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CIK: 0002111530
Total reported value
$2.9B
$2.9B
313 檔
35.7%
In Q1 2026, 71 West Capital Partners's U.S. equity holdings reached a combined market value of $2.9B, distributed across 313 disclosed stock positions.
In Q1 2026, 71 West Capital Partners displayed an active expansion posture, initiating 58 new positions and adding to 125 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.50% | -1.45% | +8.11% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 11.88% | -0.93% | +10.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.29% | -0.94% | +4.87% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.13% | +0.77% | +9.29% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.63% | -0.44% | +5.53% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.16% | +0.32% | +8.63% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.04% | +7.36% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | +0.09% | +10.75% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.69% | -0.44% | +2.93% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | -0.13% | +5.10% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.87% | +0.32% | +26.88% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.13% | +25.41% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.13% | +9.51% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.15% | +23.59% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.60% | +0.18% | +5.65% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.28% | +6.38% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.26% | -0.07% | +4.10% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | -0.17% | +0.81% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.21% | -0.19% | +16.26% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.08% | +9.79% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | — | +9.21% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.02% | +0.20% | +8.78% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.03% | +10.01% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.95% | -0.18% | +6.78% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.09% | +11.65% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.12% | +8.79% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.13% | +70.61% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | -0.17% | +6.28% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.71% | +0.39% | +12.28% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.71% | -0.07% | +8.12% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.61% | -0.25% | +7.37% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.60% | -0.05% | +2.86% | |
| 33 | ✓ | Ferrovial Se | Stock-Other | 0.58% | -0.08% | +6.73% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.17% | +4.13% | |
| 35 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.53% | -0.05% | +6.09% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.16% | +67.76% | |
| 37 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.45% | +0.34% | +9.10% | |
| 38 | NU | Nu Holdings Ltd. | Stock-Financials | 0.44% | -0.11% | +9.52% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.31% | +12.69% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | -0.07% | +15.13% | |
| 41 | TH | Target Hospitality CORP | Stock-Other | 0.37% | +0.27% | +1.68% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.32% | -0.09% | +12.68% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.10% | +13.57% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.08% | +235.30% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.07% | +15.79% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.07% | +1.95% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.19% | -0.03% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.03% | +27.38% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.09% | +18.44% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.01% | +20.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.8% | +10.78% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +26.88% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +70.61% | Add |
| 4 | ASML | ASML Holding N.V. | +0.2% | +8.78% | Add |
| 5 | VTV | Vanguard Value ETF | +0.2% | +4.87% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +23.59% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | +235.30% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +5.65% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +25.41% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +67.76% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +16.26% | Add |
| 12 | T | At&t Inc | +0.1% | +7.37% | Add |
| 13 | RTX | Rtx CORP | +0.1% | +6.38% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +20.27% | Add |
| 15 | TH | Target Hospitality CORP | 0% | +1.68% | Add |
| 16 | VYM | Vanguard High Dvd Yield ETF | 0% | +27.38% | Add |
| 17 | CVX | Chevron CORP | 0% | +40.69% | Add |
| 18 | ITOT | Ishares Core S&p Total U.s. | 0% | +15.13% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | 0% | +99.87% | Add |
| 20 | CAT | Caterpillar Inc | 0% | +24.00% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | +17.25% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +14.22% | Add |
| 23 | LIN | Linde plc | 0% | +32.51% | Add |
| 24 | LRCX | Lam Research CORP | 0% | +20.67% | Add |
| 25 | VONV | Vanguard Russell 1000 Value | 0% | +6.09% | Add |
| 26 | WMT | Walmart Inc | 0% | +18.72% | Add |
| 27 | COP | Conocophillips | 0% | +43.29% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +93.48% | Add |
| 29 | KLAC | Kla CORP | 0% | +33.76% | Add |
| 30 | TER | Teradyne Inc | 0% | +1.42% | Add |
| 31 | VRT | Vertiv Holdings Co-a | 0% | +5.56% | Add |
| 32 | AMAT | Applied Materials Inc | 0% | +12.94% | Add |
| 33 | GEV | GE Vernova Inc | 0% | +41.59% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | +20.63% | Add |
| 35 | UNP | Union Pacific CORP | 0% | +61.14% | Add |
| 36 | MU | Micron Technology Inc | 0% | +13.09% | Add |
| 37 | ✓ | Ferrovial Se | 0% | +6.73% | Add |
| 38 | MPC | Marathon Petroleum CORP | 0% | +41.88% | Add |
| 39 | GLW | Corning Inc | 0% | +5.94% | Add |
| 40 | HD | Home Depot Inc | 0% | +25.97% | Add |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +66.51% | Add |
| 42 | WDC | Western Digital CORP | 0% | +21.09% | Add |
| 43 | CMCSA | Comcast Corp-class A | 0% | +141.88% | Add |
| 44 | GS | Goldman Sachs Group Inc | 0% | +19.60% | Add |
| 45 | ADI | Analog Devices Inc | 0% | +38.09% | Add |
| 46 | ETN | Eaton Corporation plc | 0% | +25.99% | Add |
| 47 | VLO | Valero Energy CORP | 0% | +42.08% | Add |
| 48 | TJX | Tjx Companies Inc | 0% | +11.96% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | +17.07% | Add |
| 50 | PWR | Quanta Services Inc | 0% | +16.70% | Add |
According to official SEC Form 13F filings, 71 West Capital Partners reported a total U.S. public equity portfolio value of $2.9B across 313 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, VTV) accounted for 35.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHX
市值: $3.1M
Top Position Liquidated / Trimmed
APP
前期市值: $584.2K
During Q1 2026, 71 West Capital Partners's top holdings by market value included IWF (16.5%)、IWD (11.9%)、VTV (7.3%). The largest single position, IWF, represented 16.5% of total portfolio value.
In Q1 2026, 71 West Capital Partners made 195 total portfolio adjustments, initiating 58 new buys, adding to 125 positions, trimming 7 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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