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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
MDT icon
76
Medtronic
MDT
$110B
$885K 0.48%
9,294
– –
JMOM icon
77
JPMorgan US Momentum Factor ETF
JMOM
$2.6B
$853K 0.46%
12,560
+1,215
+11% +$79.6K
FNGS icon
78
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$597M
$850K 0.46%
12,145
+1,155
+11% +$77.1K
FBCG
79
Fidelity Blue Chip Growth ETF
FBCG
$7.23B
$847K 0.46%
15,784
+1,751
+12% +$89.2K
AWK icon
80
American Water Works
AWK
$26.5B
$843K 0.46%
6,058
– –
CRWD icon
81
CrowdStrike
CRWD
$213B
$836K 0.45%
6,820
– –
SPY icon
82
State Street SPDR S&P 500 ETF Trust
SPY
$820B
$829K 0.45%
1,245
– –
ISRG icon
83
Intuitive Surgical
ISRG
$130B
$821K 0.45%
1,836
-205
-10% -$98.4K
TYL icon
84
Tyler Technologies
TYL
$12.5B
$815K 0.44%
1,558
+8
+0.5% +$4.49K
PANW icon
85
Palo Alto Networks
PANW
$294B
$789K 0.43%
3,874
– –
GSLC icon
86
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$788K 0.43%
6,052
+618
+11% +$77.8K
TTE icon
87
TotalEnergies
TTE
$190B
$760K 0.41%
+12,731
New +$785K
MRVL icon
88
Marvell Technology
MRVL
$198B
$745K 0.41%
8,865
-75
-0.8% -$5.52K
INTU icon
89
Intuit
INTU
$87.5B
$705K 0.38%
1,032
+73
+8% +$52.6K
HGTY icon
90
Hagerty
HGTY
$1.19B
$662K 0.36%
55,000
– –
VTI icon
91
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
$652K 0.35%
1,986
+188
+10% +$59.4K
MRK icon
92
Merck
MRK
$319B
$641K 0.35%
7,635
– –
IWV icon
93
iShares Russell 3000 ETF
IWV
$20.3B
$610K 0.33%
1,611
+132
+9% +$48.1K
SMH icon
94
VanEck Semiconductor ETF
SMH
$72.1B
$575K 0.31%
1,761
+155
+10% +$45.9K
SOXX icon
95
iShares Semiconductor ETF
SOXX
$48.5B
$574K 0.31%
2,117
+254
+14% +$63.4K
CBSH icon
96
Commerce Bancshares
CBSH
$8.66B
$573K 0.31%
10,075
– –
SHV icon
97
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$566K 0.31%
5,124
+11
+0.2% +$1.21K
ELS icon
98
Equity Lifestyle Properties
ELS
$12.7B
$544K 0.3%
8,956
– –
CRM icon
99
Salesforce
CRM
$155B
$542K 0.29%
2,286
-35
-2% -$8.83K
VXF icon
100
Vanguard Extended Market ETF
VXF
$31.5B
$530K 0.29%
2,532
+303
+14% +$61.3K
2 3
4
5 6

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KIM
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TVM
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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.