We are live on ! Find out more
1CP

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
VGT icon
26
Vanguard Information Technology ETF
VGT
$146B
$1.82M 0.82%
15,252
+1,188
+8% +$130K
AMGN icon
27
Amgen
AMGN
$206B
$1.79M 0.81%
4,935
-107
-2% -$36.6K
GD icon
28
General Dynamics
GD
$96.5B
$1.75M 0.79%
4,943
-30
-0.6% -$10.3K
MLM icon
29
Martin Marietta Materials
MLM
$36.2B
$1.74M 0.78%
3,013
– –
QCOM icon
30
Qualcomm
QCOM
$192B
$1.73M 0.78%
9,389
– –
FBCG
31
Fidelity Blue Chip Growth ETF
FBCG
$7.28B
$1.72M 0.78%
27,717
+3,012
+12% +$179K
ECL icon
32
Ecolab
ECL
$77.2B
$1.66M 0.75%
5,960
-60
-1% -$15.8K
MCHP icon
33
Microchip Technology
MCHP
$38.8B
$1.65M 0.75%
18,142
– –
KO icon
34
Coca-Cola
KO
$384B
$1.65M 0.74%
20,296
+7
+0% +$553
USB icon
35
US Bancorp
USB
$97.7B
$1.64M 0.74%
27,156
-51
-0.2% -$2.86K
AMZN icon
36
Amazon
AMZN
$2.73T
$1.63M 0.74%
6,856
+190
+3% +$47.7K
AMP icon
37
Ameriprise Financial
AMP
$49.3B
$1.61M 0.73%
3,516
– –
IWF icon
38
iShares Russell 1000 Growth ETF
IWF
$124B
$1.59M 0.72%
12,797
+1,109
+9% +$134K
VFH icon
39
Vanguard Financials ETF
VFH
$13.4B
$1.59M 0.72%
12,070
+1,018
+9% +$130K
QQQ icon
40
Invesco QQQ Trust
QQQ
$477B
$1.56M 0.7%
2,113
+51
+2% +$35.1K
XNTK icon
41
State Street SPDR NYSE Technology ETF
XNTK
$1.87B
$1.54M 0.69%
3,941
+379
+11% +$127K
WFC icon
42
Wells Fargo
WFC
$268B
$1.53M 0.69%
18,514
-1,694
-8% -$136K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$843B
$1.52M 0.68%
2,028
+68
+3% +$49.5K
PNC icon
44
PNC Financial Services
PNC
$97.4B
$1.51M 0.68%
6,143
-9
-0.1% -$2.02K
TDY icon
45
Teledyne Technologies
TDY
$28B
$1.5M 0.68%
2,250
-1
-0% -$630
UBER icon
46
Uber
UBER
$148B
$1.47M 0.66%
20,437
-248
-1% -$18.2K
XLK icon
47
State Street Technology Select Sector SPDR ETF
XLK
$120B
$1.42M 0.64%
7,428
-57
-0.8% -$9.74K
GSLC icon
48
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$1.38M 0.62%
9,748
+1,076
+12% +$149K
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$1.36M 0.61%
16,401
+1,861
+13% +$148K
CRWD icon
50
CrowdStrike
CRWD
$241B
$1.35M 0.61%
7,080
+40
+0.6% +$5.68K
1
2
3 4 5

Similar funds

SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
LCM
Lionhunter Capital Management New York $222M AUM
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
HCA
Hyperion Capital Advisors New York $222M AUM 24.07% 1-Year Est. Return
ACG
Ampersand Capital Group Burlingame, California $222M AUM 15.33% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return

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.