71 West Capital Partners
Sector Allocation
- Other60.3%$1.7B
- Technology21.8%$629.2M
- Financials8.0%$232.3M
- Industrials2.8%$79.7M
- Consumer Discretionary2.6%$74.9M
- Healthcare1.9%$56.5M
- Communication Services0.7%$19.7M
- Consumer Staples0.7%$19.1M
- Energy0.6%$16.2M
- Materials0.4%$10.9M
AUM History
13fpro.ai/research/fund/71-west-capital-partners-2111530
Conviction and streaks
Diversifying · top 10 = 58.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$435.2M
- ISHARES$316.8M
- VANGUARD$183.8M
- SELECT$170.6M
- VANGUARD$129.7M
- VANGUARD$121.2M
AAPL
$105.4MNVDA
$96.2M- SPDR$65.2M
- ISHARES$63.4M
GOOGL
$53.5M- SPDR$52.4M
SPY
$52.1MTSM
$51.5MJPM
$44.6MASML
$35.3MBAC
$34.5MCRWD
$32.2M- VANGUARD$31.5M
RTX
$31.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/71-west-capital-partners-2111530
71 West Capital Partners 13F holdings — Q2 2026
$2.9B portfolio (+27.2% QoQ) · 382 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio
- 1
ISHARES TR - RUS 1000 GRW ETF
$435.2M
15.1% of stocks
+298%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 VAL ETF
$316.8M
10.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - VALUE ETF
$183.8M
6.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$170.6M
5.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD WORLD FD - INF TECH ETF
$129.7M
4.5% of stocks
+701%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - GROWTH ETF
$121.2M
4.2% of stocks
+484%This quarter—Since filed—HeldAIQuality—Est. buy— $105.4M
3.6% of stocks
+11%This quarter+12.2%Since filed3+ qtrsHeld$96.2M
3.3% of stocks
+14%This quarter+2.8%Since filed3+ qtrsHeld- 9
SPDR SERIES TRUST - ST STR P500VAL
$65.2M
2.3% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$63.4M
2.2% of stocks
+40%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUS 1000 GRW ETF | $435.2M | 15.1% | +298% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 VAL ETF | $316.8M | 10.9% | +3% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - VALUE ETF | $183.8M | 6.3% | -0.2% | — | — | — | — | |
| 4 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $170.6M | 5.9% | +2% | — | — | — | — | |
| 5 | VANGUARD WORLD FD - INF TECH ETF | $129.7M | 4.5% | +701% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - GROWTH ETF | $121.2M | 4.2% | +484% | — | — | — | — | |
| 7 | $105.4M | 3.6% | +11% | +12.2% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $96.2M | 3.3% | +14% | +2.8% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SPDR SERIES TRUST - ST STR P500VAL | $65.2M | 2.3% | -0.6% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $63.4M | 2.2% | +40% | — | — | — | — |
All holdings — 71 West Capital Partners (Q2 2026)
382 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $53.5M | 1.9% | 150K | +10% | 3+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $52.4M | 1.8% | 440K | -2% | — | — | 13F |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $52.1M | 1.8% | 70K | +21% | 3+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $51.5M | 1.8% | 108K | +0.4% | 3+ qtrs | — | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $44.6M | 1.5% | 136K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ASML HOLDING NV | Technology | $35.3M | 1.2% | 18K | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BANK OF AMERICA CORP /DE/ | Financials | $34.5M | 1.2% | 606K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CrowdStrike Holdings, Inc. | Technology | $32.2M | 1.1% | 42K | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $31.5M | 1.1% | 442K | -1% | — | — | 13F |
| 20 | RTX Corp | Industrials | $31.2M | 1.1% | 165K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $31.2M | 1.1% | 62K | +13% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICROSOFT CORP | Technology | $30.9M | 1.1% | 83K | +26% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $29.6M | 1.0% | 285K | +0.6% | — | — | 13F |
| 24 | AMAZON COM INC | Consumer Discretionary | $29.4M | 1.0% | 123K | +13% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $26.7M | 0.9% | 76K | +21% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DDOG | Datadog, Inc. | Technology | $22.8M | 0.8% | 87K | +2% | |||
| 27 | $BLK | BlackRock, Inc. | Financials | $22.3M | 0.8% | 23K | +3% | |||
| 28 | $META | Meta Platforms, Inc. | Technology | $22.2M | 0.8% | 39K | +15% | |||
| 29 | $PANW | Palo Alto Networks Inc | Technology | $21.8M | 0.8% | 64K | +3% | |||
| 30 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $21.4M | 0.7% | 52K | +7% | |||
| 31 | $MA | Mastercard Inc | Financials | $21.4M | 0.7% | 42K | +6% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $19.9M | 0.7% | 53K | +36% | |||
| 33 | $TH | Target Hospitality Corp. | Consumer Discretionary | $18.5M | 0.6% | 907K | — | |||
| 34 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $18.4M | 0.6% | 82K | +4% | |||
| 35 | $SPGI | S&P Global Inc. | Financials | $17.5M | 0.6% | 43K | +3% | |||
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $15.9M | 0.6% | 124K | -0.4% | |||
| 37 | $FER | Ferrovial N.V. | Industrials | $14.5M | 0.5% | 212K | +3% | |||
| 38 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $13.9M | 0.5% | 131K | +1% | |||
| 39 | — | ISHARES TR - CORE S&P TTL STK | — | $10.5M | 0.4% | 64K | -6% | |||
| 40 | $T | AT&T INC. | Communication Services | $10.4M | 0.4% | 504K | +6% | |||
| 41 | $NU | Nu Holdings Ltd. | Financials | $9.5M | 0.3% | 710K | +1% | |||
| 42 | $TSLA | Tesla, Inc. | Consumer Discretionary | $8.6M | 0.3% | 20K | +44% | |||
| 43 | $LLY | ELI LILLY & Co | Healthcare | $7.1M | 0.3% | 5,922 | +49% | |||
| 44 | $MU | MICRON TECHNOLOGY INC | Technology | $6.9M | 0.2% | 5,980 | +60% | |||
| 45 | $NOW | ServiceNow, Inc. | Technology | $6.8M | 0.2% | 68K | -1% | |||
| 46 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6.7M | 0.2% | 12K | +47% | |||
| 47 | $CRM | Salesforce, Inc. | Technology | $6.1M | 0.2% | 39K | +4% | |||
| 48 | — | ISHARES TR - S&P 500 GRWT ETF | — | $5.7M | 0.2% | 41K | +374% | |||
| 49 | $NFLX | NETFLIX INC | Communication Services | $5.6M | 0.2% | 78K | +24% | |||
| 50 | $V | VISA INC. | Financials | $5.4M | 0.2% | 16K | +47% | |||
| 51 | $LRCX | LAM RESEARCH CORP | Technology | $5.0M | 0.2% | 12K | +41% | |||
| 52 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.2% | 6 | — | |||
| 53 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $4.4M | 0.1% | 6,141 | +39% | |||
| 54 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.4M | 0.1% | 6,440 | +21% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $4.4M | 0.1% | 4,145 | +39% | |||
| 56 | $PLTR | Palantir Technologies Inc. | Technology | $4.3M | 0.1% | 37K | +10% | |||
| 57 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.3M | 0.1% | 27K | — | |||
| 58 | $KLAC | KLA CORP | Technology | $4.1M | 0.1% | 14K | +1356% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.1M | 0.1% | 30K | +48% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.0M | 0.1% | 16K | +59% | |||
| 61 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.9M | 0.1% | 5,355 | — | |||
| 62 | — | ISHARES TR - S&P 100 ETF | — | $3.6M | 0.1% | 9,862 | +41% | |||
| 63 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $3.5M | 0.1% | 120K | -0.5% | |||
| 64 | $GE | GENERAL ELECTRIC CO | Industrials | $3.5M | 0.1% | 9,382 | +113% | |||
| 65 | $WMT | Walmart Inc. | Consumer Staples | $3.4M | 0.1% | 30K | +54% | |||
| 66 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.1% | 3,587 | +32% | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.3M | 0.1% | 9,268 | +58% | |||
| 68 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.2M | 0.1% | 3,210 | +24% | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $3.2M | 0.1% | 13K | +45% | |||
| 70 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.1M | 0.1% | 27K | +38% | |||
| 71 | $MS | MORGAN STANLEY | Financials | $3.1M | 0.1% | 15K | +36% | |||
| 72 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.0M | 0.1% | 8,122 | +1% | |||
| 73 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.9M | 0.1% | 12K | — | |||
| 74 | $INTC | INTEL CORP | Technology | $2.9M | 0.1% | 21K | +91% | |||
| 75 | $UBER | Uber Technologies, Inc | Technology | $2.9M | 0.1% | 40K | +0.5% | |||
| 76 | $LIN | LINDE PLC | Materials | $2.7M | 0.1% | 5,135 | +44% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $2.6M | 0.1% | 2,231 | +109% | |||
| 78 | $TER | TERADYNE, INC | Technology | $2.4M | 0.1% | 4,948 | +2% | |||
| 79 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.1% | 16K | +84% | |||
| 80 | $APH | AMPHENOL CORP /DE/ | Technology | $2.1M | 0.1% | 12K | +84% | |||
| 81 | $INDB | INDEPENDENT BANK CORP | Financials | $2.1M | 0.1% | 25K | +2% | |||
| 82 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.1% | 16K | +46% | |||
| 83 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.1% | 14K | +15% | |||
| 84 | $GLW | CORNING INC /NY | Materials | $2.0M | 0.1% | 7,816 | +15% | |||
| 85 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.0M | 0.1% | 24K | +56% | |||
| 86 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.1% | 13K | +36% | |||
| 87 | $ETN | Eaton Corp plc | Industrials | $1.9M | 0.1% | 4,573 | +69% | |||
| 88 | $CVX | CHEVRON CORP | Energy | $1.9M | 0.1% | 12K | +24% | |||
| 89 | $VRT | Vertiv Holdings Co | Technology | $1.8M | 0.1% | 5,423 | +4% | |||
| 90 | — | ALPS ETF TR - ALERIAN MLP | — | $1.8M | 0.1% | 35K | +0.1% | |||
| 91 | $NBIS | Nebius Group N.V. | Technology | $1.8M | 0.1% | 6,416 | +132% | |||
| 92 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.8M | 0.1% | 23K | -1% | |||
| 93 | $BE | Bloom Energy Corp | Technology | $1.7M | 0.1% | 5,773 | +24% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.1% | 21K | +34% | |||
| 95 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.1% | 9,197 | +48% | |||
| 96 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.7M | 0.1% | 3,316 | +38% | |||
| 97 | $STT | STATE STREET CORP | Financials | $1.6M | 0.1% | 23K | — | |||
| 98 | $STX | Seagate Technology Holdings plc | Technology | $1.6M | 0.1% | 1,639 | +48% | |||
| 99 | $AXP | AMERICAN EXPRESS CO | Financials | $1.6M | 0.1% | 4,674 | +55% | |||
| 100 | $WDC | WESTERN DIGITAL CORP | Technology | $1.6M | 0.1% | 2,468 | +6% | |||
| 101 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.1% | 5,209 | +45% | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $1.5M | 0.1% | 2,055 | -8% | |||
| 103 | $ROIV | Roivant Sciences Ltd. | Healthcare | $1.5M | 0.1% | 43K | New | |||
| 104 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.5M | 0.1% | 7,436 | +75% | |||
| 105 | $SNOW | Snowflake Inc. | Technology | $1.5M | 0.1% | 5,769 | +6% | |||
| 106 | $C | CITIGROUP INC | Financials | $1.4M | 0.1% | 10K | +58% | |||
| 107 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.1% | 16K | +60% | |||
| 108 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.1% | 5,085 | +47% | |||
| 109 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.4M | 0.1% | 4,902 | +78% | |||
| 110 | $AMGN | AMGEN INC | Healthcare | $1.3M | 0.1% | 3,626 | +59% | |||
| 111 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.3M | 0.0% | 5,801 | +99% | |||
| 112 | $NUE | NUCOR CORP | Materials | $1.3M | 0.0% | 5,687 | +9% | |||
| 113 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.3M | 0.0% | 4,140 | +2% | |||
| 114 | $SNDK | Sandisk Corp | Technology | $1.2M | 0.0% | 535 | New | |||
| 115 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.2M | 0.0% | 5,513 | +45% | |||
| 116 | $ADI | ANALOG DEVICES INC | Technology | $1.2M | 0.0% | 3,055 | +30% | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.2M | 0.0% | 22K | — | |||
| 118 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.2M | 0.0% | 8,055 | -9% | |||
| 119 | $PH | Parker-Hannifin Corp | Industrials | $1.2M | 0.0% | 1,199 | +34% | |||
| 120 | $DE | DEERE & CO | Industrials | $1.2M | 0.0% | 1,847 | +31% | |||
| 121 | $SHEL | Shell plc | Energy | $1.2M | 0.0% | 15K | +497% | |||
| 122 | $COP | CONOCOPHILLIPS | Energy | $1.2M | 0.0% | 11K | +30% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.0% | 15K | — | |||
| 124 | $ANET | Arista Networks, Inc. | Technology | $1.2M | 0.0% | 6,851 | +36% | |||
| 125 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.0% | 4,477 | +54% | |||
| 126 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.0% | 8,370 | +44% | |||
| 127 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.0% | 4,167 | +37% | |||
| 128 | $CB | Chubb Ltd | Financials | $1.1M | 0.0% | 3,299 | +62% | |||
| 129 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.1M | 0.0% | 6,192 | +5192% | |||
| 130 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.1M | 0.0% | 12K | +30% | |||
| 131 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.1M | 0.0% | 40K | -24% | |||
| 132 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.0% | 12K | +36% | |||
| 133 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.1M | 0.0% | 4,326 | +71% | |||
| 134 | $AZN | ASTRAZENECA PLC | Healthcare | $1.1M | 0.0% | 5,676 | +97% | |||
| 135 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.0M | 0.0% | 11K | +42% | |||
| 136 | $USB | US BANCORP DE | Financials | $1.0M | 0.0% | 17K | +55% | |||
| 137 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.0M | 0.0% | 1,392 | +5% | |||
| 138 | $URI | UNITED RENTALS, INC. | Industrials | $995K | 0.0% | 878 | +58% | |||
| 139 | $BNY | Bank of New York Mellon Corp | Financials | $983K | 0.0% | 6,796 | +114% | |||
| 140 | $CMI | CUMMINS INC | Industrials | $979K | 0.0% | 1,373 | +39% | |||
| 141 | $HSBC | HSBC HOLDINGS PLC | Financials | $973K | 0.0% | 10K | New | |||
| 142 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $969K | 0.0% | 17K | +50% | |||
| 143 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $969K | 0.0% | 2,581 | +35% | |||
| 144 | — | ISHARES TR - MSCI EMG MKT ETF | — | $962K | 0.0% | 14K | New | |||
| 145 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $940K | 0.0% | 1,892 | +21% | |||
| 146 | $QCOM | QUALCOMM INC/DE | Technology | $871K | 0.0% | 4,711 | +40% | |||
| 147 | $TT | Trane Technologies plc | Technology | $863K | 0.0% | 1,757 | +27% | |||
| 148 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $862K | 0.0% | 10K | +5% | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $859K | 0.0% | 1,686 | +60% | |||
| 150 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $828K | 0.0% | 2,235 | +45% |
What changed in Q2 2026
Against the previous quarter's 13F: 78 new, 259 added to, 18 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (78)
$ROIVRoivant Sciences Ltd.$1.5M
first bought this quarter
$SNDKSandisk Corp$1.2M
first bought this quarter
$HSBCHSBC HOLDINGS PLC$973K
first bought this quarter
- ISHARES TR - MSCI EMG MKT ETF$962K
first bought this quarter
$DELLDell Technologies Inc.$739K
first bought this quarter
- SPDR SERIES TRUST - ST STR P400MID$703K
first bought this quarter
+72 more in the Excel export
Added to (259)
- ISHARES TR - RUS 1000 GRW ETF+298%
now $435.2M
- VANGUARD WORLD FD - INF TECH ETF+701%
now $129.7M
- VANGUARD INDEX FDS - GROWTH ETF+484%
now $121.2M
- ISHARES TR - CORE MSCI EAFE+40%
now $63.4M
now $96.2M · held 3+ qtrs, 2 adds in a row
- ISHARES TR - RUS 1000 VAL ETF+3%
now $316.8M
+253 more in the Excel export
Trimmed (18)
- SPDR SERIES TRUST - ST STR P500GRW-2%
now $52.4M
- ISHARES TR - CORE S&P TTL STK-6%
now $10.5M
- VANGUARD INDEX FDS - VALUE ETF-0.2%
now $183.8M
- SPDR SERIES TRUST - ST STR P500VAL-0.6%
now $65.2M
- SCHWAB STRATEGIC TR - INTL EQTY ETF-24%
now $1.1M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-1%
now $31.5M
+12 more in the Excel export
Holdings by quarter
Every 13F 71 West Capital Partners has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of 71 West Capital Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
71 West Capital Partners disclosed 382 positions worth $2.9B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 78 new positions and exited 10 — including a new stake in $ROIV and a full exit from $TTD. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from 71 West Capital Partners’s Form 13F-HR filing with the SEC under CIK 2111530.
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AI-Powered Hedge Fund Analysis: 71 West Capital Partners
13F Pro is an AI hedge fund tracker and stock research platform. For 71 West Capital Partners (SEC CIK: 2111530), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 71 West Capital Partners's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.