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17 Capital Partners Portfolio holdings

AUM $194M
1-Year Est. Return 16.84%
This Fund
S&P 500
This Quarter Est. Return
+5.01%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$10.5M
Cap. Flow
+$4M
Cap. Flow %
2.18%
Top 10 Hldgs %
34.06%
Holding
150
New
7
Increased
64
Reduced
29
Closed
5

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
2
SNPS icon
Synopsys
SNPS
+$1.5M
3
TTE icon
TotalEnergies
TTE
+$785K
4
KNGZ icon
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
+$243K
5
AMD icon
Advanced Micro Devices
AMD
+$229K

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$1.58M
2
FISV
Fiserv Inc
FISV
+$446K
3
TTD icon
Trade Desk
TTD
+$347K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$209K
5
COST icon
Costco
COST
+$209K

Sector Composition

Rank Sector Weight
1 Communication Services 24.62%
2 Technology 17.3%
3 Financials 9.09%
4 Healthcare 5.54%
5 Materials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCHP icon
51
Microchip Technology
MCHP
$40.8B
$1.17M 0.64%
18,210
– –
WFC icon
52
Wells Fargo
WFC
$266B
$1.15M 0.62%
13,669
+2,565
+23% +$208K
XLV icon
53
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$1.14M 0.62%
8,201
+17
+0.2% +$2.3K
SHW icon
54
Sherwin-Williams
SHW
$86B
$1.13M 0.62%
3,263
-77
-2% -$27.1K
XNTK icon
55
State Street SPDR NYSE Technology ETF
XNTK
$2.11B
$1.12M 0.61%
4,123
+400
+11% +$98.5K
MA icon
56
Mastercard
MA
$500B
$1.12M 0.61%
1,964
+12
+0.6% +$6.89K
VEEV icon
57
Veeva Systems
VEEV
$33.5B
$1.1M 0.6%
3,698
+25
+0.7% +$7.04K
NOW icon
58
ServiceNow
NOW
$118B
$1.1M 0.6%
5,980
+25
+0.4% +$4.67K
TMUS icon
59
T-Mobile US
TMUS
$190B
$1.09M 0.59%
4,560
-99
-2% -$24K
DHR icon
60
Danaher
DHR
$139B
$1.09M 0.59%
5,492
– –
PG icon
61
Procter & Gamble
PG
$338B
$1.09M 0.59%
7,083
– –
APD icon
62
Air Products & Chemicals
APD
$65.2B
$1.01M 0.55%
3,710
– –
AMD icon
63
Advanced Micro Devices
AMD
$790B
$1.01M 0.55%
6,217
+1,420
+30% +$229K
CTRA
64
DELISTED
Coterra Energy
CTRA
$993K 0.54%
41,999
– –
PEN icon
65
Penumbra
PEN
$12.7B
$978K 0.53%
3,862
+6
+0.2% +$1.51K
XEL icon
66
Xcel Energy
XEL
$48.5B
$962K 0.52%
11,923
– –
WDAY icon
67
Workday
WDAY
$40.8B
$960K 0.52%
3,989
+165
+4% +$38.2K
ALC icon
68
Alcon
ALC
$34.2B
$953K 0.52%
12,795
-820
-6% -$68.4K
IDXX icon
69
Idexx Laboratories
IDXX
$44.8B
$941K 0.51%
1,473
+328
+29% +$199K
VZ icon
70
Verizon
VZ
$197B
$940K 0.51%
21,398
– –
LOW icon
71
Lowe's Companies
LOW
$119B
$928K 0.5%
3,693
+6
+0.2% +$1.47K
VIOO icon
72
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.22B
$922K 0.5%
8,349
+881
+12% +$94K
CFR icon
73
Cullen/Frost Bankers
CFR
$10.5B
$901K 0.49%
7,110
– –
OSK icon
74
Oshkosh
OSK
$9.16B
$901K 0.49%
6,943
– –
XLK icon
75
State Street Technology Select Sector SPDR ETF
XLK
$117B
$896K 0.49%
6,356
-18
-0.3% -$2.38K
1 2
3
4 5

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OCA
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IA
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KIM
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TVM
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EWA
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SCPM
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TDWM
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17 Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, 17 Capital Partners held 150 positions worth $184M, up 6.1% from $173M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

17 Capital Partners's Q3 2025 filing shows 7 new, 64 increased, 29 reduced and 5 closed positions. Its largest new stake was Invesco QQQ Trust: 2,700 shares worth $1.62M. The largest sale was Ansys, an estimated $1.58M.

By sector, the portfolio is most concentrated in Communication Services at 25% of assets, down from 25% a quarter earlier, followed by Technology and Financials.

  • 17 Capital Partners's largest Q3 2025 buy was Invesco QQQ Trust: 2,700 shares worth $1.62M.
  • 17 Capital Partners added most to Advanced Micro Devices in Q3 2025, an estimated $229K increase.
  • 17 Capital Partners's biggest Q3 2025 reduction was Fiserv Inc, cutting an estimated $446K.
  • 17 Capital Partners fully exited Ansys in Q3 2025, selling an estimated $1.58M.
  • 17 Capital Partners's ten largest holdings make up 34% of its $184M portfolio in Q3 2025.
  • 17 Capital Partners opened 7 new positions and closed 5 in Q3 2025.
  • 17 Capital Partners's portfolio value rose 6.1% quarter-over-quarter to $184M.

Based on 17 Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.