We are live on ! Find out more
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
IVE icon
201
iShares S&P 500 Value ETF
IVE
$49.5B
$604K 0.02%
2,660
– –
2025 Q4
2 quarters
ALL icon
202
Allstate
ALL
$59.8B
$603K 0.02%
2,535
+581
+30% +$126K
2025 Q4
2 quarters
CSX icon
203
CSX Corp
CSX
$88.5B
$600K 0.02%
12,629
+5,268
+72% +$238K
2026 Q1
1 quarter
NEM icon
204
Newmont
NEM
$122B
$584K 0.02%
6,250
+2,020
+48% +$220K
2025 Q4
2 quarters
JCI icon
205
Johnson Controls International
JCI
$94.8B
$582K 0.02%
3,984
+1,288
+48% +$182K
2025 Q4
2 quarters
GM icon
206
General Motors
GM
$73.7B
$577K 0.02%
7,483
+2,314
+45% +$182K
2025 Q4
2 quarters
STT icon
207
State Street
STT
$47.8B
$573K 0.02%
3,377
+1,305
+63% +$201K
2025 Q4
2 quarters
MRVL icon
208
Marvell Technology
MRVL
$242B
$569K 0.02%
+1,910
New +$383K
2026 Q2
0 quarters
GWW icon
209
W.W. Grainger
GWW
$62.4B
$566K 0.02%
416
+100
+32% +$123K
2025 Q4
2 quarters
WM icon
210
Waste Management
WM
$84.7B
$560K 0.02%
2,514
+1,073
+74% +$239K
2025 Q4
2 quarters
SCHB icon
211
Schwab US Broad Market ETF
SCHB
$45.3B
$556K 0.02%
19,185
– –
2025 Q4
2 quarters
DIS icon
212
Walt Disney
DIS
$187B
$550K 0.02%
5,715
+357
+7% +$36.4K
2025 Q4
2 quarters
NSC icon
213
Norfolk Southern
NSC
$72.2B
$549K 0.02%
1,745
+423
+32% +$130K
2025 Q4
2 quarters
CI icon
214
Cigna
CI
$74.6B
$546K 0.02%
1,980
+490
+33% +$138K
2025 Q4
2 quarters
KR icon
215
Kroger
KR
$35.9B
$533K 0.02%
9,606
+2,212
+30% +$144K
2025 Q4
2 quarters
EBAY icon
216
eBay
EBAY
$51.8B
$527K 0.02%
+4,712
New +$503K
2026 Q2
0 quarters
PCAR icon
217
PACCAR
PCAR
$56.8B
$523K 0.02%
4,358
+1,198
+38% +$141K
2025 Q4
2 quarters
ITW icon
218
Illinois Tool Works
ITW
$75.8B
$520K 0.02%
1,921
+523
+37% +$136K
2025 Q4
2 quarters
NOC icon
219
Northrop Grumman
NOC
$68.4B
$518K 0.02%
1,018
+183
+22% +$106K
2025 Q4
2 quarters
TDG icon
220
TransDigm Group
TDG
$61.5B
$517K 0.02%
388
+107
+38% +$131K
2025 Q4
2 quarters
MO icon
221
Altria Group
MO
$119B
$513K 0.02%
7,132
+1,960
+38% +$137K
2025 Q4
2 quarters
SNPS icon
222
Synopsys
SNPS
$94.8B
$510K 0.02%
1,143
+417
+57% +$196K
2025 Q4
2 quarters
DAL icon
223
Delta Air Lines
DAL
$52.3B
$505K 0.02%
5,395
+2,092
+63% +$158K
2026 Q1
1 quarter
APO icon
224
Apollo Global Management
APO
$68.7B
$496K 0.02%
+4,189
New +$527K
2026 Q2
0 quarters
FAST icon
225
Fastenal
FAST
$59B
$495K 0.02%
10,311
+3,487
+51% +$158K
2026 Q1
1 quarter
7 8
9
10 11

Similar funds

JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $2.91B AUM 27.09% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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.