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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

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 Technology 17.99%
2 Financials 7.91%
3 Communication Services 4.32%
4 Industrials 3.61%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVE icon
201
iShares S&P 500 Value ETF
IVE
$50.3B
$604K 0.02%
2,660
– –
ALL icon
202
Allstate
ALL
$65.1B
$603K 0.02%
2,535
+581
+30% +$126K
CSX icon
203
CSX Corp
CSX
$95.4B
$600K 0.02%
12,629
+5,268
+72% +$238K
NEM icon
204
Newmont
NEM
$142B
$584K 0.02%
6,250
+2,020
+48% +$220K
JCI icon
205
Johnson Controls International
JCI
$85.9B
$582K 0.02%
3,984
+1,288
+48% +$182K
GM icon
206
General Motors
GM
$75.3B
$577K 0.02%
7,483
+2,314
+45% +$182K
STT icon
207
State Street
STT
$53B
$573K 0.02%
3,377
+1,305
+63% +$201K
MRVL icon
208
Marvell Technology
MRVL
$216B
$569K 0.02%
+1,910
New +$383K
GWW icon
209
W.W. Grainger
GWW
$61.3B
$566K 0.02%
416
+100
+32% +$123K
WM icon
210
Waste Management
WM
$88.8B
$560K 0.02%
2,514
+1,073
+74% +$239K
SCHB icon
211
Schwab US Broad Market ETF
SCHB
$44.6B
$556K 0.02%
19,185
– –
DIS icon
212
Walt Disney
DIS
$192B
$550K 0.02%
5,715
+357
+7% +$36.4K
NSC icon
213
Norfolk Southern
NSC
$78.9B
$549K 0.02%
1,745
+423
+32% +$130K
CI icon
214
Cigna
CI
$73.8B
$546K 0.02%
1,980
+490
+33% +$138K
KR icon
215
Kroger
KR
$35.8B
$533K 0.02%
9,606
+2,212
+30% +$144K
EBAY icon
216
eBay
EBAY
$47.2B
$527K 0.02%
+4,712
New +$503K
PCAR icon
217
PACCAR
PCAR
$68B
$523K 0.02%
4,358
+1,198
+38% +$141K
ITW icon
218
Illinois Tool Works
ITW
$80.2B
$520K 0.02%
1,921
+523
+37% +$136K
NOC icon
219
Northrop Grumman
NOC
$77.1B
$518K 0.02%
1,018
+183
+22% +$106K
TDG icon
220
TransDigm Group
TDG
$65.9B
$517K 0.02%
388
+107
+38% +$131K
MO icon
221
Altria Group
MO
$114B
$513K 0.02%
7,132
+1,960
+38% +$137K
SNPS icon
222
Synopsys
SNPS
$78.3B
$510K 0.02%
1,143
+417
+57% +$196K
DAL icon
223
Delta Air Lines
DAL
$55B
$505K 0.02%
5,395
+2,092
+63% +$158K
APO icon
224
Apollo Global Management
APO
$78.6B
$496K 0.02%
+4,189
New +$527K
FAST icon
225
Fastenal
FAST
$57.7B
$495K 0.02%
10,311
+3,487
+51% +$158K
7 8
9
10 11

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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 Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.

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.