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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

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 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
TXN icon
101
Texas Instruments
TXN
$237B
$1.55M 0.05%
5,209
+1,615
+45% +$448K
IVV icon
102
iShares Core S&P 500 ETF
IVV
$894B
$1.54M 0.05%
2,055
-174
-8% -$127K
ROIV icon
103
Roivant Sciences
ROIV
$26.3B
$1.53M 0.05%
+43,164
New +$1.28M
COF icon
104
Capital One
COF
$133B
$1.49M 0.05%
7,436
+3,195
+75% +$611K
SNOW icon
105
Snowflake
SNOW
$110B
$1.47M 0.05%
5,769
+314
+6% +$57.8K
C icon
106
Citigroup
C
$224B
$1.45M 0.05%
10,339
+3,779
+58% +$492K
NEE icon
107
NextEra Energy
NEE
$176B
$1.43M 0.05%
16,288
+6,104
+60% +$552K
UNP icon
108
Union Pacific
UNP
$184B
$1.38M 0.05%
5,085
+1,627
+47% +$427K
IBM icon
109
IBM
IBM
$221B
$1.38M 0.05%
4,902
+2,147
+78% +$541K
AMGN icon
110
Amgen
AMGN
$239B
$1.31M 0.05%
3,626
+1,343
+59% +$460K
PGR icon
111
Progressive
PGR
$129B
$1.27M 0.04%
5,801
+2,890
+99% +$582K
NUE icon
112
Nucor
NUE
$56.2B
$1.27M 0.04%
5,687
+482
+9% +$109K
VB icon
113
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$1.25M 0.04%
4,140
+66
+2% +$18.9K
SNDK
114
Sandisk
SNDK
$217B
$1.22M 0.04%
+535
New +$764K
LOW icon
115
Lowe's Companies
LOW
$120B
$1.22M 0.04%
5,513
+1,715
+45% +$389K
ADI icon
116
Analog Devices
ADI
$181B
$1.21M 0.04%
3,055
+713
+30% +$282K
XLF icon
117
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
$1.21M 0.04%
22,488
– –
IJR icon
118
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.19M 0.04%
8,055
-783
-9% -$107K
PH icon
119
Parker-Hannifin
PH
$128B
$1.17M 0.04%
1,199
+303
+34% +$278K
DE icon
120
Deere & Co
DE
$170B
$1.17M 0.04%
1,847
+432
+31% +$250K
SHEL icon
121
Shell
SHEL
$254B
$1.17M 0.04%
15,092
+12,564
+497% +$1.08M
COP icon
122
ConocoPhillips
COP
$158B
$1.17M 0.04%
11,245
+2,603
+30% +$309K
PWV icon
123
Invesco Large Cap Value ETF
PWV
$1.87B
$1.16M 0.04%
15,369
– –
ANET icon
124
Arista Networks
ANET
$241B
$1.16M 0.04%
6,851
+1,813
+36% +$285K
MPC icon
125
Marathon Petroleum
MPC
$99.7B
$1.14M 0.04%
4,477
+1,567
+54% +$385K
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 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.