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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 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GSLC GOLDMAN SACHS ETF TR 7,850.0 $1.0M 0.54% NEW $132.37 +7.7%
62 ARKW ARK ETF TR 6,923.0 $1.0M 0.53% NEW $147.73 -1.1%
63 XEL XCEL ENERGY INC Utilities 13,727.0 $1.0M 0.52% NEW $73.86 +9.7%
64 PG PROCTER AND GAMBLE CO Consumer Defensive 7,066.0 $1.0M 0.52% NEW $143.31 +2.9%
65 SHW CALL SHERWIN WILLIAMS CO Basic Materials 3,100.0 $1.0M 0.52% NEW $324.03 -4.3%
66 ALC ALCON AG Healthcare 12,745.0 $1.0M 0.52% NEW $78.81 -15.8%
67 IDXX IDEXX LABS INC Healthcare 1,465.0 $991K 0.51% NEW $676.53 -18.6%
68 ISRG INTUITIVE SURGICAL INC Healthcare 1,742.0 $987K 0.51% NEW $566.36 -26.1%
69 APD AIR PRODS & CHEMS INC Basic Materials 3,919.0 $968K 0.50% NEW $247.02 +15.7%
70 XLK SELECT SECTOR SPDR TR 6,595.0 $949K 0.49% NEW $143.97 +28.1%
71 NOW SERVICENOW INC Technology 5,955.0 $912K 0.47% NEW $153.19 -33.3%
72 CFR CULLEN FROST BANKERS INC Financial Services 7,110.0 $900K 0.46% NEW $126.63 +8.7%
73 JMOM J P MORGAN EXCHANGE TRADED F 13,210.0 $900K 0.46% NEW $68.15 +19.6%
74 SOXX ISHARES TR 2,983.0 $898K 0.46% NEW $301.15 +87.3%
75 MDT MEDTRONIC PLC Healthcare 9,285.0 $892K 0.46% NEW $96.06 -20.9%
76 LOW LOWES COS INC Consumer Cyclical 3,693.0 $891K 0.46% NEW $241.16 -10.0%
77 XNTK SPDR SERIES TRUST 3,203.0 $890K 0.46% NEW $277.88 +29.4%
78 TMUS T-MOBILE US INC Communication Services 4,373.0 $888K 0.46% NEW $203.04 -6.0%
79 OSK OSHKOSH CORP Industrials 6,933.0 $871K 0.45% NEW $125.63 +3.1%
80 WDAY WORKDAY INC Technology 3,964.0 $851K 0.44% NEW $214.78 -42.0%
Page 4 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%