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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
SHW icon
126
CALL
Sherwin-Williams
SHW
$78.4B
$516K 0.23%
1,500
-100
-6% -$31.9K
IDXX icon
127
Idexx Laboratories
IDXX
$40.3B
$513K 0.23%
975
-100
-9% -$56.1K
VRTX icon
128
Vertex Pharmaceuticals
VRTX
$131B
$504K 0.23%
1,014
-1
-0.1% -$443
XLRE icon
129
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.98B
$494K 0.22%
11,217
+479
+4% +$21.1K
UAL icon
130
United Airlines
UAL
$34.4B
$490K 0.22%
3,600
– –
XLE icon
131
State Street Energy Select Sector SPDR ETF
XLE
$43.1B
$486K 0.22%
9,153
+2,901
+46% +$166K
CII icon
132
BlackRock Enhanced Captial and Income Fund
CII
$1.05B
$463K 0.21%
17,711
+1,688
+11% +$40.9K
USFR icon
133
WisdomTree Floating Rate Treasury Fund
USFR
$19.3B
$463K 0.21%
9,197
-894
-9% -$45.1K
AXP icon
134
American Express
AXP
$218B
$454K 0.2%
1,343
– –
CEW
135
WisdomTree Emerging Currency Strategy Fund
CEW
$17.8M
$454K 0.2%
23,492
+3,848
+20% +$74.6K
EMB icon
136
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$453K 0.2%
4,696
+918
+24% +$87.9K
FXF icon
137
Invesco CurrencyShares Swiss Franc Trust
FXF
$387M
$436K 0.2%
4,000
+613
+18% +$68.4K
WMS icon
138
Advanced Drainage Systems
WMS
$9.59B
$433K 0.2%
2,761
+11
+0.4% +$1.57K
ICVT icon
139
iShares Convertible Bond ETF
ICVT
$7.69B
$432K 0.19%
3,546
+362
+11% +$42K
DHS icon
140
WisdomTree US High Dividend Fund
DHS
$1.61B
$431K 0.19%
3,793
+377
+11% +$42K
KNGZ icon
141
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$67.8M
$431K 0.19%
10,761
+1,160
+12% +$45.6K
VXUS icon
142
Vanguard Total International Stock ETF
VXUS
$162B
$430K 0.19%
5,029
+2,332
+86% +$195K
PEP icon
143
PepsiCo
PEP
$185B
$424K 0.19%
3,134
-81
-3% -$12.1K
BRK.B icon
144
Berkshire Hathaway Class B
BRK.B
$1.1T
$421K 0.19%
842
-10
-1% -$4.81K
MSFT icon
145
CALL
Microsoft
MSFT
$3.72T
$410K 0.18%
1,100
– –
ABNB icon
146
Airbnb
ABNB
$99.1B
$390K 0.18%
2,726
– –
VCIT icon
147
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
$388K 0.17%
4,692
+843
+22% +$69.7K
PSA icon
148
Public Storage
PSA
$55.3B
$369K 0.17%
1,158
+6
+0.5% +$1.84K
HYG icon
149
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.1B
$366K 0.17%
4,581
+476
+12% +$38.1K
BAC icon
150
Bank of America
BAC
$413B
$341K 0.15%
5,993
+38
+0.6% +$2.02K
4 5
6
7 8

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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.