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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 | |
|---|---|---|---|---|---|---|---|
276
Humana
HUM
$50.5B
| $392K | 0.01% |
+988
| New | +$281K |
2026 Q2
0 quarters
|
|
277
British American Tobacco
BTI
$120B
| $389K | 0.01% |
+6,291
| New | +$380K |
2026 Q2
0 quarters
|
|
278
Cincinnati Financial
CINF
$25.4B
| $388K | 0.01% |
2,097
+804
| +62% | +$133K |
2025 Q4
2 quarters
|
|
279
iShares US Technology ETF
IYW
$26.7B
| $388K | 0.01% |
1,538
| – | – |
2025 Q4
2 quarters
|
|
280
Agilent Technologies
A
$48.4B
| $384K | 0.01% |
+2,891
| New | +$352K |
2026 Q2
0 quarters
|
|
281
Honeywell
HON
$65.7B
| $383K | 0.01% |
1,712
-1,106
| -39% | -$247K |
2025 Q4
2 quarters
|
|
282
United Airlines
UAL
$33.5B
| $380K | 0.01% |
2,796
+410
| +17% | +$42.5K |
2025 Q4
2 quarters
|
|
|
HONA
283
Honeywell Aerospace
HONA
$50.1B
| $379K | 0.01% |
+1,713
| New | +$378K |
2026 Q2
0 quarters
|
|
284
Sempra
SRE
$53.9B
| $377K | 0.01% |
4,068
+1,432
| +54% | +$133K |
2026 Q1
1 quarter
|
|
285
MSCI
MSCI
$40.8B
| $374K | 0.01% |
668
+97
| +17% | +$56.6K |
2025 Q4
2 quarters
|
|
286
SLB Ltd
SLB
$72.4B
| $372K | 0.01% |
7,995
+2,198
| +38% | +$118K |
2026 Q1
1 quarter
|
|
287
Arthur J. Gallagher & Co
AJG
$59.7B
| $368K | 0.01% |
1,603
+605
| +61% | +$128K |
2026 Q1
1 quarter
|
|
288
SAP
SAP
$254B
| $363K | 0.01% |
+2,357
| New | +$402K |
2026 Q2
0 quarters
|
|
289
Boston Scientific
BSX
$62.8B
| $363K | 0.01% |
8,496
+2,542
| +43% | +$138K |
2025 Q4
2 quarters
|
|
290
Elevance Health
ELV
$92.2B
| $362K | 0.01% |
+936
| New | +$347K |
2026 Q2
0 quarters
|
|
291
AutoZone
AZO
$46.8B
| $355K | 0.01% |
111
+48
| +76% | +$159K |
2026 Q1
1 quarter
|
|
292
Take-Two Interactive
TTWO
$37.5B
| $347K | 0.01% |
+1,387
| New | +$306K |
2026 Q2
0 quarters
|
|
293
Edwards Lifesciences
EW
$49.1B
| $341K | 0.01% |
+3,770
| New | +$316K |
2026 Q2
0 quarters
|
|
294
Halliburton
HAL
$27.3B
| $339K | 0.01% |
9,999
+2,429
| +32% | +$94.9K |
2026 Q1
1 quarter
|
|
295
First Watch Restaurant Group
FWRG
$743M
| $337K | 0.01% |
26,130
| – | – |
2025 Q4
2 quarters
|
|
296
Microchip Technology
MCHP
$40.3B
| $336K | 0.01% |
+3,687
| New | +$329K |
2026 Q2
0 quarters
|
|
297
Cardinal Health
CAH
$55.5B
| $336K | 0.01% |
1,413
+438
| +45% | +$91K |
2026 Q1
1 quarter
|
|
298
Chipotle Mexican Grill
CMG
$38.4B
| $334K | 0.01% |
+9,833
| New | +$321K |
2026 Q2
0 quarters
|
|
299
Air Products & Chemicals
APD
$64.3B
| $330K | 0.01% |
1,124
+309
| +38% | +$89.9K |
2026 Q1
1 quarter
|
|
300
TE Connectivity
TEL
$62.5B
| $327K | 0.01% |
1,624
+383
| +31% | +$81.6K |
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.