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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
IQLT icon
101
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$747K 0.34%
15,070
+2,489
+20% +$122K
TMUS icon
102
T-Mobile US
TMUS
$196B
$741K 0.33%
4,417
+10
+0.2% +$1.89K
AAAU icon
103
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.6B
$716K 0.32%
18,094
+2,475
+16% +$110K
IWV icon
104
iShares Russell 3000 ETF
IWV
$20.2B
$707K 0.32%
1,658
+143
+9% +$58.9K
BLV icon
105
Vanguard Long-Term Bond ETF
BLV
$5.62B
$697K 0.31%
10,113
+1,429
+16% +$98K
MA icon
106
Mastercard
MA
$503B
$692K 0.31%
1,347
-690
-34% -$344K
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$107B
$685K 0.31%
4,619
+251
+6% +$34.4K
ISRG icon
108
Intuitive Surgical
ISRG
$134B
$683K 0.31%
1,717
-50
-3% -$21.8K
FNDF icon
109
Schwab Fundamental International Large Company Index ETF
FNDF
$26.1B
$682K 0.31%
12,917
-618
-5% -$32.5K
CPAY icon
110
Corpay
CPAY
$26.8B
$663K 0.3%
1,989
-35
-2% -$11.6K
VZ icon
111
Verizon
VZ
$213B
$661K 0.3%
15,621
-3
-0% -$141
HGTY icon
112
Hagerty
HGTY
$1.51B
$653K 0.29%
54,765
– –
VYMI icon
113
Vanguard International High Dividend Yield ETF
VYMI
$21.9B
$626K 0.28%
6,374
+244
+4% +$24.1K
BNDX icon
114
Vanguard Total International Bond ETF
BNDX
$82.4B
$607K 0.27%
12,536
+2,177
+21% +$105K
AXON
115
Axon Enterprise
AXON
$39.8B
$603K 0.27%
1,076
-6
-0.6% -$2.51K
SAIA icon
116
Saia
SAIA
$9.34B
$594K 0.27%
+1,410
New +$620K
PICB icon
117
Invesco International Corporate Bond ETF
PICB
$350M
$594K 0.27%
25,631
+2,088
+9% +$48.9K
GIGB icon
118
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$969M
$580K 0.26%
12,638
+1,493
+13% +$68.4K
TIPX icon
119
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.03B
$568K 0.26%
29,993
+2,525
+9% +$48.3K
NOW icon
120
ServiceNow
NOW
$147B
$551K 0.25%
5,545
-250
-4% -$24.8K
EUFN icon
121
iShares MSCI Europe Financials ETF
EUFN
$4.22B
$547K 0.25%
14,039
+179
+1% +$6.77K
EEM icon
122
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$541K 0.24%
7,915
+100
+1% +$6.53K
LQD icon
123
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$539K 0.24%
4,943
+789
+19% +$86K
ELS icon
124
Equity Lifestyle Properties
ELS
$11.7B
$524K 0.24%
8,135
-800
-9% -$50.6K
ASML icon
125
ASML
ASML
$605B
$521K 0.23%
262
+5
+2% +$7.96K
3 4
5
6 7

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HCA
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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.