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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
-2.22%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
-$2.12M
Cap. Flow
+$3.85M
Cap. Flow %
2.47%
Top 10 Hldgs %
32.39%
Holding
145
New
11
Increased
70
Reduced
22
Closed
9

Top Buys

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$1.29M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.27M
3
MRVL icon
Marvell Technology
MRVL
+$834K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$774K
5
NFLX icon
Netflix
NFLX
+$769K

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$1.35M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$839K
4
XEL icon
Xcel Energy
XEL
+$549K
5
MRK icon
Merck
MRK
+$540K

Sector Composition

Rank Sector Weight
1 Communication Services 22.56%
2 Technology 16.56%
3 Financials 10.8%
4 Healthcare 6%
5 Materials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELS icon
101
Equity Lifestyle Properties
ELS
$12.6B
$464K 0.3%
6,963
-6,408
-48% -$428K
INTU icon
102
Intuit
INTU
$87.7B
$463K 0.3%
754
+15
+2% +$9.01K
FBCG
103
Fidelity Blue Chip Growth ETF
FBCG
$7.28B
$461K 0.3%
11,546
+526
+5% +$23.8K
FNGS icon
104
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$599M
$461K 0.3%
9,258
+1,010
+12% +$56.9K
VTI icon
105
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$431K 0.28%
1,570
+143
+10% +$41.5K
V icon
106
Visa
V
$686B
$430K 0.28%
1,228
-35
-3% -$11.8K
STZ icon
107
Constellation Brands
STZ
$22.3B
$428K 0.27%
2,332
-1,993
-46% -$362K
IWV icon
108
iShares Russell 3000 ETF
IWV
$20.2B
$425K 0.27%
1,337
+62
+5% +$20.8K
VEEV icon
109
Veeva Systems
VEEV
$34.4B
$418K 0.27%
1,803
+20
+1% +$4.57K
UBER icon
110
Uber
UBER
$137B
$411K 0.26%
+5,641
New +$406K
AMD icon
111
Advanced Micro Devices
AMD
$787B
$390K 0.25%
+3,792
New +$422K
GLOB icon
112
Globant
GLOB
$1.62B
$377K 0.24%
3,205
-30
-0.9% -$5.38K
PEP icon
113
PepsiCo
PEP
$189B
$375K 0.24%
2,507
+139
+6% +$20.7K
AXP icon
114
American Express
AXP
$234B
$368K 0.24%
1,368
– –
PSA icon
115
Public Storage
PSA
$60.7B
$339K 0.22%
1,132
– –
UAL icon
116
United Airlines
UAL
$43.3B
$338K 0.22%
4,900
– –
SPOT icon
117
Spotify
SPOT
$101B
$338K 0.22%
614
– –
CSGP icon
118
CoStar Group
CSGP
$12.1B
$327K 0.21%
+4,133
New +$314K
NBIX icon
119
Neurocrine Biosciences
NBIX
$16.7B
$322K 0.21%
2,915
+1,205
+70% +$153K
VXF icon
120
Vanguard Extended Market ETF
VXF
$31.3B
$314K 0.2%
1,823
+187
+11% +$35.4K
HD icon
121
Home Depot
HD
$350B
$295K 0.19%
804
+15
+2% +$5.85K
SOXX icon
122
iShares Semiconductor ETF
SOXX
$47.7B
$290K 0.19%
1,539
+32
+2% +$6.83K
SMH icon
123
VanEck Semiconductor ETF
SMH
$71.8B
$285K 0.18%
1,348
+27
+2% +$6.47K
IWP icon
124
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$269K 0.17%
2,287
+195
+9% +$25.1K
TTD icon
125
Trade Desk
TTD
$8.81B
$266K 0.17%
4,859
+50
+1% +$4.52K
2 3 4
5
6

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17 Capital Partners's Q1 2025 Portfolio in Review

As of Q1 2025, 17 Capital Partners held 145 positions worth $156M, down 1.3% from $158M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

17 Capital Partners's Q1 2025 filing shows 11 new, 70 increased, 22 reduced and 9 closed positions. Its largest new stake was Air Products & Chemicals: 4,186 shares worth $1.23M. The largest sale was Honeywell, an estimated $1.35M.

By sector, the portfolio is most concentrated in Communication Services at 23% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • 17 Capital Partners's largest Q1 2025 buy was Air Products & Chemicals: 4,186 shares worth $1.23M.
  • 17 Capital Partners added most to Alphabet (Google) Class C in Q1 2025, an estimated $1.27M increase.
  • 17 Capital Partners's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $839K.
  • 17 Capital Partners fully exited Honeywell in Q1 2025, selling an estimated $1.35M.
  • 17 Capital Partners's ten largest holdings make up 32% of its $156M portfolio in Q1 2025.
  • 17 Capital Partners opened 11 new positions and closed 9 in Q1 2025.
  • 17 Capital Partners's portfolio value fell 1.3% quarter-over-quarter to $156M.

Based on 17 Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.