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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 | |
|---|---|---|---|---|---|---|
176
US Bancorp
USB
$97.2B
| $353K | 0.02% |
+6,617
| New | +$325K |
|
177
Emerson Electric
EMR
$86.4B
| $353K | 0.02% |
+2,656
| New | +$352K |
|
178
Vanguard Extended Market ETF
VXF
$31.5B
| $350K | 0.02% |
+1,673
| New | +$351K |
|
179
Watsco Inc
WSO
$12.5B
| $347K | 0.02% |
+1,030
| New | +$368K |
|
180
Ameriprise Financial
AMP
$49.5B
| $339K | 0.02% |
+692
| New | +$328K |
|
181
Synopsys
SNPS
$78.3B
| $338K | 0.02% |
+719
| New | +$319K |
|
182
American Electric Power
AEP
$66.8B
| $334K | 0.02% |
+2,897
| New | +$342K |
|
183
Marathon Petroleum
MPC
$99.7B
| $334K | 0.02% |
+2,051
| New | +$383K |
|
184
Williams Companies
WMB
$86.9B
| $333K | 0.02% |
+5,534
| New | +$335K |
|
185
Western Digital
WDC
$163B
| $330K | 0.02% |
+1,916
| New | +$291K |
|
186
Duke Energy
DUK
$94.8B
| $330K | 0.02% |
+2,813
| New | +$344K |
|
187
iShares Russell 2000 ETF
IWM
$81.7B
| $327K | 0.02% |
+1,327
| New | +$326K |
|
188
Autodesk
ADSK
$53B
| $326K | 0.02% |
+1,102
| New | +$333K |
|
189
General Motors
GM
$75.3B
| $324K | 0.01% |
+3,990
| New | +$281K |
|
190
Blackstone
BX
$108B
| $324K | 0.01% |
+2,104
| New | +$320K |
|
191
Aflac
AFL
$58.2B
| $320K | 0.01% |
+2,905
| New | +$320K |
|
192
D.R. Horton
DHI
$42.2B
| $316K | 0.01% |
+2,197
| New | +$334K |
|
193
Monolithic Power Systems
MPWR
$64.1B
| $311K | 0.01% |
+343
| New | +$330K |
|
194
Howmet Aerospace
HWM
$105B
| $310K | 0.01% |
+1,510
| New | +$301K |
|
195
NXP Semiconductors
NXPI
$56.7B
| $309K | 0.01% |
+1,422
| New | +$305K |
|
196
MSCI
MSCI
$41B
| $306K | 0.01% |
+534
| New | +$300K |
|
197
Allstate
ALL
$65.1B
| $305K | 0.01% |
+1,467
| New | +$300K |
|
198
Intercontinental Exchange
ICE
$90.8B
| $303K | 0.01% |
+1,873
| New | +$293K |
|
199
iShares US Technology ETF
IYW
$24.8B
| $302K | 0.01% |
+1,511
| New | +$302K |
|
200
WEC Energy
WEC
$34.8B
| $300K | 0.01% |
+2,843
| New | +$315K |
|
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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.