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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
(+27%)
Cap. Flow
+$195M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
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 |
iShares Core MSCI EAFE ETF
IEFA
|
+$18M |
| 2 |
NVIDIA
NVDA
|
+$11.9M |
| 3 |
Apple
AAPL
|
+$10M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$9.86M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.79M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.33M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.74M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.13M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$623K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
151
Danaher
DHR
$158B
| $822K | 0.03% |
4,318
+1,170
| +37% | +$212K |
2025 Q4
2 quarters
|
|
152
Valero Energy
VLO
$131B
| $819K | 0.03% |
3,144
+1,010
| +47% | +$249K |
2025 Q4
2 quarters
|
|
153
Royal Caribbean
RCL
$75B
| $807K | 0.03% |
2,542
+610
| +32% | +$171K |
2025 Q4
2 quarters
|
|
154
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.52B
| $799K | 0.03% |
17,022
| – | – |
2026 Q1
1 quarter
|
|
155
Gilead Sciences
GILD
$183B
| $799K | 0.03% |
6,321
+1,853
| +41% | +$244K |
2025 Q4
2 quarters
|
|
156
Vanguard Morningstar Large-Cap ETF
VV
$55.2B
| $789K | 0.03% |
2,295
+115
| +5% | +$38.4K |
2026 Q1
1 quarter
|
|
157
McKesson
MCK
$113B
| $788K | 0.03% |
1,043
+248
| +31% | +$197K |
2025 Q4
2 quarters
|
|
158
Axon Enterprise
AXON
$33.8B
| $781K | 0.03% |
1,394
+117
| +9% | +$49K |
2025 Q4
2 quarters
|
|
159
Howmet Aerospace
HWM
$86.4B
| $781K | 0.03% |
2,906
+1,183
| +69% | +$304K |
2025 Q4
2 quarters
|
|
160
American Electric Power
AEP
$68.4B
| $771K | 0.03% |
5,637
+2,054
| +57% | +$271K |
2025 Q4
2 quarters
|
|
161
Boeing
BA
$148B
| $766K | 0.03% |
3,539
+1,187
| +50% | +$264K |
2025 Q4
2 quarters
|
|
162
Intuitive Surgical
ISRG
$149B
| $763K | 0.03% |
1,918
+586
| +44% | +$256K |
2025 Q4
2 quarters
|
|
163
Motorola Solutions
MSI
$74.4B
| $762K | 0.03% |
1,834
+533
| +41% | +$223K |
2025 Q4
2 quarters
|
|
164
Southern Company
SO
$101B
| $758K | 0.03% |
7,924
+2,224
| +39% | +$209K |
2025 Q4
2 quarters
|
|
165
Shopify
SHOP
$229B
| $758K | 0.03% |
6,640
+272
| +4% | +$31K |
2025 Q4
2 quarters
|
|
166
Duke Energy
DUK
$92.2B
| $751K | 0.03% |
5,933
+2,465
| +71% | +$311K |
2025 Q4
2 quarters
|
|
167
CVS Health
CVS
$112B
| $740K | 0.03% |
7,153
+3,128
| +78% | +$279K |
2025 Q4
2 quarters
|
|
168
D.R. Horton
DHI
$38B
| $739K | 0.03% |
4,535
+1,411
| +45% | +$211K |
2025 Q4
2 quarters
|
|
169
Dell
DELL
$365B
| $739K | 0.03% |
+1,712
| New | +$495K |
2026 Q2
0 quarters
|
|
170
Monster Beverage
MNST
$85B
| $738K | 0.03% |
15,348
+3,700
| +32% | +$155K |
2025 Q4
2 quarters
|
|
171
Starbucks
SBUX
$105B
| $734K | 0.03% |
7,184
+1,878
| +35% | +$189K |
2025 Q4
2 quarters
|
|
172
HCA Healthcare
HCA
$99.9B
| $733K | 0.03% |
1,881
+448
| +31% | +$189K |
2025 Q4
2 quarters
|
|
173
Fortinet
FTNT
$141B
| $714K | 0.02% |
4,648
+1,660
| +56% | +$192K |
2026 Q1
1 quarter
|
|
174
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
| $703K | 0.02% |
+10,404
| New | +$669K |
2026 Q2
0 quarters
|
|
175
Stryker
SYK
$109B
| $701K | 0.02% |
2,228
+467
| +27% | +$147K |
2025 Q4
2 quarters
|
|
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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.