29% +$86K
PSX icon
269
Phillips 66
PSX
$94.5B
$400K 0.01%
2,365
+779
+49% +$134K
EOG icon
270
EOG Resources
EOG
$77B
$398K 0.01%
3,066
+593
+24% +$80.8K
SPOT icon
271
Spotify
SPOT
$114B
$397K 0.01%
864
+111
+15% +$52.9K
EA
272
DELISTED
Electronic Arts
EA
$396K 0.01%
1,932
+519
+37% +$105K
MET icon
273
MetLife
MET
$60.9B
$396K 0.01%
4,675
+1,257
+37% +$101K
APP icon
274
Applovin
APP
$104B
$393K 0.01%
+763
New +$368K
VRDN icon
275
Viridian Therapeutics
VRDN
$2.74B
$393K 0.01%
21,400
– –
9 10
11
12 13

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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 Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.

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.