71 West Capital Partners - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, 71 West Capital Partners held in its portfolio 257 assets valued at $2,174,662,997 (i.e. $2.17B).

The most valuable assets in the portfolio included: ISHARES TR ($385.15M), ISHARES TR ($240.07M), and VANGUARD INDEX FDS ($153.93M).

The chart below shows the top 10 valuable assets, and the table below shows the top 257 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in 71 West Capital Partners Portfolio
ISHARES TR
ISHARES TR
VANGUARD INDEX FDS
SELECT SECTOR SPDR TR
VANGUARD INDEX FDS
SPDR SERIES TRUST
VANGUARD WORLD FD
APPLE INC
NVIDIA CORPORATION
JPMORGAN CHASE & CO.
71 West Capital Partners - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 813755 385150242 RUS 1000 GRW ETF
ISHARES TR 1141321 240065459 RUS 1000 VAL ETF
VANGUARD INDEX FDS 805934 153925335 VALUE ETF
SELECT SECTOR SPDR TR 802629 115554497 STATE STREET TEC
VANGUARD INDEX FDS 228527 111489182 GROWTH ETF
SPDR SERIES TRUST 1481309 105896936 STATE STREET SPD
VANGUARD WORLD FD 124645 93954908 INF TECH ETF
APPLE INC 306732 83388162 COM
NVIDIA CORPORATION 381783 71202530 COM
JPMORGAN CHASE & CO. 117822 37964605 COM
ALPHABET INC 108132 33845316 CAP STK CL A
ISHARES TR 370345 33131064 CORE MSCI EAFE
SPDR S&P 500 ETF TR 46685 31835435 TR UNIT
BANK AMERICA CORP 563955 31017525 COM
TAIWAN SEMICONDUCTOR MFG LTD 101657 30892546 SPONSORED ADS
MICROSOFT CORP 60317 29170508 COM
RTX CORPORATION 151074 27706972 COM
VANGUARD TAX-MANAGED FDS 442800 27661716 VAN FTSE DEV MKT
BERKSHIRE HATHAWAY INC DEL 50074 25169696 CL B NEW
ISHARES TR 243835 23415475 MSCI EAFE ETF
AMAZON COM INC 98687 22778933 COM
BLACKROCK INC 21010 22487843 COM
S&P GLOBAL INC 39442 20612000 COM
MASTERCARD INCORPORATED 36054 20582508 CL A
META PLATFORMS INC 30709 20270704 CL A
AUTOMATIC DATA PROCESSING IN 73220 18834381 COM
CROWDSTRIKE HLDGS INC 37083 17383027 CL A
ASML HOLDING N V 16135 17262191 N Y REGISTRY SHS
UNITEDHEALTH GROUP INC 46155 15236227 COM
VANGUARD SCOTTSDALE FDS 121294 14767545 VNG RUS1000GRW
FERROVIAL SE 192313 12497607 ORD SHS
ALPHABET INC 36548 11468762 CAP STK CL C
VANGUARD SCOTTSDALE FDS 121253 11191652 VNG RUS1000VAL
AT&T INC 444049 11030177 COM
DATADOG INC 78667 10697925 CL A COM
NU HLDGS LTD 638683 10691553 ORD SHS CL A
PALO ALTO NETWORKS INC 54984 10128053 COM
SERVICENOW INC 61272 9386258 COM
ISHARES TR 59086 8785497 CORE S&P TTL STK
SALESFORCE INC 32946 8727725 COM
BROADCOM INC 23059 7980720 COM
TARGET HOSPITALITY CORP 892322 7147499 COM
WORKDAY INC 32513 6983142 CL A
PALANTIR TECHNOLOGIES INC 32963 5859173 CL A
TESLA INC 12178 5476690 COM
THE TRADE DESK INC 140584 5336569 COM CL A
BERKSHIRE HATHAWAY INC DEL 6 4528800 CL A
VANGUARD INDEX FDS 5946 3728915 S&P 500 ETF SHS
ELI LILLY & CO 3346 3595879 COM
UBER TECHNOLOGIES INC 40905 3342348 COM
VISA INC 8911 3125177 COM CL A
INVESCO QQQ TR 5051 3102880 UNIT SER 1
VANGUARD WHITEHALL FDS 21241 3048508 HIGH DIV YLD
VANGUARD SPECIALIZED FUNDS 12576 2763953 DIV APP ETF
VANGUARD INDEX FDS 8011 2685848 TOTAL STK MKT
ISHARES TR 6930 2376782 S&P 100 ETF
EXXON MOBIL CORP 16853 2028072 COM
COSTCO WHSL CORP NEW 2319 1999766 COM
GOLDMAN SACHS GROUP INC 2168 1905672 COM
WALMART INC 16634 1853194 COM
INDEPENDENT BK CORP MASS 24500 1790460 COM
JOHNSON & JOHNSON 8637 1787427 COM
NETFLIX INC 18787 1761469 COM
ABBVIE INC 7704 1760255 COM
MORGAN STANLEY 9387 1666474 COM NEW
ORACLE CORP 8528 1662192 COM
ALPS ETF TR 34908 1641374 ALERIAN MLP
TJX COS INC NEW 10572 1623965 COM
HOME DEPOT INC 4663 1604538 COM
SPDR INDEX SHS FDS 23273 1498548 EURO STOXX 50
ADVANCED MICRO DEVICES INC 6849 1466782 COM
CATERPILLAR INC 2400 1374888 COM
ISHARES TR 1987 1360976 CORE S&P500 ETF
CISCO SYS INC 16662 1283474 COM
THERMO FISHER SCIENTIFIC INC 2187 1267257 COM
SELECT SECTOR SPDR TR 22488 1231668 STATE STREET FIN
PROCTER AND GAMBLE CO 8164 1169983 COM
WELLS FARGO CO NEW 12441 1159501 COM
LAM RESEARCH CORP 6754 1156150 COM NEW
LINDE PLC 2698 1150400 SHS
SNOWFLAKE INC 5205 1141769 COM SHS
ISHARES TR 8708 1073348 S&P 500 GRWT ETF
GE AEROSPACE 3391 1044530 COM NEW
CHEVRON CORP NEW 6689 1019408 COM
APPLIED MATLS INC 3903 1003032 COM
ABBOTT LABS 7929 993424 COM
COCA COLA CO 14021 980208 COM
MERCK & CO INC 9108 958708 COM
MICRON TECHNOLOGY INC 3301 942138 COM
TERADYNE INC 4804 929862 COM
SHOPIFY INC 5723 921231 CL A SUB VTG SHS
MCDONALDS CORP 2894 884493 COM
VANGUARD INDEX FDS 3362 867228 SMALL CP ETF
KLA CORP 705 856631 COM NEW
AMERICAN EXPRESS CO 2260 836087 COM
INTUIT 1247 826038 COM
PHILIP MORRIS INTL INC 5113 820125 COM
PEPSICO INC 5643 809883 COM
NUCOR CORP 4925 803317 COM
VERTIV HOLDINGS CO 4950 801950 COM CL A
CAPITAL ONE FINL CORP 3254 788639 COM
ISHARES TR 11595 765270 CORE S&P MCP ETF
AMPHENOL CORP NEW 5447 736108 CL A
DANAHER CORPORATION 3199 732315 COM
INTERNATIONAL BUSINESS MACHS 2462 729269 COM
NEXTERA ENERGY INC 8699 698356 COM
VANGUARD INTL EQUITY INDEX F 9480 697349 ALLWRLD EX US
AXON ENTERPRISE INC 1224 695146 COM
LOWES COS INC 2846 686341 COM
EATON CORP PLC 2151 685115 SHS
INTUITIVE SURGICAL INC 1191 674535 COM NEW
VIRIDIAN THERAPEUTICS INC 21400 665968 COM
AMGEN INC 2006 656584 COM
PARKER-HANNIFIN CORP 725 637246 COM
IDEXX LABS INC 936 633232 COM
SCHWAB CHARLES CORP 6322 631631 COM
ACCENTURE PLC IRELAND 2315 621115 SHS CLASS A
ISHARES TR 4337 613642 MSCI ACWI ETF
ADOBE INC 1726 604083 COM
CITIGROUP INC 5096 594652 COM NEW
APPLOVIN CORP 867 584202 COM CL A
STRYKER CORPORATION 1651 580277 COM
ARISTA NETWORKS INC 4382 574173 COM SHS
BRISTOL-MYERS SQUIBB CO 10500 566370 COM
CONOCOPHILLIPS 6031 564562 COM
MCKESSON CORP 688 564360 COM
CORNING INC 6399 560296 COM
DEERE & CO 1187 552632 COM
QUALCOMM INC 3223 551294 COM
ISHARES TR 4568 548982 CORE S&P SCP ETF
HCA HEALTHCARE INC 1172 547160 COM
CADENCE DESIGN SYSTEM INC 1745 545452 COM
VERTEX PHARMACEUTICALS INC 1200 544032 COM
PROGRESSIVE CORP 2364 538330 COM
TRANE TECHNOLOGIES PLC 1313 511020 SHS
KROGER CO 8136 508337 COM
SCHWAB STRATEGIC TR 19185 503223 US BRD MKT ETF
DISNEY WALT CO 4396 500133 COM
UNION PAC CORP 2146 496413 COM
GE VERNOVA INC 755 493445 COM
ISHARES TR 2324 492851 S&P 500 VAL ETF
T-MOBILE US INC 2422 491763 COM
VERIZON COMMUNICATIONS INC 11844 482406 COM
TEXAS INSTRS INC 2778 481955 COM
QUANTA SVCS INC 1132 477772 COM
CONSTELLATION ENERGY CORP 1323 467376 COM
CHUBB LIMITED 1486 463810 COM
GILEAD SCIENCES INC 3763 461871 COM
ANALOG DEVICES INC 1696 459955 COM
BOSTON SCIENTIFIC CORP 4757 453580 COM
LOCKHEED MARTIN CORP 913 441591 COM
OREILLY AUTOMOTIVE INC 4816 439267 COM
CUMMINS INC 846 431841 COM
ROYAL CARIBBEAN GROUP 1544 430652 COM
HONEYWELL INTL INC 2159 421199 COM
SPOTIFY TECHNOLOGY S A 713 414046 SHS
MOTOROLA SOLUTIONS INC 1077 412836 COM NEW
BOOKING HOLDINGS INC 76 407005 COM
FORD MTR CO 30642 402023 COM
MARSH & MCLENNAN COS INC 2140 397013 COM
MONSTER BEVERAGE CORP NEW 5146 394544 COM
FIRST WATCH RESTAURANT GROUP 26130 394040 COM
UNITED RENTALS INC 479 387664 COM
MOODYS CORP 757 386713 COM
HEALTH CATALYST INC 160049 382517 COM
NORTHROP GRUMMAN CORP 669 381470 COM
NEWMONT CORP 3756 375037 COM
CENCORA INC 1109 374565 COM
BOEING CO 1712 371709 COM
SOUTHERN CO 4260 371472 COM
STARBUCKS CORP 4360 367156 COM
INTEL CORP 9862 363908 COM
FIRST TR EXCHANGE TRADED FD 4982 355964 NASDAQ CYB ETF
US BANCORP DEL 6617 353083 COM NEW
EMERSON ELEC CO 2656 352504 COM
VANGUARD INDEX FDS 1673 349858 EXTEND MKT ETF
WATSCO INC 1030 347059 COM
AMERIPRISE FINL INC 692 339315 COM
SYNOPSYS INC 719 337729 COM
AMERICAN ELEC PWR CO INC 2897 334053 COM
MARATHON PETE CORP 2051 333554 COM
WILLIAMS COS INC 5534 332649 COM
WESTERN DIGITAL CORP 1916 330069 COM
DUKE ENERGY CORP NEW 2813 329712 COM NEW
ISHARES TR 1327 326654 RUSSELL 2000 ETF
AUTODESK INC 1102 326203 COM
GENERAL MTRS CO 3990 324467 COM
BLACKSTONE INC 2104 324311 COM
AFLAC INC 2905 320334 COM
D R HORTON INC 2197 316434 COM
MONOLITHIC PWR SYS INC 343 310881 COM
HOWMET AEROSPACE INC 1510 309580 COM
NXP SEMICONDUCTORS N V 1422 308659 COM
MSCI INC 534 306372 COM
ALLSTATE CORP 1467 305356 COM
INTERCONTINENTAL EXCHANGE IN 1873 303351 COM
ISHARES TR 1511 301716 U.S. TECH ETF
WEC ENERGY GROUP INC 2843 299823 COM
BANK NEW YORK MELLON CORP 2575 298932 COM
SHERWIN WILLIAMS CO 920 298108 COM
HILTON WORLDWIDE HLDGS INC 1028 295293 COM
THE CIGNA GROUP 1059 291469 COM
AON PLC 805 284068 SHS CL A
PNC FINL SVCS GROUP INC 1347 281159 COM
SYSCO CORP 3774 278106 COM
CVS HEALTH CORP 3503 277998 COM
CBRE GROUP INC 1725 277363 CL A
MARRIOTT INTL INC NEW 889 275803 CL A
CINTAS CORP 1462 274958 COM
PFIZER INC 11024 274498 COM
ELEVANCE HEALTH INC FORMERLY 768 269222 COM
ELECTRONIC ARTS INC 1306 266855 COM
AMERICAN INTL GROUP INC 3115 266488 COM NEW
FREEPORT-MCMORAN INC 5210 264616 CL B
ZOETIS INC 2101 264348 CL A
CME GROUP INC 964 263249 COM
MEDTRONIC PLC 2737 262916 SHS
WASTE MGMT INC DEL 1196 262773 COM
TRANSDIGM GROUP INC 195 259321 COM
ECOLAB INC 985 258582 COM
GENERAL DYNAMICS CORP 768 258555 COM
TE CONNECTIVITY PLC 1136 258451 ORD SHS
COLGATE PALMOLIVE CO 3219 254365 COM
WW GRAINGER INC 250 252263 COM
EQUINIX INC 328 251300 COM
UNITED AIRLS HLDGS INC 2227 249023 COM
JOHNSON CTLS INTL PLC 2075 248481 SHS
TOYOTA MOTOR CORP 1155 247239 ADS
VALERO ENERGY CORP 1502 244511 COM
ROCKWELL AUTOMATION INC 628 244336 COM
TRAVELERS COMPANIES INC 839 243360 COM
PACCAR INC 2221 243222 COM
SEAGATE TECHNOLOGY HLDNGS PL 881 242619 ORD SHS
WARNER BROS DISCOVERY INC 8314 239609 COM SER A
APOLLO GLOBAL MGMT INC 1642 237696 COM
AMERICAN WTR WKS CO INC NEW 1784 232812 COM
REGENERON PHARMACEUTICALS 300 231561 COM
NEBIUS GROUP N.V. 2764 231361 SHS CLASS A
ILLINOIS TOOL WKS INC 938 231029 COM
ALTRIA GROUP INC 3953 227930 COM
INVESCO EXCH TRADED FD TR II 3453 226327 RAFI DVLPD MRKTS
AMETEK INC 1093 224404 COM
CINCINNATI FINL CORP 1365 222932 COM
METLIFE INC 2790 220243 COM
NORFOLK SOUTHN CORP 762 220005 COM
COMCAST CORP NEW 7319 218765 CL A
STATE STR CORP 1694 218543 COM
DOMINION ENERGY INC 3706 217135 COM
SYNCHRONY FINANCIAL 2560 213581 COM
PTC INC 1222 212885 COM
ASTRAZENECA PLC 2308 212174 SPONSORED ADR
SUMITOMO MITSUI FINL GROUP I 10832 209383 SPONSORED ADR
ENTERPRISE PRODS PARTNERS L 6350 203581 COM
KKR & CO INC 1575 200781 COM
WENDYS CO 16761 139619 COM
MIZUHO FINANCIAL GROUP INC 13747 100628 SPONSORED ADR
LLOYDS BANKING GROUP PLC 15872 84122 SPONSORED ADR