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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
JMOM icon
51
JPMorgan US Momentum Factor ETF
JMOM
$2.69B
$1.34M 0.6%
15,669
+1,555
+11% +$122K
PANW icon
52
Palo Alto Networks
PANW
$306B
$1.34M 0.6%
3,922
+150
+4% +$34.3K
AVGO icon
53
Broadcom
AVGO
$1.65T
$1.34M 0.6%
3,538
+1,235
+54% +$495K
SONY icon
54
Sony
SONY
$143B
$1.33M 0.6%
66,110
– –
RPM icon
55
RPM International
RPM
$12.9B
$1.29M 0.58%
11,613
-37
-0.3% -$3.86K
MSI icon
56
Motorola Solutions
MSI
$78.5B
$1.28M 0.58%
3,083
-24
-0.8% -$10K
VO icon
57
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$1.27M 0.57%
15,735
+731
+5% +$56.7K
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
$1.26M 0.57%
13,319
-442
-3% -$41.8K
GEV icon
59
GE Vernova
GEV
$233B
$1.25M 0.56%
1,060
+117
+12% +$119K
LEN icon
60
Lennar Class A
LEN
$19.3B
$1.22M 0.55%
13,434
– –
WCC
61
WESCO International
WCC
$16.4B
$1.18M 0.53%
3,408
+3
+0.1% +$1.02K
SNPS icon
62
Synopsys
SNPS
$73.1B
$1.15M 0.52%
2,585
-5
-0.2% -$2.35K
APD icon
63
Air Products & Chemicals
APD
$63.9B
$1.15M 0.52%
3,914
-5
-0.1% -$1.45K
ARKW icon
64
ARK Next Generation Technology ETF
ARKW
$1.86B
$1.15M 0.52%
7,910
+534
+7% +$74.8K
SHW icon
65
Sherwin-Williams
SHW
$78.5B
$1.14M 0.51%
3,316
– –
XEL icon
66
Xcel Energy
XEL
$46.3B
$1.13M 0.51%
14,114
+137
+1% +$10.9K
CVX icon
67
Chevron
CVX
$416B
$1.12M 0.51%
6,780
-186
-3% -$34.6K
CFR icon
68
Cullen/Frost Bankers
CFR
$10.2B
$1.1M 0.49%
7,101
-9
-0.1% -$1.28K
GNRC icon
69
Generac Holdings
GNRC
$11B
$1.09M 0.49%
3,725
+24
+0.6% +$6.01K
AGG icon
70
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.09M 0.49%
10,990
+1,464
+15% +$145K
AIG icon
71
American International
AIG
$39.4B
$1.07M 0.48%
14,381
-581
-4% -$44.2K
OSK icon
72
Oshkosh
OSK
$9B
$1.06M 0.48%
6,913
– –
PG icon
73
Procter & Gamble
PG
$339B
$1.04M 0.47%
7,066
– –
IUSB icon
74
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$1.02M 0.46%
22,177
-2,677
-11% -$123K
ADSK icon
75
Autodesk
ADSK
$47.8B
$998K 0.45%
5,134
+859
+20% +$196K
1 2
3
4 5

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PWM
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HCA
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ACG
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CCA
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MCM
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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.