71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

71 West Capital Partners has $3.06 billion in total holdings as of September 30, 2026.
71 West Capital Partners owns shares of 399 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 4.64% of the portfolio was purchased this quarter.
About 0.79% of the portfolio was sold this quarter.
This quarter, 71 West Capital Partners has purchased 382 new stocks and bought additional shares in 236 stocks.
71 West Capital Partners sold shares of 98 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $439,711,372
iShares Russell 1000 Value ETF: $324,718,285
Vanguard Value ETF: $182,175,968
Technology Select Sector SPDR Fund: $179,359,581
Vanguard Information Technology ETF: $135,317,762

Largest New Holdings this Quarter

987084100 - YORK SPACE SYSTEMS INC: $44,763,750 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $5,158,337 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $1,765,213 Holding
05453U203 - SS INNOVATIONS INTERNATIONAL: $596,000 Holding
78468R531 - SPDR S&P 500 ESG ETF: $553,450 Holding

Largest Purchases this Quarter

YORK SPACE SYSTEMS INC: 5,175,000 shares (about $44.76M)
CrowdStrike: 127,183 shares (about $33.67M)
Roivant Sciences: 247,571 shares (about $9.05M)
EXXONMOBIL HOLDINGS CORP: 31,695 shares (about $5.16M)
Technology Select Sector SPDR Fund: 20,699 shares (about $4.05M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 4,203 shares (about $3.21M)
Vanguard Growth ETF: 14,899 shares (about $1.34M)
Vanguard Information Technology ETF: 8,276 shares (about $1.04M)
SPDR Portfolio S&P 500 Value ETF: 13,267 shares (about $811.01K)
Uber Technologies: 9,388 shares (about $643.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWF iShares Russell 1000 Growth ETF	$439,711,372	$714,107 ▲	0.2%	3,510,389	14.4%	ETF
IWD iShares Russell 1000 Value ETF	$324,718,285	$761,393 ▲	0.2%	1,309,718	10.6%	ETF
VTV Vanguard Value ETF	$182,175,968	$31,116 ▼	0.0%	843,095	6.0%	ETF
XLK Technology Select Sector SPDR Fund	$179,359,581	$4,051,828 ▲	2.3%	916,269	5.9%	ETF
VGT Vanguard Information Technology ETF	$135,317,762	$1,040,045 ▼	-0.8%	1,076,771	4.4%	ETF
VUG Vanguard Growth ETF	$125,482,069	$1,342,549 ▼	-1.1%	1,392,543	4.1%	ETF
AAPL Apple	$122,183,040	$871,846 ▲	0.7%	366,894	4.0%	Technology
NVDA NVIDIA	$111,856,185	$2,048,569 ▲	1.9%	489,781	3.7%	Technology
IEFA iShares Core MSCI EAFE ETF	$65,270,559	$1,630,684 ▲	2.6%	673,726	2.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$64,759,655	$811,012 ▼	-1.2%	1,059,376	2.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$53,878,762	$310,654 ▼	-0.6%	437,754	1.8%	ETF
GOOGL Alphabet	$51,284,436	$239,824 ▼	-0.5%	149,048	1.7%	Communication Services
SPY SPDR S&P 500 ETF Trust	$50,043,018	$3,205,334 ▼	-6.0%	65,619	1.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$48,931,852	$260,484 ▼	-0.5%	107,262	1.6%	Technology
JPM JPMorgan Chase & Co.	$45,533,787	$437,357 ▲	1.0%	137,635	1.5%	Finance
CRWD CrowdStrike	$44,836,472	$33,671,700 ▲	301.6%	169,354	1.5%	Technology
YORK SPACE SYSTEMS INC	$44,763,750	$44,763,750 ▲	New Holding	5,175,000	1.5%	COM
MSFT Microsoft	$43,645,738	$1,145,306 ▲	2.7%	85,096	1.4%	Technology
BAC Bank of America	$32,932,980	$39,571 ▼	-0.1%	605,052	1.1%	Finance
AMZN Amazon.com	$32,544,720	$1,845,454 ▲	6.0%	130,623	1.1%	Consumer Discretionary
ASML ASML	$32,530,347	$344,217 ▲	1.1%	17,956	1.1%	Technology
BRK.B Berkshire Hathaway	$31,215,988	$198,682 ▲	0.6%	62,689	1.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$30,945,327	$258,503 ▼	-0.8%	438,257	1.0%	ETF
RTX RTX	$30,277,287	$270,678 ▼	-0.9%	163,088	1.0%	Industrials
META Meta Platforms	$29,303,073	$760,714 ▲	2.7%	40,408	1.0%	Communication Services
EFA iShares MSCI EAFE ETF	$29,227,226	$406,521 ▼	-1.4%	281,329	1.0%	ETF
PANW Palo Alto Networks	$25,825,945	$454,125 ▲	1.8%	65,002	0.8%	Technology
GOOG Alphabet	$25,636,596	$153,674 ▼	-0.6%	75,238	0.8%	Communication Services
BLACKROCK INC	$24,803,143	$305,846 ▲	1.2%	23,437	0.8%	COM
DDOG Datadog	$24,164,524	$220,723 ▲	0.9%	88,240	0.8%	Technology
MA Mastercard	$23,430,857	$473,713 ▲	2.1%	42,488	0.8%	Finance
ADP Automatic Data Processing	$21,586,977	$347,607 ▲	1.6%	83,651	0.7%	Industrials
UNH UnitedHealth Group	$18,962,986	$54,328 ▲	0.3%	51,659	0.6%	Healthcare
AVGO Broadcom	$18,516,142	$56,893 ▲	0.3%	52,724	0.6%	Technology
SPGI S&P Global	$18,015,843	$1,039,823 ▲	6.1%	45,671	0.6%	Finance
TH Target Hospitality	$17,491,660	$400,730 ▼	-2.2%	887,001	0.6%	Consumer Discretionary
VONG Vanguard Russell 1000 Growth ETF	$16,069,448	$41,515 ▲	0.3%	124,637	0.5%	ETF
VONV Vanguard Russell 1000 Value ETF	$13,656,935	$530,672 ▼	-3.7%	125,639	0.4%	ETF
T AT&T	$12,747,609	$442,250 ▲	3.6%	522,443	0.4%	Communication Services
FERROVIAL NV	$11,621,767	$204,713 ▲	1.8%	215,389	0.4%	ORD SHS
ROIV Roivant Sciences	$10,632,179	$9,053,672 ▲	573.6%	290,735	0.3%	Healthcare
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,384,020	$274,029 ▼	-2.6%	62,449	0.3%	ETF
NOW ServiceNow	$9,992,188	$860,076 ▲	9.4%	74,563	0.3%	Technology
CRM Salesforce	$9,638,037	$724,293 ▲	8.1%	41,983	0.3%	Technology
NU NU	$9,370,907	$386,902 ▲	4.3%	740,198	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$7,281,857	$337,438 ▲	4.9%	38,930	0.2%	CL A
AMD Advanced Micro Devices	$7,278,109	$206,163 ▲	2.9%	11,897	0.2%	Technology
TSLA Tesla	$7,209,739	$18,095 ▼	-0.3%	20,320	0.2%	Consumer Discretionary
LLY Eli Lilly and Company	$6,970,250	$118,022 ▲	1.7%	6,024	0.2%	Healthcare
MU Micron Technology	$6,731,495	$362,137 ▲	5.7%	6,320	0.2%	Technology
IVW iShares S&P 500 Growth ETF	$6,026,134	$157,482 ▲	2.7%	42,360	0.2%	ETF
NFLX Netflix	$5,864,620	$439,537 ▲	8.1%	84,286	0.2%	Communication Services
V Visa	$5,818,631	$197,272 ▲	3.5%	16,193	0.2%	Finance
EXXONMOBIL HOLDINGS CORP	$5,158,337	$5,158,337 ▲	New Holding	31,695	0.2%	COM SHS
VOO Vanguard S&P 500 ETF	$4,946,780	$433,141 ▲	9.6%	7,058	0.2%	ETF
BRK.A Berkshire Hathaway	$4,482,030		0.0%	6	0.1%	Finance
JNJ Johnson & Johnson	$4,308,908	$144,019 ▲	3.5%	16,276	0.1%	Healthcare
VYM Vanguard High Dividend Yield ETF	$4,199,246		0.0%	27,057	0.1%	ETF
OEF iShares S&P 100 ETF	$4,030,562	$262,489 ▲	7.0%	10,549	0.1%	ETF
QQQ Invesco QQQ	$3,965,907	$4,439 ▲	0.1%	5,361	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$3,613,320		0.0%	120,444	0.1%	ETF
LAM RESEARCH CORP	$3,612,296	$171,811 ▼	-4.5%	10,996	0.1%	COM NEW
ABBV AbbVie	$3,576,422	$292,193 ▲	8.9%	13,672	0.1%	Healthcare
CAT Caterpillar	$3,505,856	$145,131 ▲	4.3%	4,324	0.1%	Industrials
WALMART INC	$3,237,108	$82,928 ▲	2.6%	31,150	0.1%	COM
AMAT Applied Materials	$3,128,111	$12,273 ▼	-0.4%	6,117	0.1%	Technology
COST Costco Wholesale	$3,086,053	$179,337 ▼	-5.5%	3,390	0.1%	Consumer Staples
GS The Goldman Sachs Group	$2,940,576	$50,420 ▲	1.7%	3,266	0.1%	Finance
GE GE Aerospace	$2,916,476	$13,428 ▼	-0.5%	9,339	0.1%	Industrials
VIG Vanguard Dividend Appreciation ETF	$2,902,843		0.0%	12,442	0.1%	ETF
CSCO Cisco Systems	$2,870,384	$9,149 ▲	0.3%	26,669	0.1%	Technology
KLAC KLA	$2,811,086	$135,281 ▲	5.1%	14,421	0.1%	Technology
CVX Chevron	$2,725,711	$350,822 ▲	14.8%	13,348	0.1%	Energy
MS Morgan Stanley	$2,709,669	$54,731 ▼	-2.0%	14,407	0.1%	Finance
TMO Thermo Fisher Scientific	$2,624,594	$386,129 ▲	17.2%	3,888	0.1%	Healthcare
INTC Intel	$2,526,874	$7,695 ▲	0.3%	21,017	0.1%	Technology
VTI Vanguard Total Stock Market ETF	$2,520,602	$519,091 ▼	-17.1%	6,735	0.1%	ETF
MRK Merck & Co., Inc.	$2,418,104	$84,716 ▲	3.6%	16,641	0.1%	Healthcare
LINDE PLC	$2,375,623	$61,704 ▼	-2.5%	5,005	0.1%	SHS
KO Coca-Cola	$2,332,854	$566,665 ▲	32.1%	27,101	0.1%	Consumer Staples
PG Procter & Gamble	$2,311,986	$23,390 ▲	1.0%	15,914	0.1%	Consumer Staples
GE VERNOVA INC	$2,194,681	$74,138 ▲	3.5%	2,309	0.1%	COM
HD Home Depot	$2,157,857	$478,797 ▼	-18.2%	7,585	0.1%	Consumer Discretionary
UBER Uber Technologies	$2,125,797	$643,172 ▼	-23.2%	31,029	0.1%	Industrials
TER Teradyne	$2,071,502	$87,799 ▲	4.4%	5,167	0.1%	Technology
APH Amphenol	$2,068,301	$1,061,674 ▲	105.5%	24,535	0.1%	Technology
SNOW Snowflake	$2,059,092	$100,170 ▲	5.1%	6,064	0.1%	Technology
WFC Wells Fargo & Company	$2,042,796	$110,869 ▲	5.7%	25,519	0.1%	Finance
ETN Eaton	$2,037,685	$72,621 ▲	3.7%	4,742	0.1%	Industrials
ORCL Oracle	$1,971,628	$134,005 ▲	7.3%	14,360	0.1%	Technology
BE Bloom Energy	$1,969,882	$370,876 ▲	23.2%	7,112	0.1%	Industrials
TJX TJX Companies	$1,946,942	$148,055 ▲	8.2%	14,715	0.1%	Consumer Discretionary
INDB Independent Bank	$1,937,600		0.0%	24,953	0.1%	Finance
PM Philip Morris International	$1,829,201	$74,229 ▲	4.2%	9,586	0.1%	Consumer Staples
MPC Marathon Petroleum	$1,790,462	$20,166 ▲	1.1%	4,528	0.1%	Energy
AMLP Alerian MLP ETF	$1,777,741	$33,975 ▼	-1.9%	34,273	0.1%	ETF
SPACE EXPLORATION TECHN CORP	$1,765,213	$1,765,213 ▲	New Holding	11,701	0.1%	CLASS A COM STK
YNDX Yandex	$1,667,672	$154,266 ▲	10.2%	7,070	0.1%	Technology
IJH iShares Core S&P Mid-Cap ETF	$1,650,029		0.0%	22,933	0.1%	ETF
AMGN Amgen	$1,649,790	$121,395 ▲	7.9%	3,914	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

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71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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71 West Capital Partners Top Holdings and 13F Report (2026)

About 71 West Capital Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of71 West Capital Partners

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools