Portfolio (Quarterly)
Guide ↗
17 CAPITAL PARTNERS, LLC
· CIK 0001727407| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLU | SELECT SECTOR SPDR TR | — | 30,970 | $1.3M | 0.68% | SOLD |
| 2 | CTRA | COTERRA ENERGY INC | Energy | 41,999 | $1.1M | 0.57% | SOLD |
| 3 | WDAY | WORKDAY INC | Technology | 3,964 | $851K | 0.44% | SOLD |
| 4 | TYL | TYLER TECHNOLOGIES INC | Technology | 1,548 | $703K | 0.36% | SOLD |
| 5 | PEN | PENUMBRA INC | Healthcare | 1,832 | $570K | 0.29% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 2,053 | $544K | 0.28% | SOLD |
| 7 | PEP CALL | PEPSICO INC | Consumer Defensive | 2,100 | $301K | 0.15% | SOLD |
| 8 | SHV | ISHARES TR | — | 2,603 | $287K | 0.15% | SOLD |
| 9 | — | ASTRAZENECA PLC | — | 2,551 | $235K | 0.12% | SOLD |
| 10 | TEAM | ATLASSIAN CORPORATION | Technology | 1,335 | $216K | 0.11% | SOLD |
| 11 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,807 | $210K | 0.11% | SOLD |
| 12 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 102 | $205K | 0.11% | SOLD |
Sector Allocation
Communication Services
29.3%
Technology
21.3%
Financial Services
15.1%
Healthcare
8.2%
Basic Materials
7.2%
Industrials
6.8%
Consumer Defensive
3.8%
Consumer Cyclical
3.1%
Utilities
3.1%
Energy
1.4%