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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
HUM icon
276
Humana
HUM
$46.8B
$392K 0.01%
+988
New +$281K
BTI icon
277
British American Tobacco
BTI
$122B
$389K 0.01%
+6,291
New +$380K
CINF icon
278
Cincinnati Financial
CINF
$26.3B
$388K 0.01%
2,097
+804
+62% +$133K
IYW icon
279
iShares US Technology ETF
IYW
$24.8B
$388K 0.01%
1,538
– –
A icon
280
Agilent Technologies
A
$43.7B
$384K 0.01%
+2,891
New +$352K
HON icon
281
Honeywell
HON
$68.4B
$383K 0.01%
1,712
-1,106
-39% -$247K
UAL icon
282
United Airlines
UAL
$38.1B
$380K 0.01%
2,796
+410
+17% +$42.5K
HONA
283
Honeywell Aerospace
HONA
$50.8B
$379K 0.01%
+1,713
New +$378K
SRE icon
284
Sempra
SRE
$54.9B
$377K 0.01%
4,068
+1,432
+54% +$133K
MSCI icon
285
MSCI
MSCI
$41B
$374K 0.01%
668
+97
+17% +$56.6K
SLB icon
286
SLB Ltd
SLB
$79.1B
$372K 0.01%
7,995
+2,198
+38% +$118K
AJG icon
287
Arthur J. Gallagher & Co
AJG
$68.8B
$368K 0.01%
1,603
+605
+61% +$128K
SAP icon
288
SAP
SAP
$250B
$363K 0.01%
+2,357
New +$402K
BSX icon
289
Boston Scientific
BSX
$72.3B
$363K 0.01%
8,496
+2,542
+43% +$138K
ELV icon
290
Elevance Health
ELV
$86.5B
$362K 0.01%
+936
New +$347K
AZO icon
291
AutoZone
AZO
$49.4B
$355K 0.01%
111
+48
+76% +$159K
TTWO icon
292
Take-Two Interactive
TTWO
$43.6B
$347K 0.01%
+1,387
New +$306K
EW icon
293
Edwards Lifesciences
EW
$52.4B
$341K 0.01%
+3,770
New +$316K
HAL icon
294
Halliburton
HAL
$28.2B
$339K 0.01%
9,999
+2,429
+32% +$94.9K
FWRG icon
295
First Watch Restaurant Group
FWRG
$802M
$337K 0.01%
26,130
– –
MCHP icon
296
Microchip Technology
MCHP
$39.9B
$336K 0.01%
+3,687
New +$329K
CAH icon
297
Cardinal Health
CAH
$55.3B
$336K 0.01%
1,413
+438
+45% +$91K
CMG icon
298
Chipotle Mexican Grill
CMG
$47.4B
$334K 0.01%
+9,833
New +$321K
APD icon
299
Air Products & Chemicals
APD
$67.7B
$330K 0.01%
1,124
+309
+38% +$89.9K
TEL icon
300
TE Connectivity
TEL
$58.3B
$327K 0.01%
1,624
+383
+31% +$81.6K
10 11
12
13 14

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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.