We are live on ! Find out more
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
Cap. Flow
+$195M
Cap. Flow %
6.74%
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
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
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
LIN icon
76
Linde
LIN
$225B
$2.66M 0.09%
5,135
+1,560
+44% +$790K
2025 Q4
2 quarters
GEV icon
77
GE Vernova
GEV
$265B
$2.62M 0.09%
2,231
+1,162
+109% +$1.19M
2025 Q4
2 quarters
TER icon
78
Teradyne
TER
$60B
$2.39M 0.08%
4,948
+76
+2% +$28.7K
2025 Q4
2 quarters
PG icon
79
Procter & Gamble
PG
$356B
$2.31M 0.08%
15,753
+7,195
+84% +$1.05M
2025 Q4
2 quarters
APH icon
80
Amphenol
APH
$213B
$2.11M 0.07%
23,882
+10,908
+84% +$786K
2025 Q4
2 quarters
INDB icon
81
Independent Bank
INDB
$3.65B
$2.09M 0.07%
24,953
+453
+2% +$35.9K
2025 Q4
2 quarters
MRK icon
82
Merck
MRK
$359B
$2.06M 0.07%
16,058
+5,071
+46% +$594K
2025 Q4
2 quarters
TJX icon
83
TJX Companies
TJX
$156B
$2.06M 0.07%
13,596
+1,760
+15% +$278K
2025 Q4
2 quarters
GLW icon
84
Corning
GLW
$127B
$2M 0.07%
7,816
+1,037
+15% +$189K
2025 Q4
2 quarters
WFC icon
85
Wells Fargo
WFC
$252B
$1.99M 0.07%
24,134
+8,627
+56% +$693K
2025 Q4
2 quarters
ORCL icon
86
Oracle
ORCL
$416B
$1.96M 0.07%
13,384
+3,553
+36% +$644K
2025 Q4
2 quarters
ETN icon
87
Eaton
ETN
$166B
$1.95M 0.07%
4,573
+1,863
+69% +$751K
2025 Q4
2 quarters
CVX icon
88
Chevron
CVX
$422B
$1.93M 0.07%
11,630
+2,219
+24% +$413K
2025 Q4
2 quarters
VRT icon
89
Vertiv
VRT
$92.2B
$1.82M 0.06%
5,423
+198
+4% +$62.8K
2025 Q4
2 quarters
AMLP icon
90
Alerian MLP ETF
AMLP
$12.7B
$1.81M 0.06%
34,928
+20
+0.1% +$1.05K
2025 Q4
2 quarters
NBIS icon
91
Nebius Group N.V.
NBIS
$57.1B
$1.77M 0.06%
6,416
+3,652
+132% +$723K
2025 Q4
2 quarters
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.77M 0.06%
22,933
-242
-1% -$17.8K
2025 Q4
2 quarters
BE icon
93
Bloom Energy
BE
$77.2B
$1.75M 0.06%
5,773
+1,113
+24% +$285K
2026 Q1
1 quarter
KO icon
94
Coca-Cola
KO
$386B
$1.67M 0.06%
20,518
+5,226
+34% +$413K
2025 Q4
2 quarters
PM icon
95
Philip Morris
PM
$315B
$1.66M 0.06%
9,197
+2,965
+48% +$514K
2025 Q4
2 quarters
TMO icon
96
Thermo Fisher Scientific
TMO
$245B
$1.66M 0.06%
3,316
+906
+38% +$435K
2025 Q4
2 quarters
FEZ icon
97
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.14B
$1.6M 0.06%
23,273
– –
2025 Q4
2 quarters
STX icon
98
Seagate
STX
$171B
$1.58M 0.05%
1,639
+534
+48% +$407K
2025 Q4
2 quarters
AXP icon
99
American Express
AXP
$210B
$1.58M 0.05%
4,674
+1,652
+55% +$529K
2025 Q4
2 quarters
WDC icon
100
Western Digital
WDC
$145B
$1.58M 0.05%
2,468
+148
+6% +$72K
2025 Q4
2 quarters
2 3
4
5 6

Similar funds

JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $2.91B AUM 27.09% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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.