71 West Capital Partners
Long book
$2.27B
Q1 2026
Positions
313
Top-10 weight
61%
concentration
Last quarter
+17.9%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filings71 West Capital Partners is a wealth-management firm allocating client money, running a $2.27B US long book across 313 positions.
The portfolio is concentrated: the top 10 names carry 61% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES RUSSELL 1000 GROWTH, ISHARES RUSSELL 1000 VALUE E, VANGUARD VALUE ETF, SS TECHNOLOGY SELECT SECTOR, VANGUARD GROWTH ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-5.4%
Q1 2026
+17.9%
Sector allocation
Technology 46%
Financials 21%
Industrials 12%
Services media 8%
Consumer discretionary 5%
Healthcare 2%
Communications 2%
Energy 1%
Long book by quarter
What does 71 West own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 329.3K | $83.6M | 3.7% | +7.4% |
| NVDA NVIDIA CORP | Technology | 422.8K | $73.7M | 3.2% | +10.8% |
| GOOGL ALPHABET INC-CL A | Technology | 135.6K | $39.0M | 1.7% | +25.4% |
| JPM JPMORGAN CHASE & CO | Financials | 129.0K | $38.0M | 1.7% | +9.5% |
| RTX RTX CORP | Industrials | 160.7K | $31.0M | 1.4% | +6.4% |
| BAC BANK OF AMERICA CORP | Financials | 587.1K | $28.6M | 1.3% | +4.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 55.0K | $26.3M | 1.2% | +9.8% |
| MSFT MICROSOFT CORP | Technology | 65.9K | $24.4M | 1.1% | +9.2% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 17.6K | $23.2M | 1.0% | +8.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 108.6K | $22.6M | 1.0% | +10.0% |
| BLK BLACKROCK INC | Financials | 22.4K | $21.6M | 0.9% | +6.8% |
| META META PLATFORMS INC-CLASS A | Technology | 34.3K | $19.6M | 0.9% | +11.7% |
| MA MASTERCARD INC - A | Services media | 39.2K | $19.6M | 0.9% | +8.8% |
| GOOG ALPHABET INC-CL C | Technology | 62.4K | $17.9M | 0.8% | +70.6% |
| SPGI S&P GLOBAL INC | Services media | 41.9K | $17.8M | 0.8% | +6.3% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 41.6K | $16.3M | 0.7% | +12.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 79.2K | $16.1M | 0.7% | +8.1% |
| T AT&T INC | Communications | 476.8K | $13.8M | 0.6% | +7.4% |
| FER FERROVIAL NV | Industrials | 205.3K | $13.1M | 0.6% | +6.7% |
| UNH UNITEDHEALTH GROUP INC | Financials | 48.1K | $13.0M | 0.6% | +4.1% |
| AVGO BROADCOM INC | Technology | 38.7K | $12.0M | 0.5% | +67.8% |
| DDOG DATADOG INC - CLASS A | Technology | 85.8K | $10.1M | 0.4% | +9.1% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 699.5K | $10.1M | 0.4% | +9.5% |
| PANW PALO ALTO NETWORKS INC | Technology | 62.0K | $9.9M | 0.4% | +12.7% |
| TH TARGET HOSPITALITY CORP | Services media | 907.3K | $8.4M | 0.4% | +1.7% |
| NOW SERVICENOW INC | Technology | 69.0K | $7.2M | 0.3% | +12.7% |
| CRM SALESFORCE INC | Technology | 37.4K | $7.0M | 0.3% | +13.6% |
| NFLX NETFLIX INC | Services media | 63.0K | $6.1M | 0.3% | +235.3% |
| TSLA TESLA INC | Industrials | 14.1K | $5.2M | 0.2% | +15.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 33.6K | $4.9M | 0.2% | +1.9% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 6 | $4.3M | 0.2% | Held |
| LLY ELI LILLY & CO | Healthcare | 4.0K | $3.6M | 0.2% | +18.4% |
| XOM EXXON MOBIL CORP | Energy | 20.3K | $3.4M | 0.2% | +20.3% |
| V VISA INC-CLASS A SHARES | Services media | 10.7K | $3.2M | 0.1% | +19.8% |
| UBER UBER TECHNOLOGIES INC | Services media | 40.2K | $2.9M | 0.1% | -1.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.7K | $2.7M | 0.1% | +17.2% |
| WMT WALMART INC | Consumer discretionary | 19.7K | $2.5M | 0.1% | +18.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 9.9K | $2.4M | 0.1% | +14.2% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.6K | $2.2M | 0.1% | +19.6% |
| CAT CATERPILLAR INC | Industrials | 3.0K | $2.1M | 0.1% | +24.0% |
| CVX CHEVRON CORP | Energy | 9.4K | $1.9M | 0.1% | +40.7% |
| HD HOME DEPOT INC | Consumer discretionary | 5.9K | $1.9M | 0.1% | +26.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 11.8K | $1.9M | 0.1% | +12.0% |
| ABBV ABBVIE INC | Healthcare | 8.7K | $1.9M | 0.1% | +12.3% |
| INDB INDEPENDENT BANK CORP/MA | Financials | 24.5K | $1.8M | 0.1% | Held |
| MS MORGAN STANLEY | Financials | 10.8K | $1.8M | 0.1% | +14.9% |
| LIN LINDE PLC | Materials | 3.6K | $1.8M | 0.1% | +32.5% |
| LRCX LAM RESEARCH CORP | Industrials | 8.2K | $1.7M | 0.1% | +20.7% |
| AMD ADVANCED MICRO DEVICES | Technology | 7.9K | $1.6M | 0.1% | +15.1% |
| AMAT APPLIED MATERIALS INC | Technology | 4.4K | $1.5M | 0.1% | +12.9% |