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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
-3.6%
1 Year Est. Return
+16.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$139K
Cap. Flow
+$11.3M
Cap. Flow %
5.84%
Top 10 Hldgs %
30.66%
Holding
183
New
22
Increased
98
Reduced
31
Closed
11

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.95M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
3
MSI icon
Motorola Solutions
MSI
+$1.35M
4
CVX icon
Chevron
CVX
+$1.27M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.11M

Top Sells

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.99M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.32M
3
PH icon
Parker-Hannifin
PH
+$1.22M
4
CTRA
Coterra Energy
CTRA
+$1.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Sector Composition

Rank Sector Weight
1 Communication Services 19.31%
2 Technology 14.33%
3 Financials 7.97%
4 Healthcare 5.42%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EUFN icon
126
iShares MSCI Europe Financials ETF
EUFN
$4.14B
$483K 0.25%
13,860
+1,550
+13% +$56.7K
AXON
127
Axon Enterprise
AXON
$42.3B
$460K 0.24%
1,082
-10
-0.9% -$5.2K
VRTX icon
128
Vertex Pharmaceuticals
VRTX
$122B
$453K 0.23%
1,015
+25
+3% +$11.7K
LQD icon
129
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$453K 0.23%
4,154
+754
+22% +$83.1K
EEM icon
130
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$444K 0.23%
7,815
+1,620
+26% +$95.3K
XLRE icon
131
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$438K 0.23%
+10,738
New +$450K
INTU icon
132
Intuit
INTU
$86.3B
$412K 0.21%
952
+10
+1% +$4.77K
BRK.B icon
133
Berkshire Hathaway Class B
BRK.B
$1.1T
$408K 0.21%
852
+11
+1% +$5.4K
MSFT icon
134
CALL
Microsoft
MSFT
$3.35T
$407K 0.21%
1,100
– –
AXP icon
135
American Express
AXP
$228B
$406K 0.21%
1,343
– –
XLE icon
136
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$383K 0.2%
+6,252
New +$335K
WMS icon
137
Advanced Drainage Systems
WMS
$10.5B
$377K 0.19%
+2,750
New +$426K
FXF icon
138
Invesco CurrencyShares Swiss Franc Trust
FXF
$416M
$374K 0.19%
3,387
+484
+17% +$54.6K
DHS icon
139
WisdomTree US High Dividend Fund
DHS
$1.56B
$373K 0.19%
3,416
+260
+8% +$28.3K
CEW
140
WisdomTree Emerging Currency Strategy Fund
CEW
$15.8M
$373K 0.19%
19,644
+2,883
+17% +$55.3K
EMB icon
141
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$355K 0.18%
3,778
+268
+8% +$25.7K
KNGZ icon
142
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$63.4M
$346K 0.18%
9,601
+765
+9% +$28.5K
ABNB icon
143
Airbnb
ABNB
$90.3B
$344K 0.18%
+2,726
New +$355K
ASML icon
144
ASML
ASML
$634B
$339K 0.17%
257
+31
+14% +$42.5K
CII icon
145
BlackRock Enhanced Captial and Income Fund
CII
$980M
$337K 0.17%
16,023
+2,232
+16% +$50.3K
V icon
146
Visa
V
$673B
$332K 0.17%
1,097
-160
-13% -$51.4K
UAL icon
147
United Airlines
UAL
$40.1B
$331K 0.17%
3,600
– –
HYG icon
148
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$327K 0.17%
4,105
+324
+9% +$26.1K
SHEL icon
149
Shell
SHEL
$250B
$324K 0.17%
3,486
-3,400
-49% -$275K
ICVT icon
150
iShares Convertible Bond ETF
ICVT
$7.21B
$324K 0.17%
3,184
+254
+9% +$26.3K
4 5
6
7 8

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OCA
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IA
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KIM
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TVM
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EWA
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EWM
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SCPM
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17 Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 17 Capital Partners held 183 positions worth $194M, up 0.07% from $194M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

17 Capital Partners deployed $11.3M of net new capital in Q1 2026, opening 22 new positions and adding to 98 existing holdings. Its largest new stake was Motorola Solutions: 3,107 shares worth $1.35M.

By sector, the portfolio is most concentrated in Communication Services at 19% of assets, down from 22% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 7-10 Year Treasury Bond ETF, an estimated $1.99M trimmed.

  • 17 Capital Partners's largest Q1 2026 buy was Motorola Solutions: 3,107 shares worth $1.35M.
  • 17 Capital Partners added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $3.95M increase.
  • 17 Capital Partners's biggest Q1 2026 reduction was iShares 7-10 Year Treasury Bond ETF, cutting an estimated $1.99M.
  • 17 Capital Partners fully exited State Street Utilities Select Sector SPDR ETF in Q1 2026, selling an estimated $1.32M.
  • 17 Capital Partners's ten largest holdings make up 31% of its $194M portfolio in Q1 2026.
  • 17 Capital Partners opened 22 new positions and closed 11 in Q1 2026.
  • 17 Capital Partners's portfolio value rose 0.07% quarter-over-quarter to $194M.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.