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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 | |
|---|---|---|---|---|---|---|
151
Analog Devices
ADI
$181B
| $460K | 0.02% |
+1,696
| New | +$426K |
|
152
Boston Scientific
BSX
$72.3B
| $454K | 0.02% |
+4,757
| New | +$466K |
|
153
Lockheed Martin
LMT
$128B
| $442K | 0.02% |
+913
| New | +$437K |
|
154
O'Reilly Automotive
ORLY
$73.1B
| $439K | 0.02% |
+4,816
| New | +$471K |
|
155
Cummins
CMI
$78.8B
| $432K | 0.02% |
+846
| New | +$395K |
|
156
Royal Caribbean
RCL
$78.2B
| $431K | 0.02% |
+1,544
| New | +$436K |
|
157
Honeywell
HON
$68.4B
| $421K | 0.02% |
+2,159
| New | +$422K |
|
158
Spotify
SPOT
$114B
| $414K | 0.02% |
+713
| New | +$446K |
|
159
Motorola Solutions
MSI
$80.3B
| $413K | 0.02% |
+1,077
| New | +$433K |
|
160
Booking.com
BKNG
$161B
| $407K | 0.02% |
+1,900
| New | +$391K |
|
161
Ford
F
$55.6B
| $402K | 0.02% |
+30,642
| New | +$395K |
|
|
MRSH
162
Marsh
MRSH
$92.3B
| $397K | 0.02% |
+2,140
| New | +$400K |
|
163
Monster Beverage
MNST
$95.5B
| $395K | 0.02% |
+10,292
| New | +$369K |
|
164
First Watch Restaurant Group
FWRG
$802M
| $394K | 0.02% |
+26,130
| New | +$440K |
|
165
United Rentals
URI
$65.6B
| $388K | 0.02% |
+479
| New | +$416K |
|
166
Moody's
MCO
$88.9B
| $387K | 0.02% |
+757
| New | +$369K |
|
167
Health Catalyst
HCAT
$119M
| $383K | 0.02% |
+160,049
| New | +$438K |
|
168
Northrop Grumman
NOC
$77.1B
| $381K | 0.02% |
+669
| New | +$388K |
|
169
Newmont
NEM
$142B
| $375K | 0.02% |
+3,756
| New | +$339K |
|
170
Cencora
COR
$62.6B
| $375K | 0.02% |
+1,109
| New | +$378K |
|
171
Boeing
BA
$167B
| $372K | 0.02% |
+1,712
| New | +$352K |
|
172
Southern Company
SO
$103B
| $371K | 0.02% |
+4,260
| New | +$389K |
|
173
Starbucks
SBUX
$121B
| $367K | 0.02% |
+4,360
| New | +$368K |
|
174
Intel
INTC
$462B
| $364K | 0.02% |
+9,862
| New | +$372K |
|
175
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
| $356K | 0.02% |
+4,982
| New | +$373K |
|
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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.