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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
MPWR icon
176
Monolithic Power Systems
MPWR
$64.8B
$697K 0.02%
504
+56
+13% +$84.1K
2025 Q4
2 quarters
FCX icon
177
Freeport-McMoran
FCX
$105B
$695K 0.02%
11,050
+4,107
+59% +$264K
2025 Q4
2 quarters
EMR icon
178
Emerson Electric
EMR
$90.6B
$691K 0.02%
4,829
+1,643
+52% +$231K
2025 Q4
2 quarters
SDY icon
179
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$690K 0.02%
4,536
– –
2025 Q4
2 quarters
VO icon
180
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$689K 0.02%
+8,556
New +$663K
2026 Q2
0 quarters
TFC icon
181
Truist Financial
TFC
$57B
$683K 0.02%
13,702
+5,912
+76% +$291K
2026 Q1
1 quarter
ACWI icon
182
iShares MSCI ACWI ETF
ACWI
$33.2B
$681K 0.02%
4,337
– –
2025 Q4
2 quarters
HCAT icon
183
Health Catalyst
HCAT
$132M
$676K 0.02%
339,515
– –
2025 Q4
2 quarters
VWO icon
184
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$670K 0.02%
+11,224
New +$660K
2026 Q2
0 quarters
HLT icon
185
Hilton Worldwide
HLT
$73.7B
$667K 0.02%
2,019
+557
+38% +$183K
2025 Q4
2 quarters
MCO icon
186
Moody's
MCO
$81.5B
$653K 0.02%
1,442
+583
+68% +$262K
2025 Q4
2 quarters
SHW icon
187
Sherwin-Williams
SHW
$77.7B
$653K 0.02%
1,896
+664
+54% +$212K
2025 Q4
2 quarters
EQIX icon
188
Equinix
EQIX
$102B
$643K 0.02%
617
+213
+53% +$228K
2025 Q4
2 quarters
WBS icon
189
DELISTED
Webster Financial
WBS
$642K 0.02%
8,407
– –
2026 Q1
1 quarter
FITB icon
190
Fifth Third Bancorp
FITB
$46.1B
$636K 0.02%
11,283
+3,912
+53% +$198K
2026 Q1
1 quarter
VZ icon
191
Verizon
VZ
$178B
$632K 0.02%
14,926
+3,253
+28% +$153K
2025 Q4
2 quarters
AON icon
192
Aon
AON
$58.3B
$625K 0.02%
1,884
+731
+63% +$236K
2025 Q4
2 quarters
WBD icon
193
DELISTED
Warner Bros
WBD
$625K 0.02%
23,428
+7,942
+51% +$215K
2025 Q4
2 quarters
TMUS icon
194
T-Mobile US
TMUS
$163B
$622K 0.02%
3,709
+981
+36% +$186K
2025 Q4
2 quarters
MRSH icon
195
Marsh
MRSH
$84.2B
$620K 0.02%
3,717
+641
+21% +$107K
2025 Q4
2 quarters
TRV icon
196
Travelers Companies
TRV
$77.5B
$617K 0.02%
1,870
+854
+84% +$259K
2025 Q4
2 quarters
F icon
197
Ford
F
$47.9B
$616K 0.02%
44,324
+8,623
+24% +$116K
2025 Q4
2 quarters
WSC icon
198
WillScot Mobile Mini Holdings
WSC
$3.16B
$616K 0.02%
21,332
+1,332
+7% +$32.2K
2026 Q1
1 quarter
WMB icon
199
Williams Companies
WMB
$90.7B
$606K 0.02%
8,157
+2,119
+35% +$156K
2025 Q4
2 quarters
IDXX icon
200
Idexx Laboratories
IDXX
$41.3B
$606K 0.02%
1,151
+120
+12% +$67.3K
2025 Q4
2 quarters
6 7
8
9 10

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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.