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Portfolio (Quarterly) Guide ↗

17 CAPITAL PARTNERS, LLC

· CIK 0001727407
13F Portfolio $194M AUM 172 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 96 Added 26 Reduced 12 Exited
Page 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADSK AUTODESK INC Technology 4,275.0 $1.0M 0.53% +100.0 +2.4% $239.40 -0.2%
62 PG PROCTER & GAMBLE CO Consumer Defensive 7,066.0 $1.0M 0.53% $144.44 +2.4%
63 MA MASTERCARD INCORPORATED Financial Services 2,037.0 $1.0M 0.52% +65.0 +3.3% $499.66 -1.0%
64 OSK OSHKOSH CORP Industrials 6,913.0 $1.0M 0.52% $147.21 -11.6%
65 IEMG ISHARES INC 14,540.0 $1.0M 0.52% +7K +85.0% $69.75 +19.7%
66 XLK SELECT SECTOR SPDR TR 7,485.0 $995K 0.51% +890.0 +13.5% $132.90 +38.7%
67 CFR CULLEN FROST BANKERS INC Financial Services 7,110.0 $975K 0.50% $137.08 +0.5%
68 MRVL MARVELL TECHNOLOGY INC Technology 9,810.0 $972K 0.50% +580.0 +6.3% $99.05 +103.7%
69 SMH VANECK ETF TRUST 2,509.0 $962K 0.49% +185.0 +8.0% $383.40 +55.0%
70 ALC ALCON AG Healthcare 12,745.0 $960K 0.49% $75.35 -11.7%
71 JMOM J P MORGAN EXCHANGE TRADED F 14,114.0 $959K 0.49% +904.0 +6.8% $67.92 +19.9%
72 AGG ISHARES TR 9,526.0 $946K 0.49% +1K +15.9% $99.27 -0.5%
73 ADBE ADOBE INC Technology 3,833.0 $932K 0.48% $243.08 -1.6%
74 WCC WESCO INTL INC Industrials 3,405.0 $932K 0.48% +950.0 +38.7% $273.62 +34.9%
75 MRK MERCK & CO INC Healthcare 7,704.0 $927K 0.48% +100.0 +1.3% $120.29 +0.4%
76 TMUS T-MOBILE US INC Communication Services 4,407.0 $926K 0.48% +34.0 +0.8% $210.03 -8.5%
77 XNTK SPDR SERIES TRUST 3,562.0 $909K 0.47% +359.0 +11.2% $255.28 +40.6%
78 BX BLACKSTONE INC Financial Services 7,901.0 $909K 0.47% $114.99 +3.1%
79 ARKW ARK ETF TR 7,376.0 $890K 0.46% +453.0 +6.5% $120.61 +21.6%
80 LOW LOWES COS INC Consumer Cyclical 3,765.0 $890K 0.46% +72.0 +1.9% $236.28 -8.0%
Page 4 of 9  ·  172 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 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%