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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
+2.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.17B
AUM Growth
–
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
99.37%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
259
New
259
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$386M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$236M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$152M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$116M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$111M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.2% |
| 2 | Financials | 8.87% |
| 3 | Communication Services | 4.01% |
| 4 | Industrials | 2.83% |
| 5 | Consumer Discretionary | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$232B
| $1.27M | 0.06% |
+2,187
| New | +$1.24M |
|
77
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
| $1.23M | 0.06% |
+22,488
| New | +$1.2M |
|
78
Procter & Gamble
PG
$338B
| $1.17M | 0.05% |
+8,164
| New | +$1.2M |
|
79
Wells Fargo
WFC
$256B
| $1.16M | 0.05% |
+12,441
| New | +$1.08M |
|
80
Lam Research
LRCX
$394B
| $1.16M | 0.05% |
+6,754
| New | +$1.05M |
|
81
Linde
LIN
$225B
| $1.15M | 0.05% |
+2,698
| New | +$1.16M |
|
82
Snowflake
SNOW
$110B
| $1.14M | 0.05% |
+5,205
| New | +$1.27M |
|
83
iShares S&P 500 Growth ETF
IVW
$76.1B
| $1.07M | 0.05% |
+8,708
| New | +$1.07M |
|
84
GE Aerospace
GE
$363B
| $1.04M | 0.05% |
+3,391
| New | +$1.02M |
|
85
Chevron
CVX
$392B
| $1.02M | 0.05% |
+6,689
| New | +$1.02M |
|
86
Applied Materials
AMAT
$381B
| $1M | 0.05% |
+3,903
| New | +$936K |
|
87
Abbott
ABT
$201B
| $993K | 0.05% |
+7,929
| New | +$1.01M |
|
88
Coca-Cola
KO
$394B
| $980K | 0.05% |
+14,021
| New | +$977K |
|
89
Merck
MRK
$386B
| $959K | 0.04% |
+9,108
| New | +$855K |
|
90
Micron Technology
MU
$1.05T
| $942K | 0.04% |
+3,301
| New | +$757K |
|
91
Teradyne
TER
$57.3B
| $930K | 0.04% |
+4,804
| New | +$824K |
|
92
Shopify
SHOP
$198B
| $921K | 0.04% |
+5,723
| New | +$919K |
|
93
McDonald's
MCD
$190B
| $884K | 0.04% |
+2,894
| New | +$886K |
|
94
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
| $867K | 0.04% |
+3,362
| New | +$861K |
|
95
KLA
KLAC
$240B
| $857K | 0.04% |
+7,050
| New | +$827K |
|
96
American Express
AXP
$227B
| $836K | 0.04% |
+2,260
| New | +$809K |
|
97
Intuit
INTU
$97.8B
| $826K | 0.04% |
+1,247
| New | +$824K |
|
98
Philip Morris
PM
$302B
| $820K | 0.04% |
+5,113
| New | +$792K |
|
99
PepsiCo
PEP
$194B
| $810K | 0.04% |
+5,643
| New | +$829K |
|
100
Nucor
NUE
$56.2B
| $803K | 0.04% |
+4,925
| New | +$740K |
|
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71 West Capital Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for 71 West Capital Partners, which disclosed 259 positions worth $2.17B. Its ten largest holdings account for 63% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Communication Services.
- 71 West Capital Partners's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 3,255,020 shares worth $385M.
- 71 West Capital Partners's ten largest holdings make up 63% of its $2.17B portfolio in Q4 2025.
- 71 West Capital Partners disclosed 259 positions in Q4 2025, its first 13F filing on record.
Based on 71 West Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.