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7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
-4.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$99M
Cap. Flow
+$228M
Cap. Flow %
10.05%
Top 10 Hldgs %
61.13%
Holding
317
New
58
Increased
221
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$26.9M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.63M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$4.61M
2
TTD icon
Trade Desk
TTD
+$3.37M
3
APP icon
Applovin
APP
+$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

Rank Sector Weight
1 Technology 15.51%
2 Financials 8.41%
3 Communication Services 4.42%
4 Industrials 3.28%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
101
GE Vernova
GEV
$264B
$933K 0.04%
1,069
+314
+42% +$245K
GLW icon
102
Corning
GLW
$139B
$922K 0.04%
6,779
+380
+6% +$45.8K
AXP icon
103
American Express
AXP
$228B
$914K 0.04%
3,022
+762
+34% +$255K
ABT icon
104
Abbott
ABT
$188B
$912K 0.04%
8,883
+954
+12% +$108K
PEP icon
105
PepsiCo
PEP
$187B
$902K 0.04%
5,810
+167
+3% +$26K
LOW icon
106
Lowe's Companies
LOW
$122B
$897K 0.04%
3,798
+952
+33% +$248K
NUE icon
107
Nucor
NUE
$62.7B
$880K 0.04%
5,205
+280
+6% +$48.8K
SCHW
108
Charles Schwab
SCHW
$188B
$861K 0.04%
9,160
+2,838
+45% +$278K
UNP icon
109
Union Pacific
UNP
$174B
$839K 0.04%
3,458
+1,312
+61% +$321K
SNOW icon
110
Snowflake
SNOW
$116B
$823K 0.04%
5,455
+250
+5% +$46.3K
APH icon
111
Amphenol
APH
$208B
$820K 0.04%
6,487
+1,040
+19% +$146K
AMGN icon
112
Amgen
AMGN
$224B
$803K 0.04%
2,283
+277
+14% +$98.7K
PH icon
113
Parker-Hannifin
PH
$134B
$802K 0.04%
896
+171
+24% +$162K
DE icon
114
Deere & Co
DE
$164B
$797K 0.04%
1,415
+228
+19% +$129K
COF icon
115
Capital One
COF
$134B
$774K 0.03%
4,241
+987
+30% +$206K
SHOP icon
116
Shopify
SHOP
$200B
$755K 0.03%
6,368
+645
+11% +$84.8K
ADI icon
117
Analog Devices
ADI
$189B
$745K 0.03%
2,342
+646
+38% +$206K
C icon
118
Citigroup
C
$227B
$744K 0.03%
6,560
+1,464
+29% +$167K
ORLY icon
119
O'Reilly Automotive
ORLY
$74.9B
$740K 0.03%
8,019
+3,203
+67% +$300K
VEU icon
120
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$736K 0.03%
9,799
+319
+3% +$24.7K
PWR icon
121
Quanta Services
PWR
$100B
$725K 0.03%
1,321
+189
+17% +$97.3K
HEFA icon
122
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
$723K 0.03%
+17,022
New +$733K
MPC icon
123
Marathon Petroleum
MPC
$88.9B
$711K 0.03%
2,910
+859
+42% +$173K
TXN icon
124
Texas Instruments
TXN
$258B
$698K 0.03%
3,594
+816
+29% +$165K
VRTX icon
125
Vertex Pharmaceuticals
VRTX
$133B
$696K 0.03%
1,558
+358
+30% +$167K
3 4
5
6 7

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71 West Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 71 West Capital Partners held 317 positions worth $2.27B, up 4.6% from $2.17B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

71 West Capital Partners deployed $228M of net new capital in Q1 2026, opening 58 new positions and adding to 221 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Workday, an estimated $4.61M trimmed.

  • 71 West Capital Partners's largest Q1 2026 buy was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.
  • 71 West Capital Partners added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $30M increase.
  • 71 West Capital Partners's biggest Q1 2026 reduction was Workday, cutting an estimated $4.61M.
  • 71 West Capital Partners fully exited Applovin in Q1 2026, selling an estimated $584K.
  • 71 West Capital Partners's ten largest holdings make up 61% of its $2.27B portfolio in Q1 2026.
  • 71 West Capital Partners opened 58 new positions and closed 4 in Q1 2026.
  • 71 West Capital Partners's portfolio value rose 4.6% quarter-over-quarter to $2.27B.

Based on 71 West Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.