We are live on ! Find out more
1CP

17 Capital Partners Portfolio holdings

AUM $194M
1-Year Est. Return 16.84%
This Fund
S&P 500
This Quarter Est. Return
-3.6%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$139K
Cap. Flow
+$11.3M
Cap. Flow %
5.84%
Top 10 Hldgs %
30.66%
Holding
183
New
22
Increased
98
Reduced
31
Closed
11

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.95M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
3
MSI icon
Motorola Solutions
MSI
+$1.35M
4
CVX icon
Chevron
CVX
+$1.27M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.11M

Top Sells

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.99M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.32M
3
PH icon
Parker-Hannifin
PH
+$1.22M
4
CTRA
Coterra Energy
CTRA
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Sector Composition

Rank Sector Weight
1 Communication Services 19.31%
2 Technology 14.33%
3 Financials 7.97%
4 Healthcare 5.42%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
76
T-Mobile US
TMUS
$195B
$926K 0.48%
4,407
+34
+0.8% +$6.98K
XNTK icon
77
State Street SPDR NYSE Technology ETF
XNTK
$1.94B
$909K 0.47%
3,562
+359
+11% +$97.8K
BX icon
78
Blackstone
BX
$104B
$909K 0.47%
7,901
– –
ARKW icon
79
ARK Web x.0 ETF
ARKW
$1.6B
$890K 0.46%
7,376
+453
+7% +$60.1K
LOW icon
80
Lowe's Companies
LOW
$121B
$890K 0.46%
3,765
+72
+2% +$18.8K
MDT icon
81
Medtronic
MDT
$112B
$854K 0.44%
9,850
+565
+6% +$54.1K
IAU icon
82
iShares Gold Trust
IAU
$62.8B
$844K 0.43%
9,579
+1,625
+20% +$149K
MKC icon
83
McCormick & Company Non-Voting
MKC
$14B
$844K 0.43%
+16,736
New +$1.07M
AWK icon
84
American Water Works
AWK
$27B
$827K 0.43%
6,075
+40
+0.7% +$5.29K
GEV icon
85
GE Vernova
GEV
$240B
$823K 0.42%
+943
New +$736K
ISRG icon
86
Intuitive Surgical
ISRG
$127B
$815K 0.42%
1,767
+25
+1% +$12.6K
EW icon
87
Edwards Lifesciences
EW
$49.4B
$804K 0.41%
10,036
+3,325
+50% +$274K
VZ icon
88
Verizon
VZ
$197B
$784K 0.4%
15,624
+650
+4% +$30.1K
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$784K 0.4%
1,206
-463
-28% -$315K
IEFA icon
90
iShares Core MSCI EAFE ETF
IEFA
$186B
$772K 0.4%
8,524
+1,237
+17% +$115K
BNDW icon
91
Vanguard Total World Bond ETF
BNDW
$1.88B
$769K 0.4%
11,246
+6,570
+141% +$453K
GNRC icon
92
Generac Holdings
GNRC
$11.5B
$723K 0.37%
+3,701
New +$711K
AAAU icon
93
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.45B
$721K 0.37%
15,619
+2,003
+15% +$96.3K
AVGO icon
94
Broadcom
AVGO
$1.76T
$713K 0.37%
2,303
+910
+65% +$299K
VTIP icon
95
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$700K 0.36%
14,021
+2,316
+20% +$115K
XLV icon
96
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$696K 0.36%
4,744
-3,332
-41% -$514K
CRWD icon
97
CrowdStrike
CRWD
$183B
$687K 0.35%
7,040
+220
+3% +$23.3K
VGSH icon
98
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$668K 0.34%
11,413
+1,373
+14% +$80.6K
FNDF icon
99
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$662K 0.34%
13,535
-18,748
-58% -$918K
LLY icon
100
Eli Lilly
LLY
$1.08T
$642K 0.33%
698
+505
+262% +$512K
2 3
4
5 6

Similar funds

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
KIM
Kane Investment Management Los Gatos, California $194M AUM 43.53% 1-Year Est. Return
TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $195M AUM
EWM
Evergreen Wealth Management Williamston, Michigan $194M AUM 13.93% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

17 Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 17 Capital Partners held 183 positions worth $194M, up 0.07% from $194M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

17 Capital Partners deployed $11.3M of net new capital in Q1 2026, opening 22 new positions and adding to 98 existing holdings. Its largest new stake was Motorola Solutions: 3,107 shares worth $1.35M.

By sector, the portfolio is most concentrated in Communication Services at 19% of assets, down from 22% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 7-10 Year Treasury Bond ETF, an estimated $1.99M trimmed.

  • 17 Capital Partners's largest Q1 2026 buy was Motorola Solutions: 3,107 shares worth $1.35M.
  • 17 Capital Partners added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $3.95M increase.
  • 17 Capital Partners's biggest Q1 2026 reduction was iShares 7-10 Year Treasury Bond ETF, cutting an estimated $1.99M.
  • 17 Capital Partners fully exited State Street Utilities Select Sector SPDR ETF in Q1 2026, selling an estimated $1.32M.
  • 17 Capital Partners's ten largest holdings make up 31% of its $194M portfolio in Q1 2026.
  • 17 Capital Partners opened 22 new positions and closed 11 in Q1 2026.
  • 17 Capital Partners's portfolio value rose 0.07% quarter-over-quarter to $194M.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.