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Portfolio (Quarterly) Guide ↗

17 CAPITAL PARTNERS, LLC

· CIK 0001727407
13F Portfolio $194M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 161 New
Page 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SONY SONY GROUP CORP Technology 66,110.0 $1.7M 0.87% NEW $25.60 -14.6%
22 UBER UBER TECHNOLOGIES INC Technology 20,485.0 $1.7M 0.86% NEW $81.71 -13.5%
23 AMGN AMGEN INC Healthcare 5,075.0 $1.7M 0.86% NEW $327.31 +3.0%
24 GD GENERAL DYNAMICS CORP Industrials 4,918.0 $1.7M 0.85% NEW $336.66 +2.4%
25 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 102,245.0 $1.6M 0.84% NEW $15.86 +19.5%
26 IWB ISHARES TR 4,335.0 $1.6M 0.83% NEW $373.44 +9.6%
27 QCOM QUALCOMM INC Technology 9,289.0 $1.6M 0.82% NEW $171.05 +33.2%
28 ECL ECOLAB INC Basic Materials 5,965.0 $1.6M 0.81% NEW $262.52 +1.1%
29 ATO ATMOS ENERGY CORP Utilities 9,056.0 $1.5M 0.78% NEW $167.63 +4.8%
30 AMD ADVANCED MICRO DEVICES INC Technology 6,988.0 $1.5M 0.77% NEW $214.16 +131.2%
31 FNDF SCHWAB STRATEGIC TR 32,283.0 $1.5M 0.75% NEW $45.21 +19.6%
32 USB US BANCORP DEL Financial Services 27,207.0 $1.5M 0.75% NEW $53.36 +2.4%
33 KO COCA COLA CO Consumer Defensive 20,064.0 $1.4M 0.72% NEW $69.91 +17.2%
34 LEN LENNAR CORP Consumer Cyclical 13,434.0 $1.4M 0.71% NEW $102.80 -12.2%
35 IWM ISHARES TR 5,569.0 $1.4M 0.71% NEW $246.16 +17.8%
36 VIOO VANGUARD ADMIRAL FDS INC 12,328.0 $1.4M 0.70% NEW $110.96 +16.1%
37 VFH VANGUARD WORLD FD 10,206.0 $1.4M 0.70% NEW $133.49 -5.4%
38 ADBE ADOBE INC Technology 3,833.0 $1.3M 0.69% NEW $349.99 -31.8%
39 XLU SELECT SECTOR SPDR TR 30,970.0 $1.3M 0.68% NEW $42.69 +5.6%
40 QQQ INVESCO QQQ TR Financial Services 2,123.0 $1.3M 0.67% NEW $614.31 +18.7%
Page 2 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 31.0%
Technology 22.7%
Financial Services 15.9%
Healthcare 8.2%
Basic Materials 6.5%
Industrials 5.9%
Consumer Cyclical 3.5%
Utilities 2.4%
Consumer Defensive 2.1%
Energy 1.2%