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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
PEP icon
126
PepsiCo
PEP
$194B
$1.13M 0.04%
8,370
+2,560
+44% +$383K
MCD icon
127
McDonald's
MCD
$190B
$1.13M 0.04%
4,167
+1,128
+37% +$323K
CB icon
128
Chubb
CB
$132B
$1.12M 0.04%
3,299
+1,264
+62% +$412K
BKNG icon
129
Booking.com
BKNG
$161B
$1.1M 0.04%
6,192
+3,267
+112% +$557K
SCHW
130
Charles Schwab
SCHW
$194B
$1.1M 0.04%
11,902
+2,742
+30% +$250K
SCHF icon
131
Schwab International Equity ETF
SCHF
$70B
$1.1M 0.04%
39,642
-12,419
-24% -$335K
ABT icon
132
Abbott
ABT
$201B
$1.09M 0.04%
12,065
+3,182
+36% +$290K
PNC icon
133
PNC Financial Services
PNC
$97.4B
$1.07M 0.04%
4,326
+1,803
+71% +$404K
AZN icon
134
AstraZeneca
AZN
$263B
$1.06M 0.04%
5,676
+2,793
+97% +$525K
ORLY icon
135
O'Reilly Automotive
ORLY
$73.1B
$1.05M 0.04%
11,352
+3,333
+42% +$304K
USB icon
136
US Bancorp
USB
$97.2B
$1.01M 0.03%
16,658
+5,920
+55% +$332K
PWR icon
137
Quanta Services
PWR
$90.8B
$1M 0.03%
1,392
+71
+5% +$48.5K
URI icon
138
United Rentals
URI
$65.6B
$995K 0.03%
878
+321
+58% +$305K
BNY
139
Bank of New York Mellon
BNY
$111B
$983K 0.03%
6,796
+3,616
+114% +$494K
CMI icon
140
Cummins
CMI
$78.8B
$979K 0.03%
1,373
+382
+39% +$252K
HSBC icon
141
HSBC
HSBC
$358B
$973K 0.03%
+10,234
New +$934K
BMY icon
142
Bristol-Myers Squibb
BMY
$139B
$969K 0.03%
16,821
+5,586
+50% +$321K
CDNS icon
143
Cadence Design Systems
CDNS
$91.4B
$969K 0.03%
2,581
+672
+35% +$235K
EEM icon
144
iShares MSCI Emerging Markets ETF
EEM
$31.3B
$962K 0.03%
+14,069
New +$919K
VRTX icon
145
Vertex Pharmaceuticals
VRTX
$140B
$940K 0.03%
1,892
+334
+21% +$148K
QCOM icon
146
Qualcomm
QCOM
$169B
$871K 0.03%
4,711
+1,346
+40% +$252K
TT icon
147
Trane Technologies
TT
$100B
$863K 0.03%
1,757
+373
+27% +$174K
VEU icon
148
Vanguard FTSE All-World ex-US ETF
VEU
$71B
$862K 0.03%
10,291
+492
+5% +$40.2K
LMT icon
149
Lockheed Martin
LMT
$128B
$859K 0.03%
1,686
+631
+60% +$341K
MAR icon
150
Marriott International
MAR
$93.3B
$828K 0.03%
2,235
+698
+45% +$257K
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 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.