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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 | |
|---|---|---|---|---|---|---|---|
351
Yum! Brands
YUM
$40.1B
| $230K | 0.01% |
+1,441
| New | +$223K |
2026 Q2
0 quarters
|
|
352
Hartford Financial Services
HIG
$35.5B
| $230K | 0.01% |
1,733
+91
| +6% | +$12.2K |
2026 Q1
1 quarter
|
|
353
Novartis
NVS
$271B
| $228K | 0.01% |
+1,454
| New | +$218K |
2026 Q2
0 quarters
|
|
354
Sony
SONY
$142B
| $226K | 0.01% |
+11,245
| New | +$237K |
2026 Q2
0 quarters
|
|
355
Robinhood
HOOD
$99.4B
| $224K | 0.01% |
+2,237
| New | +$187K |
2026 Q2
0 quarters
|
|
356
Kinder Morgan
KMI
$74.4B
| $224K | 0.01% |
+7,010
| New | +$226K |
2026 Q2
0 quarters
|
|
357
NiSource
NI
$19.9B
| $223K | 0.01% |
+4,681
| New | +$222K |
2026 Q2
0 quarters
|
|
358
Wabtec
WAB
$48.4B
| $222K | 0.01% |
+824
| New | +$218K |
2026 Q2
0 quarters
|
|
359
Autodesk
ADSK
$48.2B
| $222K | 0.01% |
1,142
+34
| +3% | +$7.76K |
2025 Q4
2 quarters
|
|
360
Principal Financial Group
PFG
$23B
| $222K | 0.01% |
+2,057
| New | +$209K |
2026 Q2
0 quarters
|
|
361
United Parcel Service
UPS
$80.6B
| $217K | 0.01% |
+2,023
| New | +$210K |
2026 Q2
0 quarters
|
|
362
CMS Energy
CMS
$20.8B
| $216K | 0.01% |
+2,823
| New | +$212K |
2026 Q2
0 quarters
|
|
363
Martin Marietta Materials
MLM
$33.5B
| $216K | 0.01% |
+374
| New | +$222K |
2026 Q2
0 quarters
|
|
364
NRG Energy
NRG
$22.5B
| $213K | 0.01% |
+1,460
| New | +$210K |
2026 Q2
0 quarters
|
|
365
iShares Global Energy ETF
IXC
$3.23B
| $212K | 0.01% |
4,318
| – | – |
2026 Q1
1 quarter
|
|
366
Eversource Energy
ES
$24.8B
| $211K | 0.01% |
+2,914
| New | +$202K |
2026 Q2
0 quarters
|
|
367
NetApp
NTAP
$46.9B
| $210K | 0.01% |
+1,354
| New | +$177K |
2026 Q2
0 quarters
|
|
368
CRH
CRH
$53.3B
| $207K | 0.01% |
+1,939
| New | +$213K |
2026 Q2
0 quarters
|
|
369
ServisFirst Bancshares
SFBS
$4.22B
| $207K | 0.01% |
+4,780
| New | +$189K |
2026 Q2
0 quarters
|
|
370
VeriSign
VRSN
$27.3B
| $207K | 0.01% |
+824
| New | +$229K |
2026 Q2
0 quarters
|
|
371
Pfizer
PFE
$162B
| $207K | 0.01% |
8,590
-664
| -7% | -$17.4K |
2025 Q4
2 quarters
|
|
372
Garmin
GRMN
$53.3B
| $206K | 0.01% |
+869
| New | +$211K |
2026 Q2
0 quarters
|
|
373
Paychex
PAYX
$37.8B
| $206K | 0.01% |
+2,098
| New | +$199K |
2026 Q2
0 quarters
|
|
374
DoorDash
DASH
$83.7B
| $206K | 0.01% |
+1,115
| New | +$184K |
2026 Q2
0 quarters
|
|
375
Zoetis
ZTS
$30.7B
| $203K | 0.01% |
2,823
+175
| +7% | +$16.5K |
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.