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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDT MEDTRONIC PLC Healthcare 9,850.0 $854K 0.44% +565.0 +6.1% $86.65 -12.0%
82 IAU ISHARES GOLD TR Financial Services 9,579.0 $844K 0.43% +2K +20.4% $88.16 -5.0%
83 MKC MCCORMICK & CO INC Consumer Defensive 16,736.0 $844K 0.43% NEW $50.44 -5.6%
84 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,075.0 $827K 0.43% +40.0 +0.7% $136.09 -8.8%
85 GEV GE VERNOVA INC Utilities 943.0 $823K 0.42% NEW $872.90 +19.3%
86 ISRG INTUITIVE SURGICAL INC Healthcare 1,767.0 $815K 0.42% +25.0 +1.4% $460.99 -9.3%
87 EW EDWARDS LIFESCIENCES CORP Healthcare 10,036.0 $804K 0.41% +3K +49.5% $80.08 +7.7%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 15,624.0 $784K 0.40% +650.0 +4.3% $50.20 -3.2%
89 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,206.0 $784K 0.40% -463.0 -27.7% $650.34 +15.4%
90 IEFA ISHARES TR 8,524.0 $772K 0.40% +1K +17.0% $90.53 +8.3%
91 BNDW VANGUARD SCOTTSDALE FDS 11,246.0 $769K 0.40% +7K +140.5% $68.35 -0.1%
92 GNRC GENERAC HLDGS INC Industrials 3,701.0 $723K 0.37% NEW $195.33 +42.6%
93 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 15,619.0 $721K 0.37% +2K +14.7% $46.19 -5.0%
94 AVGO BROADCOM INC Technology 2,303.0 $713K 0.37% +910.0 +65.3% $309.51 +36.8%
95 VTIP VANGUARD MALVERN FDS 14,021.0 $700K 0.36% +2K +19.8% $49.95 +0.8%
96 XLV SELECT SECTOR SPDR TR 4,744.0 $696K 0.36% -3K -41.3% $146.61 +1.6%
97 CRWD CROWDSTRIKE HLDGS INC Technology 1,760.0 $687K 0.35% +55.0 +3.2% $390.41 +65.5%
98 VGSH VANGUARD SCOTTSDALE FDS 11,413.0 $668K 0.34% +1K +13.7% $58.54 -0.4%
99 FNDF SCHWAB STRATEGIC TR 13,535.0 $662K 0.34% -19K -58.1% $48.93 +10.5%
100 LLY ELI LILLY & CO Healthcare 698.0 $642K 0.33% +505.0 +261.7% $919.77 +18.2%
Page 5 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%