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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
+0.97%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$10.2M
Cap. Flow
+$11.3M
Cap. Flow %
5.81%
Top 10 Hldgs %
32.4%
Holding
172
New
27
Increased
45
Reduced
63
Closed
11

Top Buys

Rank Stock Value
1
PMMF
iShares Prime Money Market ETF
PMMF
+$2.38M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.88M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$825K
5
MSFT icon
Microsoft
MSFT
+$817K

Top Sells

Rank Stock Value
1
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.32M
2
NFLX icon
Netflix
NFLX
+$1.04M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.02M
4
FNGS icon
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
+$850K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$588K

Sector Composition

Rank Sector Weight
1 Communication Services 21.66%
2 Technology 16.18%
3 Financials 9.15%
4 Healthcare 5.82%
5 Materials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$119B
$891K 0.46%
3,693
– –
XNTK icon
77
State Street SPDR NYSE Technology ETF
XNTK
$2.18B
$890K 0.46%
3,203
-920
-22% -$257K
TMUS icon
78
T-Mobile US
TMUS
$188B
$888K 0.46%
4,373
-187
-4% -$39.6K
OSK icon
79
Oshkosh
OSK
$9.39B
$871K 0.45%
6,933
-10
-0.1% -$1.29K
WDAY icon
80
Workday
WDAY
$40.9B
$851K 0.44%
3,964
-25
-0.6% -$5.68K
SMH icon
81
VanEck Semiconductor ETF
SMH
$71.4B
$837K 0.43%
2,324
+563
+32% +$198K
TTE icon
82
TotalEnergies
TTE
$190B
$835K 0.43%
12,758
+27
+0.2% +$1.71K
VEEV icon
83
Veeva Systems
VEEV
$33.9B
$826K 0.43%
3,698
– –
AGG icon
84
iShares Core US Aggregate Bond ETF
AGG
$138B
$821K 0.42%
+8,218
New +$825K
MRK icon
85
Merck
MRK
$320B
$800K 0.41%
7,604
-31
-0.4% -$2.91K
CRWD icon
86
CrowdStrike
CRWD
$216B
$799K 0.41%
6,820
– –
AWK icon
87
American Water Works
AWK
$25.9B
$788K 0.41%
6,035
-23
-0.4% -$3.07K
MRVL icon
88
Marvell Technology
MRVL
$193B
$784K 0.4%
9,230
+365
+4% +$31.9K
HGTY icon
89
Hagerty
HGTY
$1.19B
$739K 0.38%
55,000
– –
TYL icon
90
Tyler Technologies
TYL
$12.5B
$703K 0.36%
1,548
-10
-0.6% -$4.76K
PANW icon
91
Palo Alto Networks
PANW
$296B
$681K 0.35%
3,697
-177
-5% -$35.7K
IEFA icon
92
iShares Core MSCI EAFE ETF
IEFA
$193B
$652K 0.34%
+7,287
New +$644K
IAU icon
93
iShares Gold Trust
IAU
$63.5B
$646K 0.33%
+7,954
New +$622K
IUSB icon
94
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$631K 0.33%
13,558
+5,077
+60% +$237K
INTU icon
95
Intuit
INTU
$86.8B
$624K 0.32%
942
-90
-9% -$59.5K
AXON
96
Axon Enterprise
AXON
$48.1B
$620K 0.32%
1,092
-655
-37% -$406K
NBIX icon
97
Neurocrine Biosciences
NBIX
$17.1B
$615K 0.32%
4,335
+770
+22% +$112K
VZ icon
98
Verizon
VZ
$193B
$610K 0.31%
14,974
-6,424
-30% -$261K
WCC
99
WESCO International
WCC
$17.8B
$601K 0.31%
+2,455
New +$602K
VGSH icon
100
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$590K 0.3%
+10,040
New +$590K
2 3
4
5 6

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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
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SCPM
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TDWM
Topel & Distasi Wealth Management Berkeley, California $193M AUM 12.07% 1-Year Est. Return

17 Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, 17 Capital Partners held 172 positions worth $194M, up 5.6% from $184M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

17 Capital Partners deployed $11.3M of net new capital in Q4 2025, opening 27 new positions and adding to 45 existing holdings. Its largest new stake was iShares Prime Money Market ETF: 23,672 shares worth $2.37M.

By sector, the portfolio is most concentrated in Communication Services at 22% of assets, down from 25% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Netflix, an estimated $1.04M trimmed.

  • 17 Capital Partners's largest Q4 2025 buy was iShares Prime Money Market ETF: 23,672 shares worth $2.37M.
  • 17 Capital Partners added most to iShares 0-3 Month Treasury Bond ETF in Q4 2025, an estimated $1.68M increase.
  • 17 Capital Partners's biggest Q4 2025 reduction was Netflix, cutting an estimated $1.04M.
  • 17 Capital Partners fully exited Vanguard Consumer Staples ETF in Q4 2025, selling an estimated $1.32M.
  • 17 Capital Partners's ten largest holdings make up 32% of its $194M portfolio in Q4 2025.
  • 17 Capital Partners opened 27 new positions and closed 11 in Q4 2025.
  • 17 Capital Partners's portfolio value rose 5.6% quarter-over-quarter to $194M.

Based on 17 Capital Partners's 13F filing for Q4 2025, filed 13 Feb 2026.