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17 Capital Partners Portfolio holdings

AUM $222M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
+17.49%
1 Year Est. Return
+20.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$222M
AUM Growth
+$27.8M
Cap. Flow
+$5.16M
Cap. Flow %
2.32%
Top 10 Hldgs %
29.02%
Holding
184
New
12
Increased
86
Reduced
52
Closed
8

Top Buys

Rank Stock Value
1
EW icon
Edwards Lifesciences
EW
+$918K
2
ROKU icon
Roku
ROKU
+$665K
3
SAIA icon
Saia
SAIA
+$620K
4
AVGO icon
Broadcom
AVGO
+$495K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$366K

Top Sells

Rank Stock Value
1
ATO icon
Atmos Energy
ATO
+$1.19M
2
DHR icon
Danaher
DHR
+$1.04M
3
VEEV icon
Veeva Systems
VEEV
+$484K
4
INTU icon
Intuit
INTU
+$412K
5
MRVL icon
Marvell Technology
MRVL
+$345K

Sector Composition

Rank Sector Weight
1 Miscellaneous 37.87%
2 Communication Services 17.67%
3 Technology 16.04%
4 Financials 7.33%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.72T
$24.8M 11.19%
44,106
-1
-0% -$611
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.22T
$7.15M 3.22%
20,005
-637
-3% -$229K
SGOV icon
3
iShares 0-3 Month Treasury Bond ETF
SGOV
$109B
$7.02M 3.17%
69,782
+2,068
+3% +$208K
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$76B
$4.51M 2.03%
32,775
+2,097
+7% +$277K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.18T
$3.97M 1.79%
11,249
-40
-0.4% -$14.3K
MSFT icon
6
Microsoft
MSFT
$3.66T
$3.94M 1.78%
10,574
-101
-0.9% -$40.9K
AMD icon
7
Advanced Micro Devices
AMD
$852B
$3.72M 1.68%
6,404
-809
-11% -$332K
AAPL icon
8
Apple
AAPL
$4.86T
$3.33M 1.5%
11,509
-283
-2% -$80.9K
PH icon
9
Parker-Hannifin
PH
$118B
$3.02M 1.36%
3,087
– –
IUSV icon
10
iShares Core S&P US Value ETF
IUSV
$27.5B
$2.88M 1.3%
26,157
+494
+2% +$53.5K
IVE icon
11
iShares S&P 500 Value ETF
IVE
$49.4B
$2.76M 1.24%
12,165
+1,231
+11% +$275K
NVDA icon
12
NVIDIA
NVDA
$5.21T
$2.73M 1.23%
13,634
+301
+2% +$61.9K
PMMF
13
iShares Prime Money Market ETF
PMMF
$735M
$2.61M 1.18%
26,042
+1,031
+4% +$103K
CTVA icon
14
Corteva
CTVA
$54.9B
$2.53M 1.14%
29,915
+24
+0.1% +$1.93K
RDVY icon
15
First Trust Rising Dividend Achievers ETF
RDVY
$25B
$2.47M 1.11%
30,518
+1,741
+6% +$131K
MRVL icon
16
Marvell Technology
MRVL
$206B
$2.41M 1.09%
8,090
-1,720
-18% -$345K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.04T
$2.39M 1.08%
3,483
+174
+5% +$116K
SOXX icon
18
iShares Semiconductor ETF
SOXX
$43.3B
$2.32M 1.04%
3,614
+320
+10% +$162K
COF icon
19
Capital One
COF
$127B
$2.09M 0.94%
10,413
– –
VIOO icon
20
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.14B
$2.08M 0.94%
15,096
+1,505
+11% +$191K
MUFG icon
21
Mitsubishi UFJ Financial
MUFG
$265B
$1.97M 0.89%
98,845
– –
IWB icon
22
iShares Russell 1000 ETF
IWB
$48.5B
$1.96M 0.89%
4,797
+256
+6% +$101K
IWM icon
23
iShares Russell 2000 ETF
IWM
$77.2B
$1.92M 0.86%
6,386
+457
+8% +$128K
EW icon
24
Edwards Lifesciences
EW
$51.5B
$1.9M 0.86%
20,990
+10,954
+109% +$918K
SMH icon
25
VanEck Semiconductor ETF
SMH
$68.1B
$1.87M 0.84%
2,853
+344
+14% +$188K
1
2 3 4 5

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PWM
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HCA
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ACG
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BWM
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17 Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, 17 Capital Partners held 184 positions worth $222M, up 14% from $194M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

17 Capital Partners's Q2 2026 filing shows 12 new, 86 increased, 52 reduced and 8 closed positions. Its largest new stake was Roku: 5,450 shares worth $753K. The largest sale was Atmos Energy, an estimated $1.19M.

By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, up from 35% a quarter earlier, followed by Communication Services and Technology.

  • 17 Capital Partners's largest Q2 2026 buy was Roku: 5,450 shares worth $753K.
  • 17 Capital Partners added most to Edwards Lifesciences in Q2 2026, an estimated $918K increase.
  • 17 Capital Partners's biggest Q2 2026 reduction was Marvell Technology, cutting an estimated $345K.
  • 17 Capital Partners fully exited Atmos Energy in Q2 2026, selling an estimated $1.19M.
  • 17 Capital Partners's ten largest holdings make up 29% of its $222M portfolio in Q2 2026.
  • 17 Capital Partners opened 12 new positions and closed 8 in Q2 2026.
  • 17 Capital Partners's portfolio value rose 14% quarter-over-quarter to $222M.

Based on 17 Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.