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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
BDN
176
Brandywine Realty Trust
BDN
$505M
$44.6K 0.02%
14,062
-2,988
-18% -$8.98K
ATO icon
177
Atmos Energy
ATO
$27.5B
– –
-6,423
Closed -$1.19M
DHR icon
178
Danaher
DHR
$146B
– –
-5,476
Closed -$1.04M
EWJ icon
179
iShares MSCI Japan ETF
EWJ
$23.3B
– –
-2,925
Closed -$247K
INTU icon
180
Intuit
INTU
$90.2B
– –
-952
Closed -$412K
ORCL icon
181
Oracle
ORCL
$412B
– –
-1,857
Closed -$273K
SCHD icon
182
Schwab US Dividend Equity ETF
SCHD
$112B
– –
-6,653
Closed -$204K
VEEV icon
183
Veeva Systems
VEEV
$43.9B
– –
-2,758
Closed -$484K
WMT icon
184
Walmart Inc
WMT
$862B
– –
-1,772
Closed -$220K
4 5 6 7
8

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ACG
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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.