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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 | |
|---|---|---|---|---|---|---|---|
326
American Water Works
AWK
$25.8B
| $274K | 0.01% |
2,082
-78
| -4% | -$10K |
2025 Q4
2 quarters
|
|
327
CenterPoint Energy
CNP
$25.9B
| $271K | 0.01% |
+6,159
| New | +$264K |
2026 Q2
0 quarters
|
|
328
Jabil
JBL
$33.3B
| $268K | 0.01% |
+694
| New | +$240K |
2026 Q2
0 quarters
|
|
329
KKR & Co
KKR
$78.2B
| $265K | 0.01% |
2,890
+673
| +30% | +$65.3K |
2025 Q4
2 quarters
|
|
330
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.92B
| $261K | 0.01% |
3,453
| – | – |
2025 Q4
2 quarters
|
|
331
DTE Energy
DTE
$26.7B
| $259K | 0.01% |
+1,697
| New | +$248K |
2026 Q2
0 quarters
|
|
332
Carnival Corporation Ltd
CCL
$35.9B
| $257K | 0.01% |
+8,998
| New | +$246K |
2026 Q2
0 quarters
|
|
333
IQVIA
IQV
$42.9B
| $256K | 0.01% |
+1,325
| New | +$231K |
2026 Q2
0 quarters
|
|
334
Prudential Financial
PRU
$39.1B
| $256K | 0.01% |
+2,370
| New | +$241K |
2026 Q2
0 quarters
|
|
335
iShares Russell 2000 ETF
IWM
$77.9B
| $254K | 0.01% |
844
-176
| -17% | -$49.5K |
2025 Q4
2 quarters
|
|
336
Targa Resources
TRGP
$62.8B
| $253K | 0.01% |
+943
| New | +$242K |
2026 Q2
0 quarters
|
|
337
Entergy
ETR
$50.2B
| $252K | 0.01% |
+2,197
| New | +$248K |
2026 Q2
0 quarters
|
|
338
Cloudflare
NET
$124B
| $248K | 0.01% |
+1,012
| New | +$221K |
2026 Q2
0 quarters
|
|
339
Public Service Enterprise Group
PEG
$35.1B
| $247K | 0.01% |
+3,039
| New | +$243K |
2026 Q2
0 quarters
|
|
340
Diamondback Energy
FANG
$55.5B
| $246K | 0.01% |
+1,401
| New | +$272K |
2026 Q2
0 quarters
|
|
341
National Grid
NGG
$78.7B
| $245K | 0.01% |
+2,955
| New | +$251K |
2026 Q2
0 quarters
|
|
342
GSK
GSK
$92.7B
| $242K | 0.01% |
+4,624
| New | +$245K |
2026 Q2
0 quarters
|
|
343
Atmos Energy
ATO
$27.6B
| $242K | 0.01% |
+1,406
| New | +$252K |
2026 Q2
0 quarters
|
|
344
Ameren
AEE
$28.9B
| $239K | 0.01% |
+2,114
| New | +$234K |
2026 Q2
0 quarters
|
|
345
Ares Management
ARES
$26.3B
| $236K | 0.01% |
2,121
+5
| +0.2% | +$600 |
2026 Q1
1 quarter
|
|
346
Huntington Bancshares
HBAN
$30.8B
| $236K | 0.01% |
13,307
+888
| +7% | +$14.7K |
2026 Q1
1 quarter
|
|
347
Ingersoll Rand
IR
$30.6B
| $234K | 0.01% |
+2,853
| New | +$221K |
2026 Q2
0 quarters
|
|
348
Enterprise Products Partners
EPD
$77.8B
| $233K | 0.01% |
6,350
| – | – |
2025 Q4
2 quarters
|
|
349
CME Group
CME
$100B
| $232K | 0.01% |
1,050
-24
| -2% | -$6.64K |
2025 Q4
2 quarters
|
|
350
Exelon
EXC
$43.6B
| $231K | 0.01% |
+4,949
| New | +$229K |
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.