We are live on ! Find out more
1CP

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
FISV
101
Fiserv Inc
FISV
$29B
$523K 0.28%
4,059
-3,114
-43% -$446K
CPAY icon
102
Corpay
CPAY
$25.2B
$522K 0.28%
1,811
+4
+0.2% +$1.27K
TSM icon
103
TSMC
TSM
$2.11T
$508K 0.28%
1,818
– –
NBIX icon
104
Neurocrine Biosciences
NBIX
$16.9B
$500K 0.27%
3,565
– –
CSGP icon
105
CoStar Group
CSGP
$12.2B
$500K 0.27%
5,921
+13
+0.2% +$1.15K
ORCL icon
106
Oracle
ORCL
$409B
$477K 0.26%
1,697
+475
+39% +$121K
AXP icon
107
American Express
AXP
$233B
$454K 0.25%
1,368
– –
BRK.B icon
108
Berkshire Hathaway Class B
BRK.B
$1.11T
$448K 0.24%
891
– –
CMG icon
109
Chipotle Mexican Grill
CMG
$47.4B
$432K 0.23%
11,012
-225
-2% -$10.1K
SPOT icon
110
Spotify
SPOT
$100B
$429K 0.23%
614
– –
V icon
111
Visa
V
$683B
$424K 0.23%
1,242
+14
+1% +$4.84K
EUFN icon
112
iShares MSCI Europe Financials ETF
EUFN
$4.25B
$423K 0.23%
12,310
– –
AVGO icon
113
Broadcom
AVGO
$1.87T
$421K 0.23%
1,275
-200
-14% -$61.4K
VOO icon
114
Vanguard S&P 500 ETF
VOO
$993B
$405K 0.22%
662
-49
-7% -$28.9K
IUSB icon
115
iShares Core Universal USD Bond ETF
IUSB
$43B
$396K 0.22%
8,481
+726
+9% +$33.6K
VRTX icon
116
Vertex Pharmaceuticals
VRTX
$119B
$388K 0.21%
990
-30
-3% -$12.5K
PEP icon
117
PepsiCo
PEP
$191B
$355K 0.19%
2,528
– –
BAC icon
118
Bank of America
BAC
$437B
$355K 0.19%
6,877
+20
+0.3% +$976
UAL icon
119
United Airlines
UAL
$41.7B
$347K 0.19%
3,600
-1,205
-25% -$116K
EEM icon
120
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$343K 0.19%
6,425
+22
+0.3% +$1.1K
STZ icon
121
Constellation Brands
STZ
$22.4B
$327K 0.18%
2,429
-323
-12% -$51.4K
HD icon
122
Home Depot
HD
$339B
$326K 0.18%
804
– –
PSA icon
123
Public Storage
PSA
$60.9B
$324K 0.18%
1,122
-10
-0.9% -$2.87K
EMB icon
124
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$320K 0.17%
3,364
+575
+21% +$53.8K
MELI icon
125
Mercado Libre
MELI
$96.3B
$304K 0.17%
130
+1
+0.8% +$2.4K
2 3 4
5
6

Similar funds

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
Exit Wealth Advisors Atlanta, Georgia $195M AUM
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
TDWM
Topel & Distasi Wealth Management Berkeley, California $193M AUM 12.07% 1-Year Est. Return

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.