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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
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 | 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 | |
|---|---|---|---|---|---|---|
351
Yum! Brands
YUM
$42.6B
| $230K | 0.01% |
+1,441
| New | +$223K |
|
352
Hartford Financial Services
HIG
$37.4B
| $230K | 0.01% |
1,733
+91
| +6% | +$12.2K |
|
353
Novartis
NVS
$304B
| $228K | 0.01% |
+1,454
| New | +$218K |
|
354
Sony
SONY
$141B
| $226K | 0.01% |
+11,245
| New | +$237K |
|
355
Robinhood
HOOD
$101B
| $224K | 0.01% |
+2,237
| New | +$187K |
|
356
Kinder Morgan
KMI
$68.9B
| $224K | 0.01% |
+7,010
| New | +$226K |
|
357
NiSource
NI
$19.5B
| $223K | 0.01% |
+4,681
| New | +$222K |
|
358
Wabtec
WAB
$50.2B
| $222K | 0.01% |
+824
| New | +$218K |
|
359
Autodesk
ADSK
$53B
| $222K | 0.01% |
1,142
+34
| +3% | +$7.76K |
|
360
Principal Financial Group
PFG
$23.9B
| $222K | 0.01% |
+2,057
| New | +$209K |
|
361
United Parcel Service
UPS
$89.5B
| $217K | 0.01% |
+2,023
| New | +$210K |
|
362
CMS Energy
CMS
$21.6B
| $216K | 0.01% |
+2,823
| New | +$212K |
|
363
Martin Marietta Materials
MLM
$37.8B
| $216K | 0.01% |
+374
| New | +$222K |
|
364
NRG Energy
NRG
$23.9B
| $213K | 0.01% |
+1,460
| New | +$210K |
|
365
iShares Global Energy ETF
IXC
$2.79B
| $212K | 0.01% |
4,318
| – | – |
|
366
Eversource Energy
ES
$26.8B
| $211K | 0.01% |
+2,914
| New | +$202K |
|
367
NetApp
NTAP
$36.8B
| $210K | 0.01% |
+1,354
| New | +$177K |
|
368
CRH
CRH
$64B
| $207K | 0.01% |
+1,939
| New | +$213K |
|
|
SFBS
369
ServisFirst Bancshares
SFBS
$4.72B
| $207K | 0.01% |
+4,780
| New | +$189K |
|
370
VeriSign
VRSN
$26.6B
| $207K | 0.01% |
+824
| New | +$229K |
|
371
Pfizer
PFE
$163B
| $207K | 0.01% |
8,590
-664
| -7% | -$17.4K |
|
|
GRMN
372
Garmin
GRMN
$55.6B
| $206K | 0.01% |
+869
| New | +$211K |
|
373
Paychex
PAYX
$44.5B
| $206K | 0.01% |
+2,098
| New | +$199K |
|
374
DoorDash
DASH
$101B
| $206K | 0.01% |
+1,115
| New | +$184K |
|
375
Zoetis
ZTS
$31.9B
| $203K | 0.01% |
2,823
+175
| +7% | +$16.5K |
|
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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.