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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 | |
|---|---|---|---|---|---|---|---|
301
Synchrony
SYF
$23.9B
| $325K | 0.01% |
4,276
+1,127
| +36% | +$82.8K |
2025 Q4
2 quarters
|
|
302
Regeneron Pharmaceuticals
REGN
$77.5B
| $322K | 0.01% |
516
+182
| +54% | +$124K |
2025 Q4
2 quarters
|
|
303
BP
BP
$125B
| $320K | 0.01% |
+8,662
| New | +$380K |
2026 Q2
0 quarters
|
|
304
Accenture
ACN
$131B
| $317K | 0.01% |
2,551
+50
| +2% | +$8.68K |
2025 Q4
2 quarters
|
|
305
Mondelez International
MDLZ
$78.5B
| $312K | 0.01% |
5,402
+1,565
| +41% | +$94.3K |
2026 Q1
1 quarter
|
|
306
SPDR Gold Trust
GLD
$141B
| $312K | 0.01% |
846
+14
| +2% | +$5.8K |
2026 Q1
1 quarter
|
|
307
Adobe
ADBE
$92B
| $310K | 0.01% |
1,514
+194
| +15% | +$46K |
2025 Q4
2 quarters
|
|
308
DaVita
DVA
$11.6B
| $309K | 0.01% |
+1,387
| New | +$252K |
2026 Q2
0 quarters
|
|
309
Regions Financial
RF
$23B
| $308K | 0.01% |
+10,193
| New | +$286K |
2026 Q2
0 quarters
|
|
310
M&T Bank
MTB
$31.5B
| $308K | 0.01% |
1,292
+251
| +24% | +$54.9K |
2026 Q1
1 quarter
|
|
311
Barclays
BCS
$76.9B
| $307K | 0.01% |
+11,445
| New | +$276K |
2026 Q2
0 quarters
|
|
312
Ulta Beauty
ULTA
$24.8B
| $300K | 0.01% |
666
+113
| +20% | +$57.4K |
2026 Q1
1 quarter
|
|
313
Lloyds Banking Group
LYG
$78.8B
| $300K | 0.01% |
51,467
+31,668
| +160% | +$172K |
2025 Q4
2 quarters
|
|
314
Okta
OKTA
$39.6B
| $300K | 0.01% |
+2,196
| New | +$207K |
2026 Q2
0 quarters
|
|
315
Toyota
TM
$223B
| $299K | 0.01% |
1,775
+430
| +32% | +$81.5K |
2025 Q4
2 quarters
|
|
316
Baker Hughes
BKR
$56B
| $298K | 0.01% |
5,364
+1,176
| +28% | +$74.3K |
2026 Q1
1 quarter
|
|
317
Consolidated Edison
ED
$39.9B
| $295K | 0.01% |
2,667
+632
| +31% | +$68.7K |
2026 Q1
1 quarter
|
|
318
Rio Tinto
RIO
$151B
| $294K | 0.01% |
+3,098
| New | +$314K |
2026 Q2
0 quarters
|
|
319
Expedia Group
EXPE
$32.8B
| $290K | 0.01% |
+1,133
| New | +$269K |
2026 Q2
0 quarters
|
|
320
Qnity Electronics Inc
Q
$25.7B
| $289K | 0.01% |
+1,770
| New | +$261K |
2026 Q2
0 quarters
|
|
321
Mizuho Financial
MFG
$128B
| $286K | 0.01% |
29,894
+13,633
| +84% | +$122K |
2025 Q4
2 quarters
|
|
322
Vulcan Materials
VMC
$31.6B
| $284K | 0.01% |
+962
| New | +$276K |
2026 Q2
0 quarters
|
|
323
Occidental Petroleum
OXY
$61.6B
| $281K | 0.01% |
5,779
+1,324
| +30% | +$75.2K |
2026 Q1
1 quarter
|
|
324
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.26B
| $277K | 0.01% |
+4,300
| New | +$247K |
2026 Q2
0 quarters
|
|
325
Deutsche Bank
DB
$62.6B
| $276K | 0.01% |
+8,184
| New | +$265K |
2026 Q2
0 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.