We are live on ! Find out more
1CP

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
REGN icon
151
Regeneron Pharmaceuticals
REGN
$79.9B
$335K 0.15%
+537
New +$366K
V icon
152
Visa
V
$701B
$330K 0.15%
963
-134
-12% -$43K
CAT icon
153
Caterpillar
CAT
$359B
$319K 0.14%
300
– –
JEPI icon
154
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$318K 0.14%
5,627
+690
+14% +$39K
ABBV icon
155
AbbVie
ABBV
$463B
$306K 0.14%
1,218
-58
-5% -$12.5K
MPWR icon
156
Monolithic Power Systems
MPWR
$56.4B
$289K 0.13%
209
-40
-16% -$60.1K
TXN icon
157
Texas Instruments
TXN
$240B
$283K 0.13%
+950
New +$264K
SPOT icon
158
Spotify
SPOT
$114B
$282K 0.13%
614
– –
AZN icon
159
AstraZeneca
AZN
$253B
$279K 0.13%
1,472
+45
+3% +$8.46K
PEP icon
160
CALL
PepsiCo
PEP
$185B
$271K 0.12%
+2,000
New +$299K
SHEL icon
161
Shell
SHEL
$283B
$270K 0.12%
3,486
– –
ODFL icon
162
Old Dominion Freight Line
ODFL
$37.7B
$268K 0.12%
+1,235
New +$267K
BUD icon
163
AB InBev
BUD
$157B
$265K 0.12%
3,220
+70
+2% +$5.5K
HSY icon
164
Hershey
HSY
$34.2B
$265K 0.12%
1,511
+61
+4% +$11.5K
SHEL icon
165
CALL
Shell
SHEL
$283B
$264K 0.12%
+3,400
New +$293K
HD icon
166
Home Depot
HD
$306B
$260K 0.12%
736
– –
HEDJ icon
167
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$259K 0.12%
4,537
+112
+3% +$6.23K
NOK icon
168
Nokia
NOK
$55.1B
$248K 0.11%
18,690
-475
-2% -$6.11K
DE icon
169
Deere & Co
DE
$185B
$230K 0.1%
363
– –
IWO icon
170
iShares Russell 2000 Growth ETF
IWO
$14.2B
$217K 0.1%
+550
New +$201K
ARM icon
171
Arm
ARM
$259B
$216K 0.1%
+610
New +$162K
UNP icon
172
Union Pacific
UNP
$169B
$216K 0.1%
+795
New +$209K
SCHB icon
173
Schwab US Broad Market ETF
SCHB
$44B
$206K 0.09%
+7,104
New +$199K
IWR icon
174
iShares Russell Mid-Cap ETF
IWR
$55.5B
$203K 0.09%
+1,837
New +$193K
COST icon
175
Costco
COST
$402B
$201K 0.09%
215
– –
4 5 6
7
8

Similar funds

SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
LCM
Lionhunter Capital Management New York $222M AUM
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
HCA
Hyperion Capital Advisors New York $222M AUM 24.07% 1-Year Est. Return
ACG
Ampersand Capital Group Burlingame, California $222M AUM 15.33% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return

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.