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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
PEP icon
126
PepsiCo
PEP
$173B
$1.13M 0.04%
8,370
+2,560
+44% +$383K
2025 Q4
2 quarters
MCD icon
127
McDonald's
MCD
$167B
$1.13M 0.04%
4,167
+1,128
+37% +$323K
2025 Q4
2 quarters
CB icon
128
Chubb
CB
$133B
$1.12M 0.04%
3,299
+1,264
+62% +$412K
2025 Q4
2 quarters
BKNG icon
129
Booking.com
BKNG
$119B
$1.1M 0.04%
6,192
+3,267
+112% +$557K
2025 Q4
2 quarters
SCHW icon
130
Charles Schwab
SCHW
$168B
$1.1M 0.04%
11,902
+2,742
+30% +$250K
2025 Q4
2 quarters
SCHF icon
131
Schwab International Equity ETF
SCHF
$67.3B
$1.1M 0.04%
39,642
-12,419
-24% -$335K
2026 Q1
1 quarter
ABT icon
132
Abbott
ABT
$176B
$1.09M 0.04%
12,065
+3,182
+36% +$290K
2025 Q4
2 quarters
PNC icon
133
PNC Financial Services
PNC
$88.3B
$1.07M 0.04%
4,326
+1,803
+71% +$404K
2025 Q4
2 quarters
AZN icon
134
AstraZeneca
AZN
$246B
$1.06M 0.04%
5,676
+2,793
+97% +$525K
2025 Q4
2 quarters
ORLY icon
135
O'Reilly Automotive
ORLY
$70.1B
$1.05M 0.04%
11,352
+3,333
+42% +$304K
2025 Q4
2 quarters
USB icon
136
US Bancorp
USB
$89.5B
$1.01M 0.03%
16,658
+5,920
+55% +$332K
2025 Q4
2 quarters
PWR icon
137
Quanta Services
PWR
$104B
$1M 0.03%
1,392
+71
+5% +$48.5K
2025 Q4
2 quarters
URI icon
138
United Rentals
URI
$65.8B
$995K 0.03%
878
+321
+58% +$305K
2025 Q4
2 quarters
BNY icon
139
Bank of New York Mellon
BNY
$96.9B
$983K 0.03%
6,796
+3,616
+114% +$494K
2025 Q4
2 quarters
CMI icon
140
Cummins
CMI
$72.7B
$979K 0.03%
1,373
+382
+39% +$252K
2025 Q4
2 quarters
HSBC icon
141
HSBC
HSBC
$323B
$973K 0.03%
+10,234
New +$934K
2026 Q2
0 quarters
BMY icon
142
Bristol-Myers Squibb
BMY
$118B
$969K 0.03%
16,821
+5,586
+50% +$321K
2025 Q4
2 quarters
CDNS icon
143
Cadence Design Systems
CDNS
$96B
$969K 0.03%
2,581
+672
+35% +$235K
2025 Q4
2 quarters
EEM icon
144
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$962K 0.03%
+14,069
New +$919K
2026 Q2
0 quarters
VRTX icon
145
Vertex Pharmaceuticals
VRTX
$129B
$940K 0.03%
1,892
+334
+21% +$148K
2025 Q4
2 quarters
QCOM icon
146
Qualcomm
QCOM
$186B
$871K 0.03%
4,711
+1,346
+40% +$252K
2025 Q4
2 quarters
TT icon
147
Trane Technologies
TT
$105B
$863K 0.03%
1,757
+373
+27% +$174K
2025 Q4
2 quarters
VEU icon
148
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
$862K 0.03%
10,291
+492
+5% +$40.2K
2025 Q4
2 quarters
LMT icon
149
Lockheed Martin
LMT
$118B
$859K 0.03%
1,686
+631
+60% +$341K
2025 Q4
2 quarters
MAR icon
150
Marriott International
MAR
$96.3B
$828K 0.03%
2,235
+698
+45% +$257K
2025 Q4
2 quarters
4 5
6
7 8

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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.