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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
+14.31%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$173M
AUM Growth
+$17.5M
Cap. Flow
-$1.12M
Cap. Flow %
-0.65%
Top 10 Hldgs %
34.77%
Holding
157
New
21
Increased
63
Reduced
49
Closed
14

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.72M
2
UBER icon
Uber
UBER
+$1.63M
3
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.33M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.27M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93M
2
XYL icon
Xylem
XYL
+$1.49M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
AMP icon
Ameriprise Financial
AMP
+$933K

Sector Composition

Rank Sector Weight
1 Communication Services 25.38%
2 Technology 18.01%
3 Financials 9.38%
4 Healthcare 5.77%
5 Materials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRTX icon
101
Vertex Pharmaceuticals
VRTX
$121B
$454K 0.26%
1,020
+20
+2% +$9.22K
NBIX icon
102
Neurocrine Biosciences
NBIX
$16.8B
$448K 0.26%
3,565
+650
+22% +$74.5K
SMH icon
103
VanEck Semiconductor ETF
SMH
$65.2B
$448K 0.26%
1,606
+258
+19% +$59.8K
STZ icon
104
Constellation Brands
STZ
$22.2B
$448K 0.26%
2,752
+420
+18% +$75.3K
SOXX icon
105
iShares Semiconductor ETF
SOXX
$41.7B
$445K 0.26%
1,863
+324
+21% +$64.9K
AXP icon
106
American Express
AXP
$227B
$436K 0.25%
1,368
– –
V icon
107
Visa
V
$684B
$436K 0.25%
1,228
– –
BRK.B icon
108
Berkshire Hathaway Class B
BRK.B
$1.1T
$433K 0.25%
891
– –
VXF icon
109
Vanguard Extended Market ETF
VXF
$30.3B
$430K 0.25%
2,229
+406
+22% +$72.1K
TSM icon
110
TSMC
TSM
$2.1T
$412K 0.24%
1,818
+225
+14% +$41.7K
AVGO icon
111
Broadcom
AVGO
$1.85T
$407K 0.23%
1,475
+25
+2% +$5.43K
VOO icon
112
Vanguard S&P 500 ETF
VOO
$979B
$404K 0.23%
711
-3,670
-84% -$1.93M
EUFN icon
113
iShares MSCI Europe Financials ETF
EUFN
$4.14B
$389K 0.22%
12,310
+3,210
+35% +$97K
UAL icon
114
United Airlines
UAL
$39.4B
$383K 0.22%
4,805
-95
-2% -$7K
IUSB icon
115
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$359K 0.21%
7,755
-13,622
-64% -$622K
TTD icon
116
Trade Desk
TTD
$8.48B
$347K 0.2%
4,819
-40
-0.8% -$2.55K
MELI icon
117
Mercado Libre
MELI
$95.2B
$337K 0.19%
+129
New +$301K
PEP icon
118
PepsiCo
PEP
$190B
$334K 0.19%
2,528
+21
+0.8% +$2.83K
PSA icon
119
Public Storage
PSA
$60.5B
$332K 0.19%
1,132
– –
BAC icon
120
Bank of America
BAC
$435B
$324K 0.19%
6,857
+1,590
+30% +$66.9K
IWP icon
121
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$317K 0.18%
2,287
– –
EEM icon
122
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$309K 0.18%
6,403
+375
+6% +$16.9K
HD icon
123
Home Depot
HD
$331B
$295K 0.17%
804
– –
TEAM icon
124
Atlassian
TEAM
$25.6B
$270K 0.16%
+1,330
New +$277K
ORCL icon
125
Oracle
ORCL
$374B
$267K 0.15%
+1,222
New +$197K
3 4
5
6 7

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17 Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, 17 Capital Partners held 157 positions worth $173M, up 11% from $156M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

17 Capital Partners's Q2 2025 filing shows 21 new, 63 increased, 49 reduced and 14 closed positions. Its largest new stake was iShares 7-10 Year Treasury Bond ETF: 28,726 shares worth $2.75M. The largest sale was Vanguard S&P 500 ETF, an estimated $1.93M.

By sector, the portfolio is most concentrated in Communication Services at 25% of assets, up from 23% a quarter earlier, followed by Technology and Financials.

  • 17 Capital Partners's largest Q2 2025 buy was iShares 7-10 Year Treasury Bond ETF: 28,726 shares worth $2.75M.
  • 17 Capital Partners added most to Uber in Q2 2025, an estimated $1.63M increase.
  • 17 Capital Partners's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.93M.
  • 17 Capital Partners fully exited Xylem in Q2 2025, selling an estimated $1.49M.
  • 17 Capital Partners's ten largest holdings make up 35% of its $173M portfolio in Q2 2025.
  • 17 Capital Partners opened 21 new positions and closed 14 in Q2 2025.
  • 17 Capital Partners's portfolio value rose 11% quarter-over-quarter to $173M.

Based on 17 Capital Partners's 13F filing for Q2 2025, filed 12 Aug 2025.