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7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
+2.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.17B
AUM Growth
–
Cap. Flow
+$2.16B
Cap. Flow %
99.37%
Top 10 Hldgs %
62.54%
Holding
259
New
259
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$386M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$236M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$152M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$116M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$111M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 16.2%
2 Financials 8.87%
3 Communication Services 4.01%
4 Industrials 2.83%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYF icon
251
Synchrony
SYF
$26.3B
$214K 0.01%
+2,560
New +$196K
PTC icon
252
PTC
PTC
$16.4B
$213K 0.01%
+1,222
New +$227K
AZN icon
253
AstraZeneca
AZN
$263B
$212K 0.01%
+1,154
New +$202K
SMFG icon
254
Sumitomo Mitsui Financial
SMFG
$160B
$209K 0.01%
+10,832
New +$188K
EPD icon
255
Enterprise Products Partners
EPD
$82.6B
$204K 0.01%
+6,350
New +$201K
KKR icon
256
KKR & Co
KKR
$96.6B
$201K 0.01%
+1,575
New +$196K
WEN icon
257
Wendy's
WEN
$1.74B
$140K 0.01%
+16,761
New +$145K
MFG icon
258
Mizuho Financial
MFG
$126B
$101K ﹤0.01%
+13,747
New +$94K
LYG icon
259
Lloyds Banking Group
LYG
$88.1B
$84.1K ﹤0.01%
+15,872
New +$76.9K
7 8 9 10
11

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71 West Capital Partners's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for 71 West Capital Partners, which disclosed 259 positions worth $2.17B. Its ten largest holdings account for 63% of the portfolio.

Its largest position is iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Communication Services.

  • 71 West Capital Partners's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
  • 71 West Capital Partners's ten largest holdings make up 63% of its $2.17B portfolio in Q4 2025.
  • 71 West Capital Partners disclosed 259 positions in Q4 2025, its first 13F filing on record.

Based on 71 West Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.