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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 | |
|---|---|---|---|---|---|---|
126
Bristol-Myers Squibb
BMY
$139B
| $566K | 0.03% |
+10,500
| New | +$505K |
|
127
ConocoPhillips
COP
$158B
| $565K | 0.03% |
+6,031
| New | +$545K |
|
128
McKesson
MCK
$106B
| $564K | 0.03% |
+688
| New | +$561K |
|
129
Corning
GLW
$127B
| $560K | 0.03% |
+6,399
| New | +$551K |
|
130
Deere & Co
DE
$170B
| $553K | 0.03% |
+1,187
| New | +$557K |
|
131
Qualcomm
QCOM
$169B
| $551K | 0.03% |
+3,223
| New | +$552K |
|
132
iShares Core S&P Small-Cap ETF
IJR
$111B
| $549K | 0.03% |
+4,568
| New | +$546K |
|
133
HCA Healthcare
HCA
$92.8B
| $547K | 0.03% |
+1,172
| New | +$544K |
|
134
Cadence Design Systems
CDNS
$91.4B
| $545K | 0.03% |
+1,745
| New | +$569K |
|
135
Vertex Pharmaceuticals
VRTX
$140B
| $544K | 0.03% |
+1,200
| New | +$517K |
|
136
Progressive
PGR
$129B
| $538K | 0.02% |
+2,364
| New | +$534K |
|
137
Trane Technologies
TT
$100B
| $511K | 0.02% |
+1,313
| New | +$543K |
|
138
Kroger
KR
$35.8B
| $508K | 0.02% |
+8,136
| New | +$532K |
|
139
Schwab US Broad Market ETF
SCHB
$44.6B
| $503K | 0.02% |
+19,185
| New | +$499K |
|
140
Walt Disney
DIS
$192B
| $500K | 0.02% |
+4,396
| New | +$484K |
|
141
Union Pacific
UNP
$184B
| $496K | 0.02% |
+2,146
| New | +$490K |
|
142
GE Vernova
GEV
$247B
| $493K | 0.02% |
+755
| New | +$460K |
|
143
iShares S&P 500 Value ETF
IVE
$50.3B
| $493K | 0.02% |
+2,324
| New | +$487K |
|
144
T-Mobile US
TMUS
$195B
| $492K | 0.02% |
+2,422
| New | +$513K |
|
145
Verizon
VZ
$209B
| $482K | 0.02% |
+11,844
| New | +$480K |
|
146
Texas Instruments
TXN
$237B
| $482K | 0.02% |
+2,778
| New | +$476K |
|
147
Quanta Services
PWR
$90.8B
| $478K | 0.02% |
+1,132
| New | +$497K |
|
148
Constellation Energy
CEG
$98.6B
| $467K | 0.02% |
+1,323
| New | +$481K |
|
149
Chubb
CB
$132B
| $464K | 0.02% |
+1,486
| New | +$435K |
|
150
Gilead Sciences
GILD
$184B
| $462K | 0.02% |
+3,763
| New | +$457K |
|
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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.