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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
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
TXN icon
101
Texas Instruments
TXN
$257B
$1.55M 0.05%
5,209
+1,615
+45% +$448K
2025 Q4
2 quarters
IVV icon
102
iShares Core S&P 500 ETF
IVV
$897B
$1.54M 0.05%
2,055
-174
-8% -$127K
2025 Q4
2 quarters
ROIV icon
103
Roivant Sciences
ROIV
$25B
$1.53M 0.05%
+43,164
New +$1.28M
2026 Q2
0 quarters
COF icon
104
Capital One
COF
$123B
$1.49M 0.05%
7,436
+3,195
+75% +$611K
2025 Q4
2 quarters
SNOW icon
105
Snowflake
SNOW
$127B
$1.47M 0.05%
5,769
+314
+6% +$57.8K
2025 Q4
2 quarters
C icon
106
Citigroup
C
$221B
$1.45M 0.05%
10,339
+3,779
+58% +$492K
2025 Q4
2 quarters
NEE icon
107
NextEra Energy
NEE
$164B
$1.43M 0.05%
16,288
+6,104
+60% +$552K
2025 Q4
2 quarters
UNP icon
108
Union Pacific
UNP
$167B
$1.38M 0.05%
5,085
+1,627
+47% +$427K
2025 Q4
2 quarters
IBM icon
109
IBM
IBM
$214B
$1.38M 0.05%
4,902
+2,147
+78% +$541K
2025 Q4
2 quarters
AMGN icon
110
Amgen
AMGN
$226B
$1.31M 0.05%
3,626
+1,343
+59% +$460K
2025 Q4
2 quarters
PGR icon
111
Progressive
PGR
$128B
$1.27M 0.04%
5,801
+2,890
+99% +$582K
2025 Q4
2 quarters
NUE icon
112
Nucor
NUE
$57.1B
$1.27M 0.04%
5,687
+482
+9% +$109K
2025 Q4
2 quarters
VB icon
113
Vanguard Morningstar Small-Cap ETF
VB
$77.9B
$1.25M 0.04%
4,140
+66
+2% +$18.9K
2025 Q4
2 quarters
SNDK icon
114
Sandisk
SNDK
$215B
$1.22M 0.04%
+535
New +$764K
2026 Q2
0 quarters
LOW icon
115
Lowe's Companies
LOW
$104B
$1.22M 0.04%
5,513
+1,715
+45% +$389K
2025 Q4
2 quarters
ADI icon
116
Analog Devices
ADI
$197B
$1.21M 0.04%
3,055
+713
+30% +$282K
2025 Q4
2 quarters
XLF icon
117
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$1.21M 0.04%
22,488
– –
2025 Q4
2 quarters
IJR icon
118
iShares Core S&P Small-Cap ETF
IJR
$103B
$1.19M 0.04%
8,055
-783
-9% -$107K
2025 Q4
2 quarters
PH icon
119
Parker-Hannifin
PH
$121B
$1.17M 0.04%
1,199
+303
+34% +$278K
2025 Q4
2 quarters
DE icon
120
Deere & Co
DE
$171B
$1.17M 0.04%
1,847
+432
+31% +$250K
2025 Q4
2 quarters
SHEL icon
121
Shell
SHEL
$289B
$1.17M 0.04%
15,092
+12,564
+497% +$1.08M
2026 Q1
1 quarter
COP icon
122
ConocoPhillips
COP
$165B
$1.17M 0.04%
11,245
+2,603
+30% +$309K
2025 Q4
2 quarters
PWV icon
123
Invesco Large Cap Value ETF
PWV
$1.85B
$1.16M 0.04%
15,369
– –
2026 Q1
1 quarter
ANET icon
124
Arista Networks
ANET
$266B
$1.16M 0.04%
6,851
+1,813
+36% +$285K
2025 Q4
2 quarters
MPC icon
125
Marathon Petroleum
MPC
$129B
$1.14M 0.04%
4,477
+1,567
+54% +$385K
2025 Q4
2 quarters
3 4
5
6 7

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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.