# 71 West Capital Partners

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2111530. Source: https://holderbook.com/funds/2111530-71-west-capital-partners/

- Reported value: $2.9B
- Positions: 382
- Weight of the ten largest: 58.3%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $435.2M | 3,504,688 | 15.0% | 3 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $316.8M | 1,306,647 | 11.0% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $183.8M | 843,239 | 6.4% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $170.6M | 895,570 | 5.9% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $129.7M | 1,085,047 | 4.5% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $121.2M | 1,407,442 | 4.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $105.4M | 364,276 | 3.6% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $96.2M | 480,811 | 3.3% | 3 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $65.2M | 1,072,643 | 2.3% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $63.4M | 656,894 | 2.2% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $53.5M | 149,745 | 1.9% | 3 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $52.4M | 440,278 | 1.8% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $52.1M | 69,822 | 1.8% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $51.5M | 107,833 | 1.8% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $44.6M | 136,313 | 1.5% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $35.3M | 17,766 | 1.2% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $34.5M | 605,779 | 1.2% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $32.2M | 42,171 | 1.1% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $31.5M | 441,918 | 1.1% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $31.2M | 164,546 | 1.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $31.2M | 62,290 | 1.1% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $30.9M | 82,863 | 1.1% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $29.6M | 285,242 | 1.0% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $29.4M | 123,216 | 1.0% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $26.7M | 75,689 | 0.9% | 3 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $22.8M | 87,434 | 0.8% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $22.3M | 23,148 | 0.8% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $22.2M | 39,359 | 0.8% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $21.8M | 63,859 | 0.8% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $21.4M | 51,511 | 0.7% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $21.4M | 41,629 | 0.7% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $19.9M | 52,562 | 0.7% | 3 |
| TARGET HOSPITALITY CORP | [TH](https://holderbook.com/stocks/TH/) | $18.5M | 907,322 | 0.6% | 3 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $18.4M | 82,304 | 0.6% | 3 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $17.5M | 43,035 | 0.6% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $15.9M | 124,315 | 0.5% | 3 |
| FERROVIAL NV | [FER](https://holderbook.com/stocks/FER/) | $14.5M | 211,595 | 0.5% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $13.9M | 130,521 | 0.5% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $10.5M | 64,097 | 0.4% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $10.4M | 504,318 | 0.4% | 3 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $9.5M | 709,637 | 0.3% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $8.6M | 20,371 | 0.3% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.1M | 5,922 | 0.2% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $6.9M | 5,980 | 0.2% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $6.8M | 68,145 | 0.2% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.7M | 11,560 | 0.2% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $6.1M | 38,828 | 0.2% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $5.7M | 41,253 | 0.2% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $5.6M | 77,969 | 0.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.4M | 15,644 | 0.2% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $5.0M | 11,519 | 0.2% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $4.5M | 6 | 0.2% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $4.4M | 6,141 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.4M | 6,440 | 0.2% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.4M | 4,145 | 0.2% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.3M | 37,126 | 0.1% | 3 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $4.3M | 27,057 | 0.1% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $4.1M | 13,727 | 0.1% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.1M | 30,004 | 0.1% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.0M | 15,732 | 0.1% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.9M | 5,355 | 0.1% | 3 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $3.6M | 9,862 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $3.5M | 120,444 | 0.1% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.5M | 9,382 | 0.1% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.4M | 30,352 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4M | 3,587 | 0.1% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.3M | 9,268 | 0.1% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.2M | 3,210 | 0.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.2M | 12,555 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.1M | 26,584 | 0.1% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $3.1M | 14,698 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.0M | 8,122 | 0.1% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.9M | 12,442 | 0.1% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.9M | 20,953 | 0.1% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.9M | 40,417 | 0.1% | 3 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.7M | 5,135 | 0.1% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.6M | 2,231 | 0.1% | 3 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $2.4M | 4,948 | 0.1% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,753 | 0.1% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $2.1M | 11,941 | 0.1% | 3 |
| INDEPENDENT BK CORP MASS | [INDB](https://holderbook.com/stocks/INDB/) | $2.1M | 24,953 | 0.1% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.1M | 16,058 | 0.1% | 3 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $2.1M | 13,596 | 0.1% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.0M | 7,816 | 0.1% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $2.0M | 24,134 | 0.1% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.0M | 13,384 | 0.1% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.9M | 4,573 | 0.1% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.9M | 11,630 | 0.1% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.8M | 5,423 | 0.1% | 3 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $1.8M | 34,928 | 0.1% | 3 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.8M | 6,416 | 0.1% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.8M | 22,933 | 0.1% | 3 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $1.7M | 5,773 | 0.1% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.7M | 20,518 | 0.1% | 3 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.7M | 9,197 | 0.1% | 3 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.7M | 3,316 | 0.1% | 3 |
| SPDR INDEX SHS FDS | [FEZ](https://holderbook.com/stocks/FEZ/) | $1.6M | 23,273 | 0.1% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.6M | 1,639 | 0.1% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.6M | 4,674 | 0.1% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.6M | 2,468 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.3% | +14.8% | +3.4% | 100% |
| Q1 2026 | -5.6% | -4.6% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.9B | 382 |
| Q1 2026 | $2.3B | 313 |
| Q4 2025 | $2.2B | 259 |