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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
BNDW icon
76
Vanguard Total World Bond ETF
BNDW
$1.86B
$990K 0.45%
14,451
+3,205
+28% +$219K
MRK icon
77
Merck
MRK
$357B
$990K 0.45%
7,704
– –
TTE icon
78
TotalEnergies
TTE
$201B
$989K 0.45%
12,721
-37
-0.3% -$3.27K
IEFA icon
79
iShares Core MSCI EAFE ETF
IEFA
$194B
$983K 0.44%
10,173
+1,649
+19% +$158K
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$889K 0.4%
1,191
-15
-1% -$10.9K
BX icon
81
Blackstone
BX
$96.3B
$864K 0.39%
7,345
-556
-7% -$66.8K
XLV icon
82
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$858K 0.39%
5,405
+661
+14% +$98.3K
VTIP icon
83
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.5B
$855K 0.39%
17,019
+2,998
+21% +$151K
ALC icon
84
Alcon
ALC
$32.7B
$854K 0.39%
12,732
-13
-0.1% -$911
LLY icon
85
Eli Lilly
LLY
$1.01T
$846K 0.38%
705
+7
+1% +$7.15K
MKC icon
86
McCormick & Company Non-Voting
MKC
$13.5B
$844K 0.38%
16,736
– –
IAU icon
87
iShares Gold Trust
IAU
$63.5B
$837K 0.38%
11,080
+1,501
+16% +$127K
VTI icon
88
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$833K 0.38%
2,250
+309
+16% +$110K
LOW icon
89
Lowe's Companies
LOW
$111B
$827K 0.37%
3,749
-16
-0.4% -$3.63K
VXF icon
90
Vanguard Extended Market ETF
VXF
$30.8B
$818K 0.37%
3,321
+399
+14% +$91.4K
NFLX icon
91
Netflix
NFLX
$334B
$800K 0.36%
11,206
– –
AWK icon
92
American Water Works
AWK
$27.6B
$794K 0.36%
6,035
-40
-0.7% -$5.14K
USMV icon
93
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
$787K 0.35%
8,157
+1,278
+19% +$121K
ADBE icon
94
Adobe
ADBE
$106B
$784K 0.35%
3,824
-9
-0.2% -$2.13K
VGSH icon
95
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$784K 0.35%
13,468
+2,055
+18% +$120K
NBIX icon
96
Neurocrine Biosciences
NBIX
$16B
$775K 0.35%
4,600
+15
+0.3% +$2.23K
SHY icon
97
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$775K 0.35%
9,433
+1,719
+22% +$141K
TSM icon
98
TSMC
TSM
$2.17T
$767K 0.35%
1,606
+22
+1% +$8.93K
MDT icon
99
Medtronic
MDT
$120B
$753K 0.34%
9,626
-224
-2% -$18.1K
ROKU icon
100
Roku
ROKU
$23B
$753K 0.34%
+5,450
New +$665K
2 3
4
5 6

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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.