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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 | |
|---|---|---|---|---|---|---|
101
Vertiv
VRT
$98.5B
| $802K | 0.04% |
+4,950
| New | +$859K |
|
102
Capital One
COF
$133B
| $789K | 0.04% |
+3,254
| New | +$724K |
|
103
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $765K | 0.04% |
+11,595
| New | +$760K |
|
104
Amphenol
APH
$196B
| $736K | 0.03% |
+5,447
| New | +$729K |
|
105
Danaher
DHR
$152B
| $732K | 0.03% |
+3,199
| New | +$703K |
|
106
IBM
IBM
$221B
| $729K | 0.03% |
+2,462
| New | +$737K |
|
107
NextEra Energy
NEE
$176B
| $698K | 0.03% |
+8,699
| New | +$721K |
|
108
Vanguard FTSE All-World ex-US ETF
VEU
$71B
| $697K | 0.03% |
+9,480
| New | +$689K |
|
|
AXON
109
Axon Enterprise
AXON
$49.8B
| $695K | 0.03% |
+1,224
| New | +$760K |
|
110
Lowe's Companies
LOW
$120B
| $686K | 0.03% |
+2,846
| New | +$683K |
|
111
Eaton
ETN
$159B
| $685K | 0.03% |
+2,151
| New | +$762K |
|
112
Intuitive Surgical
ISRG
$131B
| $675K | 0.03% |
+1,191
| New | +$634K |
|
113
Viridian Therapeutics
VRDN
$2.74B
| $666K | 0.03% |
+21,400
| New | +$587K |
|
114
Amgen
AMGN
$239B
| $657K | 0.03% |
+2,006
| New | +$636K |
|
115
Parker-Hannifin
PH
$128B
| $637K | 0.03% |
+725
| New | +$593K |
|
116
Idexx Laboratories
IDXX
$43.3B
| $633K | 0.03% |
+936
| New | +$637K |
|
|
SCHW
117
Charles Schwab
SCHW
$194B
| $632K | 0.03% |
+6,322
| New | +$600K |
|
118
State Street SPDR S&P Dividend ETF
SDY
$22.1B
| $631K | 0.03% |
+4,536
| New | +$631K |
|
119
Accenture
ACN
$114B
| $621K | 0.03% |
+2,315
| New | +$588K |
|
120
iShares MSCI ACWI ETF
ACWI
$33.3B
| $614K | 0.03% |
+4,337
| New | +$609K |
|
121
Adobe
ADBE
$109B
| $604K | 0.03% |
+1,726
| New | +$587K |
|
122
Citigroup
C
$224B
| $595K | 0.03% |
+5,096
| New | +$529K |
|
123
Applovin
APP
$104B
| $584K | 0.03% |
+867
| New | +$546K |
|
124
Stryker
SYK
$127B
| $580K | 0.03% |
+1,651
| New | +$602K |
|
125
Arista Networks
ANET
$241B
| $574K | 0.03% |
+4,382
| New | +$603K |
|
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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.